A client of mine is implementing Dynamics GP EFT for Payables (yay, no more cheques soon!)… and I needed to modify the Remittance Form that gets emailed to the vendors when they are paid. If nothing else, I needed to change the title “Check Remittance” to anything but the US spelling of cheque!
I did my modifications – pretty basic ones. I changed the title, I altered the size of a couple of header boxes to line some things up and removed some fields that the client didn’t need. (Who really needs Document Amount, Discount Amount, Net Amount and Amount Paid anyway?). Overall, pretty basic stuff, and nothing I hadn’t done before at other clients.
Continue reading “Dynamics GP Word Template Error & Compatibility Mode”
Tonight I decided to clean up my “future blog posts” folder, where I dump in screen shots and brief snippets of text for future posts, hoping I remember what I was thinking at the time the entire topic would look like! This one is a snippet and a URL that I’m lacking screen shots on so I’ll do my best to describe it.
Continue reading “Microsoft Connect – Obscure Smartlist Reminder Issue”
Over the past few months, I’ve put more of a concentrated effort on helping answer questions on various #MSDYNGP forums. I’ve responded off and on over the years, but only in the last few months have I attempted to regularly work at contributing in that way. I’ve noticed a few things that are either pet peeves or simply my opinion on right and wrong ways to use public forums for advice when it comes to your Dynamics GP question. Most of these items can easily be applied to any forum experience but mine are more specific to ERP forums in general.
Continue reading “8 Tips for Using Forums Effectively”
If you are a client using Dynamics GP Canadian Payroll, and use GP’s ROE functionality, this may be of use to you.
If you didn’t need the mid-year 2016 tax update, and only installed the year end 2015 tax update, there were a number of fixes in the ROE (Record of Employment) functions in a January hotfix that you may not have noticed or installed.
A client of mine showed me one issue and I’ve verified with Microsoft that is it one of the fixes in the January hotfix. The specific issue is when creating an ROE, the postal code isn’t being populated in the right box on the ROE window, and it’s a required field.
Continue reading “CanPay ROE Issue with postal code”
I have been working with a client recently where the focus is to minimize any manual reporting in Excel and use Management Reporter more, to the extent that they are able to leverage it. They are using Dynamics GP 2013 R2 and of course, Management Reporter (MR) comes with Dynamics GP so it’s theoretically “free”. It is hard to argue against using a product that comes with your ERP solution right? Realistically now I see it as a good stepping stone to, perhaps, ultimately a more robust reporting tool in the future.
In this part of the project, the client is booking entries to “last year” (a closed year) to record opening IFRS balance sheet adjustments that they have been doing manually in Excel to produce IFRS statements. They are also now using an “elimination” company in Dynamics GP to hold entries they don’t want to really book in production, like consolidation entries between their entities, and the odd IFRS reclassification they don’t want permanently in production just for the sake of financial statement presentation.
If the client was using FRx, everything I’ve been trying to do, based on what I have done in the past, would be easy to do and it would be relatively smooth sailing. I was a loyal FRx proponent for years and as much as that product had some warts, my memories of it grow fonder with every day I work with Management Reporter so far. It’s that frustrating at times.
Continue reading “Mgmt. Reporter Quirk – unposted entries”
I lost an evening that I’ll never get back over something so stupid I wish I had just stopped to think about this issue a little more.
The situation was this: I just upgraded a client from GP 2010 to GP 2015. I didn’t upgrade the test companies, because it’s a waste of time right? So I finish the upgrade and proceed to create new test companies and take fresh backups of the new production companies and restore to the test companies.
Continue reading “Restore issue on GP 2015 drove me nuts!”
Recently I’ve been playing with Microsoft Azure and installing Dynamics GP 2015 on Azure, upgrading my GP 2010 test environment etc.
One of the things I needed to try to get working was FRx. I haven’t gotten to the point of adding Active Directory on Azure yet, therefore I don’t have a domain and can’t install Management Reporter. Same. Old. Problem. I hate that MR requires a domain, it really limits test and demo capabilities in my opinion… but I won’t rant on that right now!
Continue reading “FRx with Dynamics GP 2015”
I’m continuing to learn more about websites, WordPress ins & outs, and css… the hard way!
Last year I switched my website from Expression Engine to WordPress… for the most part to be on a platform that is more mainstream, ideally easier to get support on, and hopefully a platform that I could do more things myself with.
All was good! I liked the re-design, and all seemed great… until I tried to post articles with media attached (screenshots etc.). Permissions errors out the wazoo… it was very frustrating but a busy time for me with other things, and I ignored it for months.
Continue reading “Learning new things the hard way”
Some days I feel like I’m on a game show, where troubleshooting is a contest… “I’ll take strange GP errors for $400 Alex!”.
Today is one of those days!
One of my clients imports in SOP and Payables transactions via eConnect and then uses Postmaster Enterprise to post the batches. Today one of the QA users was doing some testing of GP and their integrations after a recent database refresh from the production company. She calls me and says something isn’t working right. Postmaster keeps logging posting errors but the batches look fine and nothing has changed except refreshing the environment.
Continue reading “GP & Lowercase Database IDs”
A while back, a long-time client of mine told me about an issue they were having that they couldn’t explain. No problem, I said, let me have a look.
I come from the school of “everything has a reason, things don’t just happen by themselves”. Wellllll….
Continue reading “Project Accounting mystery COGS account”