DynamicAccounting.net

Support Debugging Tool Webinar Tomorrow with...me!

mpolino@gmail.com (Mark) — Mon, 09 Nov 2009 10:00:01 PST

I won't be at the GP technical conference but I will presenting a Webinar tomorrow covering the Support Debugging Tool for Dynamics GP. This is part of the DynamicsCare Expert Dynamics GP Advice and Tips series by I.B.I.S. It's open to everyone. The webinar is tomorrow, Tuesday, Nov. 9 at 11 am Eastern. It will cost you an hour of your precious time and I guarantee you'll walk away with more than an hours worth of value.

There's a ton of great support tools in the Support Debugging Tool. It's definitely worth your time.

More info here.

Collections Management

mpolino@gmail.com (Mark) — Mon, 09 Nov 2009 09:00:02 PST

Julie Stankey has a nice overview of the Collections Management module up at Socius

GP Technical Conference

mpolino@gmail.com (Mark) — Mon, 09 Nov 2009 08:30:00 PST

The GP tech conference is getting ready to start and David Musgrave and Mariano Gomez are both profiling their travels and I'm sure will be blogging from the conference. We know that Leslie Vail is there as well. I've got client responsibilities all week so I wish them luck and I'm looking forward to some great updates.

Dynamics GP Database Maintenance Utility

mpolino@gmail.com (Mark) — Mon, 09 Nov 2009 07:00:00 PST

Leslie Vail has coverage of the Database Maintenance Utility for Dynamics GP over at Dynamics Confessor.

Weekly Dynamic: Posting Invoice Transactions to GL

mpolino@gmail.com (Mark) — Mon, 09 Nov 2009 06:00:04 PST

In case you missed this, Dynamics GP 10 fixed a long standing irritant in Inventory batches. Prior to version 10, when creating an inventory transaction batch, the Post to General Ledger box was not checked. Users had to remember to check box this manually or get a fix from Microsoft. In version 10, this is checked automatically. Now users have to explicitly decide NOT to send the inventory transaction to the GL. That's a much better option.

Most Valuable Button?

mpolino@gmail.com (Mark) — Fri, 06 Nov 2009 10:00:01 PST

Frank may have lost his mind. In today's tip he thinks that the most valuable button in GP is the help button. I beg to differ. It's the little "X" in the right hand corner that says "I've been so efficient using Dynamics GP to get my work done today that I get to go home early!"

You know I'm right Frank!

Item Substitution

mpolino@gmail.com (Mark) — Fri, 06 Nov 2009 09:00:03 PST

Catching up with Frank's tips, he looked at item substitution yesterday. Frank's tips are hitting later and later in the day. Why don't you comment on his blog and encourage him to keep up the daily tips.

Understanding Dates with Payables Transaction Entry

mpolino@gmail.com (Mark) — Fri, 06 Nov 2009 08:00:02 PST

Cindy Mikeworth has a nice new post up covering Understanding Dates with Payables Transaction Entry over at Total Accounting Solutions.

Receivable Aging in Analysis Cubes for Excel

mpolino@gmail.com (Mark) — Fri, 06 Nov 2009 07:00:02 PST

My colleague David Duncan is spending a lot of time with Analysis Cubes for GP. In his latest post up at DynamicsCare, he looks at creating a refreshable AR aging report using Analysis Cubes and an Excel Pivot Table.

DynMenu and DynSecurity

mpolino@gmail.com (Mark) — Fri, 06 Nov 2009 06:00:09 PST

I recently heard some good things about Custom Global Technologies and their products from a friend in the GP community who I have a lot of respect for. So, I thought I would point folks to CGT's DynMenu and DynSecurity products. DynMenu is designed to make it easy to create customized menu items in GP and DynSecurity is designed to simplify the creation of security roles and tasks. DynSecurity isn't meant to be a full blown security product like FastPath but to fill in some gaps for those with more modest needs. The products aren't free but they are inexpensive.

Standard Cost Rollup and Revalue

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 13:31:56 PST

Frank Hamelly's latest tip revolves around getting material cost to rollup into a Manufacturing Bill of Materials. Frank's tips are always worth a look.

Update: Fixed link

Some Days Excel Makes Me Tingle

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 12:00:01 PST

In addition to the writing, the consulting, the book and everything else, we've been talking about a class, potentially even a multi-day class, on Advanced Excel Techniques for Dynamics GP. It's a subject I thoroughly enjoy. That why it's so cool to see some of the new things coming for Excel 2010. The Microsoft Excel Team Blog has the scoop in accessing data via the REST API. I know, I saw API and went, "ugh, developers" too. But this is too cool to not share so make sure you take a look at how easy it will be to retrieve and manipulate live data from outside the interface with Excel 2010.

Partnersource, Customersource and Voice Down for Maintenance

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 10:47:06 PST

I just received word that Partnersource, Customersource, Voice and Commerce (NBE) will be down for maintenance from Friday 11/6 at 6pm central time to Monday 11/9 at 4pm central. Better get those issues resolved before Friday or make sure that they can wait until Tuesday!

Additional Excel Analysis Tools

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 10:00:02 PST

In a very cool post, Patrick Husting at the Microsoft Business Intelligence Blog tells us about a new utility, OLAP PivotTable Extensions. This Excel 2007 add-in exposes some hidden features in the Excel 2007 API allowing searching and filtering cubes for example. Well worth the look.

Unhandled Script Exception - Set Precision in Dynamics GP

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 09:00:03 PST

Continuing our troubleshooting theme today, Mariano Gomez has a solution for an "Unhandled Script Exception: set precision passed bad precision value" error in Item Maintenance. Everybody is working hard today to make all your troubles go away.

Reset Workflows in Dynamics GP

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 08:00:05 PST

Janakiram M.P. has a new post up at DynamicsBlogger highlighting issues and resolutions for resetting workflows in Dynamics GP. This is another thinly covered area from a documentation standpoint so it's good to see this info available.

FRx and Windows Update

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 07:00:02 PST

Vaidy over at Dynamics GP Learn and Discuss takes a look at issues he had installing FRx on Windows 7 when Windows Update was running. There's no documentation anywhere else on this issue so this is a great first look.

Weekly Review: Fixed Asset/GL Best Practices

mpolino@gmail.com (Mark) — Thu, 05 Nov 2009 06:00:01 PST

If you use GP Fixed Assets, you know that if you run all your Fixed Asset processes (Add, Retire, Depreciate, etc.) together and then run the GL Posting routine, you get one big journal entry with all of your transactions. This makes is very difficult to find and correct any errors.

The easiest way around this is to separate asset changes from depreciation. Make all of your asset additions, retirements and changes, then run the GL Posting routine (Tools-Routines-Fixed Assets-GL Posting) before you run depreciation for the period. This will give you a much cleaner GL transaction making it easy to ensure that the your GL clearing account is properly cleared. After that, run depreciation and do a separate GL Posting for depreciation.

When processing your GL Posting routine, set the periods from the beginning of the year to the current period. This way if something didn't post properly in a prior period it will come out for cleanup. For example, if someone added a fixed asset before you closed the month but after you ran your GL Posting interface, it's still sitting in the prior month. Running the GL Interface for only this period, won't cause this transaction to post. But if you run the GL interface from the beginning of the year, it will at least make it into this month's transactions.

Using this technique will get you good, clean FA to GL transactions every month.

Posted by Mark 5/09/2006 02:24:00 PM

Automating or Customizing the Report Destination Window

mpolino@gmail.com (Mark) — Wed, 04 Nov 2009 11:24:52 PST

David Musgrave has a new post up reviewing "weird" behavior when trying to automate reports.

Reading SQL Query Execution Plans

mpolino@gmail.com (Mark) — Wed, 04 Nov 2009 07:00:01 PST

For those GP Admins wanting to dig deeper into SQL Server, MSSQL Tips has a great article up on reading graphical query execution plans from SQL Server. The article is very detailed with lots of screen shots and explanations of each element.

Free GP Add On to Enhance the Customer Maintenance Window

mpolino@gmail.com (Mark) — Tue, 03 Nov 2009 13:00:00 PST

Over at Dynamics Small Business, Matt Landis has details on a new, free add on for Dynamics GP. This add on creates a GOTO button in Customer Maintenance window with links to other windows along with other enhancements.

Drop Ship Sales Orders and Multiple Lines

mpolino@gmail.com (Mark) — Tue, 03 Nov 2009 12:00:00 PST

In his latest tip, Frank Hamelly takes a look at defaulting the "drop ship" setting to all the line items without having to check each line.

GL Posting Smartlist

mpolino@gmail.com (Mark) — Tue, 03 Nov 2009 11:00:01 PST

Frank Hamelly is back with a tip on figuring out who posted what and when for the auditors. You're best bet is still using audit trail software. I prefer Fastpath's Audit Trail because of it's flexibility but there are plenty of options.

Frank does do a nice of job of explaining what you can do if you don't have audit trail software installed.

Finding Unrecorded Liabilities

mpolino@gmail.com (Mark) — Tue, 03 Nov 2009 10:00:03 PST

Over on the ERP Software Blog, Robert Carbone of Micro Force details how they've helped clients use Smartlists to find and accrued unrecorded liabilities after a period ends.

P.O. Receipt Tolerance

mpolino@gmail.com (Mark) — Tue, 03 Nov 2009 09:09:27 PST

I spent all day yesterday in a strategic planning session with parents and administrators from my kid's school so I've go some serious catching up to do.

Frank Hamelly has a new tip up on PO Receipt tolerance. I just had this question come up as well about two weeks ago. GP has a small customization (for a reasonable fee) that that allows an admin to set the tolerance for over receiving on P.O.s. Over receiving within a limit is common in certain industries. For example, printed materials often have a 10% over/under factor to compensate for paper waste if the exact number of printed materials were created. Some garment and fabric based materials work the same way. Rather than leave the last two yards of material on the bolt never to be used again, they'll make some extras and ship them with the order.

The nice thing about the customization is that it also allows a tolerance of zero, there by preventing over receiving. Frank's got more on his site.