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When Installing The Web Client Reboot Your Server First | azurecurve

February 16, 2015 · Ian Grieve · No Comments
Posted in: Blogs I Follow Total Views: 77

More on Cortana for Windows 10

David Meego - Click for blog homepageFor those of you with Windows Phone 8.1 devices, you should now be comfortable working with Cortana, the personal digital assistant with attitude.

Well, Cortana is coming to Windows 10. In fact, if you have the latest Technical Preview of Windows 10 downloaded (as part of the Windows Insider program) you can already start playing with Cortana. Just make sure all the language and regional settings are set to US.

Sadly, she does not look quite as amazing as she did in the Halo 4 game on Xbox, instead she is a very pretty animated circle!

Cortana

To learn more about what Cortana will be capable of and how she was imagined and then built into Windows Phone and now Windows, watch the video below:

How Cortana Comes to Life in Windows 10 (direct link)

 

For more information, see the full article on Blogging Windows blog:

Enjoy

David

This article was originally posted on http://www.winthropdc.com/blog.

Filed under: Microsoft, News, Windows Tagged: Blogosphere, Cortana, News, Windows, Windows 10

Read the article:
More on Cortana for Windows 10

February 16, 2015 · WinthropDC · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 144

Convergence 2015 – Will You Be There?

Convergence is just 30 days away and our question is: Will you be there? 

We always look forward to Convergence as it is one of our favorite events of the year allowing us to connect with new prospects and reconnect with all of our wonderful partners and customers. It’s also one of the best places to learn and grow as a channel and have some fun in the process.
With that said we want you to be

Continued here:
Convergence 2015 – Will You Be There?

February 13, 2015 · Frank Hamelly MCP-GP MCT MVP · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 96

Windows 10 Technical Preview for Phones available

David Meego - Click for blog homepageOvernight, Microsoft released the first build of Windows 10 Technical Preview for Phones to members of the Windows Insider Program.

Using the Windows Insider App on Windows Phone 8.1 you can register for the over the air updates. However, the update is not available to everyone yet as it has only been released for a subset of Lumia phones.

So if you have a Lumia 630, 635, 636, 638, 730 or 830 you should be able to get the preview code installed.

WARNING: While there are some great features coming, you must remember that this is very early code and will have bugs and some features will be missing or not working.

To learn more about the features and to understand the known issues, please watch the video and read the article below:

Windows 10 for Phones (direct link)

 

For more information, see the full article on Blogging Windows blog:

Enjoy

David

This article was originally posted on http://www.winthropdc.com/blog.

Filed under: Uncategorized

See more here:
Windows 10 Technical Preview for Phones available

February 13, 2015 · WinthropDC · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 95

Reshuffling your Account Structure

image

You come to work one morning and find a note on your desk saying that you need to change the structure of the account number. You need to add a segment to the beginning to keep track of the Company number. Then you need to rearrange the existing segments to better match reporting requirements.

Well, you have heard that is not something you can do ‘out-of-the-box’. All of the documentation says you cannot do it and your partner says you cannot do it. Microsoft even says you cannot do it. Your partner tells you that you need to buy ‘Changer’ from Corporate Renaissance Group http://www.crgroup.com.

Truth is you CAN do it. This article is intended to provide a step-by-step instruction on how to accomplish your directive ‘out-of-the-box’.

Setting the stage

Let’s take Fabrikam, Inc. (Fabrikam) as our example company – everybody knows good ole’ Fabrikam. You need to change the account format from its current format to a new format. The old and new formats are shown in the table below:

Old format

New format

Division – Account – Department

XXX – XXXX – XX

Company – Department – Division – Account

X-XX-XXX-XXXX

Breaking your job down into simple steps, here is what you have to do:

1. Add a new single character segment to the front of the account
2. Move the Division segment to the third segment
3. Move the Department segment to the second segment
4. Move the main Account segment to the end.

Looks like a piece of cake. However, wait, you cannot add a segment to the front, you can only add one to the end. Another complication is that you cannot rearrange existing segments. Obviously, the plan needs to change. With that in mind, you take a different approach.

You decide to change the lengths of the existing segments, add a new four-character segment to the end and then import the accounts back in with the configuration you want. Here is your new plan:

1. Shrink the first segment to one character from three characters.
2. Shrink the second segment from four characters to two characters.
3. Expand the third segment from two characters to three characters.
4. Add a four-character segment to the end.
5. Rearrange the numbers so that the account segments hold the correct values.
6. Import the accounts back in.
7. Re-label the segments.

Unfortunately, you cannot get past the first step. The system will not allow you to shrink the length of a segment. What to do?

Solving the problem

What follows is a step-by-step solution for changing your account structure.

This is a complete list of the steps that are explained below:

Step 1 – change to an Interim Account format
Step 2 – launch Excel and set it up to accept your current accounts
Step 3 – retrieve your current accounts from GL00105
Step 4 – select the returned data
Step 5 – copy the returned data
Step 6 – paste the data into Excel
Step 7 – prepare your ‘after’ columns
Step 8 – build your ‘after’ accounts
Step 9 – prepare your Excel spreadsheet to create the PSTL source
Step 10 – create the import file
Step 11 – open the PSTL tool
Step 12 – perform the import
Step 13 – confirm the structure of the new account numbers
Step 14 – commit the conversion
Step 15 – shrink the format
Step 16 – recreate the account index table (GL00105)
Step 17 – check your Inventory Setup and Site ID windows
Step 18 – final step – Reconcile


Step 1 – change the existing Account format

Administration | Setup | Company | Account format

Beginning Format

Length

Interim Format

Length

1 – Department

3

1 – Department

3

2 – Account

4

2 – Account

4

3 – Division

2

3 – Division

3

   

4 – Segment4

4

You need to do it this way because you cannot shrink (yet) the existing segments, but you need to provide enough space for the final configuration. You will adjust the lengths to the desired size much later in this process.

Step 2 – launch Excel and set it up to accept your current accounts

Set the first five columns to a Text format.

This step will prepare Excel to accept a ‘Paste’ of your existing chart of accounts without stripping off the leading zeros. Your worksheet should look substantially similar to this:

clip_image002[11]

Step 3 – retrieve your current accounts from GL00105

Open SQL Studio Manager and run the following SQL script:

SELECT actindx
, actnumbr_1
, actnumbr_2
, actnumbr_3
, actnumbr_4
, actnumst
FROM gl00105

Step 4 – select the returned data

Click in the upper left-hand corner of the results to select the entire contents. Your result set should look substantially similar to this:

image

Step 5 – copy the returned data

Right click on the upper Left-Hand corner and select ‘Copy with Headers’.

clip_image004[7]

Step 6 – paste the data into Excel

Switch over to Excel and ‘paste’ into cell A-1. Make sure Excel did not strip off your zeros. If they are, return to step 2 and start over. These will be your ‘before’ numbers and your spreadsheet should now look substantially similar to this:

clip_image005[7]

Step 7 – prepare your ‘after’ columns

Take the ‘before’ columns and copy them into ‘after’ columns. Be sure to skip a column between the two groups. THIS IS IMPORTANT. You are going to need to use columns for formulas and text cells will not accept formulas. I like to add some rows to the top to keep track of what I’m doing. Below is an image showing the rows I add to the ‘after’ columns.

clip_image006[7]

Step 8 – build your ‘after’ accounts

Next, you need to build the new account in the structure you want. This is where you rearrange the columns and create the ‘after’ accounts that you will be using with the PSTL tool. More about that later. I create an Excel formula that will piece together the account segments in the ‘after’ ACTNUMST column. For Fabrikam, I used this formula in column M:

• =TRIM(I5)&”^^-“&TRIM(J5)&”^^-“&TRIM(K5)&”-“&TRIM(L5)

The ‘after’ columns of my spreadsheet now look like this:

clip_image007[7]

I used the carrot symbol to show where the spaces need to go. If you do not provide spaces to fill up the account segment length, your ‘new’ account will not come out right. Without the spaces, the new account will just fill the account field one character after another. For example, the first ‘after’ account above would resolve to 300-0001-100- . That is not what you want. We will remove the carrots in an upcoming step.

Step 9 – prepare your Excel spreadsheet to create the PSTL source

The PSTL tool’s import source requires a text file with two columns. It needs the accounts as they exist today in the first column. I call this the ‘before’ column. The second column contains the new account numbers. I call this the ‘after’ column. Remember, you still need blank spaces in the ‘after’ column to populate the account master properly. We will remove the spaces later when we shrink the segments.

Insert a column next to the ‘before’ ACTNUMST column. Copy the ‘after’ ACTNUMST column and paste the values (not the formulas) into the new empty column. To paste the values, select the Paste as illustrated below:

clip_image008[6]

Your spreadsheet should look substantially similar to this:

clip_image009[7]

Step 10 – create the import file

This step will create the file you will eventually use as the import file for the PSTL tool. Launch Notepad. Copy just the ACTNUMST columns (both ‘before’ and ‘after’). Do not copy the headers, copy only the numbers. Paste it into Notepad. There will be a lot of space between the two columns; that’s OK. Save the file to a place and using a name you will remember. I’m naming this one OldAcctNewAcct.txt

Replace the “^” characters with empty spaces. To do this, select CTRL+H in Notepad. The Replace window will open. In the ‘Find what’ field put the ^ symbol. In the ‘Replace with’ field put a single space. The Replace window should not look substantially similar to this:

clip_image010[7]

Click the Replace All button. Save the file

Step 11 – open the PSTL tool

Open the PSTL tool main window. If you are using GP2013, you will have a button in the lower section of your Navigation Pane that says ‘PSTL’. It will look substantially similar to the image below:

Select the ‘Main Setup Window’ from the next window that opens. From the ‘Main Setup Window’, select the ‘Acct Modifier/Combiner’ radio button and then click the ‘Next’ button. You will find the ‘Acct Modifier/Combiner’ tool in the ‘Financial Tools’ section as illustrated below:

clip_image011[7]

Step 12 – perform the import

Select the ‘import’ radio button and then click the ‘Validate’ button. The window is illustrated below:

clip_image012[7]

On the next screen, select the .txt file you created in an earlier step. The system will run through the validation. If you see any account numbers going by, your validation has failed. Print the report at the end of the process. Once it shows no invalid accounts, you are good to go.

But wait, just because your ‘before’ column was valid doesn’t mean your ‘after’ column resulted in a desirable format.

Step 13 – confirm the structure of the new account numbers

Before hitting the ‘Modify’ button, go back to SQL Studio Manager and check the structure you are about to import. A table named ‘TACHANGE’ holds the before and after numbers. I only worked with four segments, so I ran the query below to check my format:

SELECT actnumbr_1
, actnumbr_2
, actnumbr_3
, actnumbr_4
, omnesa_1
, omnesa_2
, omnesa_3
, omnesa_4
FROM tachange

The results of my query looked like this:

image

The ‘after’ accounts are stored in the Omnesa columns. These columns correspond to the account segments. This result shows that the accounts will be modified appropriately. If I did not have the spaces in the right place, my import might verify, but the results could look like this:

image

Clearly, this is not what I want. Go back to the drawing board and remake your import text file. Try the validation again and check the results. Do not import your changes until this table displays exactly what you want the new accounts to look like.

Step 14 – commit the conversion

Once you are happy with the new account numbers, click on the ‘Modify’ button. You will probably be presented with three dialogs during the course of the conversion. Each one is illustrated below, along with the appropriate response.

clip_image017[7]

Select OK

clip_image018[7]

Select No

clip_image019[7]

Select OK.

A report will then print showing you the before and after results. Your report will look substantially similar to this:

clip_image020[7]

Step 15 – shrink the format

Even after the conversion, we still have those blank spaces in our account segments. This step is the magic of the process. You perform a system reconcile on the Account Format Setup table to get rid of the empty spaces and shrink the length of the account segments.

Administration | Utilities | System | Reconcile

clip_image021[7]

After the reconcile, check your Account Format window to make sure you have the expected results. Change the segment names and make sure the appropriate segment is selected as the Main account. Fabrikam’s window looks like this:

clip_image022[7]

Step 16 – recreate the account index table (GL00105)

I know it has been a long road, but you are not there yet. Almost, but there are just a few things you need to do. Even after you change this account structure using the steps above, the ACTNUMST field in the Account Index master is not correct. Fabrikam’s looks like this:

clip_image023[7]

As you can see, there are still spaces in the account number. You’ll need to go back to the PSTL module and use the System tool named ‘Toolkit’. Select the ‘Toolkit’ radio button and click ‘Next’. Mark the radio button next to ‘Rebuild GL00105’ and click ‘Next’. Click the ‘Rebuild GL00105’ button on the next window and the rebuild will begin. Once the rebuild is complete, you will get a dialog similar to this:

clip_image024[7]

You’re close, but you’re not done yet!

Step 17 – check your Inventory Setup and Site ID windows

Go to your Inventory Setup window and check the ‘Segment ID for Sites’ field.

image

If the segment in that field is not the right segment, you will need to change it at the SQL level. Change the field IV40100.ACSGFLOC to the correct segment number. Next, be sure to open each of your inventory sites and make sure the Location Segment values are correct. If you need to change them, go to IV40700.Location_Segment and change it to the appropriate value.

Step 18 – final step – Reconcile

The final leg of this journey is to reconcile your Financial module.

Financial | Utilities | Financial | Reconcile

Reconcile every year, open or closed.

If you are using any other products that use your account segments in a similar way, you will need to check them and potentially change their values.

Finally, run the Reconcile utility in the Financials module against all of your years.

Financial | Utilities | Financial | Reconcile

Enjoying the resolution

As you lean back and admire your work, pick up a tall one and bask in the glow of doing something when ‘they said it couldn’t be done’

Enjoy

Leslie

See more here:
Reshuffling your Account Structure

February 12, 2015 · Leslie Vail · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 109

Microsoft Dynamics GP 2015 Identity Management

Hi everyone! It’s been hectic around here with a few projects going live in these days, in addition to preparations for Convergence 2015 here in Atlanta.

I wanted to draw your attention to two videos currently posted on the Microsoft Dynamics YouTube channel, related to the Identity Management feature.

Identity Management was introduced with Microsoft Dynamics GP 2013 R2, so is probably good to go back and review the original feature design goal with Tara Higgins with the Partner Technical Consulting team.

With Dynamics GP 2015, the feature was extended to cover authentication with organizational accounts, which provides single sign-on capabilities for Microsoft Azure AD accounts. Identity Management for organizational accounts is a web client feature only. Take a look at this video by my buddy Jason Lech with the Escalation Engineering team.

My goal is to release a video showing a real life example on how to set this up. So stay tuned.

Until next post!

MG.-
Mariano Gomez, MVP
Intelligent Partnerships, LLC
http://www.intelligentpartnerships.com/

Originally posted here:
Microsoft Dynamics GP 2015 Identity Management

February 12, 2015 · Mariano Gomez · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 136

What’s New in Microsoft Dynamics GP 2015

David Meego - Click for blog homepageAt the start of December 2014, Microsoft Dynamics GP 2015 was released to manufacturing and shortly after it was posted online:

Since its release, the Support and Services team have been putting together blog articles and videos providing details about the new features.

For a quick overview, I would suggest watching the great videos below:

Microsoft Dynamics GP 2015 System Wide New Features (direct link)

 

Microsoft Dynamics GP 2015 New Features- Applications (direct link)

 

For more information, check out the series of articles from the support team.  Click on the link below for the table of contents:

If you have not downloaded the installation files for Microsoft Dynamics GP, please use the link below:

Enjoy

David

This article was originally posted on http://www.winthropdc.com/blog.

Filed under: 2015, Dynamics, GP, Microsoft Tagged: Application, Blogosphere, GP 2015

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What’s New in Microsoft Dynamics GP 2015

February 11, 2015 · WinthropDC · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 122