Using RapidStart for Dynamics GP 2013 to go from QuickBooks to Dynamics GP 2013

Gloria Braunschweig has been crazy busy lately, not only completing her new business novel “Rapid Implementation: How to Complete a Low-cost and Successful Business Management System Implementation”, but she’s also been fast at work utilizing RapidStart as a key part of implemention successfully Dynamics GP 2013.

Besides her book – which hopefully you’ll pick up at Convergence! – she has some additional information you might be interested in regarding her recent experiences converting from QuickBooks Enterprise to Dynamics GP 2013.  She has both a great blog, which I suggest you read closely, as well as a video on YouTube.

Blog Post: http://msdynamicsworld.com/story/tips-using-rapidstart-microsoft-dynamics-gp-2013-migrate-quickbooks

(If you don’t have an MSDynamicsWorld account, you can get one for free)

YouTube Video: http://www.youtube.com/watch?v=HL77RXaOw0k

 

This material should be of great interest to you if you’re considering a QB to GP migration!

 

Jay Manley

 

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Using RapidStart for Dynamics GP 2013 to go from QuickBooks to Dynamics GP 2013

March 8, 2013 · Jay Manley MSFT · No Comments
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Extender 2013 Feature of the Day: Lists/Note Types

What has changed?

When setting up a list field, you can now enter in the list items all in one window.  You can separate each list item with a comma or carriage return. 

When selecting to add new items to the list, you will see the following window where you can type in the list of items to add or cut and paste the list of items from another source such as Excel.  The Add Note Types window looks and works the same as the Add List Items window.
 
 

Copying a list is as easy as copying the data you want to make a part of the list and then pasting it in the Add List Items window. 
 
When you then Add those items, the values are parsed into a list of items.

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Extender 2013 Feature of the Day: Lists/Note Types

March 8, 2013 · Nicole Albertson · No Comments
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Using CTEs with SQL Reporting Services with Microsoft Dynamics GP

Christina Phillips explores Common Table Expressions (CTEs) and how they can be used to simplify selecting data for comparisons when creating SQL Reports for Microsoft Dynamics GP.  She walks through the structure of a SQL statement containing CTEs and then uses the statement to create a comparative sales report with Report Builder 3.0.

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Using CTEs with SQL Reporting Services with Microsoft Dynamics GP

March 8, 2013 · Christina Phillips · No Comments
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Using CTEs with SQL Reporting Services & Dynamics GP

We had a great time doing a webinar recently for the GPUG Special Interest Group (SIG) for SQL Reporting Services. We talked about using Common Table Expressions (CTE) to simplify queries for reports. CTEs were new in SQL Server 2005 and can replace using derived tables. Essentially, they create temporary result sets using nested SQL statements. CTEs also are useful in contrast to derived tables because they can self-reference and be referenced multiple times.

Here is a sample CTE used to compare year-over-year sales information for customers:

–1st CTE

WITH CTE_Customer

AS (select CUSTNMBR, PERIODID, YEAR1, SMRYSALS from RM00104 where HISTTYPE=1 and YEAR1=@YEARFIRST),

–2nd CTE

CTE_CustomerCompare

AS (select CUSTNMBR AS CUSTNMBR2, PERIODID as PERIODID2, YEAR1 as YEAR2, SMRYSALS as SMRYSALS2  from RM00104 where HISTTYPE=1 and YEAR1=@YEARSECOND)

–Overall SELECT statement

Select CTE_Customer.*, CTE_CustomerCompare.* from CTE_Customer left outer join CTE_CustomerCompare  on CTE_Customer.CUSTNMBR=CTE_CustomerCompare.CUSTNMBR2 and CTE_Customer.PERIODID=CTE_CustomerCompare.PERIODID2

Note the use of WITH to define the first CTE (called CTE_Customer); a comma precedes the second CTE (called CTE_CustomerCompare). The SELECT statement for each CTE is nested after AS. Last but not least, we have the SELECT statement that actually pulls the information from the CTEs.

In Report Builder (for SQL Reporting Services), we can then create a dataset using our CTE statement as follows:

Note the use of two parameters (@YEARFIRST and @YEARSECOND) to make the report dynamic, so we can select two different years for comparison based on our needs. After creating the dataset, we can design the report using the fields selected from the CTEs.

Then when we run the report, we can specify the two years (based on the parameters in the statement) and review our report:

Email cphillips@bkd.com for more CTE examples and sample RDLs of reports created with CTEs.

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Using CTEs with SQL Reporting Services & Dynamics GP

March 7, 2013 · Christina Phillips · No Comments
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Management Reporter 2012 with AA Budget Tree Reporting

April Olson has posted a couple of cool videos in her blog article where she demonstrates the following: Generate a report at Account Level when using a Budget Tree Generate a report at Tree Level when using a Budget Tree Take a look at her article in the link below. Reporting on Dynamics GP Analytical Accounting Budget Trees You can watch the videos from the links below. Reporting on Analytical Accounting Budget Trees – Part 1 of 2 Reporting on Analytical Accounting Budget Trees – Part 2 of 2 I hope the community finds these videos interesting and new learning…

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Management Reporter 2012 with AA Budget Tree Reporting

March 7, 2013 · Sivakumar V · No Comments
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New Quote feature on the eOne Site!

Have you heard about the new feature on our website that allows you to create quotes for products and services? Prior to this week, you could only auto-generate a quote for renewals. With so many requests for product and service quotes however, we decided to make things much easier for you. All you need to do is:

1. Login to our website if you’re a partner. If you’re not, that’s ok, direct customers can skip this part and still generate a quote.
2. Click on “eOne Shop.”
3. Add the products, services, and support packages to your cart that you’d like.
4. Click “Go to Checkout.”
5. Review the items in your cart and click “Get Quote” at the bottom.

That’s all there is to it! In less time than it takes to email in your request, you can have a quote in your hands and off to the customer.
A few things to remember when you generate quotes on your own:

1. eOne quotes are valid for 30 days from the date on the quote.
2. Don’t forget to include support, services, and/or training on your quote. The product and maintenance purchases do notinclude those items!
3. If you have questions or need helping deciding what to include on your quote – we’re here to help – give us a call!

Do you like the new site? Has it made your life easier? I’d love to hear from you. Feel free to drop me a line: abbey.cooper@eonesolutions.com.

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New Quote feature on the eOne Site!

March 6, 2013 · Abbey · No Comments
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Web Services Management Tools Error – Could not … – azurecurve

View azurecurve’s Feed on Twitter View azurecurve’s pheed View azurecurve’s facebook page · View azurecurve’s Google+ View not access the SecurityService service. The request failed with HTTP status 404: Not Found

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Web Services Management Tools Error – Could not … – azurecurve

March 6, 2013 · Ian Grieve · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 148