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Microsoft Dynamics MVPs on Excel

MVPs Mark Polino, Belinda Allen along with Jared Hall are showing some of their Excel magic this Friday 2 PM EDT. Attend this event, ask them anything, and get ready to be impressed. http://msdynamicsworld.com/event/excel-hangout

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Microsoft Dynamics MVPs on Excel

April 1, 2014 · Jivtesh Singh · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 200

Dynamics GP Image in Azure VM Gallery

So its a Friday evening, and here I am trying to improve my personal record for setting up GP on Azure. I go into Azure Gallery, and what do I see – “Microsoft Dynamics GP 2013 Developer image”!

How cool is this ? I can now pop up new builds with GP in a heartbeat. Use them for a few days and dispose them. All from my tiny notebook!

Provisioning the Virtual Machine took around 10 minutes, and I was logging into GP in another 5 minutes. Brilliant Microsoft!

Time to play  the Pointer Sisters – “I’m so excited” 

The Microsoft Dynamics GP 2013 Developer image is an offering exclusive to MSDN subscribers. The image includes a pre-configured environment for building integrations and customizations for Microsoft Dynamics GP 2013. The image includes the same software as the Visual Studio Premium 2013 gallery image. In addition, it has the Microsoft Dynamics GP 2013 software components, including Microsoft Dynamics GP, Microsoft Dynamics GP SDK, Dexterity for Microsoft Dynamics GP, and Visual Studio Tools for Microsoft Dynamics GP. The image also contains configuration scripts for installing Microsoft Dynamics GP Web Client and Web Services for Microsoft Dynamics GP. Refer to the “Getting started with the Microsoft Dynamics GP Developer Image” link on the desktop for additional information.

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Dynamics GP Image in Azure VM Gallery

March 21, 2014 · Jivtesh Singh · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 227

12 Free Technology Sessions by MVPs in Sydney (Saturday, 22 Mar)

Microsoft has organized MVP Community Camp – which includes 12 sessions delivered in person at the Sydney office on Mar 22. I am presenting a session showcasing how easy it is to “Setup Dynamics GP on Azure in 50 minutes”.

Additional sessions include sessions by

See the complete list below.

To register to for the Sydney event : https://msevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032578429&Culture=en-AU&community=0

There are also live webcasts for people who can’t attend in person.

To read more about the MVP ComCamp : 9 Countries, 24 Cities, 17 MVP Presenters – MVP ComCamp

Sydney – March 22, Saturday @ MS Sydney Office Sessions

sydney_img1

sessions

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12 Free Technology Sessions by MVPs in Sydney (Saturday, 22 Mar)

March 14, 2014 · Jivtesh Singh · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 185

Quit Skipping Convergence

from @mpolino: Why Microsoft Dynamics GP Users & Pros can’t afford to skip Convergence.

Quit Skipping Convergence

New from @mpolino: Why Microsoft Dynamics GP Users & Pros can’t afford to skip Convergence.


Microsoft Dynamics Advocates

See the article here:
Quit Skipping Convergence

February 25, 2014 · Jivtesh Singh · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 212

Display Specific Line in Sales Order Processing

Patrick Roth - Click for blog homepageThis will be a 2-for-1 post today as the example given solves a frequently asked question and was used to solve a customer issue.

The question I’ve seen a number of times before and been meaning to write about is: “How can I fill the Sales Order Processing scrolling window to a specific line?”.  With Dexterity it isn’t terribly difficult but is it possible with Visual Studio Tools?

The answer turns out to be “yes” by using a feature that Dynamics GP added with GP 10 or maybe 2010 (It is the Find Item feature – Drop Down bar | Find Item.  Anybody use this?).

The Problem

The problem that my customer was concerned about came about due to the Suggest Items feature for GP 2013.

When this feature is activated for an item, after you enter an item in Sales Transaction Entry, the “Suggest Sales Item Entry” window will open and allow the user to select any number of items from that list.   After selecting the items and hitting “OK”, the window will enter the items in the back end, update the document totals, and then refill the scrolling window.

The concern was that in doing so, Dynamics GP moves focus to the Customer PO Number field and then refills the scrolling window from the top.  This forces the user to scroll back to the bottom of the list and re-select the Item Number and start entering data again which slows their users down.

The Reason Why

Before clearing & refilling the SOP scrolling window, the code moves focus to the Customer PO Number and then calls the Refill_Scroll of form SOP_Entry procedure.  In this case that wouldn’t have been necessary but it would still refill the scrolling window which would remove focus from the window.  So either way, the customer finds this annoying.

The Solution

The obvious solution is that after the scrolling window is refilled (from the top), we should come behind and then have the window refilled again to the bottom on a new line so as to be able to quickly add the next item.

From Dexterity, we can use the “fill window” statement..  But for this to work right, we need it to be the SOP_LINE_WORK from the Sales Transaction Entry window.  Not a huge problem but one that typically often takes a trick to do.

From Visual Studio Tools, we don’t have the same equivalent – it cannot fill a scrolling window.  Perhaps development will read my post and throw it in for the next version…

So thinking about the “Find Item” feature, I took a look to see how we did that.  And the function is:

GetLineItemSequenceReturn() of form SOP_Entry

function returns integer GetLineItemSequenceReturn;
 in   integer     nCallerID;
 in   ‘SOP Type’    nSOPType;
 in   ‘SOP Number’   sSOPNumber;
 in   ‘Component Sequence’ nComponentSequence;
 in   ‘Line Item Sequence’ nLineItemSequence;
 inout  table      SOP_LINE_WORK;

 

To be honest, it looks exactly like I’d expect.  The key fields for the table and the table buffer itself (with the range already set).

With Visual Studio Tools, using the right table buffer is a piece of cake – I love the feature that it allows us to specify the table buffer instance of a form!

So to refill the scroll window as we want, all we need to do is use a focus trigger when the Suggest Sales Item Entry window closes and call the procedure above.

Trigger Handling Script

void SopSuggestSalesItemEntry_CloseAfterOriginal(object sender, EventArgs e)       

    Microsoft.Dexterity.Applications.Dynamics.Forms.SopEntry.Functions.GetLineItemSequenceReturn.Invoke(
       1,//SOP_ENTRY
       Microsoft.Dexterity.Applications.Dynamics.Forms.SopEntry.SopEntry.SopTypeDatabase.Value, //The SOP Type = the real one vs how it shows in the SOP Type DDL
       Microsoft.Dexterity.Applications.Dynamics.Forms.SopEntry.SopEntry.SopNumber.Value,//SOP Number
       0, //component sequence, always 0 since we don’t show component lines in SOP UI
       Microsoft.Dexterity.Applications.Dynamics.Forms.SopEntry.SopEntry.LineItemSequence.Value,//line item sequence to display, in this case we want to show the “next” line          
       Microsoft.Dexterity.Applications.Dynamics.Forms.SopEntry.Tables.SopLineWork);//the SOP_LINE_WORK table.  We want to use the one from SOP Entry itself which vstools allows us to do
 
    //lastly, focus to the item number
    Microsoft.Dexterity.Applications.Dynamics.Forms.SopEntry.SopEntry.LineScroll.ItemNumber.Focus(); 

In the example above, we pull the Line Item Sequence value from SOP Entry as that will be the “next line sequence number” for the next item entered.

The SopLineWork table is passed using the form table buffer.

After I wrote and tested the solution in VSTools, I thought it would be interesting to use the Support Debugging Tool.  This actually might have been difficult trying to get the SOP Entry table buffer to pass to the procedure.  But as it turns out, there is a trick to that as well.

In SOP Entry,  there are actually references to the SOP_HDR_WORK & SOP_LINE_WORK tables on the UI.  Table References are typically colored Dark Green on the UI.

SDT Code

out boolean OUT_Condition;

OUT_Condition = false;

if isopen(form SOP_Suggest_Sales_Item_Entry) then
 GetLineItemSequenceReturn
  (SOP_ENTRY,
  ‘SOP Type Database’ of window SOP_Entry of form SOP_Entry,
  ‘SOP Number’ of window SOP_Entry of form SOP_Entry,
  0, component seq
  ‘Line Item Sequence’ of window SOP_Entry of form SOP_Entry,
  table(SOP_SOLineState:’Table Reference’ of window SOP_Entry of form SOP_Entry)
 ) of form SOP_Entry;
 
 focus ‘Item Number’ of window Line_Scroll of form SOP_Entry;
end if;

 

The SDT Dexterity code above uses the same call as VSTools naturally.  The only real difference is the table buffer for the SOP_LINE_WORK table.

Notice that we use the SOP_SOLineState object to de-reference the table buffer and then pass it into the function. 

Getting the Code

Attached  to this post is a zip file that contains another zip file that holds the Visual Studio 2010 solution( with source) and the compiled assembly for GP 2013.  Just copy the SOPSuggestItemsFocus.dll into the GPAddins folder and it should start working for you.

Also in that same zip file is the Script Debugger Tool xml that does the same thing.  So if you are using SDT, you can just import this solution and it will perform the same as the VSTools assembly solution.

PS: If GP crashes after you install the dll, refer to my recent blog post that explains why this happens and how to fix it.

Regards,

Patrick Roth
Senior Escalation Engineer, Dynamics GP

// Copyright © Microsoft Corporation.  All Rights Reserved.
// This code released under the terms of the
// Microsoft Public License (MS-PL, http://opensource.org/licenses/ms-pl.html.) 

 

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Display Specific Line in Sales Order Processing

February 20, 2014 · Patrick Roth · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 378

Mark Polino’s Dynamics GP Dashboards

In the Dynamics GP world, Mark Polino is the gift that keeps on giving. About 5 years back Mark had posted a few SQL scripts which provided great insight into Dynamics GP  data. I requested Mark to share them, and the next day he compiled and emailed them all. Last year Mark wrote a book around building great dashboards on top of Dynamics GP. Again, people have been requesting Mark to share these goodies. Mark’s worked hard to build generic dashboards that you can plug with your Dynamics GP install. Naturally, something like this takes an incredible amount of time – so please support Mark by purchasing these beautiful dashboards.

For more details check out www.DynamicAccounting.net/Analytics

Simplicity is a key driver in this prebuilt, sales dashboard designed for Microsoft Dynamics GP. The dashboard is plug and play with a very straightforward connection to your company’s data. The dashboard includes:            

  
● Top Customers with corresponding costs               
● Top Items with corresponding costs               
● Top Salespeople, Territories and Sites               
● Sales over time with forward looking projection               
● Sales mix over time by item class               
● A full range of data filters to control information
               

image

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Mark Polino’s Dynamics GP Dashboards

January 15, 2014 · Jivtesh Singh · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 214

RapidStart Services for Microsoft Dynamics GP 2013–Training Course

I have written about RapidStart Services for Dynamics GP before. Its a powerful set of tools which allows you to speed up implementations by providing –

  • RapidStart Services for Microsoft Dynamics GP Migration
  • RapidStart Services for Microsoft Dynamics GP Configuration 

Gloria has written a book on Rapid Implementation which covers these tools – check it out at http://rapidimplementation.com/

Microsoft has also published a 45 minute training course – 80577AE RapidStart Services for Microsoft Dynamics GP 2013. Its available via Microsoft Dynamics eLearning or as a separate purchase. An hour spend learning about these tools will save you days during implementation.

For more details check out : RapidStart Services for Microsoft Dynamics GP

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The Rapid Implementation Tools for Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010 and RapidStart Services for Microsoft Dynamics GP 2013 include two tools designed to shorten deployment time and enable greater Partner productivity by reducing the time required for routine implementation tasks. These tools are also designed to work with the Microsoft Dynamics Sure Step Methodology.

The Rapid Configuration Tool for Microsoft Dynamics GP quickly configures core application setup data to meet specific business needs. By using one of thirteen available industry templates, or a customized configuration template created in Microsoft Office Excel 2010 and/or Microsoft Office Excel 2013, a new Microsoft Dynamics GP company can be configured easily within the intuitive user interface. Settings and data such as the chart of accounts, fiscal years, payment terms, shipping methods, taxes, core financial and distribution module setup, and more can be quickly set up using this tool. New to this release is the ability to select individual Setup Areas allowing configurations to proceed in a phased approach rather than an all or none approach when importing configuration data from another Microsoft Dynamics GP company.

RapidStart Migration Tool for Microsoft Dynamics GP 2013 supports –

  • QuickBooks Pro (2003 – 2013), Premier (2003 – 2013) and Enterprise (3.0 – 13.0) Peachtree (2009 – 2012) versions of Pro, Complete and Premium, Sage 50 2013

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RapidStart Services for Microsoft Dynamics GP 2013–Training Course

January 14, 2014 · Jivtesh Singh · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 248