Tech Tuesday: SmartConnect Web Service Destination

This week’s Tech Tuesday is from our Senior Technical Consultant, Chris Hanson, who has provided a video demonstration on SmartConnect’s web service destination! 

This week we are looking at using the web service
destination within SmartConnect, which allows for integrations that can be
setup to systems or web sites that use web services as their primary means for
communication. The setup for

Tech Tuesday: SmartConnect Web Service Destination

August 5, 2014 · Frank Hamelly MCP-GP MCT MVP · No Comments
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Using a different name on the 1099 forms

I like clients who plan ahead! This company wants to use a different name on the 1099s other than the ‘Check Name’. You could use this technique on any modern version of Dynamics, but GP 2013 actually has a dedicated address ID for 1099s. That’s where the 1099 address comes from. Sadly, the Vendor Contact is not a field included on the 1099 table.

There was one more twist to this request, they didn’t want to use this alternate name for all 1099 vendors, just for some exceptions. No problem. Here’s what we did:

First, we need a way to determine which 1099 name should be printed. There are several ways to do this. The easiest way is to pick a field on the vendor master and use it as a switch that will tell us if the alternate name should be used. You could use any field, but we normally hijack a field not used for something else. Some likely candidates are:
    • Payment Priority
    • FOB
    • Country
    • Phone 3
    • UPS Zone
    • Tax Registration Number
    • Comment 1
    • Comment 2
    • User Defined 1
    • User Defined 2
    • Payment Priority
    • Revalue Vendor (this only works if you will NEVER use Multicurrency)
    • Country Code

You can use any field on the Vendor card, but the above fields are some of the fields I’ve hijacked over the years.

For this example, I’m going to use the Revalue Vendor checkbox field. Often I use this field because it’s a checkbox and it’s easy to work with. You must be sure your never going to want to use multicurrency, but that’s easily managed by switching fields. There are many we can use.

You need to use Modifier and change the prompt, but it’s an obvious choice if multicurrency is out. I changed the checkbox prompt to “Use Default 1099 Check Name”.

Once you’ve decided on the field, it’s time to decide on criteria. I’m going to keep this example easy, but it can be complicated, so long as it’s something Report Writer can calculate. Payment Priority is a checkbox so it’s value is 0 if false and 1 if true. The checkbox defaults to checked, so we need to use ‘unchecked’ to mark an exception vendor. I also make the revaluation radio group invisible. My Vendor Options window looks like this:

Preview of Modified Vendor Options

We now need to create a new relationship in Report Writer between the ‘1099s To Print Temporary File’ and the ‘PM Vendor Master File’.


With that relationship set up, you need to add the PM Vendor Master Fie to the report’s tables, and then add the PM Address Master. The Tables window would look similar to the following:


Next, we’re going to add a restriction to the report such that it only selects records from the PM Address MSTR if the Address Code is equal to ‘1099’, or whatever ID you choose. Just keep it consistent.


Now you need to decide which field on the Address window you want to use as the alternate 1099 name. I am going to use ‘Contact Name’. I used modifier to change the field prompt to read ‘Alt 1099 Name’. My modified window looks like this:


Now we need the conditional calculated field. I’m going to call it Alternate 1099 Name. We are testing for the value of the ‘revalue’ checkbox. If it is 1, we print the check name, if it is 0, we print the alternate name. The formula will look like this:


Finally, modify the report layout and replace the Vendor Check Name field with your Alternate Check Name calculated field. Keep in mind as you do this, that you may have to modify this report each year to keep up with the IRS form layout. My modified report looks like this:

1099 Report LayourI

I know it’s hard to see, but there’s a red box around the new calculated field.

I welcome any other workarounds you all have come up with. Also, please let me know if you have any trouble following this article and I’ll modify it for the better.

Until next post!

Leslie Vail

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Using a different name on the 1099 forms

August 5, 2014 · Leslie Vail · No Comments
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Use Tax due because Inventory was used by the company

SNAGHTML17b46016I had a question recently asking me if there was an easy way to record Use Tax that becomes due when inventory is used by the company.

There are several existing methods to record Use Tax if you know it is due at the time of purchase, but this question applied to an existing inventory item, so those techniques are not useable.

Using the procedure below will allow you to record your use tax as well as tie it back to the inventory items you put in use.

Here’s what I came up with:

  1. Create a site for inventory put in use. I called mine USE TAX.
  2. Create a GL account to use as the ‘Use tax inventory clearing account’.
  3. Create a Tax Schedule and the appropriate Tax Details as a Purchases tax that will represent the Use Tax.
  4. Identify the inventory put in use and create an inventory transfer to the USE TAX warehouse. Also change the Quantity Type from On Hand to In Use. Set the default GL account for In Use to the clearing account created in step 2.
  5. In the Company Setup Options window, check the box next to ‘Calculate Taxes in General Ledger’.
  6. Create a GL entry and push the ‘Tax Entry’ button that should now exist in the lower left-hand corner of the Transaction Entry window.
  7. On the Tax Entry window, select the Credit Transaction radio button.
  8. Use the ‘Use tax inventory clearing account’ created in step 2 as the account on the Tax Entry window.
  9. Select the Tax Schedule created in Step 3 and then push the ‘Create’ button.
  10. The Transaction Entry window for GL will open. You will need to provide the debit account to make the entry balance. This is the account you want the expense (or whatever) to land in as a result of putting this inventory item in use. This is normally an expense account (this might also turn into a fixed asset – that would be a different set of procedures).
  11. Enter the vendor invoice for the balance in the Sales Tax Payable account (the amount was credited to the account in step 10). The PURCH amount should credit the account or accounts you set up with each of the tax details. The PURCH debit should clear that account out. The credit will, of course, be to accounts payable.
  12. Pay the Vendor.


Transferring the inventory to a USE TAX site will be an easy way to track the specific items on which you have remitted use tax. It also will remove it from the Stock Status report, and the GL inventory account.

The tax entry to the GL will calculate the appropriate tax amount and credit the taxes payable account you set up on the Tax Details. The Debit account for this transaction should be the account you want the inventory cost plus the sales tax to land in. This is usually an expense account.

The Vendor invoice transaction will clear out (debit) the Taxes Payable account – which should be the PURCH account. The credit side of the entry goes to your regular A/P account.

Here’s what the T-Accounts look like:


Leslie Vail

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Use Tax due because Inventory was used by the company

August 3, 2014 · Leslie Vail · No Comments
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Reporting on a blank dimension – Dynamics Financial … – MSDN Blogs

Blog Home · Email Blog Author · Share this · RSS for comments · RSS for posts · Atom … attributes · building blocks · Consolidations · CU6 · currency translation · Dynamics AX · Dynamics GP · Dynamics NAV · Dynamics SL · Forecaster · formatting · how to · learning · Management Reporter 2012 · Planning/Budgeting/Forecasting · report design · report viewer · reporting tree · tips … MSDN Blogs > Dynamics Financial Reporting > Reporting on a blank dimension …

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Reporting on a blank dimension – Dynamics Financial … – MSDN Blogs

August 1, 2014 · April Olson · No Comments
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Why every company owner should answer web chat.

I have always been a reluctant user of webchat on any website I visit – which stems back to the first few times I tried to use web chat as a customer.

The first time I used Web Chat there was simply no one on the other end. After 15 minutes I got a response but then each response took about 15 minutes. I gave up. 

My second attempt got an immediate response  – but it become clear that the

Why every company owner should answer web chat.

July 30, 2014 · Martin · No Comments
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Customising the Company Login window series Part 3 – Dexterity

David Meego - Click for blog homepageFollowing on from my previous posts: Customising the Company Login window series Part 1 – Introduction and Customising the Company Login window series Part 2 – Visual Basic for Applications, here is the method to create a solution using Dexterity.

As discussed in the earlier posts, the problem we are trying to overcome is that the company drop down list on the Company Login window is not wide enough to show a long company name. This can make it difficult to select the correct company when the company names are long and differ only by some characters at the end of the name.

Below is a screenshot of the original window from Microsoft Dynamics GP 2013. 


Following are the step by step instructions on how to use Dexterity code to “modify” the window:

  1. Open a clean Dynamics.dic in your development environment. If you have not set up a development environment have a look at the Knowledge Base (KB) article I wrote on the topic:
    How to set up the development environment when you use Dexterity in Microsoft Dynamics GP (KB 949622)
  2. Create a Workset to keep all the changes you have made grouped together. I called mine “Company Login”.
  3. While in the workset, create the MBS_Switch_Company_PRE global procedure (using script below), then click Compile and Close. Creating the resource while you are in the workset automatically adds the script to the workset.
  4. Now create the Startup global procedure (using script below), then click Compile and Close. The global procedure Startup is a special script name which is executed when the Dexterity runtime starts and the dictionaries are first loaded. It runs before any other script and before any form is opened. Its purpose is to be used to register triggers on the desired events within Dynamics.
    Note: you cannot access any SQL data from the Startup script as the client has not yet logged into SQL Server.
  5. From the menus select Debug >> Test (or press Ctrl-T) and login. You should now see that the Company Login window has been changed. Press Ctrl-T to return to the development mode.
  6. You can now create a chunk file of the customisation using the Product ID provided by Microsoft. For more information on creating chunk files and Product IDs see the KB articles I wrote below:
    How to create a chunk file in Dexterity in Microsoft Dynamics GP (KB 894700)
    Description of product IDs for Dexterity in Microsoft Dynamics GP (KB 914899)
  7. The resulting chunk file can now be deployed into live environment and included on next login.


Here is a screen shot of the window with the full 230 pixel adjustment: 



Below is the code used:  

MBS_Switch_Company_PRE Global Procedure Code

local integer l_adjust, h_pos, v_pos, h_size, v_size;

default form to ‘Switch Company';
default window to ‘Switch Company';

l_adjust = 230;

Field_GetPosition(‘(L) Company Names’, h_pos, v_pos);
Field_GetSize(‘(L) Company Names’, h_size, v_size);

move field ‘(L) Company Names’ to h_pos – l_adjust, -1;
resize field ‘(L) Company Names’ to h_size + l_adjust, -1;

move field ‘(L) RememberMe’ to h_pos – l_adjust, -1;
resize field ‘(L) RememberMe’ to h_size + l_adjust, -1;

move field ‘(L) SQL Server’ to h_pos – l_adjust, -1;
resize field ‘(L) SQL Server’ to h_size + l_adjust, -1;

move field ‘User ID’ to h_pos – l_adjust, -1;
resize field ‘User ID’ to h_size + l_adjust, -1;

move field ‘(L) Number of Users In’ to h_pos – l_adjust, -1;
resize field ‘(L) Number of Users In’ to h_size + l_adjust, -1;

move field ‘Max Number User In System’1 to h_pos – l_adjust, -1;
resize field ‘Max Number User In System’1 to h_size + l_adjust, -1;


Note: This code only reads the horizontal position and size once and then reuses those values for all fields, the vertical position and size is left unchanged by using the value of -1 in the move and resize commands. 


Startup Global Procedure Code

Turn off the warning for literal strings
pragma(disable warning LiteralStringUsed);

if Trigger_RegisterFocus(anonymous(window ‘Switch Company’ of form ‘Switch Company’),
    warning “Switch Company PRE focus trigger registration failed.”;
end if;

Turn the literal string warning back on
pragma(enable warning LiteralStringUsed);



The Dexterity source file of the scripts for this customisation are attached to the bottom of this article.


Hope you find this useful and educational. 


Read more here:
Customising the Company Login window series Part 3 – Dexterity

July 28, 2014 · David Musgrave · No Comments
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Never Forget to Match that Purchase Order Again!

Vote for Product Suggestion ID: 669719


There are 18 votes so far. This process really works, I’ve had two of my suggestions actually make it into the product!

Too often a vendor invoice comes into the company and it’s entered into A/P without going through the invoice matching process in POP. We need a method for the user to be alerted if a vendor’s invoice is entered to the Payables transaction entry window while there is an outstanding uninvoiced receipt.

The problem is that we end up with uninvoiced POs,  or worse, the vendor is paid twice by mistake.

While you’re at the Connect page, I suggest you browse through all of the good suggestions that have been logged. You may find others that are worthy of your vote!

Until next time,


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Never Forget to Match that Purchase Order Again!

July 25, 2014 · Leslie Vail · No Comments
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