Tag: General Ledger

SQL view for Dynamics GP open year GL trial balance with month end balances

| 07/09/2014 | 0 Comments

Based on a reader’s request, I have created a variation on my SQL view for Dynamics GP open year GL trial balance. This version will show you the month end balances instead of the net change for each month

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reIMAGINE 2014: You are the difference!

| 05/20/2014 | 0 Comments

No, my post title it’s not an official slogan for the conference, but the reIMAGINE 2014 conference in Fargo promises to be just what Microsoft Dynamics GP partners had been expecting for years: and all out sales, technical consulting, and software developer extravaganza that combines the likes of the former Great Plains Software’s Stampede to Fargo and the Microsoft Dynamics GP Technical Airlift. But there’s a caveat: as a partner, YOU get to provide feedback  on the content and topics you want to see and learn about

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Visualizing Long Calculated Expressions in Report Writer

| 05/08/2014 | 0 Comments

Granted, MVP Mark Polino hates Report Writer (RW), but even he will admit he loves a good RW nugget when he sees one. Several times I’ve been asked “how do I visualize long Report Writer calculated field expressions?”

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Company financial data doesn’t appear in Management Reporter 2012

A multi-company client recently encountered a situation where a newly created company produced no data in their consolidated financials.  After much digging, I found the answer.  It lies in the way the Account Segments were named in the Account Format Setup window.  In this particular company, the GL Account segment name was abbreviated:     Note in the first image that ‘GL Account’ is abbreviated, while in the other image, it is spelled out.  The segment names must be identical across all companies to return results properly in MR.  Also, in this case, the Main Segment ID didn’t match the other companies, which is a problem as well.

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SQL script for comparing voids between RM and SOP in Dynamics GP

| 04/28/2014 | 0 Comments

How do we find transactions that were voided in the Receivables Management (RM) module, but not in Sales Order Processing (SOP)? This question has come up few a times on newsgroups and also with our customers. Most recently there was a question on the Dynamics GP Community Forum about this. The script below is a slightly cleaned …

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Cal-Tex Goes Live on GP 2013

Not to toot my own horn – well, maybe a little – but guess who the lead consultant was on this project.  Couldn’t have done it though, without my extremely knowledgeable and trusty colleague, Kalyn Kelly. ** Click on the image to read the article **  

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Document Access in User Security

It’s been a long stretch of time since my last post but I tend to only post those things that I think are truly useful to users.  Here’s one that heretofore, I never knew existed.   I’m implementing the Inventory (IV) and Purchase Order Processing (POP) modules for a client.  Their business model calls for the use of only Drop-Ship POs and they asked if there was any way to limit the PO Type that users can enter.  I initially told them it would require a slight customization to accomplish that.   However, I was reviewing the POP training materials supplied by Microsoft this morning, and lo and behold, I ran across a paragraph in Chapter 1 – Overview and Setup, that discusses this very topic

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