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Dude, where’s my ‘Go To’ button?

Okay, so I’m playing around with GP 2013 R2, getting familiar with some of the cool new features in it.  I like to be on the leading edge of things.  I leave the bleeding-edge stuff to Polino.
I created a new SmartList in SmartList Builder and wanted to add a ‘Go To’ to my new SmartList but could not find the Go To button anywhere.  I looked high and low to see if it had been hidden under one of the other button menus.  I checked the SmartList Builder Help file and it said the button should be there in the ribbon with all the other buttons.  But yet, no Go To button.

So, after querying my smarter-than-me colleagues at IBIS, Inc, Ms. Kelsey Andrich pointed me in the right direction.  There’s a new option in the User Preferences window called ‘Window Command Display’.  Sounds very commanding.  The default setting is ‘Action Pane’ which gives you the big pretty buttons on the ribbon.  Problem is, only the 3rd option in the drop down list – Menu Bar – allows the Go To button in SmartList Builder to display.  Not such a big deal, but kind of obscure and confusing.

 I changed my Window Command Bar setting to Menu Bar and voila!

Thanks, Kelsey, for this eye-opening tip!

Caveat:  this is a global setting and will affect the ribbon appearance of every GP window.

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Dude, where’s my ‘Go To’ button?

June 9, 2014 · Frank Hamelly MCP-GP MCT MVP · No Comments
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GP Airlift 2013 – Getting to Fargo

Hey, look! It’s my semi-annual blog article… ok, I jest a little, and hopefully today am starting back with regular blogs.

I’m in lovely Fargo as I write this, having arrived mid afternoon, the day before the Dynamics GP Technical Airlift 2013 kicks off.  Unlike last year, I didn’t partake in any of the pre-conference classes offered.  Although there were several that appealed to me, it was hard enough to take this time off to come, so I didn’t take the extra day.

This year I decided to fly out of Buffalo, NY, instead of Toronto, my usual default airport.  Even though I moved almost twice as far away from Buffalo as I was a few weeks ago, it was a no brainer for several reasons.  

  • It’s a lot cheaper, it was 2/3rds the price to fly from Buffalo than it was Toronto. 
  • Dealing with customs in the car at the border is far more enjoyable than in line with the rest of the herd in Toronto, even with Nexus to bypass the worst of it. 
  • And last, I have a relative who lives near Buffalo that I don’t see too often, so this is a great chance to visit while I’m nearby.

The best part about not flying from Toronto is the extra time you take to drive to Buffalo (and that’s even up for debate, rush-hour traffic being what it is in the GTA), you more than make up for it in savings in everything from parking to checking in to getting through security.  I left home at 6:00am EST this morning, and was at the border crossing at 7:30am.  There was actually a traffic jam on I-90 in Buffalo between the border and the airport, and even with that, I was parked, through security and at my gate at 8:15am.  Seriously.  If I tried to do the same out of Toronto Pearson, it would take probably similar time to drive there (even though it’s a shorter distance) and double the time to get from parking somewhere to the gate.

I didn’t run into anyone I knew in my travels here but the first person I ran into once I got to the airport to wait for a shuttle was also Canadian…Chi Cheong Ho from Joe Software in Edmonton, Alberta.  Cool.  (PS if you are a Canadian VAR or customer, and haven’t heard of Joe Software, check them out. Great products, and great people to deal with!).

The second person I met, I didn’t get her name, was from Houston Texas.  We three were waiting outside the airport waiting for the hotel shuttle and were chatting.  The funny part of the story is “Houston”, (she gets that as her nickname for now!), was freezing, coming from 100 degree Fahrenheit weather to here.  The canucks were quite comfortable with the temps!  :)

That’s it for now. Soon I’m off to register and do a campus tour at Microsoft, something I missed last year.  This year I hope to write a short blog each day or as time permits while I’m here, and then resume regular blogging after I return home!  I look forward to meeting some new folks again and running into what feels like old friends each time I come here!

Stay tuned on twitter to the hashtag #GPAirlift13 for @jon_rivers among many others who will be tweeting the whole week I’m sure.

PS. I don’t know if everyone else experiences this too, but every year it’s the same thing. People ask me where I’m going on my week “off” and I tell them I’m going to Fargo, ND.  There’s always a small pause, a little smirk, and then a chuckle, as in “Seriously?”.  It seems Fargo doesn’t get the respect of those who haven’t been here! :)

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GP Airlift 2013 – Getting to Fargo

September 17, 2013 · jen@kuntzconsulting.ca · No Comments
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Join eOne at WPC 2013 in Houston!

Only 20 days to go until we get to spend time with Microsoft GP & CRM partners at Worldwide Partner Conference in Houston, TX. We are thrilled to announce that eOne is an alumni Exhibitor this year – prepped & ready to share our latest and greatest with you at booth #2030.

Are you attending WPC? Want to visit with the eOne team outside of Expo hours? Our relationship with our partners is our highest priority, so don’t hesitate to let us know when you’re available to meet. Reach out to me and we will lock a time in the schedule! (abbey.cooper@eonesolutions.com)

We look forward to seeing you in Houston!

Originally posted here:
Join eOne at WPC 2013 in Houston!

June 17, 2013 · Abbey · No Comments
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Extracting data from Microsoft Dynamics GP company databases using SQL Server FOR XML and XMLNAMESPACES

I truly love what I do. Really!

My job takes me just about everywhere around this great country of ours and beyond its borders in the quest of helping clients and partners get the best out of their Microsoft Dynamics GP application and data.

In reference to the latter – data – I had been asked recently by a client how they could produce XML formatted data from their Microsoft Dynamics GP databases to be consumed by some web services applications they had developed. Some conditions around this request:

  • The client did not want to implement eConnect Requester, though I have to admit this would have been a slam dunk with MSMQ queues. 
  • The XML documents needed to be rather available and changeable very quickly to serve other needs.
  • No additional investments in third party products, middlewares or the likes could be suggested since budget was pretty tight.

In other words, no eConnect, no third party products, and lots of flexibility…

The answer could only be one: use the powerful XML capabilities of T-SQL to get data out in the format required by the client.

Some theory

There’s a powerful option when querying data from SQL Server for use with third party applications and/or web services. You can execute SQL queries to return results as XML instead of standard rowsets. These queries can be executed directly or executed from within stored procedures and user-defined functions.

The FOR XML clause has some great benefits:

  • It allows a SQL Server developer of Microsoft Dynamics GP consultant to write critical pieces of integration architecture without having to learn the destination system’s schema.
  • Additional table columns – pieces of data, if you will – can be added to the results with relative ease.
  • It’s an efficient way to process data and reduces the number of components that must be developed.
  • It can be formatted to match target schemas in order to simplify mapping and/or middleware configuration.

There are a number of options related to using the FOR XML clause in SQL Server. The most appropriate way I have found – best practice, if you will – is to declare your own namespace using the WITH XMLNAMESPACES clause and to format the XML specifically as expected with the PATH mode.

Keep in mind that SQL Server has an AUTO mode which allows it to automatically format the XML document for you, relinquishing some control from you the developer or consultant.

For more information on SQL Server FOR XML and the WITH XMLNAMESPACES clauses, please take a look at SQL Server Books Online:

MSDN – FOR XML clause – http://msdn.microsoft.com/en-us/library/ms178107.aspx
MSDN – WITH XMLNAMESPACES clause – http://msdn.microsoft.com/en-us/library/ms177400.aspx

Now a practical application…

This is a simple example on how to implement all of it together. Let’s take the case of a Customer with multiple addresses. The following query should produce XML data with our customer master (RM00101) and address master information (RM00102).

CustomerExtract.sql

-- Created by Mariano Gomez, MVP
-- This code is licensed under the Creative Commons 
-- Attribution-NonCommercial-ShareAlike 2.5 Generic license.

WITH XMLNAMESPACES('http://sql.customer.extract' as "ce0")
SELECT NULL
    , (  SELECT RM00101.CUSTNMBR AS ce0:CustomerNumber
   ,RM00101.CUSTNAME AS ce0:CustomerName
   ,RM00101.CHEKBKID AS ce0:CheckbookID
   , ( SELECT RM00102.ADRSCODE AS ce0:AddressCode
    , RM00102.ADDRESS1 AS ce0:Address1
    , RM00102.ADDRESS2 AS ce0:Address2
    , RM00102.CITY AS ce0:City
    , RM00102.STATE AS ce0:State
    , RM00102.ZIP AS ce0:Zipcode
    FROM RM00102 
    WHERE RM00102.CUSTNMBR = RM00101.CUSTNMBR
    FOR XML PATH('ce0:Addresses'), TYPE)
   FROM RM00101
  FOR XML PATH('ce0:Customer'), TYPE)
 FOR XML PATH ('ce0:CustomerExtract'), TYPE

The results are pretty straight forward:

FOR XML output (formatted for display purposes only)

Nothing but XML greatness!

The above query could have been encapsulated in a stored procedure with a parameter for customer number, which could have driven the results displayed. As you can tell, getting the data you need for any destination, will depend on you specific requirements, but it’s doable with the power of SQL Server and T-SQL.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Continued here:
Extracting data from Microsoft Dynamics GP company databases using SQL Server FOR XML and XMLNAMESPACES

June 26, 2012 · Mariano Gomez · No Comments
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Leveraging Custom Links to track carrier shipments in Sales Order Processing

You know, I believe I will forward this to MVP Frank Hamelly for his next session at the upcoming GPUG Summit Seattle 2012, “13 MORE Classic, Underused Features in GP“.

And now that I did the plug in for Frank’s session…

This week I have a chance to review one of those truly underutilized features in Microsoft Dynamics GP, this time, as a result of some quality control work I am performing at one of our projects going live in 2 weeks.

My customer, a specialty food and fine chocolates distributor here in the Washington D.C. area needed to provide his customer service staff with the ability to see package delivery status when products leave any of the 5 warehouses around the country. To make matters more interesting, they are currently using Savant Software’s Shipping Manifest module coupled with Savant Software’s Warehouse Management System, both of which are integrated to Microsoft Dynamics GP. When orders are shipped from the Shipping Manifest solution, product tracking numbers are returned to the order document in Microsoft Dynamics GP.

Tracking Numbers on the Sales User-Defined Fields Entry window

My customer uses the four major delivery carriers: UPS, DHL, FedEx, USPS, and Ontrac.

We used Microsoft Dynamics GP Custom Links feature to provide the package tracking capabilities required.

Custom Link Setup

To setup a link to the Fedex tracking site, you select the Prompt to which you want to associate the link, in this case the “Tracking Number” prompt. You will then provide a prompt to display for the link, “FedEx Tracking”. Next, you will want establish the field value for which the prompt will be displayed, in this case we want to display the Fedex Tracking prompt when the associated shipping method is FEDEX GROUND. Finally, we need the URL for the FedEx tracking website and need to pass in the tracking number string as a parameter to the URL. This is accomplished with the “%1″ string substitution moniker at the end of the URL.

The result is shown below:

Tracking Number Custom Link

When the link is selected, the user is directed to the FedEx tracking site where information is displayed about the tracking number selected.

The following are tracking sites URLs for each of the major carriers, with the corresponding string substitution parameter for the tracking number:

DHL
http://www.dhl.com/content/g0/en/express/tracking.shtml?brand=DHL&AWB=%1

FedEx
http://fedex.com/Tracking?action=track&tracknumber_list=%1

UPS
http://wwwapps.ups.com/etracking/tracking.cgi?submit=Track&InquiryNumber1=%1&TypeOfInquiryNumber=T

USPS
https://tools.usps.com/go/TrackConfirmAction_input?qtc_tLabels1=%1

Ontrac
http://www.ontrac.com/trackingdetail.asp?tracking=%1

Happy package tracking!


MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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Leveraging Custom Links to track carrier shipments in Sales Order Processing

June 14, 2012 · Mariano Gomez · No Comments
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Theresa Nistler talks Microsoft Dynamics GP 2013 Features

Theresa Nistler, Sr. Program Manager with the Microsoft Dynamics GP team, explains the balancing act of defining features and incorporating those into the application. Theresa also works hand to hand with the Support teams to compile feedback from clients aand resolve bugs.

Until next post!

MG.-

Mariano Gomez, MVP

IntellPartners, LLC

http://www.IntellPartners.com/

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Theresa Nistler talks Microsoft Dynamics GP 2013 Features

May 8, 2012 · Mariano Gomez · No Comments
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Integration Manager for Microsoft Dynamics GP 2010 hangs when running an integration – Follow up Redux

The forums are hot with users and partners reporting an issue with Integration
Manager for Microsoft Dynamics GP 2010 hanging when running an integration.
Everyone seems to agree the issue started sometimes over the past 2 weeks, with most users reporting a normal behavior and the ability to run trouble
free integrations prior to that date.

I should note that I have blogged about other hanging issues in the past here:

Integration
Manager for Microsoft Dynamics GP 2010 hangs when running an integration

Integration
Manager for Microsoft Dynamics GP 2010 hangs when running an integration –
Follow up

The first article above, details what was initially thought to be an issue after a change to the .NET Framework 3.5 was released by Microsoft.

The second article – the follow up – talks about an issue with the Connect gadget on the home page and one of the slides not cycling correctly, causing Integration Manager integrations to lock up.

This time around, Microsoft Support has indentified the problem (integrations hanging) to be, once more with the Connect gadget. The issue this time has been narrowed down to a user not signing in to Connect, which some how affects Integration Manager’s ability to run an integration.

The workaround at this time appears to be removing the Connect gadget from the home page, prior to running the integration.

To disable the Connect gadget follow these steps:

1. Click on Customize this page below the toolbar.

2. Click on the Connect checkmark to disable the option.

Since this issue does not cause data loss and nor interferes with the normal operation of the application, and since there’s an immediate workaround, chances are it will be put on the back burner long before you will see some fix being issued. So for now the workaround should do.

Until next post!

MG.-

Mariano Gomez, MVP

IntellPartners, LLC

http://www.IntellPartners.com/

Original post:
Integration Manager for Microsoft Dynamics GP 2010 hangs when running an integration – Follow up Redux

April 10, 2012 · Mariano Gomez · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 379