Word Templates: We can’t open template because we found a problem with its contents

Just recently I was working on a Sales Invoice Word Template customization for a customer and ran into a strange issue when attempting to print a batch of invoices for customers assigned to this template.

When printing the entire batch of invoices, the following error would appear:

Once the OK button was clicked, Word would proceed to display the following error message: “Word found unreadable content in “Template.docx”. Do you want to recover the contents of this document? If you trust the source of this document, click Yes.”.

Upon clicking the Yes button, Word would go to work and “recover” the document in perfectly good condition with the invoices matching to the penny.

What makes this even more puzzling is, if you print each invoice individually from the Sales Transaction Entry window, there would be no error and invoices would print fine.

Solution

To troubleshoot this issue, one just needs to focus on the original error – I assume the second error is simply a consequence of the first – specifically, on the Details where Word is specifically complaining about the header6.xml section. Also, part of finding the solution is understanding how the actual documents are generated from the templates.

To render a report from a template, Microsoft Dynamics GP uses Open XML, which uses a set of APIs to stream data into ZIP and XML standards – a DOCX is nothing more than a structured zip file containing a bunch of XML documents that define the structure and content of the document in question. The vehicle to stream the data into a template of course, is Report Writer.

With that said, when you look at the error, it clearly indicates that there’s an issue with the way part of the formatted XML is being generated (as referenced by header6.xml). Troubleshooting 101, always suggests to test a standard unmodified template to see if the behavior persists and compare the standard unmodified template to the modified template causing the issue.

In looking at the original template, I immediately identified the difference between the original body section of the template…

Original Template

… and what my modified template was showing:

Modified Template of Original

As you can tell, the modified section of the body is missing the Serial/Lot and Item Notes row sections. When Microsoft Dynamics GP tries to stream data from Report Writer to the template, it is clear that this missing section will cause the XML data to be formatted incorrectly since the data exist in the stream, but there’s no matching elements on the template. Since each section of the document is written one at a time and document by document, the resulting DOCX is saved each time each section is completed. Once the DOCX construction is finished, it will finish with an error message, which immediately forces Microsoft Word to go into recovery mode. Nonetheless, the recovery is of the last save operation, which still brings up the document.

Now, when an individual document is printed, it would seem that all XML tags are closed regardless of whether the data stream could be written to the appropriate template section. This is probably why no error is produced when an individual document is printed.

The solution in this case was to recreate the template and leave the previously removed sections intact. In my customer’s case, they had no serial numbers to worry about, but had the occasional note that will print, so leaving these in the document was probably a good idea to begin with.

Until next post!

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

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Word Templates: We can’t open template because we found a problem with its contents

January 28, 2014 · Mariano Gomez · No Comments
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Opening PDF Documents with Word

I accidentally discovered this today. In the past for I have used tools and websites like Zamzar.com for converting PDF documents to Word for editing. Today I accidentally opened a PDF document in Microsoft Word 2013 and got the message saying that Microsoft Word is going to covert the PDF file to Word!

image

 

The result was a great looking Word Document !

 

image

 

Has this been out for long, or did I just discover it ? 

 

EDIT : Looks like this was released with Word 2013 http://blogs.office.com/2012/08/09/unlock-pdfs-with-word-2013/

 

See more here:
Opening PDF Documents with Word

January 25, 2014 · Jivtesh Singh · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 169

Microsoft Dynamics #CONV14 Atlanta – My sessions are out!

Hi all!

Microsoft Dynamics Convergence 2014 Atlanta is around the corner! Unbelievable to think just a few days aback I was sending out New Year’s greetings and now we are talking about an event to be held in March, a month and few days away. Where has time gone?

Nonetheless, I still have some work to do to finalize my slide decks and demos for my sessions, but you won’t be able to tell from my excitement about participating at this Convergence. I wanted to share with you the sessions I will be presenting and, of course, ask for your support with your attendance.

Code Session Room Date and Time
CSGP014 Microsoft Dynamics GP Customization for Beginners
Concurrent Session

Are you thinking of customizing your Microsoft Dynamics GP solution? Are you familiar with the tools available to create customizations? Come to this session to learn important tips to make a customization project successful and how to use the top tools for customization including Microsoft Dexterity, Visual Studio Tools for Microsoft Dynamics GP and Modifier with Visual Basic for Applications.

A402-403 Wednesday, March 5, 2014

11:00 AM – 12:00 PM

CSGP008-R1 Microsoft Dynamics GP 2013: Upgrading and deploying the fun way
Concurrent Session
Thinking about upgrading to Microsoft Dynamics GP 2013? You need to be at this session! Learn how the upgrade process works, including important system changes you need to be aware of when you upgrade. We’ll review the steps, especially with named system database, multicurrency and other factors.
Sydney Marcus Auditorium Wednesday March 5, 2014

3:30 PM – 4:30 PM

CSGP008-R2 Microsoft Dynamics GP 2013: Upgrading and deploying the fun way
Concurrent Session
Thinking about upgrading to Microsoft Dynamics GP 2013? You need to be at this session! Learn how the upgrade process works, including important system changes you need to be aware of when you upgrade. We’ll review the steps, especially with named system database, multicurrency and other factors.
Sydney Marcus Auditorium Thursday March 6, 2014

11:00 AM – 12:00 PM

IDGP003-R1 Ask your peers: Cloud and web client technologies
Interactive Discussion
Mariano Gomez, Greg Frick, Todd Schultz, Tom Monfre
Would you like to add new technologies to your existing environment to give you a better solution at a reduced cost? Participate in this discussion and learn how other users have leveraged or are planning to leverage cloud technologies and the web client. This session is hosted by the Microsoft Dynamics GP User Group.
A316 Thursday March 6, 2014

2:00 PM – 3:00 PM

IDGP003-R2 Ask your peers: Cloud and web client technologies
Interactive Discussion
Mariano Gomez, Greg Frick, Todd Schultz, Tom Monfre
Would you like to add new technologies to your existing environment to give you a better solution at a reduced cost? Participate in this discussion and learn how other users have leveraged or are planning to leverage cloud technologies and the web client. This session is hosted by the Microsoft Dynamics GP User Group.
A316 Thursday March 6, 2014

5:00 PM – 6:00 PM

A bit more about my sessions…

CSGP014 IS NOT a rehash of my past Customization sessions. This time I will be covering some real cool Microsoft Dynamics GP 2013 customization techniques that I feel all beginners should take advantage of – and why not, even developers who have had a couple years of experience with the customization tools, so I would say if you are a beginner or intermediate level person, this session is for you.

For CSGP008, I’m picking up where my good friend Kelly Youells left off – as you can tell, I have some pretty big shoes to fill. My session, nonetheless, will cover some of the traditional upgrade considerations along with the new cool stuff for Microsoft Dynamics GP 2013, like web client, for example.

Finally, I will be driving an interactive discussion with some very cool individuals, one of whom happens to be a direct customer of ours here at IntellPartners. All my panelists will be talking about their experiences with Microsoft Dynamics GP in the cloud and, of course, web client. You won’t want to miss this interactive!

Please like this post on Facebook or Twitter or simply drop me a quick comment to let me know which session you are planning to attend.

Until next post!

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

Read More:
Microsoft Dynamics #CONV14 Atlanta – My sessions are out!

January 24, 2014 · Mariano Gomez · No Comments
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W-2 Other Codes for Box 12

 

calculator

With the W-2 season upon us, I thought now would be a good time to point out some items that should live in Box 12; but often don’t make it there. I’m not attempting to give any tax or accounting advice, just to share some information with you about Box 12.

Box 12 looks simple enough, but oh what a secret she keeps:
2013 form W-2

Recently, I posted an article about common errors regarding retirement account information. In this post, I’ll review the items that should be reported in box 12. In the 30 years I’ve been working with Forms W-2 in various capacities, I have never seen an employer follow all of the items the IRS says should be included in box 12. 

The table below comes from the W-2 instructions on the form itself:

Box 12 Code

Description

A

Uncollected Social Security or RRTA tax on tips

B

Uncollected Medicare tax on tips

C

Taxable cost of group-term life insurance over $50,000

D

Elective deferrals to a section 401(k) cash or deferred arrangement. Also includes deferrals under a SIMPLE retirement account that is part of a section 401(k) arrangement

E

Elective deferrals under section 403(b) salary reduction agreement with your employer

F

Elective deferrals under a section 408(k)(6) salary reduction SEP

G

Elective deferrals and employer contributions (including non-elective deferrals) to a section 457(b) deferred compensation plan

H

Elective deferrals to a section 501c(18)(D) tax-exempt organization plan

J

Nontaxable sick pay (information only, not included in boxes 1, 3, or 5)

K

Twenty percent (20%) excise tax on excess golden parachute payments

L

Substantiated employee business expense reimbursements (nontaxable)

M

Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $50,000 (former employees only)

N

Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 (former employees only)

P

Excludable moving expense reimbursements paid directly to employee (not included in boxes 1, 3, or 5)

Q

Nontaxable combat pay

R

Employer contributions to your Archer MSA.

S

Employee salary reduction contributions under a section 408(p) SIMPLE plan (not included in box 1)

T

Adoption benefits (not included in box 1)

V

Income from exercise of non-statutory stock option(s) (included in boxes 1, 3 (up to social security wage base), and 5)

W

Employer contributions (including amounts the employee elected to contribute using a section 125 (cafeteria) plan) to your health savings account

Y

Deferrals under a section 409A nonqualified deferred compensation plan

Z

Income under section 409A on a nonqualified deferred compensation plan. This amount is also included in box 1. It is subject to an additional 20% tax plus interest.

AA

Designated Roth contributions under section 401(k) plan

BB

Designated Roth contributions under section 403(b) plan

DD

Cost of employer-sponsored health coverage (this is not taxable when Code DD)

EE

Designated Roth contributions under a governmental section 457(b) plan. This amount does not apply to contributions under a tax-exempt organization section 457(b) plan.

I have highlighted three of the items that I often see overlooked by employers.

Code C – taxable cost of group-term life insurance over $50,000

If an employer provides life insurance for their employees, and the death benefit is more than $50,000, an amount should be included in wages based an an IRS formula.

In most cases, the cost of up to $50,000 of group-term life insurance coverage provided by an employer is not included in income. However, the cost of employer-provided coverage over $50,000 should be included in the taxable income of the employee.

This taxable amount is subject to withholding for FICA and Medicare, but not Federal Income tax.

For example, let’s say a 50 year-old employee was provided a $200,000 life insurance policy. The first $50,000 of coverage is not taxable, however, the remaining $150,000 is taxed based on the IRS’s calculation. The IRS numbers are in the following table:

Age

Taxable Cost per $1,000, per month

Under 25

0.05

25 – 29

0.06

30 – 34

0.08

35 – 39

0.09

40 – 44

0.10

45 – 49

0.15

50 – 54

0.23

55 – 59

0.43

60 – 64

0.66

65 – 69

1.27

70 and older

2.06

Using the above table, this employee should have an additional $414.00 included in box 1 and box 12 with code C. He had an extra $150,000 of insurance for 12 months. The calculation would be 150 x 12 x .23 = 414.00.

Code L – substantiated employee business expense reimbursements

This one is real shocker to most people. Any time your employee submits an expense report that is supported with receipts, or conforms to the governmental per diem or mileage rates, the amount that you reimburse him or her should be included in box 12 of Form W-2 with code ‘L’. The amount is not taxable, and therefore not included in Box 1; but it should be reported in box 12. As I understand it, the theory behind this is that it gives the IRS a heads up should the employee try to deduct the expenses on Form 2106 (Employee Business Expense) on his personal 1040.

Code P – excludable moving expense reimbursements

The amount under code P is the amount you reimbursed your employee for ‘qualified’ moving expenses that were not includable in their taxable income. The amount in this box is not included in boxes 1, 3 or 5. If the employees ‘qualified’ moving expenses exceeded the code P amount, they may be able to deduct the extra expenses on Form 3903 filed with their Form 1040. The code P amount does not need to be included anywhere on the Form 1040 if Form 3903 is not filed with the return.

As in all IRS rules, there are pages of additional information regarding what should be reported where. The above is certainly not an authoritative document. If you think any of this might apply to you, contact your accounting/tax advisor for additional information.

Good luck with tax season.

Until next post!

Leslie

Visit link:
W-2 Other Codes for Box 12

January 23, 2014 · Leslie Vail · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 458

OFF-TOPIC: Batch Print Multiple Files in Mac OS X Without Opening Them – Jesse Chapman @jessechapman

One of my users use Mac OS X Mavericks and his major concern was to batch print files in a folder without opening each one of them. He somehow (?!?!?!) trusted my expertise in Mac OS to find a solution.

My best friend, Google, came to my rescue again. I got this gem of a post by Jesse Chapman (sorry Jesse, I tried getting a profile page of yours, but could only get your twitter page) on his blog wait, really? that saved my day.

Read it here: How to batch print multiple files in Mac OS X without opening them.

Though the post is for Mac OS Snow Leopard, it still works charmingly on Mavericks. Thanks a bunch, Jesse.

Upside; I am now considered an expert in Mac OS by at least one Mac user in this world :-D. Downside; I may get more support requests with Mac OS :-P.

But hey, I am not even complaining.

VAIDY

Filed under: Blogs, Mac, Mac OS, Macintosh, Off-Topic, Resources

Taken from:
OFF-TOPIC: Batch Print Multiple Files in Mac OS X Without Opening Them – Jesse Chapman @jessechapman

January 22, 2014 · Vaidyanathan Mohan · No Comments
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Dynamics GP Excel Dashboard available now!

 

This comes to us from one of Dynamics GP’s finest, the infamous Mark Polino! Jump to  www.DynamicAccounting.net/Analytics to get more details.

This is the truly painless way to get started with Excel dashboards, have someone else do it for you Smile. Imagine, an Excel dashboard with all of the bells and whistles ready to go. We’ve all seen and heard how cool dashboards are, and wish we had the time to figure out how to create them. Well, the time has been reduced to just a few minutes. Seriously, the dashboard is easy to install; and, honestly, I do mean easy.

Simplicity is a word that appeals to me, and Mark’s Excel dashboard falls into that category. One of the things I like to point out during my development/tool classes is that you should ALWAYS look around to see if anyone else has already created the thing you are wanting to create. So many times, the answer is yes.  This is one of those yes times.

If you want to get started, but can’t carve out the hours it takes to develop this anew, this is for you.

Though the dashboard is perfectly fine just like it is, you have the option to change it however you want. We all know that changing something is far easier than creating it from scratch.

Can you say plug and play?  I am among the laziest people out there. I know the macro language so well because it saves me time and clicks.  If I can save clicks, I’m all for it! This is my kind of dashboard; just connect it to your data source and you’re ready to go. And fear not, if data sources are not your area of expertise, Mark makes that easy too.

So what’s available? Mark has released a dashboard for the Sales series. Here’s what it 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

Click the link and check it out.

How many of these do you think Mark can develop in 50 minutes?   

Until next post!

Leslie          

Follow this link:
Dynamics GP Excel Dashboard available now!

January 17, 2014 · Leslie Vail · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 260

2014 Payroll Tax Tables–how to fill out manually

I’ve been getting quite a few calls lately about how to get the new 2014 tax tables if they can no longer get them from Microsoft. These folks are on versions 9 or 10, so they are out of luck on the download. Scandalous though it may be to remain on an unsupported version, they still have to update their tax tables. Fortunately, you can easily change the tax rates yourself using Dynamics GP.

After applying the current tax tables (as of 01-16-2014), this is what the windows look like:

FICAM

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables buttonFICAM

 FICAS

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables button
image

EFICM

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables button
image

EFICS

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables buttonimage

FED SINGLE

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status SINGLE
Push the Tables buttonPayroll Tax Tables FED SINGLE

FED MAR

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status MAR
Push the Tables buttonPayroll Tax Tables FED MAR

FED NRA

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NRA
Push the Tables buttonPayroll Tax Tables FED NRA

If you can’t read the screen shots, I also have the numbers in the tables below:

FICAM

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables button

If Over But Not Over Tax Amount Tax Rate On Excess Over

$0.00

$200,000

$0.00

1.45%

$0.00

$200,000

999999999.99

$0.00

2.35%

$0.00

$0.00

$0.00

$0.00

0.00%

$0.00

FICAS

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables button

If Over But Not Over Tax Amount Tax Rate On Excess Over

$0.00

$117,000

$0.00

6.20%

$0.00

$0.00

$0.00

$0.00

0.00%

$0.00

EFICM

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables button

If Over But Not Over Tax Amount Tax Rate On Excess Over

$0.00

999999999.99

$0.00

1.45%

$0.00

$0.00

$0.00

$0.00

0.00%

$0.00

EFICS

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NA
Push the Tables button
 

If Over But Not Over Tax Amount Tax Rate On Excess Over

$0.00

$117,000

$0.00

6.20%

$0.00

$0.00

$0.00

$0.00

0.00%

$0.00

FED SINGLE

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status SINGLE
Push the Tables button
 

If Over But Not Over Tax Amount Tax Rate On Excess Over

$0.00

$2,250.00

$0.00

0.00%

$0.00

$2,250.00

$11,325.00

$0.00

10.00%

$2,250.00

$11,325.00

$39,150.00

$907.50

15.00%

$11,325.00

$39,150.00

$91,600.00

$5,081.25

25.00%

$39,150.00

$91,600.00

$188,600.00

$18,193.75

28.00%

$91,600.00

$188,600.00

$407,350.00

$45,353.75

33.00%

$188,600.00

$407,350.00

$409,000.00

$117,541.25

35.00%

$407,350.00

$409,000.00

$0.00

$118,118.75

39.60%

$409,000.00

$0.00

$0.00

$0.00

0.00%

$0.00

FED MAR

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status MAR
Push the Tables button
 

If Over But Not Over Tax Amount Tax Rate On Excess Over

$0.00

$8,450.00

$0.00

0.00%

$0.00

$8,450.00

$26,600.00

$0.00

10.00%

$8,450.00

$26,600.00

$39,150.00

$1,815.00

15.00%

$26,600.00

$82,250.00

$157,300.00

$10,162.50

25.00%

$82,250.00

$157,300.00

$188,600.00

$28,925.00

28.00%

$157,300.00

$235,300.00

$413,550.00

$50,765.00

33.00%

$235,300.00

$413,550.00

$466,050.00

$109,587.50

35.00%

$413,550.00

$466,050.00

$0.00

$127,962.50

39.60%

$466,050.00

$0.00

$0.00

$0.00

0.00%

$0.00

FED NRA

Administration | Setup | System | Payroll Tax
Enter or select the Tax Code
Push the Filing Status button
Scroll to Filing Status NRA
Push the Tables button
 

If Over But Not Over Tax Amount Tax Rate On Excess Over

$0.00

$9,075.00

$0.00

10.00%

$0.00

$9,075.00

$36,900.00

907.50

15.00%

$9075.00

$36,900.00

$89,350.00

$5,081.25

25.00%

$36,900.00

$89,350.00

$186,350.00

$18,193.75

28.00%

$89,350.00

$186,350.00

$405,100.00

$45,353.75

33.00%

$186,350.00

$405,100.00

$406,750.00

$117,541.25

35.00%

$405,100.00

$406,750.00

$0.00

$118,118.75

39.60%

$406,750.00

$0.00

$0.00

$0.00

0.00%

$0.00

That should do it!

Until next post

Leslie

See the original article here:
2014 Payroll Tax Tables–how to fill out manually

January 17, 2014 · Leslie Vail · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 427