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SQL view to verify unposted SOP transaction totals in Dynamics GP

Over the years we have seen a number of situations where a sales transaction total will be calculated incorrectly. It does not happen often and we’ve never been able to reproduce this on demand, so it’s very difficult to track down the cause for this. I have also seen a number of newsgroup posts talking …

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SQL view to verify unposted SOP transaction totals in Dynamics GP

September 12, 2014 · Victoria Yudin · No Comments
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SQL view for easier General Ledger transaction searches in Dynamics GP

Just about every Dynamics GP customer I have worked with, at one time or another, has had occasion to search the General Ledger for a particular dollar amount. Usually, I use the Account Transactions SmartList for this and search for Debit Amount = XXX or Credit Amount = XXX (using the Match 1 or More search …

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SQL view for easier General Ledger transaction searches in Dynamics GP

September 4, 2014 · Victoria Yudin · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 473

Tech Tuesday: Automatically changing Dynamics GP SOP distributions based on business rules

The Flexicoder product is one of the most interesting ones in the mix offered from eOne. Businesses that need it, REALLY need it while the businesses that don’t, REALLY don’t. Let me explain, when you have an internal business need to track your Sales or COGS (or other accounts) by something other than just the account attached to the item or customer you introduce a manual process. Manual

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Tech Tuesday: Automatically changing Dynamics GP SOP distributions based on business rules

August 12, 2014 · Frank Hamelly MCP-GP MCT MVP · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 240

SQL view for Dynamics GP vendors with last activity date

I have seen many requests recently for a way to see what Dynamics GP vendors have had no recent activity. Since ‘recent’ can mean different things, I thought I would put together a view that shows the last activity date for each vendor. Once you have this you can easily filter for whatever date range you …

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SQL view for Dynamics GP vendors with last activity date

July 17, 2014 · Victoria Yudin · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 509

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

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. Here is a sample of the results (please click on the image to see it bigger): …

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

July 9, 2014 · Victoria Yudin · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 973

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
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 335

Rearrange your Area Pages

GP 2013 introduced additional ways to customize how your area pages are arranged.  I wasn’t real fond of the arrangement in my test system, so I arranged them as in the following screenshot:

With this arrangement, I can easily see all the menu categories.  To make a specific category appear in the expanded mode, click on the little square icon in the upper right corner of each window.  Additionally, I went through each module and arranged the menu categories so they all fall in the same sequence.
The key to creating this type of arrangement is selecting the desired ‘Column Stack‘ selection in the Customize Home Page window (Home Page>>Customize this page . . . ).  Selecting ‘Bottom’ places the minimized windows at the bottom, ‘Top‘ would place them at the top, etc.
This should make navigating the menus even simpler than before.

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Rearrange your Area Pages

May 27, 2014 · Frank Hamelly MCP-GP MCT MVP · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 299