Microsoft Dynamics Top 100 Most Influential People for 2013 published

David Meego - Click for blog homepageIf you have been watching the blogsphere last week you would have noticed that DynamicsWorld UK have published their Microsoft Dynamics Most Influential People Top 100 List for 2013. This list started in 2009 and archives of the previous years can be found at the bottom right corner of their page.

Back in 2010, I was privileged/lucky enough to be included on the Top 100 list at position 78. Then for the years 2011 and 2012 I did not make it onto the list at all (much to the surprise and dismay of many of my colleagues and friends).

So in 2011, Doug Pitcher decided that enough was enough and he created his OFFICIAL 100 most famous, awesome and totally influential Dynamics people list (see links below). I was honoured with being in position 3 on this prestigious list for the years of 2011 and 2012. This more than made up for being dropped from the “other” top 100 list.

This year, as shown in my post: Top 100 Most Influential People in Microsoft Dynamics 2013, the Dynamics GP community led by the MVPs called for people to vote for me to get me back into the Top 100 list for 2013.

I am please to say that their efforts were rewarded and I am once again included in the Top 100 list, this time at position 89. While it is extremely nice to be included on this list and recognised for the work I do, it has had a sad side effect. Because I am now included on the “other” list, I have dropped to the bottom of Doug’s awesome list for 2013 at position 58. However, I am still extremely happy to just scrape into Doug’s list.

Congratulations to everyone who made it info both of these lists, your work within the greater Dynamics communities is greatly appreciated, especially those who work with Dynamics GP.

Below is a list of all the Dynamics GP people (highlighting the MVPs) in the top 100. Sorry if I missed anyone:

  • Andy Vabulus (12)
  • Andy Snook (14)
  • Andy Hafer (15)
  • Mark Polino (20) MVP
  • Jon Rivers (30)
  • Shane Hall (32)
  • Clinton Weldon (36)
  • Mariano Gomez (42) MVP
  • Frank Hamelly (46) MVP
  • Mark Rhodes (70)
  • Bob McAdam (72)
  • Anya Ciecierski (73)
  • Victoria Yudin (74) MVP
  • David Musgrave (89)
  • Leslie Vail (90) MVP
  • Kim Peterson (92)
  • Richard Whaley (94)
  • Joe Tews (100)

 

For information on previous years, have a look at these articles on this blog: 

 

For Doug Pitcher’s OFFICIAL Lists:

 

For other related posts from around the Blogsphere:

 

Thanks to everyone who voted for me.

And a special thanks to Doug for keeping me on his awesome list even though I made it onto the “other” list this year.

David

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Microsoft Dynamics Top 100 Most Influential People for 2013 published

May 13, 2013 · David Musgrave · No Comments
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SmartList Builder: Sales Summary By Quarter

Just recently I was approached by a partner wanting to leverage the info in the Receivables Summary table (RM00104) to build a smart list showing sales summary by quarter. The smart list needed to display the following information:

Customer Number     Year              Q1              Q2             Q3                Q4
AARONFIT0001        2013            0.00      4224.67           0.00      10277.37
AARONFIT0001        2014     21468.68            0.00           0.00               0.00
AARONFIT0001        2016     12164.15            0.00           0.00              0.00
AARONFIT0001        2017       4945.70      5809.40           0.00              0.00
AARONFIT0001        2018             0.00            0.00        877.50              0.00

As is customary with these types of request, the best bet is to create a SQL Server view that can then be leveraged from Smartlist Builder. By using a SQL Server view, we can leverage some cool T-SQL set-based data manipulation capabilities.

-- Created by Mariano Gomez, MVP
-- This code is licensed under the Creative Commons 
-- Attribution-NonCommercial-ShareAlike 3.0 Unported License.
-- http://creativecommons.org/licenses/by-nc-sa/3.0/legalcode
--
SELECT custnmbr as Customer Number, year1 as Year, isnull(1, 0.00) as Q1, isnull(2, 0.00) as Q2, isnull(3, 0.00) as Q3, isnull(4, 0.00) as Q4
FROM (
  SELECT custnmbr, year1, datepart(qq, datefromparts(year1, periodid, 1)) as qtr, smrysals 
  FROM RM00104
  WHERE histtype = 1
) p
PIVOT 
( SUM (smrysals) FOR qtr IN (1, 2, 3, 4)
) AS pvt
GO

The above query, produces the results required, but what makes it happen is the beauty of the PIVOT operator. In addition, if you are using SQL Server 2012, you can take advantage of the DATEFROMPARTS function to simplify the conversion of the date parts (year1 and periodid) to a full date to then calculate the quarter with the DATEPART function.

If you are using SQL Server 2008 or earlier, the following query should do:

-- Created by Mariano Gomez, MVP
-- This code is licensed under the Creative Commons 
-- Attribution-NonCommercial-ShareAlike 3.0 Unported License.
-- http://creativecommons.org/licenses/by-nc-sa/3.0/legalcode
--
SELECT custnmbr as Customer Number, year1 as Year, isnull(1, 0.00) as Q1, isnull(2, 0.00) as Q2, isnull(3, 0.00) as Q3, isnull(4, 0.00) as Q4
FROM  (
  SELECT custnmbr, year1, datepart(qq, CAST(CAST(year1 AS varchar) + '-' + CAST(periodid AS varchar) + '-' + CAST(1 AS varchar) AS DATETIME)) as qtr, smrysals 
  FROM RM00104
  WHERE histtype = 1
) p
PIVOT 
( SUM (smrysals) 
  FOR qtr IN (1, 2, 3, 4)
) as pvt
GO

Note that the above version of the query uses the CAST function to determine the date.

Until next post!

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

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SmartList Builder: Sales Summary By Quarter

May 7, 2013 · Mariano Gomez · No Comments
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Microsoft Dynamics CRM 2011 Applications (MB2-868 … – azurecurve

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Microsoft Dynamics CRM 2011 Applications (MB2-868 … – azurecurve

May 3, 2013 · Ian Grieve · No Comments
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SmartList not working properly, Search window does not display correctly

David Meego - Click for blog homepageYesterday, I had a support case come in where the customer was complaining that SmartList was not working properly and that the Search window was not being displayed correctly.

The Problem

During a screen sharing session with the customer, they explained that when they first opened SmartList and then the Search window it would say “Search Not Found” in the title and that clicking on the Columns button would not show any fields. See the screenshot below:


Screenshot showing incorrect window title and missing field information

However, once they closed the Search window and re-opened it everything worked fine. They wanted to know why it kept failing the first time they opened SmartList, but worked fine the second time or later. 

The site is currently using Microsoft Dynamics GP 2010, but is performing User Acceptance Testing (UAT) on a test upgrade to Microsoft Dynamics GP 2013. The user doing the testing claimed that they performed exactly the same actions on GP 2010 and it has always worked, but now on GP 2013 it did not work.

 

The Troubleshooting

I had tried testing the issue on my system was unable to replicate the issue, I tried everything I could think of and could not get SmartList to fail. So we organised a screen sharing session to see what was happening.

During the screen sharing session we got the customer to demonstrate the issue, but when we tried to replicate via remote control we were unable to get SmartList to misbehave. We got the customer to check if SmartList behaved correctly for another user and it did.

We did notice that the customer was using a Quick Link on their homepage to open SmartList. So we tested opening SmartList using the icon on the Standard Toolbar. When using the Toolbar button, the user was unable to replicate the problem. They could only replicate when using the Quick Link.

So we removed and recreated the Quick Link, to make sure there was nothing wrong with it. However, the problem remained, but could still only be recreated when the customer was controlling the session.

It was then that I noticed that when the customer opened SmartList it was not displaying any data or headings and showed “Stopped” in the status. See the screenshot:


SmartList with Stopped Status and no data or headings showing

So I thought it could be related to background processing (because I know that SmartList uses background processing to populate the window). However, if I used Process Monitor (from the Microsoft Dynamics GP menu) and Suspended the background processing queue, the status was not updated at all. Once I resumed background processing, it would show a status of Stopped.

Then I noticed the final bit of the puzzle that lead to identifying the cause.

When the customer opened SmartList using the Quick Links, the Search Not Found window was opened immediately…. before the customer clicked on the Search button or double clicked on a SmartList Favourite to open the window.

I also noticed that while the Search window was open, any SmartList Favourite selected would return no data and show a status of Stopped. Once the window was closed, SmartList would function normally.

So why was the Search window opening along with the SmartList window?

 

The Cause

When you first open SmartList, before you select a Favourite, the Search Button is disabled, so there is no way to click on it. However the Search window was opening and it was showing Not Found as no SmartList favourite had been selected.

When the customer manually opened the Search Window, the already open window was just brought to the foreground, so it appeared that it was opening incorrectly.

So, why would it make a difference which button or link was used to open SmartList?

Below is a screenshot showing the SmartList Quick Link and the SmartList Toolbar button:


Microsoft Dynamics GP 2013 home page with SmartList button and SmartList Quick Link.

And below is a screenshot showing the SmartList window immediately after it was opened. Notice the position of the Search button:


SmartList window position immediately after being opened. 

Have you worked it out yet?

What we could not “see” from the screen sharing session was that the customer was double-clicking on the SmartList Quick Link. The first click would open the window and the second click would click on the Search Button before the code had time to disable the button. The Search window would be opened and as no SmartList Favourite was selected it would say Not Found and not have any columns to show.

The issue was occurring because the following factors were all aligned (literally):

  1. The customer was double-clicking on the Quick Link hyperlink.
  2. The SmartList Quick Link was in the top left corner.
  3. The SmartList window was opening in the top left corner.
  4. The Search Button was appearing directly above the SmartList Quick Link.
  5. The Search Button was enabled for a fraction of a second before the code disabled it.

Now that we had the cause we checked by on the GP 2010 system and found that the position of the SmartList window when it opens was different and the “second” click was on a blank area of the window where it would have no effect.

 

The Solution

We suggested that the customer stop double-clicking on the Quick Links hyperlinks. Like hyperlinks in an internet browser, only a single click is needed.

 

Hope you found this interesting. 

David

PS: Once we knew what was happening, we saw similar issues with other windows when they were opened by double-clicking on Quick Links. For example: a “Not all Required Fields have been entered” dialog when the Save Button was “second” clicked.

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SmartList not working properly, Search window does not display correctly

May 3, 2013 · David Musgrave · No Comments
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Currency Symbol not showing correctly for Users

David Meego - Click for blog homepageI resolved an interesting case the other day and thought I would write this one up on the blog.

The Problem

The customer reported that for a couple of their users, the currency symbol on the GL Transaction Entry window where not matching the symbols as defined by the Currency ID setup. This issue occurred with multiple Currency IDs.

The screenshot below shows the window using the currency Moroccan Dirhams (MAD) which should be showing a Currency Symbol of “MAD”. You will notice that the Currency Symbol in the scrolling window is showing the Pound (£) symbol and the Currency Symbol for the totals is showing the Dollar ($) symbol.

 


GL Transaction Entry window showing Currency Symbol issue

 

Also why would this only some users and not others. 

 

The Cause

The clue that helped identify the cause was that the problem with the Currency Symbols displaying incorrect only occurred when the transaction was using the Functional Currency view. When in Originating Currency view, it did correctly show the Currency Symbols.

Now it everything started to make sense. The problem was with the Functional Currency. That’s why it affected all Currency IDs. As many windows in Microsoft Dynamics GP remember the last multicurrency view used on a per user basis, it also explained why it affected specific users and not others. It only affected users who last displayed the Functional Currency view.

Now, the first thing I had to do was explain to the customer that the currency symbol being incorrect is a display only issue. The figures in the SQL database are stored without a currency symbol and would be correct even if they were displayed with the wrong Currency Symbol on the screen. This problem does not cause any data damage.

The Functional Currency for the company was US Dollars and that is why the Dollar ($) Symbol was displayed in the totals section, but now we had to find out why the Currency Symbol for the Functional Currency was incorrectly displayed in the scrolling window.

Here is a little bit of theory about how Currency Symbols work. The formatting of a Currency field is controlled by Currency Index value. In fact, it is really controlled by a “Phantom” Currency Index which is a combination of two values. The first is a value between 0 and 5 which controls the number of decimal places to display. The second value is the base Currency Index associated with the Currency ID. The base Currency Index starts at 1000 and is incremented each time a Currency ID is added to the Currency Setup (MC_Currency_SETP) MC40200 table in the System Database.

The Functional Currency for a company is defined in the Multicurrency Setup (MC_SETP) MC40000 table in the Company Database.

To make sure that the Currency Index value for the Functional Currency matches the Currency Index for that Currency ID we can use the following Transact-SQL query against the Company Database (assuming the System Database is called DYNAMICS):

select M.CURNCYID, S.FUNLCURR, M.CURRNIDX, S.FUNCRIDX
from DYNAMICS.dbo.MC40200 M
join MC40000 S on S.FUNLCURR = M.CURNCYID

The results should show the Currency ID for the Functional Currency in columns 1 & 2 and the Currency Index in each table in columns 3 & 4. If the values in columns 3 & 4 don’t match…. you have a problem. A problem which will result in the Functional Currency being displayed with an incorrect Currency Symbol.

  

The Solution

The solution is fairly simple, all we need to do is correct the Currency Index in the Company’s Multicurrency Setup table so that it matches the Currency Index for the Currency ID in the Currency Setup table. 

The following Transact-SQL update statement will make the required change:

update S set FUNCRIDX =  M.CURRNIDX
from DYNAMICS.dbo.MC40200 M
join MC40000 S on S.FUNLCURR = M.CURNCYID

 

After this change was made to the table, the system started behaving correctly.

David

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Currency Symbol not showing correctly for Users

May 1, 2013 · David Musgrave · No Comments
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Great new Windows Phone Advert

David Meego - Click for blog homepageAfter winning the Engadget Reader’s Choice Smartphone of the Year, Nokia have released a hilarious new advert for the Nokia Lumia 920.

Have a read about it on the Windows Phone Blog:

 

And watch the video below: 

Switch to the Nokia Lumia 920 Windows Phone — Engadget’s Readers Choice Smartphone of the Year

(Please visit the site to view this video)

 

Enjoy

David

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Great new Windows Phone Advert

April 30, 2013 · David Musgrave · No Comments
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Microsoft Dynamics GP 2013 Upgrade Blog Series – Developing for …

28-May-2010: Created Facebook account with blog feed. 15-Aug-2011: First Post by Development team. 05-Sep-2011: Created http://aka.ms/Dev4DynGP and http://aka.ms/SDT Shortened URLs. 15-Sep-2012: First Post by 

Continued here:
Microsoft Dynamics GP 2013 Upgrade Blog Series – Developing for …

April 29, 2013 · David Musgrave · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 111