Installing Business Analyzer R5 From The Windows 8 App Store

As mentioned in the last post, Business Analyzer R5 is available from the Windows 8 App Store. As both an inveterate blogger and incorrigible tinkerer I figured I might as well blog about my tinkering with the new app. Unfortunately, … Continue reading

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Installing Business Analyzer R5 From The Windows 8 App Store

November 12, 2013 · Ian Grieve · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 259

Weekly Topic: Excel

Did you know that there are over 250 Excel Reports that come with Microsoft Dynamics GP?  We added the first reports on GP 10.0, added more in GP2010 and even more in GP2013. 

These Excel reports are refreshable.  You can deploy them locally, to a network share, to SharePoint, or Office 365.  There is an easy wizard that helps you deploy the excel report and the data connection.

You can modify the Excel report, adding charts, calculations, and other formatting (really anything Excel allows).  When you refresh it keeps the changes you’ve made and just updates the data.

 

If you are exporting from SmartLists and creating Excel Dashboards over and over, you don’t have to anymore.

   
  To deploy the reports you go to:  Microsoft Dynamics GP (top dropdown) > Tools>System>Setup>Reporting Tools Setup

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Weekly Topic: Excel

November 11, 2013 · Pam Misialek · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 273

Identifying where SmartList Column Data comes from

David Meego - Click for blog homepageRecently, I had a support case which asked the following: “When I go to Add the Sales Account Number to the Sales Line Items SmartList, there are three Sales Account Number Columns available. What is the difference between them?”

So, I wanted to work out a method to make it fairly easy for customers and partners to understand where the SmartList Column Data comes from.

Below are the steps to identify the where the data comes from, this method will work for any SmartList, but is based on this example:

  • Open SmartList window and expand Sales and then Sales List Items, click on the default * favorite.
     
  • Create a temporary saved Favorite: Click Favorites, enter a Name “Test” and click Add >> Favorite.
     
  • Go to SQL Server and run the following SQL Query against the ASI_MSTR_Explorer_Favorites (ASIEXP81) table in system database (eg. DYNAMICS) to display the newly added favorite:
select top 1 ASI_Favorite_Dict_ID, ASI_Favorite_Type, ASI_Favorite_Name
from ASIEXP81
order by DEX_ROW_ID DESC
  • Make a note of the ASI_Favorite_Dict_ID and ASI_Favorite_Type values for the most recently saved Favorite (should be the one created in the step above). In our case Dictionary = 0 and Type = 20.
     
  • Select the newly added Favorite, Click Favourites and click Remove.
     
  • Run the following SQL Query against the ASI_Field_Definition (ASITAB20) table in system database (eg. DYNAMICS) using the Dictionary, Type and Sequence Numbers from the Columns window (see screenshot above):
select ASI_Field_Sequence, ASI_Field_Number, RTRIM(ASI_Field_Name) AS ASI_Field_Name,
       RTRIM(ASI_Field_Display_Name) AS ASI_Field_Display_Name, RTRIM(ASI_Table_Technical_Name) AS ASI_Table_Technical_Name
from ASITAB20 — ASI_Field_Definition table
where ASI_Favorite_Dict_ID = 0 — Dictionary from temporarily saved Favorite
and ASI_Favorite_Type = 20 — Type from temporarily saved Favorite
and ASI_Field_Sequence in (83, 114,394) — Sequence Numbers listed in Add Columns window

  • View the results to see the ASI_Field_Name and ASI_Table_Technical_Name to see where the data is coming from:

ASI_Field_Sequence      ASI_Field_Number  ASI_Field_Name          ASI_Field_Display_Name       ASI_Table_Technical_Name
83                      24073             Sales Index             28277                        ASI_SOP_LINE_Items_Explorer
114                     23118             IV Sales Index          28229                        IV_Item_MSTR
394                     22959             RM Sales Account Index  28213                        RM_Customer_MSTR

Note: The ASI_SOP_LINE_Items_Explorer table combines the data from the SOP_LINE_WORK (SOP10200) and SOP_LINE_HIST(SOP30300) tables.

The ASI_Field_Number and ASI_Field_Display_Name (when shown as a number) are messages in the SmartList dictionary which contain the technical name of the field and the display name of the field respectively. In our case the technical names are the same as the ASI_Field_Name and Display Name for all three fields in the same “Sales Account Number”.

While it is possible to use Modifier to change the message IDs from the ASI_Field_Display_Name column so they are different, it is probably easiest to relabel the columns once they have been added to the SmartList Favorite on the Change Column Display window.

Or, you might find that you only need the field from one table and can leave the other fields off the SmartList.

Hope you find this useful.

David

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Identifying where SmartList Column Data comes from

November 11, 2013 · David Musgrave · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 502

Weekly Topic: Serial Number Selection

Did you know that in Microsoft Dynamics GP 2013 we added the ability to multi-select serial numbers.

Now selecting multiple serial numbers is faster and easier than ever. 

When you see serial numbers listed choose a range or individual serial numbers and insert them all at the same time.

See more here:
Weekly Topic: Serial Number Selection

November 8, 2013 · Pam Misialek · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 286

Microsoft Dynamics GP 2013 Service Pack 2 Training Videos Now Available

The wonderful Microsoft support team has created training video to help you get ready for Microsoft Dynamics GP 2013 Service Pack 2.  This is a great way to get up to speed on what was released.  I challenge you to leverage this new functionality!

 

What’s new in Analytical Accounting? –  Check out the video!

Direct from customer feedback, top voted features for Human Resource and Payroll added to GP 2013 service pack 2!! – Check out the video!

What are you missing about the cool new Document Attach? – Check out the video!

This is a must read about what is new in Visual Studio Tools. – Check out the video!

Did you hear about that new reporting tool SmartList Designer?  If not, this is a must see! – Check out the video!

 

Source support blog post: https://community.dynamics.com/gp/b/dynamicsgp/archive/2013/09/26/microsoft-dynamics-gp-2013-service-pack-2-new-feature-blog-series-schedule.aspx

 

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Microsoft Dynamics GP 2013 Service Pack 2 Training Videos Now Available

November 7, 2013 · Pam Misialek · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 241

Weekly Topic: Concur Expense Integration

Did you know that we have an integration to Concur Expense?  The integration is a free download. 

Concur Expense is an online expense tool that has a lot of functionality.  It gives the ability for a SMB type business to have better solutions.

 

You can view more information here.

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Weekly Topic: Concur Expense Integration

November 7, 2013 · Pam Misialek · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 421

Weekly Topic: Purchase Order Encumbrance Notification

Did you know that we added functionality to encumbrance?  Now there is a notification.

When you encumber an item in Purchase Order Entry, you reserve a certain amount of your budget for the item based on the item cost. 

With Microsoft Dynamics GP 2013 Encumbrance Management, if the receipt item cost is different than the original encumbered item cost, you will be warned that the costs are different.  This will help you reduce data entry errors and control costs.

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Weekly Topic: Purchase Order Encumbrance Notification

November 7, 2013 · Pam Misialek · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 280