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GPUG Summit 2012 is Fast Approaching!

This year I’ll be presenting 4 sessions:

  • Using Microsoft Dynamics GP Job Costing as ‘Project Accounting Lite’
  • 13 MORE Classic, Underused Features in Dynamics GP
  • Word Up! Learn How to Setup and Use Word Templates and Email in Dynamics GP 2010
  • Stay Alert with Business Alerts!

See you in Seattle!

See more here:
GPUG Summit 2012 is Fast Approaching!

September 24, 2012 · Frank Hamelly MCP-GP MCT MVP · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 370

How do we add new reports to My Reports?

I had this question from a client today and thought it may good to refresh this topic because the process is not that intuitive.
There are two methods, depending on the type of report you want to add.  We’ll look at adding a GP report first.
The first step is to open the report window you want to add.  Select the appropriate report and report option and click ‘Modify’.  In the Report Options window, click the ‘My Reports’ button.  This adds the report to your My Reports list on your home page.

Next, let’s look at how you add a SmartList Favorite to your My Reports list.
In the Navigation Pane, expand the ‘Report Shortcuts’ folder.  Select ‘SmartList Favorites’.

The Navigation List for SmartList Favorites opens.  Select the desired Favorite by placing a checkmark next to it and then click the ‘Add To’ button in the middle of the List Ribbon.
You’ve now added the Favorite to your list in My Reports.
Simple.  But not necessarily straightforward.

Read more here:
How do we add new reports to My Reports?

September 20, 2012 · Frank Hamelly MCP-GP MCT MVP · No Comments
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Windows 8 and the Microsoft Dynamics GP Web Client Series – Part 2a

Windows 8 and the Microsoft Dynamics GP Web Client Series
Part 2a

This series narrate my personal experiences of installing Microsoft Dynamics GP 2013 Beta and the Web Client in an unsupported environment. The following installation steps are for testing purposes only and were done on a test box. If you are to test, please make sure your machine is not a production box.

“While it’s not supported, it doesn’t mean it won’t work. It only means we haven’t tested it”…
                                                                                                      Microsoft Dynamics GP Support

Yesterday, we walked through a few pre-requisites needed for the installation of the Microsoft Dynamics GP 2013 Web client on single Windows 8 machine – from now on, the road warrior laptop. It is worth noting that I also made some of the Silverlight registry changes to allow the Web Client to access local resources (printers, SmartLists, and access to temp folders) from within the browser. You can read more about these changes and download the registry entry for Silverlight in Aaron Donat‘s new article over at Developing for Dynamics GP.

Microsoft Dynamics GP Web Client and Silverlight Security Requirements

Today, I will cover some of the issues I experienced through attempts at running the Web Client without having ASP.NET 4.5 running on IIS 8.0 – as mentioned before, at first, it was not quite obvious ASP.NET 4.5 was not installed on IIS.8

Installing Microsoft Dynamics GP 2013

Prior to installing the Web Client, the installation process takes us through Microsoft Dynamics GP 2013 and the Web Client Runtime service installation.

The main setup window (launched with Setup.exe) allows you to install Microsoft Dynamics GP 2013, along with some of the traditional products, plus the Web Client, Tenant Services, and the Web Services Management Tools, three new components for GP 2013.

You can find more information about the Web Client architecture in Aaron Donat’s article over at Developing for Dynamics GP:

Dynamics GP 2013 Web Client Infrastructure Overview

The first things you will notice during the installation process is the Bootstrapper Setup window, which will automatically install Dexterity Shared Components 12.0.

Bootstrapper Setup window

At the features level, you will have a choice of installing the Web Client Runtime service. This feature is a MUST prior to installing the Web Client itself. More information about the Web Client Runtime can be found in Aaron’s infrastructure article above.

Select Features window.

New for GP 2013 is the ability to name the system database. For those of us “old timers”, you also have a choice of continuing to use the DYNAMICS system database name as a default choice. For more information on the named system database feature, take a look at my article Microsoft Dynamics GP “12” Named System Database Architecture.

Named System Database

Once the application is installed, you should now be able to return to the Windows 8 start screen and see the launch icons there.

A peek into the Microsoft Dynamics GP 2013 installation folder, confirms we now have a WebClient folder with all the assemblies, extensions, and providers that in conjunction form the Web Client Runtime service.

Web Client Runtime files

Following this first part, the rest is just running Microsoft Dynamics GP Utilities and let the program take care of creating the system database and adding the Fabrikam company. Practically nothing has changed in the Utilities process.

Next, I will cover the Web Client installation.

Until next post!

Mariano Gomez, MVP
IntellPartners, LLC

See more here:
Windows 8 and the Microsoft Dynamics GP Web Client Series – Part 2a

September 19, 2012 · Mariano Gomez · No Comments
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When things go Wrong – Error registering table GL_Account_MSTR

Here’s what happened.


You’ve just installed the workstation, you launch it and are greeted with this:

What to do?
You’ll be delighted to know that this is an easy fix. The problem comes up when folks copy the Dynamics.set file to one worksation from another before they synchronize the existing Dynamics.dic to the systems account framework.

All you need to do is change the the dex.ini file so that the following entry exists:


Most likely, yours says TRUE.

You need to make sure you only have one of these entries in your Dex.ini file. If you have more than one, the first one rules.

After you change the Dex.ini setting ( in the Data folder of your application folder), you’ll need to launch Dynamics Utilities in order to complete the synchronization process.

Once the synchronization process is complete, the error should go away and Dynamics GP should launch.

Don’t ya’ love all of the ‘should’s’ in that dialog?

Until next post!


When things go Wrong – Error registering table GL_Account_MSTR

September 17, 2012 · Leslie Vail · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 1,404

Depreciation – When things go Wrong

Sometimes we set up depreciation and the CPA firm decides it should have been done a different way. Of course, that information comes to us at least two years after we set it up. It’s the nature of the beast; they’re accountants, they can’t help it.

The following scenarios will be covered over the course of four posts:

  • Wrong 1st yr Convention
  • Basis Reduction Required
  • Wrong Depreciation Method – fully depreciated as of previous year end
  • Wrong Depreciation Method – not fully depreciated as of previous year end

Stay tuned.

Until next post!


Continue Reading:
Depreciation – When things go Wrong

September 17, 2012 · Leslie Vail · No Comments
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The Resurgence of Dexterity – – Dexterity Lives!!

Learn it while you still can!

dex logo
Here at the Technical Airlift, VSTools programmers and VBA programmers alike have learned that support for these two products will not be included in the phase 1 release of the 2013 Web Client.

So what’s a guy to do??? For VSTools, the answer is simple. You need to create your user interface in Dexterity; all of your .NET code should work just fine. Well, you will also need to modify your code to point to the new events, but that should be a piece of cake for a .NET programmer.

For VBA, it’s a little more challenging; but just a little. You need only to transform your VBA code into sanScript. Nothing more than a little syntax change. If  you have any VBA forms, you need to fashion them into Dexterity forms. You’ll find Dexterity is even easier to work with than VBA; and it looks better too.

What you need to do now, is learn Dexterity. But where? How? These are the important questions.

You’re in luck!

There is a Dexterity Basics class running in Orlando, Florida the week of October 8th. Just think, you could have all of your code converted before the Holidays. Just in time for the 2013 release! There are still some spots in the class available for you.

The Dex I class is being held at the facility of Integrated Business Group, they are a Certified Learning Resources partner and have the best classrooms I have ever seen. Comfortable chairs and lots of room.

Spend the week with me in Orlando and you’ll learn everything described in the synopsis below.

For more information and to register for the class, call Roxanna Alvarez @ 407-677-0370 or e-mail her directly

Date and Location:

  • When: May 16th – May 20
  • Where: Orlando Florida

This class is very hands-on and starts at the beginning; no previous Dexterity experience is necessary.
You can download a synopsis of the class Here:

I have pasted the synopsis below if the download doesn’t work.

I hope to see you there!

Until Next Post!

Leslie Vail

Dexterity I – Product Fundamentals
Dexterity Product Fundamentals will teach you about the development environment used to build the Microsoft Dynamics GP family of products. This course will provide you with the foundation you need to build integrated, database-independent applications. In addition, you will learn how to provide powerful application functionality for Microsoft Dynamics GP.  By actively participating in these classes, you should learn:  Basic programming techniques used by Microsoft Dynamics GP to develop their core modules.

  • How to modify existing Dynamics GP forms and reports in order to make customizations for customers.
  • How to develop add-on applications that will interact with the Dynamics GP products to meet specific requests by customers.
  • How to package and ship your dictionary allowing Microsoft Dynamics GP to make updates to Dynamics GP without affecting the developer’s dictionary.
  • How to register your product with Microsoft Dynamics GP using a unique Product ID to ensure no duplication of add-on applications with the same name.
  • How to develop add-on applications that will “look and feel” like Dynamics GP and provide seamless interface between the applications to ensure a professional finished product.
  • How to use object triggers, which are scripts in your applications that are invoked by events in Dynamics GP, allowing several developers to deliver enhancements to the same Dynamics GP form.

General Prerequisites Some knowledge of basic programming concepts.

The Resurgence of Dexterity – – Dexterity Lives!!

September 13, 2012 · Leslie Vail · No Comments
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Installing the GP 2013 Web Client–roll up your sleeves!

2013 banner

On Monday, I went to the Jump Start training class where we learned about the new Web Client for 2013. In the afternoon, we actually installed the client. This post consolidates the 20 page installation process into 13 easy steps.

Before you get started, you need adequate hardware.

Server Requirements

  • Windows Server 2008R2 – 64 bit only (Server 2008 is not good enough)
  • All machines (including clients) must have valid certificates (SSL)
  • You need a Web Server that is IIS enabled (does not need to be on any other machine that the web server)
  • RAM – 16 G
  • CPU – TBD
  • NICs – TBD

Network Requirements

  • Open Ports for inter-machine services communication
  • Windows Firewall exceptions Installer should open the required ports
  • Router changes for external traffic into DMZ
  • DNS changes to support internal and external name resolution (so, you need two)

Client Requirements

  • Internet Explorer 8 or 9, 32 bit or 64 bit
  • Silverlight plugin installed
  • Windows 7 or higher. No to XP, don’t know about VISTA. But, be reasonable, who’s running Vista?
  • Office 2007 or better
  • Changes are needed to the Registry so that the Silverlight App to interact with the file system. (It needs to make a command and execute shell call)

Now that you have your equipment in place, let’s install the Web Client.

Installing the Dynamics GP 2013 web client 

1. Install Dynamics

    feature page
  • Run the same setup file as if you were installing the rich client.
  • When you get to the features window scroll down and mark the Web Client Runtime feature
  • Go through the normal installation process, launch utilities to synchronize the dictionary, and then open Fabrikam. Close Dynamics after verifying that you can log in successfully.

2. Create a New Digital Certificate Template

      • You need a new one because the default template doesn’t allow you to export private keys

3. Issue the new Template you just created

      • You need to issue the template so new certificates can make use of it.

4. Generate a certificate from the new template

5. Export the Server Certificate you just generated

    • Once you have created the certificate, you need to export it to a file that can then be copied to each member server that needs the certificate installed.

6. Import the Server Certificate that you just exported.

    • The IIS site(s) where the Web Client and Web Management Console will be installed need to have an SSL certificate binding
    • Import the certificate created by Active Directory Certification Services

7. Create an IIS web site for the GP 2013 Web Client

    • The GP 2013 Web Client resides on a web site in IIS. You need to manually create this site before you can install the Web Client

8. Register .NET Framework 4.0 to the new IIS site

9. Create SSL Binding on GBWEB IIS Site

    • Now, you need to use the digital certificate you imported to bind an SSL port to the GPWEB site in IIS Manager

10. Create Domain Users and Groups

    • Even though you may be logging in to the server using a domain administrator account, you will want to create service accounts that run the Web Application Pools. Windows Service accounts should NOT be administrator accounts.

11. Install Dynamics GP 2013 Web Client Components

    • Use the same installation media as you do to install the full workstation client. You have already installed the full workstation client, therefore, this step will involve adding the Web Client Components to the existing client.
    • Click on the same setup.exe file you use for the full desktop client.
    • Chose to install the Web Client from the list of Additional Products.
    • web client install
    • Select the Custom installation option
    • Leave all of the features selected and accept the default installation path.
    • Enter the Domain Group(s) that you created to access the Web Client and the Web Management Console
    • Accept the default settings on the GP Configuration window
    • Click the drop-down next to the Web Site and choose the web sit you created for the web client installation.
    • Enter the domain account that was created for the identity of the web client web site
    • Enter the name of the SQL Server where the Web Management Console database will be created.
    • In the Web Management Cole Database window, provide the connection information to the database for the web management console; accept the default database name.
    • In the Session Central Service window, provide the configuration information for the Session Central Service.
    • In the Session Service window, provide the configuration information for the Session Service.
    • In the Runtime Service URL window, provide the information for accessing the Runtime Service.
    • Finally! Click the Install button to install the Web Client components. Exit when the installation completes.

12. Open your browser

13. Go to the URL of your Web client, and then log in.

Be amazed at the new GP 2013 Web Client!

  • New web client

Piece of cake! (Eeek!)

Until next post!

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Installing the GP 2013 Web Client–roll up your sleeves!

September 12, 2012 · Leslie Vail · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 837