The new functionality delivered with Microsoft Dynamics GP 2010 to email documents to your customers and vendors has been very popular. The System Users Guide and several blog sites have done a good job of outlining the steps necessary to setup this functionality. However, I have run into a bug in at least one version of GP 2010 R2 (11.00.1914) that does not allow for emailing of documents.Despite following all the proper steps, you will get this error: “You must assign the selected message to the appropriate document type or to All as the series”.We have confirmed this bug with Microsoft (quality issue – PS 63319).In our client’s case, the Doc Type of Sales Invoice got saved incorrectly in the SY04901 table. The client was trying … [Read more...] about Error Emailing Documents in Microsoft Dynamics GP 2010
Management Reporter Tips and Tricks – 34. Box Format
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Box Format.Box Format – Use the box format to draw more attention to specific areas of your report.Row Definition:Result:To learn more about using the Box Format to add boxes around columns in Management Reporter, click here.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Sort by Natural. … [Read more...] about Management Reporter Tips and Tricks – 34. Box Format
Management Reporter Tips and Tricks – 33. Indenting
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Indenting.Indenting – Use the tool bar on the top of your row definition to make indenting much easier.Row Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Box Format. … [Read more...] about Management Reporter Tips and Tricks – 33. Indenting
Calling GP eConnect Procedures Directly in TSQL Code (Part 2 of 2)
This posting is part two of a two-part series on calling Microsoft Dynamics GP eConnect procedures directly from Transact-SQL (TSQL) code. Part one of this post focused on an introduction to eConnect procedures. This second part will provide more details and examples on using the eConnect TSQL procedures.Now that we have a basic understanding on where to find information on the SQL stored procedures (from the eConnect Programmer’s guide discussed in the last post), we can get to work on creating a simple integration of data into Dynamics GP.One of the advantages of using the eConnect procedures in TSQL directly is that you will be able to create a high-performance integration that can be scheduled to run via the SQL Server Agent’s “Job” … [Read more...] about Calling GP eConnect Procedures Directly in TSQL Code (Part 2 of 2)
Upgrading Custom Programs in Microsoft Dynamics SL
One concern when upgrading to a new Microsoft Dynamics SL version is any custom programs. Custom programs will need to be upgraded to the new version as well. Depending on which SL version is the source and which is the destination, this process can either be easy or involved. It has become more complicated in the newer versions than it used to be. Solomon 4.0 → Dynamics SL 6.5 Between Solomon version 4.0 and Dynamics SL 6.5, custom programs were written in VB6 and upgrading them is a simple process. First, replace the DH files containing the table buffer definitions; technically, that only needs to be done if the table definition changed, but making that change universal is faster and easier. Then, do the same thing with the applic.dh and … [Read more...] about Upgrading Custom Programs in Microsoft Dynamics SL
Management Reporter Tips and Tricks – 32. Shading
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Shading.Shading – Create a more appealing report by using shading in your row definitions.Row Definition:Result:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip on Indenting. … [Read more...] about Management Reporter Tips and Tricks – 32. Shading
Management Reporter Tips and Tricks – 31. F3
This week’s Management Reporter tip for Microsoft Dynamics ERP is on F3.F3 – Using this button will display the next level of information in a cell.F3F3This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip on Shading. … [Read more...] about Management Reporter Tips and Tricks – 31. F3
New Workflows Added to Dynamics GP 2015
Microsoft continues to add redesigned Workflows to Dynamics GP. New to GP 2015 are workflows for the following:General Ledger batch approval Payables batch approval Vendor approval Receivables batch approval Employee skills approval W4 approval Project expense report approvalPrevious Workflows, starting with GP 2013 R2, included:Purchase order approval Purchase requisition approval Project timesheets approval Payroll timecard approvalWorkflows are no longer integrated with SharePoint and are now easier to setup and maintain from within the GP application. Email actions are still available through the GP Web Services.Click here to watch a video from Microsoft on how to setup and use the new Workflows.For additional … [Read more...] about New Workflows Added to Dynamics GP 2015
Management Reporter Tips and Tricks – 30. Insert Rows from Dimensions
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Inserting Rows from Dimensions.Insert rows from dimensions – Rather than typing all the accounts, departments, and so on, use the Insert Rows from Dimensions option under the Edit menu. This will also work in tree definitions as well (Insert Units from Dimension). This option pulls the data from your specific chart of accounts.This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please contact us or visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip on F3. … [Read more...] about Management Reporter Tips and Tricks – 30. Insert Rows from Dimensions
Time-Saving Alternatives to Manual Data Entry in Dynamics SL
No one really likes to do data entry, or at least not for long periods at a time and on a continual basis. Many of our clients have the need to move large amounts of data from a separate system into Microsoft Dynamics SL and will often use of three ways to accomplish this task. (Well, four if you include manual data entry.) However, there are three basic methods of automating the entry that can save time, avoid data entry errors, and allow for a more thorough review of the data.The first method is one I am sure many of you do already and have likely been doing for years. This is the old, reliable “copy and paste” of data from Excel into certain data entry screens that are laid out like a spreadsheet, or grid, and include the following: … [Read more...] about Time-Saving Alternatives to Manual Data Entry in Dynamics SL
