There are multiple ways to navigate your way through Microsoft Dynamics GP. Using the Navigation Pane is one way. However, this underutilized Dynamics GP feature can do much more!The Navigation Pane is on the left side of your Dynamics GP screen.It can be customized to show the modules used by user.Once configured, these Navigation Pane options can be used to quickly move around from window to window without having to use the drop-down menus. Any window in your preferred module is just a click away.This is all very handy. However, most customers are missing out on the true power of these Navigation Lists. After clicking on the Module, notice the upper left of Dynamics GP. The Shortcuts have now changed to Lists.Click on any … [Read more...] about Navigation Pane and Navigation Lists in Dynamics GP – What You’re Missing
Possible Values Lookup Feature in Dynamics SL 2015
For the past month, the Microsoft Dynamics SL team here at Boyer & Associates has been beta testing the new SL 2015. We have already posted on several new features and highlights of the program, which you can read here. We will continue to post regularly on our findings to inform you on what you can expect with the upgrade.Today, I am going to do a deep dive on one of the new features – the Possible Values Lookup or PV Lookup. This is the screen that pops up when you hit the F3 key or double right-click in a field that has a lookup associated with it. The PV Lookups have used the same functionality for many years, and that functionality was good. However, I must admit that I am pretty excited about the new PV Lookup … [Read more...] about Possible Values Lookup Feature in Dynamics SL 2015
Document Attachments in Microsoft Dynamics GP 2013 – Part 2
Back in May of this year, I first wrote about Microsoft Dynamics GP adding Document Attachments into the core product. This post is a follow-up to that article. Now that Document Attachments have been enabled, you can setup attachments to automatically flow between areas of the accounting system. Enabling Document Attachment Flow in GP 2013 A key feature in the new Document Attachments feature in GP 2013 is the ability to have attachments ‘flow’ through the accounting process. This is fairly straightforward. What is meant by ‘Flow’ is that anywhere a card type item is used, such as an Item, Vendor, or Customer, the attachments associated with that card type will be added as a reference in the new area. A very simple example of this is if … [Read more...] about Document Attachments in Microsoft Dynamics GP 2013 – Part 2
SL 2015 BETA First Impressions – Installation and Upgrade
Server Installation The new installer for Microsoft Dynamics SL 2015 is easier to use and less complicated to work with than previous versions.SL 2015 = Two screens for the installation wizard:License Agreement Choose Edition, Location and InstallPrevious versions = Seven screens for the installation wizard:Welcome License Agreement Choose Edition Choose Location Select Module Screens Select Customization Language (VBA/BSL) Start InstallationIn previous versions of Dynamics SL, you were requested to select the Edition and then the modules to install. In SL 2015, the only option is to select the Edition; all module screens are installed automatically. (The method to install all module screens is used by Boyer & … [Read more...] about SL 2015 BETA First Impressions – Installation and Upgrade
Integration Manager: “Document cannot be edited; it is being edited by another user”
Today, I would like to share a resolution to an error message when using Integration Manager to import records into Sales Order Processing. Recently, I was working with a customer who was trying to import sales invoices into Microsoft Dynamics GP, but the integration was failing with an error on one document: “ERROR: Document cannot be edited, it is being edited by another user.”These types of errors usually point to temp records being stuck in one of the temp tables… SELECT * FROM DYNAMICS..ACTIVITY SELECT * FROM DYNAMICS..SY00800 SELECT * FROM DYNAMICS..SY00801 SELECT * FROM TEMPDB..DEX_LOCK SELECT * FROM TEMPDB..DEX_SESSION …where the resolution is to delete those tables after having all users exit the system. DELETE … [Read more...] about Integration Manager: “Document cannot be edited; it is being edited by another user”
Constraint-Based Scheduling in Dynamics NAV
With all the features of Microsoft Dynamics NAV’s manufacturing module, it is easy to overlook one of the most powerful – Constraint-Based Scheduling. For those people who are not familiar with Constraint-Based Scheduling, it is based on the theory that you should only finite (schedule to only open buckets of time) your production constrained work centers and infinite (schedule each order without regard to other orders in the shop) for all other work centers. For those people that are familiar with the book “The Goal,” written by Eliyahu Goldratt, this is the major message in the book.The theory of constraints is best described using laundry as an example, since just about everyone understands the process of doing laundry. Because the … [Read more...] about Constraint-Based Scheduling in Dynamics NAV
Charting your Data with Microsoft Dynamics NAV 2013
In an ERP system, actual numbers are usually preferred. However, there are times when the information is better presented in a graphical format. Microsoft Dynamics NAV 2013 has a number of graphs that are available within the Role Tailored Client, but most users don’t realize they can create additional graphs.In the Search box, located in the upper right corner of the menu screen, enter Generic Charts and then choose the link. This will take you to Departments / Administrator / Application Setup / RoleTailored Client / Generic Charts. The screen below is an example of the available charts with NAV 2013.There are over 45 predefined charts that come with NAV 2013, but what if the chart you want is not available? NAV 2013 allow you to … [Read more...] about Charting your Data with Microsoft Dynamics NAV 2013
Review of Microsoft Dynamics SL
An organization named TrustRadius asked me to review Microsoft Dynamics SL from a user’s perspective. I don’t know how they knew that we use Dynamics SL, or if they know that we have 200 Dynamics GP clients either. Boyer & Associates has a Dynamics SL practice with roughly the same number of users as GP, as well as a new Dynamics NAV practice that is only 3 months old with 5 clients. My expectation was that the group would not think I am objective enough to review their product being that we resell it. I was delighted to see that they published my review. Having used the product for 20 years, I was able to provide a different viewpoint, and it was enjoyable to be asked so many challenging and interesting questions.Here is the link to … [Read more...] about Review of Microsoft Dynamics SL
Renaming Records in Microsoft Dynamics NAV
One of the more interesting features of Microsoft Dynamics NAV is the ability to rename a record. Within NAV, you can rename a Customer, a Vendor, an Item – almost anything. NAV will go through the entire database and rename the record everywhere it is found.Renaming a Customer or Item will change all open and historical records to reflect the new number for the record. This feature can be valuable in many situations. One situation that comes to mind is where clients have used intelligent customer numbers, putting their customers in alphabetic order, only to have a customer change their name. (I want to state here that I always recommend against intelligent numbering schemes, but sometimes clients don’t listen to me.)To rename a record, … [Read more...] about Renaming Records in Microsoft Dynamics NAV
Unlimited Report Formats in Dynamics SL 2015
About every three years, a new version of Microsoft Dynamics SL is released. The next one is scheduled for 2015, and Microsoft is educating us about the new enhancements.In Dynamics SL 2015, there will be unlimited report formats. In previous versions, you were limited to eight. Now, in Report Control, there is no restriction.This is a report writer’s dream come true!To stay up-to-date on other Dynamics SL 2015 enhancements, and to learn additional tips and tricks regarding Dynamics products, visit our blog. … [Read more...] about Unlimited Report Formats in Dynamics SL 2015
