Microsoft Dynamics GP users, have you ever wondered how to delete a Sales Order Processing (SOP) batch that has already been printed? Today, I will explain how to do just that, whether some or all of the documents in it have been printed.When you try to delete a batch of sales invoices where some or all have been printed, you will receive an error:This error occurs because documents in this batch have already been printed. By design, Dynamics GP will not allow you to delete a sales document once it has been printed. You can void the documents but not delete them.If you do not want to void the documents, you can also resolve this issue by manually updating the SOP10100 TIMESPRT column to equal zero for this batch in SQL Management … [Read more...] about How to Delete a Previously Printed Sales Order Processing Batch in Dynamics GP
Management Reporter Tips and Tricks – 4. @UNIT Restrictions
The fourth tip in our weekly Management Reporter series for Microsoft Dynamics ERP is on @UNIT Restrictions. In case you missed any of the previous tips, you can check them out on our blog.@UNIT Restrictions can be used in the row definition to display specific parts of your reporting tree without having to generate the entire tree in your reports or drill into the details.Row Definition: Requires a tree to be selected for the report.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 – Reporting Units & … [Read more...] about Management Reporter Tips and Tricks – 4. @UNIT Restrictions
Management Reporter Tips and Tricks – 3. Ratios in Reports
This week’s Management Reporter tip for Microsoft Dynamics ERP, the third in our series, is on Ratios in Reports.Ratios can sometimes be complicated and may seem like you need to export to Excel to do them. Using other non-printing rows to calculate ratios and other formulas will eliminate the need to export to Excel.Row Definition: Use the NP function to hide the data used for the ratios or formulas under print control.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 – @UNIT Restrictions. … [Read more...] about Management Reporter Tips and Tricks – 3. Ratios in Reports
Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
Last week, I started a weekly segment on Management Reporter tips for Microsoft Dynamics ERP. The tip last Wednesday was on Change Base Row (CBR), so be sure to read it if you missed it the first time. Today’s tip will be on using PERIOD in the Column Formula.PERIOD is part of the formula that is found in the column definition. Using this as part of the formula will calculate an average rather than a sum.Column Definition: Formula = “B:MPERIODS”This report was run for period 4. The last column sums the displayed columns and divides by the base period.Result:This tip and 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 … [Read more...] about Management Reporter Tips and Tricks – 2. Using PERIOD in the Column Formula
Dynamic Data Source in Microsoft SQL Server Reporting Services for Dynamics GP
Microsoft SQL Server Reporting Services (SSRS) is a great tool for writing custom reports for Microsoft Dynamics GP users. One issue that caused a little frustration was having to create multiple reports to accommodate different databases in GP. When a customer would request a change to a report, I would have to modify the report and then redeploy the report three or four times. Finally, I decided, “Why not make the data source dynamic?”After a little searching on the web, I found a way to base the data source connection on a parameter. My first step was to create a parameter to allow the user to select the company they would like to run the report against. This is easy enough to accomplish by creating a dataset based on the following … [Read more...] about Dynamic Data Source in Microsoft SQL Server Reporting Services for Dynamics GP
Management Reporter Tips and Tricks #1
Each week, I will be sharing a Management Reporter tip for Microsoft Dynamics ERP. If you are not familiar with Management Reporter, it is a real-time financial reporting application designed to empower information workers to quickly and easily create, generate, secure, and publish financial statements, such as Profit and Loss (P&L) statements, balance sheets, and cash flow reports. This first post is a calculations tip on Change Base Row. Change Base Row in Management Reporter Change Base Row (CBR) is a format code found in the row definition that allows the report to calculate a percentage of net sales or another row. Seeing a percentage of sales can be valuable if you want to compare your financials to another company or division to … [Read more...] about Management Reporter Tips and Tricks #1
Navigation Pane and Navigation Lists in Dynamics GP – What You’re Missing
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
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
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”
Boyer & Associates Named to 2014 Bob Scott’s Insights Top 100 VARs for the Fifth Year
We are delighted to announce that Boyer & Associates has been selected as a member of Bob Scott’s Insights Top 100 VARs for 2014. The Top 100 resellers are chosen from organizations specializing in the sale, implementation and support of Enterprise Resource Planning (ERP) and accounting software.This is the fifth time Boyer & Associates was named to the list. “We are extremely pleased to once again receive the important distinction of being named a Top VAR for 2014,” said Jack Boyer, president of Boyer & Associates. “It’s an honor to be recognized as one of the outstanding Microsoft Dynamics ERP resellers and service providers.”The selection of VARs is based on annual revenue generated by each reseller. Boyer & … [Read more...] about Boyer & Associates Named to 2014 Bob Scott’s Insights Top 100 VARs for the Fifth Year