Today, I am going to show you how to install the Professional Services Tool Library (PSTL) for Microsoft Dynamics GP and how to launch it. However, please note that the tools in this package can only be used by the System Administrator (SA) user. You will have to be logged into Dynamics GP as the SA user to complete the steps below. To install the Professional Services Tools Library (PSTL):Navigate to the Windows Control Panel – Programs and Features. Select “Microsoft Dynamics GP” and click the “Change” button above. Click the “Add/Remove Features” button. Scroll down to the “Professional Services Tools Library.” Click on the red “x,” select “Run from My Computer” and the red “x” will disappear. Click the “Next” button … [Read more...] about Professional Services Tools Library (PSTL) Installation Instructions for Dynamics GP
Management Reporter Tips and Tricks – 36. Currency Symbols
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Currency Symbols.Currency Symbols – The Report Definition has an option to display the currency symbol on the first row. Simply type CS in the Print Control field. If other rows need a currency symbol, you can adjust the Row Definition as well.Row Definition: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 – MR Version. … [Read more...] about Management Reporter Tips and Tricks – 36. Currency Symbols
Management Reporter Tips and Tricks – 35. Sort by Natural
This week’s Management Reporter tip for Microsoft Dynamics ERP is on being able to have your drilldown Sort by Natural account.Sort by Natural – When drilling into rows that contain multiple GL accounts, you can have the list sorted by your natural account. This can be found in the Report Definition → Settings tab → Other button → Account & Transaction Detail tab → check “Sort by natural or main segment.”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 – Currency Symbols. … [Read more...] about Management Reporter Tips and Tricks – 35. Sort by Natural
Error Emailing Documents in Microsoft Dynamics GP 2010
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)
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
