Category: GP (Great Plains)

This script was produced for a client who wanted to bulk update the accounts defined against selected Inventory Items in Microsoft Dynamics GP 2010 R2. This particular client did not have Integration Manager so I needed an alternative approach to doing the update.

I could have used a GP Macro to do the job (doing one while recording the macro to create a template to be populated from a CSV using Mail Merge) but it was easier to create a SQL script to do the job directly from the CSV (this is the same view I took for updating the Account Segment Master).

Continue reading “Update Inventory Item Accounts From CSV”

If you’re installing Microsoft Dynamics GP into a thin client environment then installing the clients isn’t that onerous a task, but if you’re installing GP into a thick client (or into a large thin client) environment then it can be a task that takes quite a while especially when the client has numerous features which need to be selected on each client.

Microsoft Dynamics GP includes an aid for this circumstance; the ability to create an installation package which allows you to easily and quickly install GP onto clients with exactly the same configuration each time.

The installation package is created from the Microsoft Dynamics GP setup;

Continue reading “How To Create A Microsoft Dynamics GP Installation Package”

One of the features introduced in Microsoft Dynamics GP 2010 was the Word templates which could be used instead of the Report Writer reports (known in 2010 onwards as Standard reports). There were several Word templates shipped out of the box with GP that could be amended quite easily but if you needed to use one of the others then a lot of work was needed to manually create the template from scratch.

In Microsoft Dynamics GP 2010 R2, the Word Template Generator, available as a separate download from PartnerSource (login required) was introduced which would generate the base Word template which can then be amended as required. Continue reading “How To Use The Microsoft Dynamics GP Word Template Generator”

On the Microsoft Dynamics GP Community site a question from Lisa Sorenson in October last year asking if it was possible to use the Table Import (Microsoft Dynamics GP menu » Tools » Integrate » Table Import) feature in Microsoft Dynamics GP to update some Segment descriptions has risen to the top with Steve Cummings linking to a post where the suggestion is to use a CSV file and Word template to generate a mailmerge.

This solution will work, but can be accomplished in much less time and effort by using the SQL command BULK INSERT to load the CSV (formatted as Segment ID, Segment Number and Description) Continue reading “How To Bulk Update Segment Descriptions From A CSV”