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Transfer Old RM Statement Emails to New Email Fields

Monday 16th Mar 2015Monday 16th Mar 2015 Ian Grieve1 minute read6 Comments

I’ve been involved with a recent upgrade of Microsoft Dynamics GP 10 to 2015. Two of the new features we helped introduce is the use of Word Templates and the Email Documents to replace the old statement email functionality which was dependent on Adobe Writer.

To help the client make the transition from the old to the new, I created an SQL script to transfer the email addresses from the table, RM00106 (RM Statement Emails) used by the old Adobe Writer to the SY01200 (Address Email Master) used by the Email Documents functionality.

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MS Connect Suggestion Sunday: Fix Print Icon In Print Payables Checks

Sunday 11th Jan 2015 Ian Grieve2 minute read0 comment

Mark Polino posted a suggestion to the MS Connect site asking for the print icons on Print Cheques (or Print Checks for our American readers). The details of the suggestion are:

When you select a batch of checks to print in the Print Payables Checks window GP 2013 R2 shows 2 icons labeled “Print” in the center of the Action Pane. The left icon has a printer with a document behind it that resembles a report. The right icon displays a plain printer. It’s very confusing to users to decided which icon to pick to print checks.

The left most icon, the one with an apparent report behind it actually prints checks. The right icon, the one with a plain printer, prints reports. This is not intuitive at all. Neither the icon nor the label indicate which print icon does which. Since the primary function of this window is to print checks it needs to be very obvious to users what to do.

Please clarify both the icon and label to make this easier to use.

This suggestion can be found here; please take a look and add your vote.

Fixed Assets Now Disallows Hyphens In The Asset ID

Friday 9th Jan 2015Friday 9th Jan 2015 Ian Grieve2 minute read3 Comments

I heard about this problem a short time ago, but have just had a client upgrade to Dynamics GP 2013 R2 and encounter this problem:

Microsoft Dynamics GP – The asset ID cannot contain a hyphen. Select a different asset ID.

This issue was discussed at some length on the Community Forum with Frank Hamelly supplying a SQL script to update the assets.

With my client I took a slightly different tack and used the Fixed Assets Modifier tool in the Professional Services Tools Library (PSTL). This tool works on a single asset at a time and, unlike some of the other modifiers, does not allow import of a spreadsheet.

However, PSTL is written in Dexterity and allows the use of Dynamics GP Macros; so after doing an extract of all Asset IDs I was able to use mail merge to generate a macro to update all fixed assets containing a hyphen in the Asset ID.

I have checked Microsoft Dynamics GP 2015 and a hyphen is still disallowed in the Asset ID field.

Hands On With Microsoft Dynamics GP 2015 RTM: Installing GP PowerShell

Thursday 8th Jan 2015 Ian Grieve2 minute read3 Comments

Now that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

Microsoft Dynamics GP 2015 has seen the introduction of some PowerShell cmdlets. This is something new in the Dynamics GP arena which I am going to need to investigate. The first step in this, is to install GP PowerShell. This is done by starting the setup.exe on the GP 2015 installation media and, under Additional Products, select GP PowerShell:

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Hands On With Microsoft Dynamics GP 2015 RTM: Installing the Microsoft Dynamics GP Add-in for Microsoft Word

Wednesday 7th Jan 2015Wednesday 7th Jan 2015 Ian Grieve2 minute read3 Comments

One of the very useful additions in Microsoft Dynamics GP 2010 was the ability to create invoice, remittance and other types of documents in a Word Template rather than having to do it all in Report Writer (although Report Writer is still needed if you want to create a custom field or make other fields available to the Word Template). While much of the editing and changing of formatting can be done using Word as is, if you want to add any new fields then the Microsoft Dynamics GP Add-in for Microsoft Word is required on any machine which will be used for doing this.

To install the Microsoft Dynamics GP Add-in for Microsoft Word open the setup.exe from the Microsoft Dynamics GP 2015 installation media and, under Additional Products, select Microsoft Dynamics GP Add-in for Microsoft Word:

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Hands On With Microsoft Dynamics GP 2015 RTM: Integration Manager First Run

Tuesday 6th Jan 2015 Ian Grieve2 minute read1 Comment

The first run of Integration Manager is something needed on each client. When staring Integration Manager for the very first time it is important to Run as Administrator.

When Integration Manager starts for the first time, you will be prompted to Register Now or Register Later; if you choose the latter option, Integration Manager will close:

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Hands On With Microsoft Dynamics GP 2015 RTM: Integration Manager Installation

Monday 5th Jan 2015 Ian Grieve2 minute read3 Comments

Integration Manager is a handy tool to have around; it allows easy integration of CSV or text files from a multitude of sources (once a suitable integration template has been created).

Its installation process is straightforward. Start the steup.exe and, under Additional Products select Integration Manager:

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Hands On With Microsoft Dynamics GP 2015 RTM: Install Trusted Configuration

Wednesday 31st Dec 2014 Ian Grieve2 minute read3 Comments

The Microsoft Dynamics GP web client is as functional as the desktop one, even to the extend to which it integrates with Microsoft Office. However, whenever a user wants to integrate with Office on their machine, they first need to install a new component which allows the Silverlight web client to interact i the user’s installation of Microsoft Office.

To do this click on the padlock/globe/page icon next to the blue help icon in the bottom right of the window and then click on the Install Trusted Configuration link:

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Hands On With Microsoft Dynamics GP 2015 RTM: First Run of Business Analyzer

Tuesday 30th Dec 2014 Ian Grieve2 minute read3 Comments

In the last post, I took a quick look at the install of Business Analyzer, so in this post I m going to take a look at running Business Analyzer; I have titled this post “first run”, but it is an action that each user would do as they configure Business Analyzer for use.

Launch Business Analyzer from the Windows Start screen, or search for it if necessary:

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Blast From The Past: Conditional Company Logos

Monday 29th Dec 2014Wednesday 18th Dec 2019 Ian Grieve4 minute read4 Comments

This post is a bit of a “blast from the past” which I am posting as it seemed quite hard to find and you never know when I’ll need it again.

A client on Microsoft Dynamics GP 10 (we’re talking to them now about an upgrade to GP 2015) is in the process of setting up a new company and needs to be printing out a few of reports (SI, SR, PO and Remittance) with different logos for the new company.

If you’re a new GP user you’re probably used to the Word Templates which have the logo supplied from the library in Template Configuration (Administration » Reports » Template Configuration) or by assigning different Word Templates to the different companies.

However, as longer time GP users are aware, the Word Templates were introduced in Dynamics GP 2010; before that all reports were produced using the modified reports created in Report Writer where it wasn’t really possible to have different logos.

That is, it wasn’t possible to have different logos in the same place. Way back in 2008 David Musgrave (while a Microsoftie) did a post on the Developing for Dynamics GP blog on how to have a conditional logo on the modified report by using a conditional field to show or hide logos.

It’s not really a solution that can be called elegant (hey it involves Report Writer!), but it was most certainly a useful one. So until this client gets their upgrade performed (hopefully first quarter 2015) I need to get their modified reports customised to hide the logo for their main company when producing documents and the exact steps had faded from memory somewhat.

So I needed to hunt out the old post I remembered David writing (I also remember using it back in 2008) and it actually took a little finding (found it through a question on the Community Forum).