MDGP 2013 Feature of the Day: Journal Entry History Inquiry

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty first feature they’ve announced is Journal Entry History Inquiry.

In versions prior to Microsoft Dynamics GP 2013, the only Journal Entry Inquiry was on open year journals. Microsoft Dynamics GP 2013 introduces the ability to perform an inquiry on historical years.

This feature modifies the Journal Entry Inquiry window to display information for both open and historical year journal entries;

Journal Entry History Inquiry

In the past I’ve directed users to the SmartList for doing a lookup on historical year journals, but this amended inquiry provides a quick, and much simpler, way for users to do this lookup.

This new feature is targeted at the following roles:

  • CFO
  • Accounting Manager
  • Controller
  • Accountant

How To Install Connector for Microsoft Dynamics GP – Integrate Data

Microsoft Dynamics GPThis is the seventh post in the series on how to install the Connector for Microsoft Dynamics GP; the first six posts covered the prerequisites, installation, adapter configuration, creating a new integration, preparing data for integration and synchronise picklists.

Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and picklists synchronised, the next step is to start running the integrations.

As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.

In the Connector for Microsoft Dynamics (Start menu » All Programs » Microsoft Dynamics » Microsoft Dynamics Adapter » Connector for Microsoft Dynamics) navigate down to the UofM Schedule to Unit Group node (Home » Microsoft Dynamics GP 2010 \ Microsoft Dynamics CRM 2011 » Fabrikam, Inc. \ Fabrikam, Inc. » Maps » >UofM Schedule to Unit Group);

Connector for Microsoft Dynamics

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MDGP 2013 Feature of the Day: Pay Code, Benefit & Deduction

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fortieth feature they’ve announced is Pay Code, Benefit & Deduction.

This is a US and Canadian Payroll only Feature of the Day.

Now you can change the name of a pay code, deduction code or benefit code with Microsoft Dynamics GP 2013. This feature allows you to change individual codes or change multiple codes using an import file.

This feature will change the name of the code throughout the data tables including history tables. You can validate the import file before processing it and at the end of the process an update report is generated showing you what was changed.

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How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists

Microsoft Dynamics GPThis is the sixth post in the series on how to install the Connector for Microsoft Dynamics GP; the first five posts covered the prerequisites, installation, adapter configuration, creating a new integration and preparing data for integration.

One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.

There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder (%ProgramFiles(x86)%\Microsoft Dynamics\Microsoft Dynamics Adapter) and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;

Windows Explorer

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MDGP 2013 Feature of the Day: Update Back Order Item Qty In Field Service

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty ninth feature they’ve announced is Update Back Order Item Qty In Field Service.

Microsoft Dynamics GP Service Call Management and Depot Management will now update the Item Quantity Master when they have a back ordered item. This will be visible in the Item Inquiry and Item Quantities Maintenance windows and give you a truer representation of your inventory quantities.

The example screenshots show Item 3-D2657A (DB 15 Male Adapter) with no items on back order in Item Inquiry;

Item Inquiry

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How To Install Microsoft Dynamics GP 2013 (Beta) – Deploy Demo Company

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead

With the release of the beta of Microsoft Dynamics GP 2013 earlier this evening I thought I’d do a short series of posts on the installation process.

In this post I’m going to cover the deployment of the demo company.

To perform the server configuration, run GP Utilities and log in using the sa user and progress to the Additional Tasks stage, select Add sample company data and click Process;

Additional Tasks

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How To Install Microsoft Dynamics GP 2013 (Beta) – Server Configuration

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead

With the release of the beta of Microsoft Dynamics GP 2013 earlier this evening I thought I’d do a short series of posts on the installation process.

In this post I’m going to cover the server configuration part of the installation process.

To perform the server configuration, run GP Utilities and log in using the sa user;;

Welcome to Microsoft Dynamics GP Utilities

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How To Install Microsoft Dynamics GP 2013 (Beta) – Client

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead.

Well, with the beta of Microsoft Dynamics GP 2013 being released, I couldn’t resist. I got a friend to download it for me so I didn’t have to wait for tomorrow morning when I got to work.

Yes, I’m a geek. Yes, I’ sad. Yes, I need a life. I’ve heard it all tonight. I don’t care; a fresh bottle of Glenkinchie is accompanied by GP 2013 🙂

To start with I thought I’d cover the installation of the traditional desktop client.

Run up the setup utility by double clicking the setup.exe which will run the Bootstrapper Setup to install the prerequisites;

Microsoft Dynamics GP 2013 Bootstrapper Setup

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Management Reporter Web-based Report Viewer Announced

Microsoft Dynamics GPAt the Dynamics GP 2013 Technical Airlift in Fargo today a web-based viewer for Management Reporter 2012 was announced (details on the Inside Microsoft Dynamics GP blog).

The demo was done by Jill Carter of Microsoft in front of 400 partners. The new web-based viewer allows allows users to experience the many features of the desktop viewer without the need for a desktop client to be installed.

The fresh, modern user interface of the new Management Reporter Report Viewer will mean users can focus on the data in the report. And, reports are both personalized and secured. In the report shown above, the user has access to the Production and Sales nodes in the Management Reporter Reporting Tree, but doesn’t have access to the Administration node;

Management Reporter Web-based Report Viewer

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Microsoft Dynamics GP 2013 Beta Available For Partners To Download

Microsoft Dynamics GPErrol Schoenfish, Director Product Management at Microsoft, on the Inside Microsoft Dynamics GP blog has just announced that the beta release of Microsoft Dynamics GP 2013 is now available for download.

Unfortunately, I won’t be able to download it until tomorrow morning but it can be found here.

I’m really looking forward to playing with this version of GP.