MDGP 2013 Feature of the Day: Default Sort Order For Favorites

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

The forty sixth feature they’ve announced is Default Sort Order For Favorites.

Customers have the ability to choose SmartList Favorites within lookups and select to save that lookup as the default. Once this has been chosen as the default, the next time the user enters the lookup the list will populate based off the view they selected as the default.

This gives the customer the flexibility to set the lookups based off how they need to see the data and can save them valuable time in the application. The Set as Default option is available within the Customer and Prospects, Vendors, Items, Salespeople and Employees lookups;

Customers and Prospects Lookup

Continue reading “MDGP 2013 Feature of the Day: Default Sort Order For Favorites”

MDGP 2013 Feature of the Day: Credit Card Vendor’s Invoice Void

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

The forty fifth feature they’ve announced is Credit Card Vendor’s Invoice Void.

In Microsoft Dynamics GP, when a credit card payment is made in the application the system will automatically create an open invoice for the Credit Card Vendor that is assigned to the credit card. With Microsoft Dynamics GP 2013, once the customer voids a credit payment, the application will automatically void the outstanding credit card vendor’s invoice that is associated with the credit card payment.

If the Credit Card Vendor’s invoice has already been paid, the application will display a warning messaging stating the credit card vendors invoice will not be voided.

Payables Transaction Inquiry - Vendor

Continue reading “MDGP 2013 Feature of the Day: Credit Card Vendor’s Invoice Void”

How To Deploy The Demo Company In Microsoft Dynamics GP 2010

Microsoft Dynamics GPIn the last couple of posts, I showed how to configure the server of Microsoft Dynamics GP by creating the System database and how to create a new company. In this post I’m going to run through deploying the Fabrikam, Inc. demo company.

To create the company, open GP Utilities (Windows Start menu » All Programs » Microsoft Dynamics » GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

Continue reading “How To Deploy The Demo Company In Microsoft Dynamics GP 2010”

How To Create A Company In Microsoft Dynamics GP 2010

Microsoft Dynamics 365 Business CentralIn the last post, I showed how to configure the server of Microsoft Dynamics GP by creating the System database. In this post I’m going to run through the company creation process.

To create the company, open GP Utilities (Windows Start menu » All Programs » Microsoft Dynamics » GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

Continue reading “How To Create A Company In Microsoft Dynamics GP 2010”

How To Install Microsoft Dynamics GP 2010 – Server Configuration

Microsoft Dynamics GPIn the last post I explained how to install the Microsoft Dynamics GP client and in this one I’m going to cover the server configuration. There is no server installation as such, as this can all be done from any client installation of Microsoft Dynamics GP.

To configure the Microsoft Dynamics GP server, right click on GP Utilities and choose Run as Administrator (Windows Start menu » All Programs » Microsoft Dynamics » GP 2010) and log in as the SQL System Administartor (sa);

Welcome to Microsoft Dynamics GP Utilities

Continue reading “How To Install Microsoft Dynamics GP 2010 – Server Configuration”

How To Install Microsoft Dynamics GP 2010 – Client

Microsoft Dynamics GPHaving installed Microsoft SQL Server 2012 into a test environment and created the ODBC for connecting GP to SQL Server the next step is to install the Microsoft Dynamics GP client.

Microsoft Dynamics GP 9 was the last version which had a separate Server and Client installation; all versions since then have had only a single setup utility for both server and client.

When the setup utility (setup.exe) from the Microsoft Dynamics GP installation media is run, the Microsoft Dynamics GP 2010 Bootstrapper Setup will run to install the prerequisites;

Microsoft Dynamics GP 2010 Bootstrapper Setup

Continue reading “How To Install Microsoft Dynamics GP 2010 – Client”

How To Create An ODBC For Microsoft Dynamics GP 2010

Microsoft Dynamics GPI’ve recently had the need to document the install process for Microsoft Dynamics GP 2010 for a new client so I thought I might as well finish off the task and but turning it into a small series of blog posts, the first of which will cover the manual creation of an ODBC connection.

To connect the Microsoft Dynamics GP client to the databases on SQL Server, an ODBC connection needs to be setup. In an x86 version of Windows this can be done using the ODBC Control Panel applet, but in an x64 version you need to use the x86 version of the ODBC Data Source Administrator.

The easiest way of accessing this is by using the Run window and opening %windir%\SysWOW64\odbcad32.exe;

Run

Continue reading “How To Create An ODBC For Microsoft Dynamics GP 2010”

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

Microsoft Dynamics GPIn this post I’m ging to give a run through of the installation process of the web client itself.

To install the web client run the Microsoft Dynamics GP 2013 setup utility and select Web Client from the list;

Microsoft Dynamics GP 2013 setup utility

Continue reading “How To Install The Microsoft Dynamics GP 2013 (Beta) Web Client – How To Install The Web Client”

How To Install The Microsoft Dynamics GP 2013 (Beta) Web Client – Installing a Self-Signed Certificate In IIS

Microsoft Dynamics GPNow that IIS is installed, we need to create a security certificate for use with the Microsoft Dynamics GP 2013 web client.

In a production environment I would use a proper signed certificate but for testing purposes, I’m going to go with a self signed certificate.

To create a self-signed certificate, open Internet Information Services (IIS) Manager, select the machine running the web site (in my case the machine is called GP2013TEST) and then double click on Server Certificates;

Internet Information Services (IIS) Manager - GP2013TEST Home

Continue reading “How To Install The Microsoft Dynamics GP 2013 (Beta) Web Client – Installing a Self-Signed Certificate In IIS”