I was recently doing some training for a new client and, when showing them how to do period and year end processing encountered an error message when trying to do the Financial Year End Closing (Microsoft Dynamics GP menu » Tools » Routines » Financial » Year End Closing);

This had me stumped for a few minutes as there were Open Year calendars (Microsoft Dynamics GP menu » Tools » Setup » Company » Financial Periods) on the system for 2011, 2012 and 2013. Typically in the UK a financial year runs from 1st April to 31st March; but this isn’t a hard and fast rule. This particular client has a different financial year and the error message was being produced as there was a gap of one day between the end of 2011 and the start of 2012. Once the calendar was fixed, the Year End Closing could be run without issue.

I’ve recently been working on a Microsoft Dynamics GP 2010 implementation project for a client.

We created custom Word templates (Reports » Template Maintenance) for POP Purchase Order Blank Form, SOP Blank Quote Form, SOP Blank Order Form and SOP Blank Invoice Form without problems and granted access to the relevant companies.

To test the new Word templates we printed the documents to screen so we could quickly see the result. The POP Purchase Order Blank Form worked fine but when it came to the SOP documents we had a problem. When printing any of the SOP documents as Word Templates, instead GP printed the Standard Report Writer reports. Continue reading “Problem With SOP Word Templates”

I’m currently doing some work for a client where we’re modifying some of the reports in Microsoft Dynamics GP and I’m trying to avoid using Report Writer as a) I don’t like it, b) Word template reports look better and c) I don’t want to spend time training a client on a module which can be avoiding and is being retired in the near future.

For some of the reports such as the Sales Orders and Invoices and the Purchase Order reports, there are Word templates already available for customising, but for some of the reports such as the Sales Picking Ticket or Dispatch Notes there are no Word templates available by default.

In Microsoft Dynamics GP 2010 this meant starting a template from scratch. In Microsoft Dynamics GP 2010 R2 you can use the Word Template Generator to convert a saved xml report into a Word template.

The only problem is, I can’t find it. None of the blog posts I read announcing the feature said where it would be; just that it would be available with 2010 R2. My first port of call was within GP itself. The I tried the installation media but no luck. I then tried a couple of Internet searches and came up dry. I asked a colleague but they hadn’t used it before.

I finally searched on PartnerSource (I don’t like the PartnerSource search so usually try general Internet searches first) and finally found the download link for the Word template Generator.

If you’re using the Financial Statements (Reports » Financial » Financial Statements) in Microsoft Dynamics GP you may see a messagesililar to the following after doing a year end;

Continue reading “Changing Open-Year In Financial Statement Reports”

As I mentioned in a previous post, I’ve been taking a look at the Visual Studio Tools for Microsoft Dynamics GP. I started creating a form to store some additional details against a Creditor but wanted the form available in a similar way to the Creditor Addresses; available from both the Creditor form and from the Cards menu.

Getting the form to display a menu option on the Additional tab of the Creditor window was easy enough but I had trouble finding out how to make it display on the Cards menu.

After struggling with it for a while, I remembered reading a discussion between Mariano Gomez and David Musgrave about long module names and how Visual Studio Tools for Microsoft Dynamics GP 2010 wasn’t the longest but instead Menus for Visual Studio Tools for Microsoft Dynamics GP 2010 was the longest.

A quick search found the module, in the very obvious location, of David Musgrave’s Developing for Dynamics GP blog; Menus for Visual Studio Tools Build 9 Released which can be downloaded from either PartnerSource (login required) or CustomerSource (login required).

The module comes with full instructions on how to install and use it.