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Create new companies with existing setups in Dynamics GP using clear data
Creating new companies in GP and copying the set-up on an existing company into them, is frequent request consultants usually get. In this blog, we will go over how to create a new company with the setup of a current company with the same chart of accounts using data  The traditional method for creating new companies in GP is to open GP Utilities and then configure it from the ground up based on the characteristics of that company. However, there are many situations when there is a company or multiple companies that you want to be configured in nearly or exactly the same way as an already existing company. You could manually copy all of the configuration settings, but that is time-consuming and prone to human error. Performing a backup and restore to a new company will duplicate the configuration, but it will also include all of the transaction detail […]
How to create a Payables Historical Aged Trial Balance Summary SSRS report
SQL Server Reporting Services is an amazing reporting tool. However, I recently noticed that most of the reports print in detail.  Users want the same functionality from SSRS that is available to them in Dynamics GP, such as Detail and Summary versions of reports.  In this step-by-step guide, I will walk you through creating a Summary version of the Payables Historical Aged Trial Balance. Go to your SQL Server Reporting Services reports page Click on the Company Folder Then Click on the Purchasing Folder Click on the Historical Aged Trial Balance and select Edit in Report  Report Builder will launch. Click the Pie Icon in the left hand corner and click Save As Rename the Report to Historical Aged Trial Balance-Summary and click Save Remove the Row Groupings for Tbl_Main_Details_Group, to do so: Right click on the Group and click Delete Group. Choose Delete group and related rows and columns. […]
[Video] Improving Inventory Control in GP
You’re in the business of making, moving and managing inventory. To keep operations running smoothly and to maximize profit, you need to do more than just track inventory levels. You need real-time visibility that can help you effectively manage your product and streamline ordering and fulfillment. With advanced inventory and EDI from SalesPad and SPS Commerce, you can extend the functionality of your Dynamics GP solution for complete control and visibility.   Watch this video to learn how you can take control of your inventory, and: Process your orders faster Increase accuracy in your warehouse operations Streamline order fulfillment and processing Manage your business on the road     Ready to take control of your inventory? Fill out the contact form below to get started today!
How to Setup Field Level Security to Access the Vendor EFT Window
Have you ever needed to tighten security within GP so your end users cannot access your vendor’s EFT bank information?  No need for a fancy customization!  It’s all available to you within GP with Field Level Security.  In just a few steps, you can setup security to the EFT Bank button on the Vendor Address Maintenance window so when a user clicks on the button they will be prompted with a pop-up window to enter a password.    The user will not be able to proceed to the vendor’s EFT Bank information until they enter the correct password:   Here are the steps for setting this functionality up:   Navigate to Administration > Setup > System > Field Level Security Click on Add Enter a Field Security ID and Description. The Product information will be blank when you initially set up this window. Click on the lookup next to Product […]
Dynamics GP item substitution in Sales Order Processing
Guess what? When your primary items are depleted whether fulfilling a sales order or picking during BOM assembly, there is a quick and easy way to setup alternate items and use them in place as needed. This GP item substitution process will save time and money consistently by not having to delay your production workers' duties you get the original item in stock and also not risking having to make your customers wait a long time to get a product out the door to them. The first thing to do is to go into Item Maintenance and enter your primary item no that you need to add an alternate for. Next click on the Go To icon and select Alternate Items. Then you would enter the alternate item that it could be substituted with. This will allow you to select the substitute item during Sales Order entry when your primary […]
GP Login Error: “The login failed. Attempt to login again or contact your system administrator”
Implementing a new Dynamics GP environment or migrating an existing GP to new servers it's not an easy task. So I think it's safe to say, we've all encountered our fair share of complications when doing so. In this blog, we will go over a GP Login Error of not being able to login with SQL sa credentials, and exactly how to resolve it.  We will start with an overall understanding of the GP Login Error by visiting Microsoft Support and reviewing the following suggestions: Confirm password information for sa. Check Data Source configuration for GP client (ODBC). Check versioning for GP. If a service pack is available, consider installing it. Review permissions for the smDex_Max_Char stored procedure. To put this in practice, we took an example of a recent case, where a client was migrating databases associated with GP to a new SQL server. After the databases were migrated, the system administrator was […]
[Video] Microsoft Dynamics GP Year-End Close
Closing out the year can be a challenging exercise that even the most seasoned accountants face with some apprehension. Watch this Microsoft Dynamics GP year-end close video to run through a winning approach for the big event! <span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span>  Hopefully, this video helped you learn a few tricks to help you during your year-end processes. If you have any additional questions or need further assistance with your Dynamics GP solution, please feel free to let us know by filling out the contact form below. Looking for more resources? Download our GP Year-End Close Manual Get  90 pages of step-by-step instructions and screenshots on how to close the books in Microsoft Dynamics GP.
Dynamics GP Bank Transfer Node for SmartConnect using Multi-Entity Management
Why should you care about a Bank Transfer Node for SmartConnect? If you ever run into the need to create a map in SmartConnect for Bank Transfers you will notice there isn’t a node available for that. You can create your stored procedure and register the Bank Transfer Node. In this blog, we will go over a quick guide to help get you started on what you would need to register the Bank Transfer Node for SmartConnect. Create your procedure with the validations, inserts, and updates needed on your environment. The one I created was for Dynamics GP 2016 R2 using Multi-Entity Management (MEM). Here is a list of the tables affected by the stored procedure:   Insert into the following tables: Depending on the table you’re inserting and the intercompany distributions, you might need to insert one, two or four lines. I would suggest that you create a test […]
Bill of Materials Mass Updates
Everyone strives to be more productive by creating more efficient processes within our confines. Microsoft Dynamics GP has many tools that can help us achieve that goal. The tool that we will be overviewing in this blog is the Bill of Materials Mass Update feature in Microsoft Great Plains (MSGP). We will start by simulating the change on a sub-assy for a pen from black ink to red ink.   You can find the BOM Mass Updates screen by going to Manufacturing >> Utilities >> BOM Mass Updates Select the Mass Update Function; for this example, we will select the Update or Replace Item function. Select the BOM's you would like to exclude. For our exercise, we will not exclude any BOM's. Enter the item number that will be replaced/updated. Enter the item number that will be replacing the item with. Enter the range for which we want GP to look […]
Enhancing Dynamics GP With VBA Customization
There are times in Dynamics GP where you want to change the behavior of a form and VBA customization (Visual Basic for Applications) can be a great tool to use! For instance, changing the site ID and requested ship date in a sales order header doesn’t revise sales line items that are already in the sales order – changing the site ID and requested ship date in existing line items was a requirement for one of our clients. In this blog, we will go over how to enhance Dynamics GP using customization via VBA and deployment. Customization Before making any changes, make sure to copy the DYNAMICS.SET file (name the copy DYNAMICS_DEV.SET or something similar to distinguish it from the original). Open GP using this copied file by dragging the DYNAMICS_DEV.SET file over the Dynamics.exe file and select open. This will allow you to make changes without affecting the Dynamics […]
How to resolve eConnect API Timeout Errors
When creating an integration to Dynamics GP, you might encounter errors returned at some point in the process such as eConnect API Timeout Errors. Finding a solution can be overwhelming and time-consuming. So in this blog post, we will go over how we resolved them. Recently there was a requirement from one of our client to develop an integration to integrate Sales Orders into Dynamics GP. For the requirement, a .NET AddIn leveraging eConnect was developed. The .Net AddIn uses the eConnect serialization classes to construct an eConnect XML document and then uses eConnectMethods class to create the transaction into Dynamics GP. All was good until we faced an eConnect exception. The exception thrown by eConnect was “There was an error writing to the pipe: The pipe is being closed.”  The exception is due to the eConnect call getting timeout. In order to resolve the above issue, we need to […]
[Video] Upgrading Microsoft Dynamics GP
Dynamics GP 2018 is right around the corner As a Microsoft Dynamics GP user, you’re likely familiar with navigating the 2-year release cycle and the questions that come with each new release. Should you upgrade now? Wait for R2? Is the new functionality worth the cost? What happens if you stay on your current version? With Microsoft scheduled to release GP 2018 this December, the question is upon us once again. Will you idle along or hit the gas? Watch this video to learn more about the latest release from Microsoft and the options that you have for maintaining your financial management system. In this video, explore: • Microsoft Dynamics GP roadmap • New features in GP 2018 • Upgrading your financial system – pros and cons • Applying it to your business – you have options!
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