Using SmartList Designer To Create Vendor EFT SmartList

● Ian Grieve ●  ● 3 Comments   ● 

One of the really nice new features in Microsoft Dynamics GP 2013 SP2 is the SmartList Designer. This is, to an extent, a cut down replacement of SmartList Builder, which includes much, although not all, of the functionality and is more user friendly.

It also affords the opportunity to all clients to create a report which has long been missing from Microsoft Dynamics GP; a Vendor EFT SmartList which shows the EFT details against the Vendor Remit To Address.

In this post I am going to step through the process of creating this report.

To start, open SmartList (Microsoft Dynamics GP menu ¯ SmartList) and you will see two new buttons at the left of the toolbar; New and Modify (ringed in red):

SmartList

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Installing Microsoft Dynamics GP 2013 R2: Creating A Company

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

To create a new company in Microsoft Dynamics GP 2013 R2 launch GP Utilities from the Windows Start screen and log in using the sa or DYNSA user account:

Welcome to Microsoft Dynamics GP Utilities

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Installing Microsoft Dynamics GP 2013 R2: Adding The Sample Company

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

In the last post I deployed the System Database so now I can either deploy the sample company or create a new one. I’ve decided to start with deploying the sample company.

To do this launch GP Utilities and log in as the sa or DYNSA user:

Welcome to Microsoft Dynamics GP Utilities

Continue reading → Installing Microsoft Dynamics GP 2013 R2: Adding The Sample Company

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Installing Microsoft Dynamics GP 2013 R2: Deploying The System Database

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

With the client software installed we can now deploy the system database. To do this launch GP Utilities from the Windows Start screen and log in using the sa or DYNSA user:

Welcome to Microsoft Dynamics GP Utilities

Continue reading → Installing Microsoft Dynamics GP 2013 R2: Deploying The System Database

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Installing Microsoft Dynamics GP 2013 R2: Installing The Client Software

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

The first part of installing Microsoft Dynamics GP 2013 R2 is to install the client software itself. To newcomers this might seem a little odd, but the client software includes GP Utilities which is the utility used to deploy the system database as well as creating companies or adding the sample company.

To install the client software extract the media you downloaded from PartnerSource and double click on the setup.exe. This will launch the Microsoft Dynamics GP 2013 R2 bootstrapper which will install any prerequisites.

In my case I already have Microsoft Dynamics GP 2013 SP2 installed so most of them are present, with only the Dexterity Shared Components 12.0 requiring an update:

Microsoft Dynamics GP 2013 Bootstrapper Setup

Continue reading → Installing Microsoft Dynamics GP 2013 R2: Installing The Client Software

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Installing Microsoft Dynamics GP 2013 R2: Series Index

● Ian Grieve ●  ● 9 Comments   ● 

Microsoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and, as I always do, blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; this post will serve as my series index so watch for the index, below, to grow as posts are submitted.

Click to show/hide the Installing Microsoft Dynamics GP 2013 R2 Series Index

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Microsoft Dynamics GP 2013 R2 Now Available!

● Ian Grieve ●  ● 1 Comment   ● 

A couple of hours ago the release of Microsoft Dynamics Gp 2013 R2 was announced on the Microsoft Dynamics ERP “The Edge” Blog.

It is available on PartnerSource (Login required).

There are some great new capabilities such as executive dashboards in Office 365 and easy backup to the cloud with Microsoft Azure as well as many other new features.

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MDGP 2013 R2 Feature of the Day: Workflow Email Notifications

● Ian Grieve ●  ● 0 Comments   ● 

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The sixteenth Feature of the Day covered is Workflow Email Notifications; I have a PowerPoint from Microsoft, but I can’t find the related blog post.

There is a new Workflow Setup window where workflow emails can be enabled and configured:

Workflow Setup

Continue reading → MDGP 2013 R2 Feature of the Day: Workflow Email Notifications

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MDGP 2013 R2 Feature of the Day: Workflow History

● Ian Grieve ●  ● 0 Comments   ● 

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The fifteenth Feature of the Day covered is Workflow History. The new Workflow system in Microsoft Dynamics GP2013 R2 provides a way to view and track the workflow of a document, providing an audit trail for all workflow actions.

The history includes all actions that have been taken for the workflow, and any action that is pending. It shows the who, what, when, and any comments associated with the action.

Workflow History

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type
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Deployment Server Has Exceeded The Maximum Request Length Error Deploying Reports To SSRS

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPWhen Reporting Tools Setup is used t deploy the reports to SQL Server Reporing Services an error be produced if the default configuration of SSRS has not been amended (I thought I’d blogged about this error before, but when trying to find it to send the post to someone I couldn’t find it).

The error produced is the following:

Microsoft Dynamics GP - The deployment has exceeded the maximum request length allowed by the target server. Set maxRequestLength="20690" in the web.config file and try deploying again.Microsoft Dynamics GP – The deployment has exceeded the maximum request length allowed by the target server. Set maxRequestLength=”20690″ in the web.config file and try deploying again.

Continue reading → Deployment Server Has Exceeded The Maximum Request Length Error Deploying Reports To SSRS

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