New GP Resource Added: Microsoft Dynamics GP Books

Microsoft Dynamics GPRather than just leaving the Microsoft Dynamics GP Book Roundup as a post, I have made it a page available from the GP Resources menu.

I will be doing my best to keep this page up to date; if I have missed any books on Microsoft Dynamics GP, please get in touch and let me know so I can add the book.

I accidentally missed the Dynamics GP 2016 Security and Field Audit book by Mark Polino and Andy Snook from the round up post, but have added it to the page.

The new GP books resource page is here.

Microsoft Dynamics GP Book Roundup

Microsoft Dynamics GPThere are a number of books available for Microsoft Dynamics GP which have been written by various people across a umber of years (although a few names crop up repeatedly). I thought it might be useful to list the books which are currently available for each version of Microsoft Dynamics GP; some of the books are only available for older versions of Dynamics GP, but the information within is still mostly relevant.

To avoid any appearence of favouritism, I have listed them in Dynamics GP version and author surname order (when multiple authors, the first listed author’s name is used).

Where there is no version in the name I have made by best guess as to which version it was written against.

Microsoft Dynamics GP 2018

Microsoft Dynamics GP 2016

Continue reading “Microsoft Dynamics GP Book Roundup”

Problems Logging into Microsoft Dynamics GP as sa After Password Change

Microsoft Dynamics GPI’ve been working with a client recently on an upgrade to Microsoft Dynamics GP 2018 and all has gone well overall. However, they had a security project running at the same time, where they were changing the passwords for a number of accounts including the SQL Srver sa account.

Unfortunately, the password length they were setting was 20 characters,. They supplied the new password to me, but I found I couldn’t log in. When I then tried to copy and paste the password into the field, nothing happened (which is what clued me into the issue).

The cause of this login issue, is that the Password field on the Users Master (SY01400) table has a maximum Keyable Length of 15 characters, and this restriction is enforced on all user ids entered on the login window.

So for me to complete the final steps of the upgrade, the password for the sa account was changed to a 15 character one; after the upgrade was complete, the password was again changed to a longer one and then the account disabled.

Best practice is to use the sa account to administer only SQL Server and to use either a named user account in Dynamics GP or to use the DYNSA account. I am encouraging all clients to ensure this is the case.

There is a wide range of ways you can better secure your system. One way of working through these is to engage with your partner and another is to purchase the Microsoft Dynamics GP Security and Audit Field Manual: Dynamics GP 2016 book by MVP Mark Polino and Andy Snook. This book is for the 2016 version of Dynamics GP, but still fully applies to Microsoft Dynamics GP 2018 (as well as earlier versions).

Hands On With the GP Power Tools – Administrator Tools: Administrator Settings – Colors Tab

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

In this little subseries on the Administrator Settings (GP Power Tools area page >> Settings >> Administrator Settings), the first piece of functionality I’m going to cover is the Company Color Scheme Settings. This is functionality which I have written about before in the Microsoft Dynamics GP 2013 Cookbook when GP Power Tools was still the Support Debugging Tool and was free from Microsoft; this chapter was cut from the 2016 Cookbook as we were only covering standard Dynamics GP functionality.

This is one of the features which I already knew well and liked; the main use I, and my clients make of this function, is to make it obvious whether a user is logged into a live or test company (and sometimes which of the live companies).

To activate the Company Color Scheme Settings function, mark the Activate Company based Color Schemes checkbox and then use the Select Theme Colors to select from one of the many themes available:

Administrator Settings - Colour tab

Continue reading “Hands On With the GP Power Tools – Administrator Tools: Administrator Settings – Colors Tab”

MS Connect Suggestion: Include Multicurrency Vouchers in Select Checks Window

Microsoft Dynamics GPThis suggestion is one from MVP Mariano Gomez to improve the payment run process by allowing multicurrency invoices to be included.

Currently, the payment selection process only allows vouchers issued in the batch currency to be selected and added to the check run. If the user wants to add foreign currency vouchers, he/she needs to use the Edit Checks window to add such vouchers. It would be nice to be able to have an option to include functional currency vouchers in the case of a foreign currency batch, or foreign currency vouchers in the case of a functional currency batch.

This is the use case:

Vendor A Invoice 1 CA$10.00
Vendor A Invoice 2 US$20.00
Vendor A Invoice 3 US$30.00

If a payment selection is performed and the batch currency is CA$, only the first voucher will be selected. To add Invoice 2 and 3, you would have to use the Edit Checks window to include both vouchers.

Conversely, if the batch currency is US$ and the payment selection for vendor A is performed, only invoices 2 and 3 would be selected and you would have to use the Edit Checks window to include Invoice 1.

What Mariano would like to see is all invoices selected (based on selection rules) and let the user deal with the exceptions, as it should be.

As mentioned, all the logic is already there via the Edit Checks window and it would be nice to incorporate as part of the payment selection process. As others have mentioned, having multicurrency vouchers included could be a payables configuration item or simply an additional option in the Select Payments (Select Checks) window.

Mark Polino has also suggested that this functionality be optioned with Rod O’Connor further suggesting the option be on the Select Checks window itself to allow maximum flexibility. Both of these seem like a good addition to Mariano’s idea.

The suggestion can be voted on here.

Historical Excel Reporting Price Increase Coming

Microsoft Dynamics GPMark Polino has a set of Historical Excel Reports available for sale. The reports available are as follows:

  • Receivables Management Historical Aged Trial Balance
  • Payables Management Historical Aged Trial Balance
  • Historical Inventory Trial Balance
  • Historic Stock Status Report

Now is the ideal time to buy them, as the price is increasing on 1st April 2017.

Hands On With Microsoft Dynamics GP 2016 R2: Configure & Use OData Service

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components; the index for this series can be found here.

I am not going to cover the configuraion and use of OData in this post, as it is not an area with which I have much experience. However, I know a man who does and I wrote a book with him in 2016:

Microsoft Dynamics GP Cookbook

Mark Polino is one of the three top people for reporting from Microsoft Dynamics GP and, in Chapter 13: Modern Business Intelligence for Microsoft Dynamics GP of the Microsoft Dynamics GP 2016 Cookbook, Mark covered how to configure and use the GP OData Service.

The full outline of topics covered by Mark is as follows:

  • Introduction
  • Activating OData for better external analysis
  • Secure OData to control access
  • Connecting OData to Excel for Business Intelligence
  • Connecting GP to Power BI with OData
  • Adding Power BI to the home page in Dynamics GP

Click to show/hide the Hands On With Microsoft Dynamics GP 2016 R2 Series Index

Microsoft Dynamics GP 2016 Cookbook Now Available

Microsoft Dynamics GPMark Polino and I have been working on a new version of the Microsoft Dynamics GP Cookbook for Dynamics GP 2016. Originally, it was scheduled for publication in January 2017.

However, Mark and I were able to proceed a tad ahead of schedule, meaning the Cookbook is now available:

Microsoft Dynamics GP Cookbook

Despite being early, the quality of the book is as high, if not higher, than previous versions as this book is a genuine collaboration between Mark and I. By splitting the work in this way, we were each able to focus on particular areas in which we had strengths.

We also received good feedback, to guide improvements, from fellow MVPS Leslie Vail and Jivtesh Singh.

You can order the book from Packt Publishing.

Microsoft Dynamics GP 2016 Cookbook Now Available In August

Microsoft Dynamics GPMark Polino and I have been working on a new version of the Microsoft Dynamics GP Cookbook for Dynamics GP 2016. Originally, it was scheduled for publication in January 2017.

However, Mark and I were able to proceed a tad ahead of schedule, meaning the Cookbook is now slated for release in August:

Microsoft Dynamics GP Cookbook

That’s right; scheduled for release this month. Five months ahead of schedule. Don’t worry though, the quality is as high, if not higher, than previous versions as this book is a genuine collaboration between Mark and I. By splitting the work in this way, we were each able to focus on particular areas in which we had strengths.

We also received good feedback, to guide improvements, from fellow MVPS Leslie Vail and Jivtesh Singh.

You can pre-order the book from Packt Publishing, and very soon your pre-orders will be shipped. From what I gather the book should be available to order, as opposed to pre-order, in the next week or so, so you won’t need to wait long to receive your copy.

Microsoft Dynamics GP 2016 Cookbook Available In January 2017

Microsoft Dynamics GPMark Polino and I are working on a new version of the Microsoft Dynamics GP Cookbook for Dynamics GP 2016.

The book is currently scheduled for release in January 2017 and can be pre-ordered now from Packt Publishing:

Microsoft Dynamics GP Cookbook