Prevent Change Of User Date

Fred Webb posted a question on the Dynamics GP Community Forum asking if it was possible to prevent the User Date being changed in Dynamics GP 2010.

One response was to use Field Level Security which would work but seems a little excessive. I had a think on alternatives and, because we’re dealing with GP 2010, the one I came up with was to prevent the User Date window being opened by using a little VBA.

The package for Microsoft Dynamics GP 2010, which also works for Microsoft Dynamics GP 2013, can be downloaded at the bottom of the post.

The VBA I used was:


Private Sub Window_BeforeActivate()
   Me.Close
End Sub

Private Sub Window_BeforeOpen(OpenVisible As Boolean)
   Me.Hide
End Sub

Me.Hide causes the UserDate window to be hidden from the user as it starts to open, and Me.Close forces it to close.

I could have put both the Me.Close and Me.Hide in the sub Window_BeforeOpen, but I found the main GP window didn’t get focus back. By splitting the Me.Close into Window_BeforeActivate focus was returned to GP when the UserDate window was closed.

The downside of using VBA asa solution is that it will not work with the Microsoft Dynamics GP 2013 Web Client, although it will work with the standard 2013 client.

[wpdm_file id=5]

How To Realign Trial Balance Summary Modified Report Columns

I was recently asked to assist the Support team to look into an issue with the Trail Balance Summary modified report. The problem was that when sent to screen or printer the report was fine, but when exported to Tab Delimited file, the columns didn;t match up with the totals at the bottom.

Trial Balance Summary on Screen shows as aligned;

Trial Balance Summary - Screen Output

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Microsoft Dynamics GP SmartList Default Visible To Company

In July, as part of his weekly MS Connect suggestion series, Mark Polino raised the issue of SmartList Favourites and the default Visible To which is set to System.

Mark’s suggestion was to have the default changed to User which would leave a generally tidier list. To be honest I’d rather have a setting which allowed the default to be chosen by each client. The reason for this is we’re currently in the middle of an upgrade project where a few Microsoft Dynamics GP systems will be merged into one and it would be good to have the default Visib le to set to Company.

Following on from my recent post on a fixed width SmartList left pane I decided to have a fiddle and see if I could force the default to something else. And it turns out with some simple VBA that you can do exactly that;

SmartList

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How To Deploy The Demo Company In Microsoft Dynamics GP 2010

In 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

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How To Create A Company In Microsoft Dynamics GP 2010

In 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

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How To Install Microsoft Dynamics GP 2010 – Server Configuration

In 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

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How To Install Microsoft Dynamics GP 2010 – Client

Having 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

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How To Create An ODBC For Microsoft Dynamics GP 2010

I’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

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How To Install Connector for Microsoft Dynamics GP – Integrate Data

This is the seventh post in the series on how to install the Connector for Microsoft Dynamics GP; the first six posts covered the prerequisites, installation, adapter configuration, creating a new integration, preparing data for integration and synchronise picklists.

Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and pickilists synchronised, the next step is to start running the integrations.

As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.

In the Connector for Microsoft Dynamics (Start menu >> All Programs >> Microsoft Dynamics >> Microsoft Dynamics Adapter >> Connector for Microsoft Dynamics) navigate down to the UofM Schedule to Unit Group node (Home >> Microsoft Dynamics GP 2010 \ Microsoft Dynamics CRM 2011 >> Fabrikam, Inc. \ Fabrikam, Inc. >> Maps >> >UofM Schedule to Unit Group);

Connector for Microsoft Dynamics

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How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists

This is the sixth post in the series on how to install the Connector for Microsoft Dynamics GP; the first five posts covered the prerequisites, installation, adapter configuration, creating a new integration and preparing data for integration.

One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.

There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder (%ProgramFiles(x86)%\Microsoft Dynamics\Microsoft Dynamics Adapter) and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;

Windows Explorer

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