Hands On With Microsoft Dynamics GP 2015 RTM: Sample Company Deployment

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In the last post I deployed the system database; in this one I’m going to take a look at deploying the sample company. While this isn’t something generally done with a new system, I am in the process of building a new demo/test environment.

We’ll pick up where the previous post left off on the Additional Tasks step of GP Utilities. If you had closed GP Utilities log back in and progress through to this step and in the combo box, in the middle of the screen, make sure it is set to Add sample company data and click Process:

Additional Tasks

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MDGP 2015 Feature of the Day: Management Reporter Integration Setup

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty fifth Feature of the Day is Management Reporter Integration Setup. This feature created a new navigation list for accessing Management Reporter reports from within the Financial and Administration Navigation buttons.

The Management Reporter navigation list becomes enabled once the location of the Management Reporter service is defined in the Reporting Tools Setup window:

Reporting Tools Setup

The location of the Report Designer Application is an optional field and when defined, will enable users to launch the designer from the Management Reporter navigation list if they have permissions to application.

The navigation list displays a list of reports the current user has security access to and enables them to view the reports in the Management Reporter Viewer with just a click of a button.

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

MDGP 2015 Feature of the Day: Management Reporter Integration

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty fourth Feature of the Day is Management Reporter Integration. This feature created a new navigation list for accessing Management Reporter reports from within the Financial and Administration Navigation Lists.

The Management Reporter navigation list becomes enabled once the location of the Management Reporter service is defined in the Reporting Tools Setup window.

The navigation list displays a list of reports the current user has security access to and enables them to view the reports in the Management Reporter Viewer with just a click of a button:

Management Reporter Reports

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation

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 eleventh Feature of the Day covered is Reprint Outstanding Transaction in Bank Reconciliation. The Outstanding Transactions Report option has been added in the Bank Posting Journals report list (Financials >> Reports >> Posting Journals):

Financial Postings Journal

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Deactivate All Reports (Except PM EFT Payment Register) In All Companies

Microsoft Dynamics GP includes a large number of reports which will automatically print off when a transaction or batch is posted; and some postings produce many different reports.

When I implement a new client I typically leave them on during training with an instruction to identify which ones they want to use after go-live as I will switch off any I’m not told to leave on.

I used to do it the other way and tell people to let me know which ones they wanted switched off; however, this lead to all reports being left on and then it being mentioned a year or so down the line that they get all these reports printing that they don’t want.

So now, all get switched off unless I am specifically told to leave them on. As I’ve dealt with clients with many companies (I think the largest is 180 companies) this is not something I want to do manually.

Fortunately, the settings for whether the reports should print is stored in SQL table which means a SQL script can be written to switch them off in bulk.

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Microsoft Dynamics GP 2013 Reporting – Review Incoming

I have received a copy of Microsoft Dynamics GP 2013 Reporting to review which I will be doing over the next couple of weeks.

This is an update to the previous edition of the book for Microsoft Dynamics GP 2010, but this one is for the current version:

Microsoft Dynamics GP 2013 Reporting

I’ll be giving it a thorough read and, setting aside my distaste for reporting outside of Management Reporter, I may even follow some of the examples and post a detailed account.

If you don’t want to wait for my review of the book, it can be bought now from Packt Publishing.

Collation Conflict Printing The Tax Detail Report

We upgraded a client from Microsoft Dynamics GP 9 to Microsoft Dynamics GP 2010 recently, and the first time they tried to run the VAT 100 report they received a number of errors:

Microsoft Dynamics GP - An error occurred executing SQL statements.Microsoft Dynamics GP – An error occurred executing SQL statements.

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How To Configure Business Analyzer for Microsoft Dynamics GP 2013

In the last post, I showed how to install Microsoft Dynamics GP Business Analyzer and in this one I’ll show how to configure it.

When you first log into Business Analyzer, you’ll be presented with the configuration window;

Microsoft Dynamics Business Analyzer Configuration

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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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MDGP 2013 Feature of the Day: Multitenant SQL Server Reporting Services Reports

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty fourth feature they’ve announced is Multitenant SQL Server Reporting Services Reports.

The current version of Microsoft Dynamics GP only supports a dedicated instance of SQL Server Reporting Services for each Microsoft Dynamics GP data instance. With the introduction of the Multi-tenant System Database Architecture, the SQL Server Reporting Services needed to be updated to allow for similar functionality.

With this Multi-tenant SQL Server Reporting Services Reports feature, multiple data instances can be deployed to a single SQL Server Reporting Services instance by allowing the implementer to to deploy the reports to a “tenant” folder.

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