Recent ISC Software Webinar: Year-End Best Practice in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Year-End Best Practice in Microsoft Dynamics GP. In this webinar, we covered how some key points to action or consider before starting, the order in which the year end should be run before running through the closing process in each of the standard modules in Microsoft Dynamics GP covering not only what to do. but also what the year-end closing process does. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and include some links to documentation from Microsoft which will expand on some areas with more detail. The topics I’ll cover are:

  1. Key Points
  2. Year-End Processing Order
  3. Year-End Closing steps by module
  4. Conclusion

Key Points ^

There are five key points I always stress when discussing year-end closes with clients:

  1. Always have a good backup before starting a year-end close and take another after the year-end close has completed – a good backup is defined as one which you know will successfully restore; unfortunately I’ve worked with more than one client over the years who created a maintenance plan to take backups, but then, when the need came, found that the backups were not valid and could not be restored.
    Taking a backup before starting means you can easily revert back should there be a problem in the close; taking a backup after the close completes, means that if problems encountered later in the day that you can revert back to after the close has completed instead of having to repeat the close.
  2. Make sure all users log out of the company in which the year-end is being processed.
  3. Make sure there is sufficient space for database files to double in size; one significant cause of this is that the GL year-end close will copy data from Year-to-Date Transaction Open (GL20000) to Account Transaction History (GL30000) and during this process the data will exist in two places causing the database to grow.
  4. Perform a trial year-end close on a copy of live in test before closing the year-end on live; this will allow you to verify that there are no issues which might require a roll-back.
  5. Once one of the Year-End Closes has been started, be patient and allow it to run to completion. When processing, the close might cause Dynamics GP to white-screen, but this is just a sign that there is a lot of server-side processing underway and not that there is a problem.

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azurecurve ClassicPress Plugins: Contact Forms

ClassicPress PluginsThis is part of the azurecurve ClassicPress Plugins series which introduces the plugins I have available for ClassicPress.

The plugin I am going to cover in this post, is one written specifically for ClassicPress; Contact Forms.

Functionality

A simple contact forms plugin with an options page allowing default settings to be configured; these settings can, in most cases, be overridden when adding a contact form to a page. This plugin supports the use of multiple contact forms on a page.

Contact forms can be placed on pages using the simple-contact-form shortcode which supports the following parameters:

  • id is the only mandatory parameter; a unique id for each contact form on the page must be supplied.
  • send-from-email allows the default send from email address to be overridden.
  • send-from-name allows the default send from email name to be overridden.
  • recipients is a comma separated list of email address which allows the default recipients to be overridden.
  • label-name allows the default label for the name field to be overridden.
  • label-email allows the default label for the email field to be overridden.
  • label-subject allows the default label for the subject field to be overridden.
  • label-message allows the default label for the message field to be overridden.
  • subject allows the default subject for the name field to be overridden. If an empty subject is provided, users can free form type a subject. Multiple subjects to allow picking from a drop down list can be supplied, separated with a |.
  • subject-prefix allows a subject prefix to be added to all subjects when the email is sent and override the default.

Example shortcode usage:

[simple-contact-form id="contact-us" recipients="bob@example.com,jane@example.com" subject="Sales|Support|Accounts" subject-prefix="Contact us from example.com:"]

This plugin is multisite compatible, with options set on a per site basis.

Download

The plugin can be downloaded from my GitHub.

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azurecurve ClassicPress Plugins: Redirect

ClassicPress PluginsThis is part of the azurecurve ClassicPress Plugins series which introduces the plugins I have available for ClassicPress.

The plugin I am going to cover in this post, is one written specifically for ClassicPress ; Redirect.

Functionality

Redirect URIs with a 301 (permanent) or 302 (temporary) redirect; redirects can be edited, toggled on/off and easily deleted if required.

URLS for redirect can be added manually, or you can enable automatic redirect when a permalink is changed.

This plugin is multisite compatible, with options set on a per site basis.

Download

The plugin can be downloaded from my GitHub.

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Hands On with Microsoft Dynamics GP Fall 2021 Release: Integration Manager First Run

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

With Integration Manager installed there are three things we need to do to make it ready for use.

Firstly, we nee to launch Integration Manager using right click + Run as Administrator; this ensures the registry entries are created correctly.

Secondly, we need to enter the registry key; there is no grace period with Integration Manager. After starting as Administrator, a window will popup on which you need to click Register Now:

Prompt to enter registration keys now or later

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Hands On with Microsoft Dynamics GP Fall 2021 Release: Install Integration Manager

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

In the last post, I covered installing the eConnect Runtime on a client which makes it available to Integration Manager. In this post, I am going to install Integration Manager with both the standard and eConnect adaptors.

Launch the Dynamics GP Setup Utility and under Additional Products select Integration Manager. Accept the terms of the License Agreement and click Next:

License Agreement

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Hands On with Microsoft Dynamics GP Fall 2021 Release: Install eConnect on Client

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

The first of the additional products I am going to install is the eConnect Runtime; this is a tool which allows you to push/pull information with Microsoft Dynamics GP using another tool such as Integration Manager (which I will install in a later post) or other applications which use eConnect.

To install the eConnect Runtime, launch the Dynamics GP Setup utility and under Additional Products select eConnect. Accept the terms of the License Agreement and click Next:

License Agreement

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Recent ISC Software Webinar: SmartList Tips And Tricks

ISC Software SolutionsIn our most recent webinar, we took a look at SmartList Tips And Tricks. In this webinar, we took a look at how you can get the most out of the Microsoft Dynamics GP SmartList reporting tool. If you want to catch up on this, or any other, webinar, you can do so here.

SmartList Tips And Tricks

  1. Introduction
  2. SmartList UI
  3. Columns
  4. Searching
  5. Favorites
  6. Reminders
  7. Advanced Searching
  8. Exporting/Export Solutions
  9. Conclusion

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