Advanced Credentialed Professional Accreditation Retained

Association of Dynamics ProfessionalsThis post is part brag and part public service announcement. The Dynamics Credentialed Professional Exams used to be offered through the Association of Dynamics Professionals, but are now offered through GPUG; once you’ve passed an exam and received the credential, the credential lasts for two years.

If, like me, you passed the exams before 1/1/2017, you have an extended grace period until 31/3/2019 to resit and pass one of your exams. This is the public service element of the post.

Now for the brag; I resat one of the exams earlier this week and passed, so I can, for another two years, claim to be one of these:

Microsoft Dynamics GP Advanced Credentialed Professional

Create SmartConnect Journal – Standard Map: Define Header Mapping

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

In the last post, I stepped through mapping of the journal lines; in this post, I’ll cover mapping of the journal header.

From the Map Setup window, double-click on the Create journal line in the scrolling window.

As shown in the image, below, map the BatchID, TrxDate, Reference and JRNENTRY fields from the source to the destination. If JRNENTRY doesn’t show here then you have not marked the Use as Global Variable in the GP Rolling Column window).

You also need to change the Column Type on the Transaction type row to List Option and then set the Column Name to Regular; this will make sure the integrated journal is created as a standard journal.

SmartConnect Mapping window showing mapping of fields

Continue reading “Create SmartConnect Journal – Standard Map: Define Header Mapping”

Create SmartConnect Journal – Standard Map: Configure Distributions

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

With the Destination configuration started, the next step is to define the distribution field mapping.

Double click the Add distribution entry in the scrolling window at the bottom of the Map Setup window when the Destination section is selected:

Map Setup window showing Destination section is selected

Continue reading “Create SmartConnect Journal – Standard Map: Configure Distributions”

Create SmartConnect Journal – Standard Map: Configure Destination

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

With the integration map heading created, the next step is to define the destination.

On the Map Setup window which will still be open from the previous post, click the down chevron button next to the Destination heading.

Set Destination Type to Microsoft Dynamics GP.

In the Settings section, there are two fields to define:

  1. Set Group to General Ledger.
  2. Set Node Type to Transactions.
Map Setup window showing Destination settings

Click the Companies button and select the company the integration is to be run against.

In the next post, I’ll take a look at mapping of the distributions.

Create SmartConnect Journal – Standard Map: Create Integration Map

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

With the prerequisites decided, in this post, I’m going to start creating the Journal – Standard integration, the first step of which is to define the Source & Destination information.

To create the integration, launch SmartConnect and on the Map tab click the Create button on the action pane:

SmartConnect Map tab showing action pane

Continue reading “Create SmartConnect Journal – Standard Map: Create Integration Map”

Create SmartConnect Journal – Standard Map: Prerequisites

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

The prerequisites for creating a new integration map are quite straight forward:

    Decide on the type of integration to be created.
  • Decide how the integration should work.
  • Create the source data template.

The integration I am creating as part of this series is one of the easiest which can be created; it is a standard General journal integration. I always create this map after implementing SmartConnect (and before starting to use SmartConnect, Integration Manager) as it is a quick and easy one to create and which will be useful to all clients.

The most useful way of creating this integration for clients, is to create an integration which polls a folder every few minutes on a schedule and which reads data from an Excel spreadsheet. This approach allows one integration to be set up and usuable by all users; as it is a folder being polled, the files dropped into the folder can have any name and, as long as the format matches the template, SmartConnect will attempt to integrate the data.

In the past when using Integration Manager, the source file would be a CSV or TXT file as Integration Manager couldn’t easily handle Excel spreadsheets; SmartConnect has no such limitation, so I am going to use the Excel version of the Integration Manager template:

Excel spreadsheet source with BatchID, TrxDate, Reference, Account, Debit, Credit and DistRef columns

With the above decided and in place, the next post, in this series, will start to cover the creation of the integration map in SmartConnect.

Create SmartConnect Journal – Standard Map: Series Index

eOne SolutionsI recently did a series on Implementing SmartConnect, from eOne Solutions; in this series I am going to create a simple integration map to show how SmartConnect can be used to integrate standard journals into Microsoft Dynamics GP from a predefined folder.

The series index below will update as each post in the series goes live (unless you’re reading a syndicated version of this post in which case check back to the original post).

Create SmartConnect Journal – Standard Map
Create Integration Map
Configure Destination
Configure Distributions
Define Header Mapping
Run Integration
Schedule Integration
Connection Could Not be Validated Error
Credit Amount Was Not Supplied Error
Could Not Run The Scheduled Map
Conclusion

Delete Corrupt Fixed Allocation Master (GL00103) Data

Microsoft Dynamics GPI was recently putting together a report for a client on Fixed Allocation Accounts and came across some corrupt data in the Fabrikam, Sample Company, Database. To avoid encountering this issue again, next time I am working in this area, I put together a simple script to remove the corrupt records by joining Fixed Allocation Master (GL00103) with Breakdown Account Master (GL00100) to identify the data which should not be there and delete it; this makes the script generic enough that I can use it on a live company should the need ever arise.

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
DELETE FROM
	['Fixed Allocation Master']
FROM
	GL00103 AS ['Fixed Allocation Master']
INNER JOIN
	GL00100 ['Account Master']
		ON
			['Account Master'].ACTINDX = ['Fixed Allocation Master'].ACTINDX
		AND
			['Account Master'].FXDORVAR = 2

As always, before you run any script, ensure you have a good backup of your database and verify the results after the script has been run.

Implementing Enhanced Notes: Conclusion

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Over the last few posts, I’ve been taking a look at the Enhanced Notes Microsoft Dynamics GP add-on from ISC Software. This module replaces the standard Notes one and gives the ability to record discrete notes against any record or window.

I realise I’m not the impartial voice on providing a review of this product, as I work for ISC Software.

However, I do like Enhanced Notes and I think a few of the clients I’ve worked with in the past would love it. The ability to record discrete user/date/time stamped notes is a really good one. A number of clients use the standard notes, manually adding user, date and time to the comments with the newest a the top, but this gives you a potentially very long monolithic notes record.

It’s an easy add-on to install and configure and, with a free trial, there is no cost to giving the module a try in the Fabrikam sample company database, other than time.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.






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Implementing Enhanced Notes: Registration

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When you decide that you want to use Enhanced Notes in companies other than the Fabrikam Sample Company, you need to place an order with ISC
Software
. You will then receive a registration key which needs to be input into the Enhanced Notes Registration window:

Enhanced Notes Registration

The Site Name will be read from you Microsoft Dynamics GP registration information; copy and paste the three keys supplied by ISC Software and click OK to register the product.

Enhanced Notes will now be available to use in all companies.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.






Your Name (required):
Your Email (required):
Subject:
Enquiry message: