Feature Explained: Display Reminders As Visual Cue

Microsoft Dynamics GPMicrosoft Dynamics GP 2010 has some decent functionality enhancements in it, as well as some UI enhancements. One of these is the ability to display reminders as visual cues.

In previous versions of Microsoft Dynamics GP, and as default in GP 2010, reminders show as text links with the number of items in parenthesis;

Reminders As Text Links

Continue reading “Feature Explained: Display Reminders As Visual Cue”

Problem Posting General Ledger Batches In Test Company

Microsoft Dynamics GPI recently fielded a call from a client who had copied their live database across to test so they could do a reconciliation of Purchase Order Processing accruals to the General Ledger accrual account without having to chase a moving target as new transactions were processed. Continue reading “Problem Posting General Ledger Batches In Test Company”

To sa, or not to sa? That is the question.

Microsoft Dynamics GPActually, that’s not the question at all; as a general rule of thumb, the sa user should not be used by anyone within Microsoft Dynamics GP. The sa user is the SQL System Administrator user whereas Dynamics GP has it’s own System Administrator user; dynsa.

So, what is the difference between these two system admins? Well, to start with, sa is the SQL Server database administator and, as such, has access too all databases, including non-Dynamics databases, on the SQL Server instance. Instead dynsa should be used as it is the GP database administrator and only has access to the GP databases.

While sa is needed for initial system instllation and configuration, and for some third party add-on administration, it should not be used for day-to-day administration of Dynamics GP. As dynsa is a database owner it can be used for most security and maintenance tasks within GP and, like sa, is granted the Poweruser role automatically.

I have to admit, this is more “do as I say, than as I do” because we have been slightly lax in getting this message out to clients. This is something I fully intend to put right this year as I travel around client sites doing upgrades to Microsoft Dynamics GP 2010; in some cases this may lead to entertaining discussions with various Heads of Finance or Directors of Finance or Resources. However, I think in all cases the clinching argument is that using dynsa instead of sa minimises the possibility of tampering with non-GP databases should the password be accidentally leaked.

How To Speed Up Logging Into GP

Microsoft Dynamics GPA couple of weeks ago, I explained how to fix a corrupt menu where a separator item could not be added.

One thing I forgot to mention in that post is that clearing down the Menu Master, which is then rebuilt when logging into Dynamics GP again, is that this cleardown will speed up the logging in process as GP will have fewer entries which it needs to check your user has access to. This is something we schedule in whenever we are doing an upgrade (or if users off off for a Reconcile or Check Links to be run).

Going Live With Remittances By Email – Transferring Email Addresses

Microsoft Dynamics GPA few days ago I posted about testing email remittances and supplied a SQL script for use on the test system to ensure emails remained internal and didn’t get sent to creditors.

I’ve also written a script which will transfer the email address from the current Internet Information column (with the assumption that the email address is in INET1) across to the new EmailToAddress column and then blank out the INET1 column so data is not being held, and therefore maintained, in two fields. Continue reading “Going Live With Remittances By Email – Transferring Email Addresses”

Microsoft Dynamics GP 2010 R2 RTM VPC Is Now Available

Microsoft Dynamics GPDavid Musgrave on the Developing for Dynamics GP blog has forwarded on the announcement that the Microsoft Dynamics GP 2010 R2 RTM VPC image is now available.

This download comes in two parts; the Tech Demo Toolkit image as well as a Domain Controller image (I’ll try to check this out later but I’m off for a long weekend later today but presumably this is because Management Reporter requires a domain) and is only compatible with Microsoft Virtual PC 2007 SP1; if you have Windows Virtual PC installed you’ll need to remove it and revert back to the older one as, unfortunately, both cannt be installed at the same time.

Check out David’s blog post for details of all the changes or download the Toolkit from PartnerSource (PartnerSource login required).

Update:Just found the original post which came from Jay Manley on the Inside Microsoft Dynamics GP blog.

Feature Explained: SmartList Favourites

Microsoft Dynamics GPSmartList is a fantastic module; easy to use and very flexible with great integration with Excel (and with the Letter Writing Assistant which I’ll cover in a week or two’s time).

However, it seems we get an inordinate amount of queries from our clients on how to use it. How to customise the lists to their needs or how to save them for future reference. Continue reading “Feature Explained: SmartList Favourites”

Feature Explained: Copy User Security

Microsoft Dynamics GPAnother of the minor new features in Microsoft Dynamics GP 2010 is the ability to copy security from one user to another in the User Security form (Microsoft Dynamics GP menu » Tools » Setup » System » User). Continue reading “Feature Explained: Copy User Security”

Testing Remittances By Email – Keeping Emails Internal

Microsoft Dynamics GPAs you’ve probably been able to tell from my previous posts, I’ve been assisting a client in configuring Microsoft Dynamics GP 2010 so they can test remittances by email.

One of the things I have done for them is produce two SQL scripts to ensure emails do not leave their organisation and reach suppliers telling them of payments being made in the test system. Continue reading “Testing Remittances By Email – Keeping Emails Internal”