Error Creating Fiscal Calendar In Fabrikam Caused by Audit Trail Codes

Microsoft Dynamics GPI’ve been receiving an error in the Fabrikam Sample Company database when trying to create a new Financial Calendar for a while and finally had the time to track it down.

The error appears when you enter a new year and click the Calculate button:

Error when calculating a new year

Microsoft Dynamics GP
[Microsoft][SQL Server Native Client 11.0][SQL Server[Violation of PRIMARY KEY constraint 'PKSY40100'. Cannot insert duplicate key in object 'dbo.ST40100'. The duplicate key value is (0, 2021, 0, 2 ,General Entry ).

Continue reading “Error Creating Fiscal Calendar In Fabrikam Caused by Audit Trail Codes”

Enhanced Notes Setup Window Missing

GP Elementz Enhanced NotesA while ago I did a series on Implementing Enhanced Notes from ISC Software Solutions. I more recently installed the add-on again on a different machine and, after doing some initial configuration, wanted to change the settings, couldn’t find the Enhanced Notes Setup window (Administration » Setup» Company » Enhanced Notes » Setup Enhanced Notes):

Administration area page showing menu option missing

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GP Power Tools Build 26 & 27 New Features: New in Build 26: Administrator Tools Module Enhancements

Winthrop DCThis post is part of the New Features in GP Power Tools Build 26 sub-series of the GP Power Tools Build 26 & 27 New Features series in which I’m taking a look at the changes and new features since I last blogged about GP Power Tools.

The second area of new features I’m going to cover, is the Administrator Tools module in which there are a number of new features Continue reading “GP Power Tools Build 26 & 27 New Features: New in Build 26: Administrator Tools Module Enhancements”

Microsoft Dynamics GP: Information about the VAT 100 Return

Microsoft Dynamics GPSr. Technical Support Engineer Cheryl Waswick did a post yesterday on the Dynamics GP Support and Services Blog about the upcoming Making Tax Digital changes for VAT submission in the UK.

Microsoft have been fielding a lot of questions from partners about the VAT 100 Report in relation to Making Tax Digital and have put together some information on VAT 100 in a Q&A format.

As Cheyrl notes, that post should not be your sole source of information, but the information there may be useful.

Cheryl also says that a post is due soon with details on how Microsoft Dynamics GP will be meting the requirements of Making Tax Digital.

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Increase Dynamics GP Password Maximum Length

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The eleventh new feature is Increase Dynamics GP Password Maximum Length. This feature sees the maximum length of user passwords increased from 15 to 21 characters:

User Setup

Any increase in the maximum length of passwords is to be welcomed, but, seeing as this change required a database schema change to increase the SQL field length from 15 to 21, I am a little surprised that the new length is only 21 characters.

Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Option to Hide Business Analyzer for All Users

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The fourth new feature is Option to Hide Business Analyzer for all Users. This feature allows the Business Analyzer section of the home page and/or the Business Analyzer fact panes on navigation lists to be switched off for all users.

Two new options have been introduced to the System Preferences window (Administration area page » Setup » System » System Preferences).

Unmark the first, Display Business Analyzer on Home page, to remove it for all users; unmark the second, Display Business Analyzer on Navigation List pages to remove the fact pane for all users:

System Preferences

A few years ago I wrote a SQL trigger which would remove the fact pane for all users; this appeared in two editions of the Microsoft Dynamics GP Cookbook and was, much more recently, posted to this blog.

This new feature makes that trigger obsolete, as changing the settings in System Preferences will remove it for all users.

If they desire, users can still switch Business Analyzer back on for themselves on the home page and by individual navigation list. That sid, I don’t know of a single client who wants to use Business Analyzer in either of these ways.

Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

Update Taxes In Fabrikam Sample Company to Add Current UK VAT Rates

Microsoft Dynamics GPWhile the Fabrikam sample company is very US-centric, it is still somewhat useful to use as it has data spread across lots of different modules. The sample data hasn’t been updated for years and so still has the UK VAT rate set at 17.5%; VAT was raised to 20% in the 2010 budget and came into force in January 2011.

I created a script a while ago which could be used to create VAT rates for use in both Purchasing and Sales.

In Sales only a Standard 20% rate is created, but for purchasing rates are created for the Standard 20%, reduced 5%, Exempt and Zero Rated.

/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
-- Sales/Purchases Tax Schedule Header Master (TX00101)
INSERT INTO TX00101
	(TAXSCHID,TXSCHDSC,NOTEINDX)
VALUES
	-- Purchasing
	('UKVATP','UK VAT All Purchasing',0)
	,('UKVATPS','UK VAT Purchasing Standard',0)
	,('UKVATPR','UK VAT Purchasing Reduced',0)
	,('UKVATPE','UK VAT Purchasing Exempt',0)
	,('UKVATPZ','UK VAT Purchasing Zero',0)
	-- Sales
	,('UKVATS','UK VAT All Sales',0)
	,('UKVATSS','UK VAT Sales Standard',0)
GO

-- Sales/Purchases Tax Schedule Master (TX00102)
INSERT INTO TX00102
	(TAXSCHID,TAXDTLID,TXDTLBSE,TDTAXTAX,Auto_Calculate)
VALUES
	-- Purchasing
	('ALL DETAILS','UKVATPS',3,0,0)
	,('ALL DETAILS','UKVATPR',3,0,0)
	,('ALL DETAILS','UKVATPE',3,0,0)
	,('ALL DETAILS','UKVATPZ',3,0,0)
	,('UKVATP','UKVATPS',3,0,0)
	,('UKVATP','UKVATPR',3,0,0)
	,('UKVATP','UKVATPE',3,0,0)
	,('UKVATP','UKVATPZ',3,0,0)
	,('UKVATPS','UKVATPS',3,0,0)
	,('UKVATPR','UKVATPR',3,0,0)
	,('UKVATPE','UKVATPE',3,0,0)
	,('UKVATPZ','UKVATPZ',3,0,0)
	--Sales
	,('ALL DETAILS','UKVATSS',3,0,0)
	,('UKVATS','UKVATSS',3,0,0)
	,('UKVATSS','UKVATSS',3,0,0)
GO

--Sales/Purchases Tax Master (TX00201)
INSERT INTO TX00201
	(TAXDTLID,TXDTLDSC,TXDTLTYP,ACTINDX,TXIDNMBR,TXDTLBSE,TXDTLPCT,TXDTLAMT,TDTLRNDG,TXDBODTL,TDTABMIN,TDTABMAX,TDTAXMIN,TDTAXMAX,TDRNGTYP,TXDTQUAL,TDTAXTAX,TXDTLPDC,TXDTLPCH,TXDXDISC,CMNYTXID,NOTEINDX,NAME,CNTCPRSN,ADDRESS1,ADDRESS2,ADDRESS3,CITY,STATE,ZIPCODE,COUNTRY,PHONE1,PHONE2,PHONE3,FAX,TXUSRDF1,TXUSRDF2,VATREGTX,TaxInvReqd,TaxPostToAcct,TaxBoxes,IGNRGRSSAMNT,TDTABPCT)
VALUES
	-- Purchasing
	('UKVATPS','UK VAT Purchasing Standard',2,90,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPR','UK VAT Purchasing Reduced',2,90,'',3,5.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPE','UK VAT Purchasing Exempt',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPZ','UK VAT Purchasing Zero',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	-- Sales
	,('UKVATSS','UK VAT Sales Standard',1,89,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
GO

--Sales/Purchases Tax Summary Master (TX00202)
INSERT INTO TX00202
	(TAXDTLID,TDTSYTD,TDSLLYTD,TXDTSYTD,TDTSLYTD,TXDSTYTD,TDSTLYTD,KPCALHST,KPERHIST)
VALUES
	-- Purchases
	('UKVATPS',0,0,0,0,0,0,1,1)
	,('UKVATPR',0,0,0,0,0,0,1,1)
	,('UKVATPE',0,0,0,0,0,0,1,1)
	,('UKVATPZ',0,0,0,0,0,0,1,1)
	-- Sales
	,('UKVATSS',0,0,0,0,0,0,1,1)
GO

This script has only ever been tested in the Fabrikam sample company; the script will need to be run again any time you redeploy the sample company using GP Utilities.

Hands On With MDGP 2018 RTM New Features: Copy User Access Across AA Dimensions

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The seventeenth feature of the day is Copy User Access Across AA Dimensions.

Analytical Accounting is one of those modules which I, and a lot of other consultants, will try to guide clients away from. It is overly complex and time consuming to setup, use and, most certainly, to report from.

This new feature should, somewhat, simplify the configuration of access to alphanumeric dimensions by allowing the granted access to be copied between users.

To do this, open the User Access to Trx Dimension Codes window (Administration area page >> Setup >> Company >> Analytical Accounting >> User Access) and click the Copy button:

User Access to Trx Dimension Codes

Continue reading “Hands On With MDGP 2018 RTM New Features: Copy User Access Across AA Dimensions”

Hands On With MDGP 2018 RTM New Features: System Password Remembered

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The fifteenth feature of the day, is Remember System Password.

The new feature means that the system password now only needs to be entered once per session:

Enter the system password.

If you have ever needed to build a new security model for Dynamics GP, you will have become heartily sick of having to enter the system password multiple times. In fact, every single time a protected window was opened, the password needed to be entered.

This feature is a most welcome one, but has one drawback. Once entered, the system password is remembered for the rest of the session. This means if you enter it for a user, such as, for example, to give them access to the VAT Return window, they can then access any other window which is usually protected with the system password.

This shouldn’t generally be a problem as the security roles would have locked down the security windows so normal users wouldn’t see them, but it is something to be aware of and consider.

Click to show/hide the Hands On With MDGP 2018 RTM New Features Series Index

Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The tenth feature of the day was Reporting for Workflow which saw the addition of some Workflow Reports accessible from the Reports section of the Administration area page:

Administration area page Reports section

Continue reading “Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow”