MDGP 2013 Feature of the Day: Equipment Supersession Date History Is Maintained

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

The fiftieth feature they’ve announced is Equipment Supersession Date History is Maintained.

In Service Call Management, when posting a supersession on an equipment card, the historical event from the post is not recorded if there are multiple changes to the serial number or item number within the same day.

Now with Microsoft Dynamics GP 2013, the date has been added to the history so when multiple changes are made on the same day they will be recorded and can be viewed;

Equipment Maintenance - Supersession

This new feature is targeted at the following roles:

  • Warehouse Manager
  • Product Designer
  • Warehouse Worker
  • Customer Service Rep
  • Customer Service Manager
  • Quality Controller
  • Shipping and Receiving

MDGP 2013 Feature of the Day: BAI Format Added To Electronic Reconcile

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

The forty ninth feature they’ve announced is BAI Format Added To Electronic Reconcile.

The BAI file format, developed by the Bank Administration Institute (BAI), is a common format used to perform electronic cash management balance reporting. Many banks use the format for electronic account balance reporting. However, the Electronic Reconcile module in Microsoft Dynamics GP was not compatible with the format.

This feature makes the necessary updates to the Electronic Reconcile module needed to be compatible with the BAI format. Fields and record types required by the format have been added to the configurator, and related forms and processes to enable reading files in the BAI format.

Electronic Reconcile Format Configurator

This new feature is targeted at the following roles:

    • CFO
    • Accounting Manager
    • Controller
    • Accountant

MDGP 2013 Feature of the Day: Printing 1096 Forms

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

The forty eighth feature they’ve announced is Printing 1096 Forms.

In Microsoft Dynamics GP2013, you can print the 1096 summary form in addition to printing the 1099 forms.

The 1096 information can be printed on a pre-printed form for the 1099 Miscellaneous, 1099 Dividend and 1099 Interest tax types.

There is also a 1096 SQL Reporting Services Report that is similar to the IRS report layout that you can use for informational purposes only.

In Print 1099, mark to print the 1096 after you’ve printed your 1099’s for the tax type. Microsoft Dynamics GP will print on the preprinted form and mark the correct box for each tax type;

1096

This new feature is targeted at the following roles:

    • Accounts Payable
    • Accountant
    • Bookkeeper

MDGP 2013 Feature of the Day: Default View Stores Sort Order

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

The forty seventh feature they’ve announced is Default View Stores Sort Order.

Customers have the ability to choose additional sorts or custom sorts within lookups and can choose Set as Default View. Once this has been chosen as the default, the next time the user enters the lookup the list will populate based off the sort they Set as Default View.

This gives the customer the flexibility to set the lookups based off how they need to see the data and can save them valuable time in the application. The Set as Default option is available within the Customer and Prospects, Vendors, Items, Salespeople and Employees lookups;

Customers and Prospects Lookup

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MDGP 2013 Feature of the Day: Credit Card Vendor’s Invoice Void

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty fifth feature they’ve announced is Credit Card Vendor’s Invoice Void.

In Microsoft Dynamics GP, when a credit card payment is made in the application the system will automatically create an open invoice for the Credit Card Vendor that is assigned to the credit card. With Microsoft Dynamics GP 2013, once the customer voids a credit payment, the application will automatically void the outstanding credit card vendor’s invoice that is associated with the credit card payment.

If the Credit Card Vendor’s invoice has already been paid, the application will display a warning messaging stating the credit card vendors invoice will not be voided.

Payables Transaction Inquiry - Vendor

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How To Deploy The Demo Company In Microsoft Dynamics GP 2010

Microsoft Dynamics GPIn the last couple of posts, I showed how to configure the server of Microsoft Dynamics GP by creating the System database and how to create a new company. In this post I’m going to run through deploying the Fabrikam, Inc. demo company.

To create the company, open GP Utilities (Windows Start menu » All Programs » Microsoft Dynamics » GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

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How To Create A Company In Microsoft Dynamics GP 2010

Microsoft Dynamics GPIn the last post, I showed how to configure the server of Microsoft Dynamics GP by creating the System database. In this post I’m going to run through the company creation process.

To create the company, open GP Utilities (Windows Start menu » All Programs » Microsoft Dynamics » GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

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How To Install Microsoft Dynamics GP 2010 – Client

Microsoft Dynamics GPHaving installed Microsoft SQL Server 2012 into a test environment and created the ODBC for connecting GP to SQL Server the next step is to install the Microsoft Dynamics GP client.

Microsoft Dynamics GP 9 was the last version which had a separate Server and Client installation; all versions since then have had only a single setup utility for both server and client.

When the setup utility (setup.exe) from the Microsoft Dynamics GP installation media is run, the Microsoft Dynamics GP 2010 Bootstrapper Setup will run to install the prerequisites;

Microsoft Dynamics GP 2010 Bootstrapper Setup

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How To Create An ODBC For Microsoft Dynamics GP 2010

Microsoft Dynamics GPI’ve recently had the need to document the install process for Microsoft Dynamics GP 2010 for a new client so I thought I might as well finish off the task and but turning it into a small series of blog posts, the first of which will cover the manual creation of an ODBC connection.

To connect the Microsoft Dynamics GP client to the databases on SQL Server, an ODBC connection needs to be setup. In an x86 version of Windows this can be done using the ODBC Control Panel applet, but in an x64 version you need to use the x86 version of the ODBC Data Source Administrator.

The easiest way of accessing this is by using the Run window and opening %windir%\SysWOW64\odbcad32.exe;

Run

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

Microsoft Dynamics GPMicrosoft 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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