MDGP 2013 Feature of the Day: Edit Remit To Address

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

The forthy second feature they’ve announced is Edit Remit To Address.

In Payables Management when entering an invoice, you select the vendor address to which an invoice is to be paid. Now, with Microsoft Dynamics GP 2013, you can edit the remit-to address ID after the invoice is posted.

This is done by loading the open invoice in the Edit Payables Transaction window where the remit-to address ID can be changed;

Edit Payables Transaction

This new feature is targeted at the following roles:

  • Accounts Payable
  • Accountant
  • Bookkeeper

How To Install Microsoft SQL Server 2012

Microsoft SQL ServerI covered a wide variety of topics mainly around GP and related products as well as a few around SQL Server but I’ve not actually done a post on the “correct” installation process of installing SQL Server for use with Microsoft Dynamics GP (I highlight correct as I’m sure some people will disagree with how I am doing the installation).

With the release of Microsoft SQL Server 2012 I thought it was time to rectify this. I am going to be installing the Enterprise Edition of Microsoft SQL Server 2012 but the process is the same for each of the versions. The install is being done as I usually do them on a VM for testing/demo purposes; I would pay more attention to security and the location of the log and data folders if this were being done on a production machine.

To install SQL Server, run the setup utility on the installation media which will open the SQL Server Installation Center;

SQL Server Installation Center

Continue reading “How To Install Microsoft SQL Server 2012”

How To Install Connector for Microsoft Dynamics GP – Integrate Data

Microsoft Dynamics GPThis is the seventh post in the series on how to install the Connector for Microsoft Dynamics GP; the first six posts covered the prerequisites, installation, adapter configuration, creating a new integration, preparing data for integration and synchronise picklists.

Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and picklists synchronised, the next step is to start running the integrations.

As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.

In the Connector for Microsoft Dynamics (Start menu » All Programs » Microsoft Dynamics » Microsoft Dynamics Adapter » Connector for Microsoft Dynamics) navigate down to the UofM Schedule to Unit Group node (Home » Microsoft Dynamics GP 2010 \ Microsoft Dynamics CRM 2011 » Fabrikam, Inc. \ Fabrikam, Inc. » Maps » >UofM Schedule to Unit Group);

Connector for Microsoft Dynamics

Continue reading “How To Install Connector for Microsoft Dynamics GP – Integrate Data”

MDGP 2013 Feature of the Day: Pay Code, Benefit & Deduction

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

The fortieth feature they’ve announced is Pay Code, Benefit & Deduction.

This is a US and Canadian Payroll only Feature of the Day.

Now you can change the name of a pay code, deduction code or benefit code with Microsoft Dynamics GP 2013. This feature allows you to change individual codes or change multiple codes using an import file.

This feature will change the name of the code throughout the data tables including history tables. You can validate the import file before processing it and at the end of the process an update report is generated showing you what was changed.

Continue reading “MDGP 2013 Feature of the Day: Pay Code, Benefit & Deduction”

How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists

Microsoft Dynamics GPThis is the sixth post in the series on how to install the Connector for Microsoft Dynamics GP; the first five posts covered the prerequisites, installation, adapter configuration, creating a new integration and preparing data for integration.

One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.

There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder (%ProgramFiles(x86)%\Microsoft Dynamics\Microsoft Dynamics Adapter) and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;

Windows Explorer

Continue reading “How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists”

MDGP 2013 Feature of the Day: Update Back Order Item Qty In Field Service

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

The thirty ninth feature they’ve announced is Update Back Order Item Qty In Field Service.

Microsoft Dynamics GP Service Call Management and Depot Management will now update the Item Quantity Master when they have a back ordered item. This will be visible in the Item Inquiry and Item Quantities Maintenance windows and give you a truer representation of your inventory quantities.

The example screenshots show Item 3-D2657A (DB 15 Male Adapter) with no items on back order in Item Inquiry;

Item Inquiry

Continue reading “MDGP 2013 Feature of the Day: Update Back Order Item Qty In Field Service”

How To Install Microsoft Dynamics GP 2013 (Beta) – Deploy Demo Company

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead

With the release of the beta of Microsoft Dynamics GP 2013 earlier this evening I thought I’d do a short series of posts on the installation process.

In this post I’m going to cover the deployment of the demo company.

To perform the server configuration, run GP Utilities and log in using the sa user and progress to the Additional Tasks stage, select Add sample company data and click Process;

Additional Tasks

Continue reading “How To Install Microsoft Dynamics GP 2013 (Beta) – Deploy Demo Company”

How To Install Microsoft Dynamics GP 2013 (Beta) – Server Configuration

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead

With the release of the beta of Microsoft Dynamics GP 2013 earlier this evening I thought I’d do a short series of posts on the installation process.

In this post I’m going to cover the server configuration part of the installation process.

To perform the server configuration, run GP Utilities and log in using the sa user;;

Welcome to Microsoft Dynamics GP Utilities

Continue reading “How To Install Microsoft Dynamics GP 2013 (Beta) – Server Configuration”

How To Install Microsoft Dynamics GP 2013 (Beta) – Client

Microsoft Dynamics GPThis post relates to the Microsoft Dynamics GP 2013 Beta; if you’re installing the RTM of Microsoft Dynamics GP 2013 please read this post instead.

Well, with the beta of Microsoft Dynamics GP 2013 being released, I couldn’t resist. I got a friend to download it for me so I didn’t have to wait for tomorrow morning when I got to work.

Yes, I’m a geek. Yes, I’ sad. Yes, I need a life. I’ve heard it all tonight. I don’t care; a fresh bottle of Glenkinchie is accompanied by GP 2013 🙂

To start with I thought I’d cover the installation of the traditional desktop client.

Run up the setup utility by double clicking the setup.exe which will run the Bootstrapper Setup to install the prerequisites;

Microsoft Dynamics GP 2013 Bootstrapper Setup

Continue reading “How To Install Microsoft Dynamics GP 2013 (Beta) – Client”

How To Install Connector for Microsoft Dynamics GP – Preparing Data for Integration

Microsoft Dynamics GPThis is the fifth post in the series on how to install the Connector for Microsoft Dynamics GP; the first four posts covered the prerequisites, installation, adapter configuration and creating a new integration.

In this post, I’m going to highlight an issue which bit me when I was creating this series of posts using the Fabrikam, Inc. demo company.

This isn’t an issue I’ve encountered in the wild, so to speak, but it is a difference in how Microsoft Dynamics GP and Microsoft Dynamics CRM handle Unit of Measure Schedules and Unit Groups respectively.

Microsoft Dynamics GP allows for Unit of Measure Schedules to have two UoM details of the same name. For example, the Fabrikam, Inc. Unit of Measure Schedule Wire contains Spool defined as both 100.00 Foot and 33.33 Yard;

Unit of Measure Schedule Setup

Continue reading “How To Install Connector for Microsoft Dynamics GP – Preparing Data for Integration”