This post is part of the Features of Financial Elementz from ISC Software
, as well as part of the over-arching GP Elementz from ISC Software
Financial Elementz is a collection of imports, inquiries and reports from ISC Software which can improve the efficiency of finance/accounting teams by adding functionality to Microsoft Dynamics GP.
Over the course of this series, the index, below, will automatically update with the new posts as they go live (unless you’re reading a syndicated version of this post in which case check back here)
While created a new version of a customised window for a client (the old customised version was causing problems for submission to Workflow) I needed to change the tab order of the fields on the window; I’d removed quite a few fields and changed the positions of the remaining.
I couldn’t remember how to do this (I last remember doing this in Visual Studio where you can select a field and change the tab order directly) so a quick online search found me a blog from David Musgrave, originally on the old Developing for Dynamics GP blog and now on his Winthrop DC blog.
The short version is to click Layout » Set Tab Sequence and then tab through the fields, double-clicking a field to change the order:
When doing this make sure you tab through fields, even after double-clicking to change the order, or odd tab ordering will result.
David’s blog post has a lot more detail available on preparatory steps, steps to accomplish the reordering as well as cautions on what to be careful.
I have a new book available now called Jet Reports with Microsoft Dynamics GP
; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics GP for financial and/or operational reporting.
The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step guides on creating six different types of report and closing with a look at the report building tools and Jet Hub.
The book is available as an eBook direct from my azurecurve Publishing site or from Amazon (for $5 more):
The book is structured into these chapters:
- Chapter 1, Introduction to Jet Reports, introduces Jet Reports and explains what type of reporting for which it can be used.
- Chapter 2, Implementing Jet Reports, covers the installation of Jet Reports including the Jet Service Tier and Jet Hub.
- Chapter 3, Configuring Jet Reports, shows how to configure Jet Reports once it has been installed.
- Chapter 4, Introducing the Excel Add-in, introduces the Excel Add-in and the features available.
- Chapter 5, Report Structure, shows how reports can be structured to make maintaining them easier.
- Chapter 6, Using the functions in the Excel Add-in, shows how each of the four Jet Functions can be used.
- Chapter 7, Creating and using an Options page, covers the creation and use of an options page in reports.
- Chapter 8, Create a Summary Trial Balance, steps through the creation of a Summary Trial Balance report.
- Chapter 9, Create a Detailed Trial Balance, shows how to make the Summary TB from the previous chapter into a Detailed report.
- Chapter 10, Create a Balance Sheet, covers the creation of a formatted Balance Sheet.
- Chapter 11, Create an Income Statement, covers the creation of an Income Statement and how to make it an intercompany/consolidated version.
- Chapter 12, Create a Summary Payables Aged Trial Balance, shows how to create a Summary Payables Trial Balance report.
- Chapter 13, Create a Purchase Order by Vendor Report, covers the creation of an operational report on purchase orders.
- Chapter 14, Report Creation Tools, introduces the tools which can be used to make creating reports easier.
- Chapter 15, Using Jet Hub, shows how users can access Jet Reports via web access and without a local install of Jet Reports.
If you buy the ebook from me directly, the coupon code JetWithGPLaunch will get you 20% off the price of this book (offer available until the end of July 2020).
I recently assisted with a support call logged by a client following the introduction of an RM integration created using SmartConnect.
The client enters exchange rates at the start of the month, but following the integration being deployed, extra exchange rates were being inserted into the exchange rate table. This caused problems as the rate from the external system varied more often than the rates entered, and required, in Microsoft Dynamics GP.
The investigation started from the integration to see if there were any settings in it which could be causing this issue, but none seemed relevant. The only currency fields being set was the Currency ID and the Exchange Rate.
After this I started taking a look into the eConnect stored procedures on top of which SmartConnect runs. After digging down a couple of levels I discovered that taMCExchangeRate has a section which inserts the exchange rate passed in if it is not in the Exchange Rate table; this is regardless of the setting in Multicurrency Setup ( ) which were set to allow rates to be used without being added to the exchange rate table.
The client was running Microsoft Dynamics GP 2013 SP2 and my investigation was confirmed on a 2019 October Release environment so this is a long standing issue which is not yet resolved; I have confirmed with Microsoft that they are aware of this issue and it is logged with the development team for resolution in a future version.
In the meantime, I have deployed customised versions of two stored procedures to the client so that they do not have the exchange rates being inserted into the exchange rate table.
I’ve been working on a project to convert some bank accounts to making payments via EFT through Microsoft Dynamics GP using the payment run process for a client. On one of these accounts, the user ran into problems with the remittance and could not longer see the batch in the Process Remittance
window [gpmnu]Purchasing area page » Transactions » Process Remittance( ); the batch did show up in the lookup on the Payables Batches
window showing a status of Remittance Printing
, so it should have been visible.
I did some exploring of the data and reset the Marked to Post column from
0 in Batch Activity (SY00800) and changed the Batch Status from
140 (Remittance Printing) to
130 (Remittance Report) in PA Report Posting Definitions Master (SY00500).
After this the batch was available for selection in the Process Remittance window and the payment run could be completed.
On my Microsoft Dynamics GP demo environment I have Office Professional Plus 2019 installed and Dynamics GP configured for MAPI integration for the sending of emails (I sometimes have my demo environment used when I don’t have an Internet connection so have a hMaiLServer installed for emails instead of relying on the company Exchange). I got caught doing a demo last week when sending an email, Microsoft Dynamics GP crashed whenever I did anything involving integration with email.
I first encountered the crashes when trying to email a creditor remittance, but soon found that even trying to open the Email Settings window did the same thing; in fact any window which tries to connect with Outlook, caused Dynamics GP to crash. I did some investigation and repairs of Office, as well as rolling back a version or two to see if that resolved the problem. Unfortunately it didn’t resolve the problem so I opted to remove and reinstall Microsoft Office from the original media which I know had worked. And it worked again; the rollbacks should have worked, but I may ot have rolled back far enough.
As this old version worked fine, I have disabled automatic updates of Office to make sure I don’t have problems again.