#MSDYNGP Extender View Involving Extender Window/Form – Strange “Add Link” Issue & Reason.


Firstly, I am not sure whether I should categorise this as an issue. Let me explain this with an example.

For illustrative purpose, my requirement is to assign an additional information to customers. In addition to Country Code, I would like to assign from which continent a customer is from.

First step; to create an Extender Form named Continent Maintenance in which I will maintain list of continents. I do not need anything information other than an ID (Continent ID) and a name (Name); as shown below:

Snip20140114_1

Note that there are no fields apart from ID and Description.

Second step; I am going to create an Extender Window for Customer Maintenance (Cards -> Sales -> Customer -> Additional -> Continent) to assign a continent to a customer. Extender Window definition is as follows:

Snip20140114_2

Third step; is to check whether things are properly done and confirm. Let me open Customer Maintenance and see if I can access this new Extender information:

Snip20140114_3

Perfect. Let’s now get into the actual issue.

I would like to create a view to retrieve customer continent information. To achieve this, I would like to link Assign Continent (Extender Window) with Continent Maintenance (Extender Form) to get the continent name. Ideally, my view should retrieve following:

Customer ID, Continent ID, Continent Name

Now, when I try to create an Extender View linking my Extender Window and Form, I end up facing below issue:

Snip20140114_4

Snip20140114_6

Did you see that? I do not have my Extender Form fields shown here. I have two fields; Continent ID and Name. Where are they? Why are they not shown here? Shouldn’t it be available for me to link with my Extender Window’s Continent ID?

REASON: If your Extender Form DOES NOT have any other field than an ID and a Description (in my case, Continent ID and Name), ADD LINK To Field will not list out the ID and Description fields.

Is that the actual reason? Let’s confirm by adding another field to Extender Form as follows:

Snip20140114_7

After adding above field, Additional Info., look at my Extender View Add Link now:

Snip20140114_8

Did you see that? They are available now. AFTER adding a field in addition to default ID and Description fields.

And I am not sure how many have ever noticed this. I am noticing it for the first time now. I haven’t created any form with only ID and Description till now. I had to spend 4 hours to identify this reason, honestly. Had no idea whatsoever.

Those who are going to deal with Extender views with form(s) having ONLY ID and Description fields, save your 4 hours. :-)

VAIDY

Delete a Company in Microsoft Dynamics GP – Compatible With GP 2013


We have a SQL script named ClearCompanies.sql, which is available on Customer Source or Partner Source. This script removes all references to those companies that are not available in SQL Server, but pretty much exist in GP records.

It’s an all important script for all implementers, developers and consultants. Now this script has been updated to cater for also GP 2013. I had not used this script for a long time, so never realised it till today. This is particularly important as GP 2013 now support multi-tenant architecture (multiple GP System DB on same SQL instance).

You can download this script from here (provided you have a Customer Source / Partner Source account): ClearCompanies.sql.

VAIDY

Management Reporter Configuration – Part Of Domain Error


I am not sure how many would have noticed this error message. Just thought of sharing this with you all.

I installed Management Reporter 2012 CU7 on my machine yesterday night for some testing. I had not done this outside a network (being physically away from a domain) before, so never expected an error. But following error message popped up:

Snip20140106_4

 

My machine is already part of a domain. So above message was a bit confusing. Later I realised that I MUST be connected to my domain when the configuration process is run.

Which means the machine on which you are installing Management Reporter Server component CANNOT be physically outside the domain (even though it is already added to one) when you configure it.

This morning I restarted the configuration process and it’s done without issues. Interesting.

VAIDY

Mission MB3-701 Accomplished (Microsoft Dynamics GP 2013 – Financials) #MSDYNGP


MS_2013(rgb)_1511

There is no better way than this to end an year and begin one. Biggest achievement in recent times; without doubt.

After passing MB3-700 (Microsoft Dynamics GP 2013 Installation & Configuration), it sounded quite logical to take the next step, MB3-701 (Microsoft Dynamics GP 2013 Financials). Got damn nervous upon reaching the exam schedule. Stressed, tired, overloaded.

I have ample experience in implementing GP, so clearing MB3-700 was not that difficult. But Financials, MB3-701, is different ball game altogether. I had no idea how questions would be asked; 45 questions from 6 modules (System & Company Configuration, General Ledger, Bank Management, Payables Management, Receivables Management & Fixed Assets). There are no online/classroom training courses available yet. After another strenuous 2 weeks of preparation, stress and tiredness, here I am; feeling like standing on top of this world. :-)

Mission MB3-701 Microsoft Dynamics GP 2013 Financials Accomplished.

I am now officially Microsoft Specialist: Microsoft Dynamics GP 2013. I started 2013 as usual, like any other year. But I have ended it on the highest possible note. I have never been this proud of my own achievements before. This one is so damn special.

Welcome 2014.

VAIDY

GP Web Client: Rendering Issue – Some Facts


Almost a month back, I had posted my GP web client test drive results on how the client is rendered on Mac based browsers and possible issue with Silverlight plugin. I am probably wrong.

Everything works other than pictures; that’s what I had found. Upon drilling down further, what I realised is that it sounds obvious that it doesn’t work on Mac based browsers. Reason: Native Pictures.

Definition of Native Picture says following:

Snip20131230_12

Consider, for instance, the following snapshot of GP login window on a web client rendered on Mac Safari:

Snip20131230_10

It’s not shown. Initially I thought it was something to do with Silverlight rendering. But not exactly. It’s because, this picture is a Native Picture. And by definition, it’s specific to Windows OS. Look at this picture definition below:

Snip20131230_9

Apparently, by nature, it’s NOT supposed to show up on any OS other than Windows.

It’s not just this picture. Lookup Button icons, Note icons are all Native Picture types. And due to that, they are not going to render on any other OS. And if I am not mistaken, this will remain as it is at least till next major version of GP.

Those who implement GP web client MUST be aware of this.

VAIDY

Where Have #MSDYNGP Product Printable Manuals Gone?


I am not sure how many of us actually refer to GP user manuals; the ones that come in PDF format and contain module functionalities. But I do, religiously. When I came to know that they are not available offline anymore, I was a bit upset. After a bit of traversing here and there, I have finally found the location of them.

Take a look at below screenshot, which compares GP 2010 Printable Manuals menu and GP 2013 Printable Manuals menu:

Snip20131224_3

 

Apparently, when you click on that “Documentation and resources for Microsoft Dynamics GP” link from GP 2013 Printable Manuals window, it takes you to this webpage:

Snip20131224_4

 

And click on Documentation and resources for Microsoft Dynamics GP 2013 (highlighted above with RED box), you will be taken to following link: http://technet.microsoft.com/en-us/library/jj673201(v=gp.20).aspx.

From there, locate Printable Guides [GP 2013] as shown below:

Snip20131224_5

Once you click that, you will be taken to following link from where you can find all your module manuals: Printable Guides.

Biggest hassle is to click on each link found on this page, being taken to another page and from there download the PDF and it literally kill us. If they are available offline already on GP applications folder, like how it used to be before, it would have been awesome.

Never realised that Microsoft would put them all online and not plant them on our GP application folder anymore. Strange strategy.

VAIDY

13 Favorite New Features of GP 2013 – Webinar by Frank Hamelly & MSDynamicsWorld #MSDYNGP


I attended a webinar conducted by Frank Hamelly and was organised by MSDynamicsWorld.com. It’s about 13 new, interesting and favorite features of GP 2013. The webinar was on last Wednesday, 18th December 2013.

Following are the features:

  1. Reason Codes
  2. PO Tolerance
  3. PO Prepayments
  4. Sales Ship To Address Name
  5. Sales Suggest Line Items
  6. Fixed Assets Inter-company Transfer
  7. Fixed Asset Historical Depreciation Report
  8. Historical GL Journal Entry Report
  9. 1096 Form – Summary of 1099 Forms
  10. Default Sort for Customer & Vendor Lookup
  11. Reprint Payables Checks & Remittance Forms
  12. Reconcile To GL – Inventory
  13. Select Printer at Print Time

Apart from above list, there was one another feature, SmartList Navigation Pane Resize, which was discussed. This one is an awesome enhancement. Though it might sound trivial, it was one which was time and again requested by many customers and consultants.

Watch this webinar on demand from following link: 13 Favorite New Features in Microsoft Dynamics GP 2013.

I have a post coming up in couple of days that address the first feature in this list; Reason Codes. Stay tuned.

VAIDY

Mission MB3-700 Accomplished (Microsoft Dynamics GP 2013 – Installation & Configuration)


MS_2013(rgb)_1547

It’s been more than 4 years since I had taken any competitive examination, be it Microsoft Dynamics GP or anything else. I felt like being outrageously stagnant for my stature and decided to accomplish Mission MB3-700; Microsoft Dynamics GP 2013 Installation & Configuration.

I had to solely rely on my implementation experience and some user manuals, especially for Web Client. Having done a test drive of Web Client couple of weeks back did help me to bigger extent. But that was not enough surely.

After a week of extensive preparation outside my work hours, I can proudly declare that I have accomplished my mission. MB3-700 is conquered.

I am now a proud Microsoft Dynamics GP 2013 Installation & Configuration Specialist.

It’s only a beginning and there is certainly more to conquer. I sincerely believe I will.

VAIDY

Book Review: Microsoft Dynamics GP 2013 Cookbook – Ian Grieve & Mark Polino


This was my first book as a reviewer this year. I am in fact a bit too late to write about this gem. As like previous books, this book will remain treasured in my shelf.

The book I am talking about is: Microsoft Dynamics GP 2013 Cookbook.

Snip20131211_7

The book is written by MVPs Ian Grieve and Mark Polino. They need no introduction. If you are a GP consultant or community member, you should be knowing them. Let’s jump into the review straightaway.

Anybody who would like to buy a book, nowadays, look at immediate benefit that they get from it. We are no more disconnected. For any issue, we have a possible solution lying out there, you just need to reach it. Google it, Bing it (like how Ballmer say), email your peers, tweet it, register your question on relevant forum and you have experts who are happy to volunteer and guide you through your issue.

I am especially proud of my Dynamics GP Community, where almost all the times you won’t be left dissatisfied. You have a question, ask the community and rest assured that somebody would take that extra effort and get you through.

In such an age of unlimited guidance and resources, what makes this book a “GO GET IT” book? Apart from the authors who have got tons of experience and expertise collectively, content of this book is telling for us to treasure a copy.

This book is structured as follows:

  • Chapter 1: Personalising Dynamics GP
  • Chapter 2: New in Dynamics GP 2013
  • Chapter 3: Organising Dynamics GP
  • Chapter 4: Automating Dynamics GP
  • Chapter 5: Harnessing the Power of SmartLists
  • Chapter 6: Connecting Dynamics GP to Microsoft Office 2013
  • Chapter 7: Exposing Hidden Features in Dynamics GP
  • Chapter 8: Improving Dynamics GP with Hacks
  • Chapter 9: Preventing Errors in Dynamics GP
  • Chapter 10: Maintaining Dynamics GP
  • Chapter 11: Extending Dynamics GP with the Support Debugging Tool
  • Chapter 12: Extending Dynamics GP with Professional Services Tools Library

Chapter 1 discusses about how to personalise GP. You have so many ways to personalise your accounting system. There is no one standard way to do that. But with GP, there is a specific set of standard tweaks that will come in handy. I am not touching any single tweak here in my review. No spoilers. If you are a GP consultant already and know something (or more) about GP, you would still won’t go empty handed.

Chapter 2 discusses about what’s new in Dynamics GP 2013. This book is basically a Second Edition to the book Microsoft Dynamics GP 2010 Cookbook written by Mark. Apparently, a followup book like this should discuss about new features compared to old version of GP. This chapter does that precisely. The difficulty in writing a cookbook is to choose recipes that are interesting, appealing and significant to a user. With loads of new features in GP 2013, this chapter picks recipes that will surely be appealing and significant. These are standard ones required by most of the customers.

Chapter 3 discusses about how to organise GP. An accounting system is no small thing. They are big, confusing at times and scattered in terms of accessibility. 100% success of an ERP system is achieved only when we gain users’ confidence. This chapter gives us some recipes to organise GP and thereby gaining more confidence in using it. A simple thing like “User Defined Fields” can give more clarity to either a transaction or a master record. This chapter is full of such simple yet effective recipes.

Chapter 4 discusses about automating certain processes in GP. Time is precious to anyone. Especially when it comes to business, seconds matter. I have heard from lot of frustrated users that their ERP system does not help them do things faster enough. This chapter brings us some recipes that will help a user perform quicker and save time. Recipes range from manual process to totally automated process.

Chapter 5 discusses about SmartList and how it can be used efficiently. I have mentioned several times at many places that SmartList is the best tool to see your data and analyse it. You can do wonders with SmartList. And being a dedicated chapter on SmartList, this one talks about how to bend your SmartList to better extent and get what you want from it.

Chapter 6 discusses about connecting GP to Office 2013. One of the many reasons Microsoft talk about having Dynamics GP as our ERP is it’s interoperability with MS Office. From Letter Writing Assistant to Excel Reports, GP can talk seamlessly to two of the most productive tools in MS Office; Word and Excel. By end of this chapter, you should be well versed with GP data analysis.

Chapter 7 discusses about some (among many) hidden features in GP which can be so useful in tuning GP. Why are these hidden? Are they not visible to users? Not in that context. It’s hidden because it’s there all these times, but not being stressed upon. We won’t know how important they are till we actually use it. This chapter explains these features in it’s precise context so you know their exact importance. There are many such features in GP. I wish we would get to see a Third Edition Cookbook soon from Mark & Ian.

Chapter 8 discusses about improving GP with hacks. No no, not literal hacking. GP is secure and nobody can *hack* it as it is. When we talk about GP hacks, we are basically talking about how to get *into* GP and make it more efficient. Read this chapter to learn more about this. I am not going to discuss even a single recipe here. No spoilers. But trust me, this chapter gives you some best hacks to make GP smart and efficient.

Chapter 9 discusses about preventing errors in GP. That’s a nice chapter. Resolving errors is one way of addressing issues. Preventing some of the common errors is totally the smartest way of addressing things. You don’t let issues come to you. Anticipate them and kill them well before they arise. You can save a lot of support fees, believe me. More than anything, less number of error messages in GP means more confident and relieved users are. I again insist on this; if you want your GP implementation to be 100% successful, you MUST gain users’ confidence in GP.

Chapter 10 discusses about maintaining GP. GP is just another software and like all others, it requires periodical maintenance too. From taking necessary backups, to performing SQL DB tuning, to troubleshoot issues without much disturbance to users, maintaining GP is very important. This chapter explains some recipes to handle many such situations.

Chapter 11 discusses about Support Debugging Tool (SDT). Developed by David Musgrave and his team, this tool is a consultant’s Swiss Army Knife. Learn more about this tool on the link provided in the beginning. This chapter, though, summarises some important usages of this tool and how it extends GP’s functionality.

Chapter 12 discusses about Professional Services Tools Library (PSTL). From simple requirement such as changing a customer ID or vendor ID to complex requirement such as duplicating a company’s data, PSTL addresses all. This chapter focusses mainly on those which are day-to-day requirement.

I mentioned exact same words in my previous two reviews. And I am not going to shy away to write same words here: Ian and Mark have put their sincere and precious efforts in writing this book. More than writing a book, it’s the intention to share their experience and expertise with all of us. A book from them is surely going to be useful without doubt.

Go for it. Get one copy and taste their experience. It’s surely going to make a world of difference in the way you interact with an amazing product, that is Dynamics GP. Those who wish to buy this book can do so by clicking on the link provided at the beginning of this review OR by clicking on the book logo.

To the authors, Ian & Mark: Ian, I had told you (in the month of June if I remember correctly) that I would be writing about this book. I could not do that till this day. I hope you would forgive me for that delay :-). Brilliantly written book. I am using many recipes from this book, so I know at first hand how useful this book is for us, consultants.

Mark, we all owe you a lot. What more could I say! This book, especially, has become my reference guide from the time I got it; honestly speaking.

I am just hoping to see another Cookbook soon; this book is simply not enough. :-)

GP 2013 Web Client – Cross Domain Error


This probably would be a common error faced by many of us across the GP world, while trying to access GP 2013 Web Client.

Upon launching GP web client on my browser, it asked me to enter my domain credentials and once I did that, I was greeted with following error:

Snip20131209_5

 

Complete error message is as follows:

Severity: Critical
Summary: An error occurred while initializing communication with the server.
Details: [CrossDomainError]
Arguments: https://<machine name>.<domain name>:48652/RuntimeService/5652
Debugging resource strings are unavailable. Often the key and arguments provide sufficient information to diagnose the problem. See http://go.microsoft.com/fwlink/?linkid=106663&Version=5.1.20913.00&File=System.ServiceModel.dll&Key=CrossDomainError

Reason is quite trivial; I had entered the url on my browser as follows:

https://<machine name>/GP

Instead, I should have entered the url on my browser as follows:

https://<machine name>.<domain name>/GP

For instance, if my GP web client server name is GPDEV and my domain name is GPDOMAIN.COM, then I should enter my url as follows:

https://gpdev.gpdomain.com/GP

There could be several other reasons for this CrossDomainError issue, but above solution fixed mine.

VAIDY