Dynamics GP On-Demand Learning: Word Template Tips


Excellent post on Dynamics GP Support & Services blog that walks us through GP Word Templates.

This was the last post in the series named Microsoft Dynamics GP On Demand Learning Series.

Sincere thanks to GP Support Team, for posting these articles. Highly informative.

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

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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

Field Level Security: Quick Reference To Security Modes


I was brushing myself up for my Microsoft Dynamics GP 2013 – Installation & Configuration (MB3-700). One of the many topics that I think would be very important for all customers is Field Level Security (FLS).

This post is not about explaining WHAT it is, but to give you a quick reference on list of security modes that are available:

Following is the list taken straight from GP System Setup manual:

  • Password Before: You must enter a password before getting access to a field. Password After You must enter a password after modifying a field for the changes to be saved.
  • Warning Before: A warning will be displayed and access to that field will be denied.
  • Lock Field: You can’t use or modify the field.
  • Disable Field: The field will be displayed but it will not be available.
  • Hide Field: The field won’t be displayed.
  • Password Window: You must to enter a password before access to the window is permitted.
  • Disable Window: Enter the system administrator’s password to have access to the window.
  • Password Form: Users or classes must enter the correct password before access to the form is permitted.
  • Disable Form: You must enter the system administrator’s password to modify the form.

FLS is in my opinion the easiest way to enforce necessary and unobtrusive security.

VAIDY

Book Review: Microsoft Dynamics GP 2013 Reporting (Second Edition) – David Duncan & Chris Liley


My second book as reviewer is Microsoft Dynamics GP 2013 Reporting – Second Edition written by David Duncan and Chris Liley.

Snip20131206_19

This book is second edition to their famous Microsoft Dynamics GP 2010 Reporting. So those who have read this book before would see the new book as an upgrade. And that’s quite obvious as this book covers more on reporting features that are now part of Dynamics GP 2013.

The book is structured as follows:

  • Chapter 1: Meeting the Reporting Challenge
  • Chapter 2: Where Is My Data and How Do I Get It?
  • Chapter 3: Working with the Builders – SmartList and Excel Reports
  • Chapter 4: Report Writer and Word Templates
  • Chapter 5: Utilising the SSRS Report Library
  • Chapter 6: Designing Your Analysis Cubes for the Excel Environment
  • Chapter 7: Utilising Analysis Cubes for Excel for Dynamic Reporting
  • Chapter 8: Designing Financial Reports in Management Reporter
  • Chapter 9: Viewing Financial Reports in Management Reporter
  • Chapter 10: Bringing it all Together
  • Appendix: Comparing the Dynamics GP Reporting Tools Against Different Reporting Challenges

Chapter 1 discusses about challenges faced by a report developer and how to get prepared to meet them. If there is one thing that’s changing constantly at Dynamics GP front is how we visualise the data that is entered in GP day-to-day. Financial statements, revenue analyses, stock analyses, multi-dimensional analysis of your business and then there is big data which you might want to link with your own business. This chapter provides food for your thoughts on Reporting overall.

Chapter 2 discusses about how GP stores your data and how easily and efficiently you can access them. This one is, in my opinion, very crucial chapter for any GP report developer. Unless you know how GP is structured and how data is stored, you can never become a successful report developer. To quote the authors themselves: Knowing where to begin is a critical first step. This chapter shows us exactly that.

Chapter 3 discusses about SmartList Builder and Excel Reports Builder. Two most amazingly simple yet efficient tools to create any report. Excellent chapter again.

Chapter 4 discusses about Report Writer and Word Templates. Report Writer, in my opinion, is a very underestimated tool. I am sure David Musgrave would pat me to have said this. Knowing this tool would most definitely help any GP report developer to harness their knowledge on GP data and structure. Word Templates were introduced some time back and meant to be alternative to Report Writer reports. So knowing them also would be better.

Chapter 5 discusses about SSRS reports that come with GP. If your are a SQL developer and you are asked to develop some reports on GP, SSRS is THE best reporting tool. Know the data and you are on. Brilliantly written chapter.

Chapter 6 and 7 discusses about Analysis Cubes for GP. If you require multi-dimensional reports on GP data and want to know how to develop them, these chapters are for you.

Chapter 8 and 9 discusses about Management Reporter, the replacement of FRx, but much more an advanced technology. These two chapters take you step by step in understanding MR and how to design reports.

Chapter 10 summarises whatever been discussed on all previous chapters.

Appendix gives you a view of all reporting tools that are discussed in a simple yet informative table. And this book is certainly not complete without this table. Amazing piece of information one could ask for.

David and Chris have put their sincere and precious efforts on writing this book. Their expertise on reporting is going to be a guiding force through this book to all of us.

This book is published by Packt Publications. Those who would like to buy this book can do so by clicking on the link provided at the beginning of this post OR by clicking on the book logo.

To the authors, David & Chris: I thank you both for this great book and accepting me as one of the reviewers. It’s very difficult to talk about the greatness of this book in one single post, but I guess I have done my best. It’s going to be my reference on anything about GP reporting. Thanks again.

VAIDY

GP 2013 Web Client Rendering on Mac OS Based Browsers


We all know GP 2013 Web Client is rendered on Silverlight. Though Silverlight plugin is available for Mac based browsers, rendering is not same as how it is rendered on Windows based browsers.

Below are some samples:

Windows IE:

Snip20131205_13

 

Mac OS X Safari:

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Windows IE:                                               Mac OS X Safari:

Snip20131205_15                     Snip20131205_16

Windows IE:

Snip20131205_17

 

Mac OS X Safari:

Snip20131205_18

Apparently, there seems to be a rendering issue on showing pictures (and ONLY that I guess).

On the surface, it seems like Silverlight doesn’t render properly on Mac based browsers, while it could work perfectly on Windows. Thinking on this further, it’s only related to images. There could be something that we have to tweak on Silverlight plugin. Not sure what it is exactly at the moment.

Those who have implemented Web Client for customers with Mac, would you please step forward and shed some light on this?

VAIDY

 

 

GP2013 Web Client – Test Drive #MSDYNGP


It’s been an awkwardly long time since I had written anything on this blog. Now is the time probably to break that jinx.

I have been working on testing GP2013 Web Client on our environment. I have been constantly keeping myself updated with GP Web Client by reading our community blogs and forums, but never had seen it on my own machine till today.

Below is the snapshot of GP2013 Web on my MacBook Pro; on Mac OS X Safari browser.

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All you need to do is to install Silverlight for Safari on Mac. If it’s not there, you would be prompted to download and install.

I am now excited to get my customisations work with it. Will post anything that’s interesting and worth to be shared in coming days.

VAIDY

Microsoft Dynamics GP – Roadmap Refresh


MSDynamicsWorld.com has got the coverage on Microsoft Dynamics GP roadmap refresh.

GP Roadmap 2013

It’s quite exciting as well as stunning to know that we are moving towards service based GP architecture.

VAIDY

 

Where is my Custom Reminder window to add reminders to my GP home page?


I was reported with a very vague issue: user could not create a custom reminder from a smartlist. He received an error message as follows:

Snip20130417_3

Basically, below is the window which user is trying to open:

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Ideally, you would think that this window is a part of Microsoft Dynamics GP dictionary. But it is NOT. It is a part of Smartlist dictionary.

But trick here is, you cannot see this window listed on when you try to assign this window a particular Security Task using Security Task Setup window. Then, how? How would I give access to this window?

After around an hour or so, with several script logs and profilers misleading me, I found one interesting statement on SQL Profiler trace, that was executed when the user tried opening that window:

Snip20130417_6

Exactly after this SQL statement, the above error message was thrown at the user. Which means, I must focus my troubleshooting efforts on this table; DYNAMICS..SY10000. This table is simply called User Security.

When user tried to open Custom Reminder window, system checked this table and see whether this user has got access to a window whose resource ID is 1452 in dictionary 0 (which is nothing but product Microsoft Dynamics GP) inside company ID 1 (which is my production GP company).

I was always thinking about something in Smartlist (which is, without any doubt), but system was checking something else in a different dictionary altogether. I wanted to see the window in Microsoft Dynamics GP dictionary which is of resource ID 1452. Opened the DYNAMICS.DIC on Dexterity and checked it, only to realise with disbelief that it was referring to following window:

Snip20130417_7

I did not understand first. Why would it check something totally irrelevant from what user wanted to open? Why would it check access to this window, when opening a window in different dictionary? I have no answer to these questions.

But I just thought I would take a chance. I checked this user’s security task setup and found that Reminders window was not assigned. I assigned that window for this user as shown below:

Snip20130417_8

Tested whether he could open Custom Reminder. To my utter disbelief, IT DID.

So, if somebody is facing same issue and has already lost almost all your hair, here you have, a solution that would bring upon peace.

VAIDY

Extender For GP 2013 – Release Update


eOne Solutions has got an update on release dates of their products for Dynamics GP 2013, including Extender Standard and Enterprise.

Since I am one among those who wait for Extender Standard for GP 2013, the release date has been planned before March 8th, 2013.

Highly important post; read it and plan your schedule of implementation (upgrade/fresh) accordingly.

VAIDY