A gem of an article from Victoria. Most of us would have wondered certain things with regards to Sales Transaction Distributions. At least, I used to wonder certain key aspects of this.

I knew WHAT distributions are created when we create a transaction and when we post it. For instance INV & COGS account distribution lines will not be created at the time of SOP document creation. It is created only when you post it. But I never knew WHY it is. Whenever I tell my team, I simply tell them that this is how it is done. I never had an answer for a trivial response from the team; WHY. This could be a very simple, something basic for me to know, but this is something new, when I read it. But clearly, I feel enlightened.

There are much more than what we would expect. Read this article itself to learn more: Sales Transaction GL Distributions in Dynamics GP.

Vaidy

Is it important to set the tab sequence? YES IT IS. Not always we think about the convenience and user experience when we design the UI. Most of the developers across the world, first think about, is to meet the functionality. It is also so very important that we set the Tab Sequence properly. On a flip side, Unit Testing of any UI should capture this as incomplete and that needs to be addressed by the concerned developer.

A good article on this from David: How to Set the Tab Sequence. Read it and you will find many important details, which you may have overlooked or not be aware of. And don’t forget to set the tab sequence on each UI that is being designed.

Vaidy

We can close GP programatically using VBA and Continuum API. Daoud’s article contains the code which we can use: Programatically Closing for Dynamics GP.

This will not close Dynamics GP if there are some background processes being run. The main reason: this is nothing more than simulating a User selecting “Exit” from “Microsoft Dynamics GP” menu, which is a very good thing, as we are not suppose to close GP when some background process is being run.

Having said that, we should pay a visit to David’s article: Running a macro to automatically close GP Example. Now this code also does the same, closes GP programatically, but does it after an important background process (the Check Links in his example) completes its task. We can reuse the logic to any similar requirement. David’s article is there for our reference for sometime now, but I just thought of highlighting this again, as both articles are contextual.

Very useful articles.

Vaidy

Hi All,

An update to the previous post. My blog is now available and can be accessed without any issues on this new address: www.vaidy-dyngp.com. Sorry for the inconvenience (if any) for the past 3 days.

Hoping to see you all visiting my blog in future as well, learn and discuss GP.

Thanks
Vaidy

Hi All,

It’s a phase of CHANGE on all parts of the globe. Some are for good and some otherwise.

Hey wait a second… This has got nothing to do with my blog address being changed from http://vmdyngp.blogspot.com to http://www.vaidy-dyngp.com.

My blog is currently on a Domain Transition and will soon be available on the new address. Apologies for the inconvenience for those who follow my blog and for the new readers.

Till then you can access all the articles by replacing the address www.vaidy-dyngp.com by vmdyngp.blogspot.com. For instance the page address of the article GP to the Max is http://www.vaidy-dyngp.com/2008/12/gp-to-max.html, which can be accessed without any issues by replacing the www.vaidy-dyngp.com by vmdyngp.blogspot.com; so the temporary address will be http://vmdyngp.blogspot.com/2008/12/gp-to-max.html.

Thank you all for your time and interest on my blog. Please do continue visiting and contributing.

Vaidy

It’s been more than 45 days since I had given this solution to a Consultant who had asked me about using VBA & Macro. Initially I redirected him to some of David’s articles. But eventually I thought of doing it myself to know how that work. Below is the gist of what I did with relevant screenshots:

1. Open notepad and type the statements shown in the below screenshot:

2. Save the file as [your_file_name].mac and copy it to the GP Application Folder. In my case, the file name is: SetSOPAddItemMenu.mac
3. Make sure to have the Modifier license.
4. Launch GP and open Sales Transaction Entry.
5. Add Sales Transaction Entry to Visual Basic Editor. Never mind if you see a message, that the window is already been added.
6. Open Visual Basic Editor and select “SalesTransactionEntry”. Right click on it and select “View Code”. Write the piece of code which is shown in the below screenshot:

8. Make sure that, you replace the macro file name (which is shown above as SetSOPAddItemMenu.mac) with the name that you had given.
9. Save this code and compile for any errors.
10. This will do the trick of selecting “Add Item” by default whenever you open the Sales Transaction Entry form.

There are so many ways to achieve this. I was quite excited with this method, as this is a plain VBA stuff and no Dex involved. The effort required to achieve this is not more than 10mins. And finally, it will work with much assurance.

You can find the package to import and use this little customization from the link: SetSOPAddItemMenu.zip.

I have attached an “Installation Readme” for a quick usage reference.

Your comments / feedbacks are most welcome.

Vaidy

Another very important article in the SQL Series: Identifying Duplicate Transactions.

This is very much important and much needed one for all those developers/consultants. The basic idea is to identify unwanted, duplicate records on any transaction tables.

While David has mentioned the need of this, I would like to add one more point to stress the importance of having this script: Most of the customizations written across the world create records directly on the transaction tables (any module that matters). Even if we think that this is going to be perfect on most of the times, there is still a probability of a record getting inserted on any of the table without any relevance.

I would also like to derive a script, which can list the orphaned records as well as the craps. Well, that’s not so easy, I understand. But would be a great script.

Vaidy

Frank Hamelly, has started a blog finally. http://gp2themax.blogspot.com/

This is very much needed, atleast for all of us if not for Frank, to get most valuable information from under one roof.

Frank, welcome to GP Blogosphere. I have already read your first blog and it is precious as usual. Well, forget about the cool stuff, the article spoke your experience and what we can expect in future on your blog.

Thank you Mariano, for pulling Frank in.

Vaidy

While the GP Application Level Security left us with immense information to learn, here comes another series which is going to enlighten us.

First topic is already out (spSearchOnAllDB: SQL Stored Procedure to Search an Entire Database) and available for our reading, couple more are in the queue.

Start with this link: Useful SQL Scripts Series. The most important thing is to contribute some SQL Scripts, which one think would be very useful and is not available out in the common. It can be anything related to GP.

I wish more and more to come on this series.

Vaidy

After the series of GP Application Level Security topics from David, I thought of just substantiating one point which is also recommended by David.

While upgrading GP from lower versions to v10.0, it is recommended to redesign our User Security Access list instead of carrying forward from the lower versions. For those who ask “Why should I redesign when my Security Access details are already on place in the earlier version and it just needs to be transferred from lower version to current version?”, the reasons are listed below:

1. The security model approach in GP 10.0 is Pessimistic as opposed to the lower versions which are Optimistic.
2. It’s a perfect oppurtunity (as precisely mentioned by David on one of his articles: Information about using v10.0 Security Conversion Tool) to redesign our User Security Access using the new Security Roles and Tasks. While the conversion tool does transfer the existing details, it does not however convert the details to the exact Roles & Tasks. It just do a “Near-Role & Task” conversion, as explained on this article.
3. The new Security System provides us with a set of default Roles & Tasks, which are best suited and completely covers the entire system and its operations. In any case, we still need to re-define the Security Access rights to the 3rd Party features, so that is not considered in this discussion at all. We can leverage our Security Details to the best extent by making use of the new set of Roles & Tasks.
4. Technically, the tasks are CREATED instead of CONVERTED. Means, the old Security Details are recreated on the System tables, which means, unwanted load of Security Data. Which means, we may load our system with too many records which are not exact, but near to what is exact.

There may be a lot of other reasons, but the above is what I could think of at this very moment. I sincerely welcome more points supporting / opposing this.

Vaidy