Tuesday, August 28, 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 6 Digest



Six weeks! Can you believe it? And so far 30 new features in Microsoft Dynamics GP 2013. The features have ranged across the board: payables, receivables, SOP, POP, inventory, system manager, you name it! Without further due, here are the features for Week 6 digest.


Feature of the Day: Requisition List

Requisitions Navigation List in HR & Payroll


Original article: Feature of the Day: Requisition List
Link to presentation: GP2013 FOD_Requisition_List.ppsx
Learning script: N/A

Feature of the Day: Consolidated Invoicing

Sales Bulk Confirmation window

Original article: Feature of the Day: Consolidated Invoicing
Link to presentation: GP2013 FOD Consolidated Invoicing.ppsx
Learning script: GP2013 Consolidated Invoicing Learning Script

Feature of the Day: Reconcile Bank Reconciliation to General Ledger
 

Reconcile Bank Rec to GL

Original article: Feature of the Day: Reconcile Bank Reconciliation to General Ledger
Link to presentation: GP2013 FOD Reconcile BR to GL.ppsx
Learning script: GP2013 Reconcile BR to GL Learning Script


Feature of the Day: 64-Bit Microsoft Office Compatibility
 

Configure Email Settings and Office 64-bit Compatibility

Original article: Feature of the Day: 64-Bit Microsoft Office Compatibility
Link to presentation: GP2013 FOD_64-Bit Office Compatible.ppsx
Learning script: N/A

Feature of the Day: Intercompany Asset Transfer

Fixed Assets IC Transfer window

Original article: Feature of the Day: Intercompany Asset Transfer
Link to presentation: GP2013 FOD Intercompany Asset Transfer.ppsx
Learning script: N/A

As you can tell, the Product Management team and Dynamics GP developers have been hard at work making things happen. I just can't wait to see the final product all put together.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Sunday, August 26, 2012

How to add a "Cover Letter" page to a Microsoft Dynamics GP Word Template document

I wrote an article almost a year ago showing a simple technique to add a Terms and Conditions page to a Microsoft Dynamics GP Word Template document. You can read more about this here:

How to add a "Terms and Conditions" page to a Microsoft Dynamics GP Word Template document

Just recently, I received a comment on the article, where the poster was asking how to use the same techniques outlined to add a Cover Page to an invoice document, so I figure, after playing with the idea for a bit, that I would post the steps to accomplish this too.

All steps - up to step 3 - are the same, except, you probably would want to give this template an appropriate name. I will continue with step 4 as it applies to this article.

4. Position your cursor immediately above the company address information and add 2 single line tables. Add one table first, then create additional separation with the company information by pressing enter on your keyboard a couple times. Move up a line or so, and add another singly line table as shown below.

2 single line tables added
5. In the first single line table, add your Cover Page content.

Content added to the first single line table
6. Highlight the second single line table, then click on the Paragraph expansion button under the Home ribbon to open the options window. Click on the Line and Page Breaks tab and mark the Page Breaks Before check mark. Click Ok to continue.

Paragraph options for Page Break
7. This will now have the desired effect, by sending the first table with the Cover Page content to the first page of the document.

Cover page plus invoice page

8. The rest are some cosmetics... you can highlight each table and chose to remove the borders from each, which will give your document the look you are hoping to achieve.

Word Templates are always fun to play around with, especially because every single piece of information must be displayed within a content control - in this case a table. So it makes for some cool puzzles.

If you have resolved this same problem in a different way, I would love to hear from you. Please add your comments to this article. Also, keep in mind that I have tested this with limited data, so there's always a chance something might not work.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Tuesday, August 21, 2012

GPUG Georgia Regional Chapter August Meeting

Today, I had the pleasure of attending the GPUG Georgia Regional Chapter August meeting event, chared by Kim Lanning over at Dell SecureWorks, and hosted by Prosys Information Systems at their offices in Norcross. It is always good to share experiences and learning moments with customers, partners, and ISVs.

The August meeting featured reporting super-star and author, Chris Liley, Principal Consultant with I.B.I.S. Chris presented a session on SSRS Tips and Tricks, which featured some really good learning points and had a real life demo of building a security report in SSRS.

Chris Liley presenting "SSRS Tips and Tricks"

Next up were the folks over at ImageTag, engaging attendees on the usual complexities of managing paper documents while trying to keep proper traceability in place for these, which led into them demoing their KwikTag solution.

KwikTag from ImageTag

I have to admit, I thought this would be just another sales pitch, however I ended up learning and picking up on a bunch of document management stuff that I don't regularly work with on a daily basis. It is also worth mentioning that ImageTag was the sponsor of today's GPUG Georgia Regional Chapter meeting. They were some users in the room of the product, which also helped me understand how customers are using these types of solutions.

It's also noteworthy to mention that IntellPartners will be hosting the next Chapter meeting in November, second Tueday. Check the GPUG Events site for more information.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 5 Digest


Week 5 of the "Feature of the Day" series over at Inside Microsoft Dynamics GP is a mix bag of pleasant surprises: improvements in Sales Order Processing, Accounts Receivable, Human Resources/Payroll, and the Dexterity Runtime Engine, you could easily see how keeping track of all these things at once could drive anyone to the loony bin. As usual, this is where I come in by compiling all these features in one place for your delight.

Feature of the Day: Relate-Link Items for Suggested Sales

Two new windows: Suggest Sales Item Entry and Suggest Sales Item Maintenance

Original article: Feature of the Day: Relate-Link Items for Suggested Sales
Link to presentation: GP2013 Relate-Link Items for Suggested Sales.ppsx
Learning script: N/A

Feature of the Day: Cetification, Licensing, and Training Management

CLTM now allows to delete history (password protected) and rows

Orginal article: Feature of the Day: Cetification, Licensing, and Training Management
Link to presentation: GP2013 13915_CLTM_History FOD.ppsx
Learning script: N/A

Feature of the Day: Multicurrency Apply in RM Cash Receipts Entry

Multicurrency cash receipts can now be applied on the fly to invoices

Original article: Feature of the Day: Multicurrency Apply in RM Cash Receipts Entry
Link to presentation: GP2013 11800_MC Apply FOD.ppsx
Learning script: N/A

Feature of the Day: Select Printer at time of Print

Select Printer at Print Time

Original article: Feature of the Day: Select Printer at time of Print
Link to presentation: GP2013 13715_Select_Printer FOD.ppsx
Learning script: N/A

NOTE: It was just about darn time!

Feature of the Day: Deduction in Arrears Templates

Mandatory Arrears and Arrears Template Setup windows

Original article: Feature of the Day: Deduction in Arrears Templates
Link to presentation: GP2013 Deduction in Arrears Templates FOD.ppsx
Learning script: N/A

In all fairness, while they were no learning scripts, the presentations available acted very well as such. Congrats are in order for the Microsoft Dynamics GP Product Management team.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Tuesday, August 14, 2012

New Article on MSDynamicsWorld: Do's and Don'ts of Microsoft Dynamics GP Forums

Many of you know me as an avid forum contributor - I can usually be found on the Microsoft Dynamics GP Partner Online Technical Community and every once in a while on the Microsoft Dynamics GP Community Forum. Today, I came across a new article from MVP Victoria Yudin, posted on MSDynamicsWorld.  Her article, titled Do's and Don'ts of Microsoft Dynamics GP Forums: More Real World Lessons is an excellent piece on what is expected (and not) from you when you are about to request assistance on a forum, whether you are a partner or a customer.

We all fall victims of the moment and want to get a problem resolved ASAP, but there is certain etiquette you must follow to ensure that your question is properly addressed by those of us who are gladly ready to help. I can't remember how many times I have had to ask "what version and build number of GP are you referring to?" when a question is posted on a forum. The bottom line is, these little things help us research whether your problem is a known issue and whether it has been fixed by some service pack. It also helps us gauge whether your perceived problem is something that has been addressed in newer versions of GP or simply a feature available through an ISV solution, and even identify true product bugs.

Please read up on Victoria's article as it will help to clarify some aspects of forum posting.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Monday, August 13, 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 4 Digest



Week 4th of the Feature of the Day series went by with some really cool additions. The central theme: lots of visual cues for improved transaction readability and more reporting capabilities from within Microsoft Dynamics GP - yes, I can smell it too... Report Writer days, as the main user experience, are nearing the end.
Feature of the Day: Email Indicators

Email Indicator

Original article: Feature of the Day: Email Indicators
Link to presentation: GP2013 FOD Email Indicators.ppsx
Learning script: N/A


Feature of the Day: Reconcile IV to GL

Reconcile IV to GL spreadsheet

Original article: Feature of the Day: Reconcile IV to GL
Link to presentation: GP2013 FOD Reconcile IV to GL.ppsx
Learning script: GP2013 Reconcile IV to GL Script.docx


Feature of the Day: SRS Reports on Forms

SSRS Reports run from the GP forms directly

Original article: Feature of the Day: SRS Reports on Forms
Link to presentation: GP2013 FOD SSRS Reports on Forms.ppsx
Learning script: GP2013 Printing SSRS Reports From Forms Learning Script.docx


Feature of the Day: Item Standard Cost Adjustment

Change Item Standard Cost

Original article: Feature of the Day: Item Standard Cost Adjustment
Link to presentation: GP2013 FOD Item Standard Cost Adjustment.ppsx
Learning script: N/A


Feature of the Day: Reconciled Indicator

Reconciled Indicator

Original article: Feature of the Day: Reconciled Indicator
Link to presentation: GP2013 FOD_Reconciled_Indicators.ppsx
Learning script: N/A


Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Friday, August 10, 2012

Vote for your 2012 GPUG All Star

The time has come again to vote for the next year's GPUG All Star awards. Surprisingly, I have been nominated to this award along with fellow co-presenter of many events, David Musgrave.

Each year, GPUG (The GP User Group) recognize 3 Premium Members who represent the community well by having:
  • Courage – The strength to persevere, hold the talent to teach fellow GP users.
  • Passion – For those who share their GP and technology passion with others.
  • Resolve – Willing to take the time to help others with challenges they face.
  • Advancement – The pursuit of individual and organizational growth and development.
Click on the logo or link below to vote:

The winners will be announced at the GPUG Summit 2012 in Seattle, WA, USA on the 15th to 19th of October at the Conference Center at the Washington State Convention Center.

Visit www.gpugsummit.com to see the event agenda and learn more. 

If you are not registered, then REGISTER TODAY.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Thursday, August 9, 2012

Extender Auto Open and Auto Close options not working in GP 2010

Just recently, I came across an issue reported by a partner on Extender Auto Open and Auto Close options not working.

Extender Auto Open and Auto Close options
After implementing a simple Extender window on the Item Maintenance form, I ran a couple tests to confirm. Effectively, when I did open the Item Maintenance window, the Extender window did not open as expected.

I then went to the Additional menu to open the Extender window and then closed the Item Maintenance window. The Extender window did not close along with the Item Mantenance form.

My environment is Microsoft Dynamics GP 2010 with Service Pack 3 (11.00.2044), but the issue can be recreated on previous builds of Microsoft Dynamics GP 2010 as well. In the interest of full disclosure, I did not test this in any previous release of Dynamics GP, i.e., v10.0.

The issue has been replicated by Microsoft and a problem report created for it, but no immediate fix date has been provided. If you are affected by this issue, please open a support case referencing this post or the actual partner forum post URL: http://bit.ly/P2G0rr

NOTE: The Allow Hot Key option still works as expected.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

Monday, August 6, 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 3 Digest


My buddy, David Musgrave, just reminded me that I needed to get working on the Feature of the Day post for week 3 and to be quite honest, is not that I had forgotten about them, but I just needed to get some coffee in my system before getting to work.

You can find the previous 2 digests here:

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 1 Digest
Microsoft Dynamics GP 2013 "Feature of the Day" - Week 2 Digest

And now that I've had some coffee, here we go with 5 more features for week 3.

Feature of the Day:  Track Serial and Lot Numbers on Drop Ship PO

Select Purchase Order Items window

Original article: Feature of the Day: Track Serial and Lot Numbers on Drop Ship PO
Link to presentation: GP2013 FOD: Track Serial Lot on Drop Ship.ppsx
Learning script: GP2013 Tracking Serial Lot Numbers on Drop Ship PO Learning Script

Feature of the Day:  Alternate Modified Forms and Reports Window

Alternate/Modified Forms and Reports window

Original article: Feature of the Day: Alternate Modified Forms and Reports Window
Link to presentation: GP2013 Alt-Mod.ppsx
Learning script: N/A

Feature of the Day:  Tenant Services


Add Tenant window

Original article: Feature of the Day: Tenant Services
Link to presentation: GP2013 FOD - Tenant Service.ppsx
Learning script: GP2013 Tenant Service Learning Script

Feature of the Day: Word Documents

Back Order Word Template

Original article: Feature of the Day: Word Documents
Link to presentation: GP2013 FOD Additional Word Templates.ppsx
Learning script: N/A

Feature of the Day: Fixed Assets

Depreciation Report Options window

Original article: Feature of the Day: Fixed Assets
Link to presentation: GP2013 FOD FA Historical Depreciation Report.ppsx
Learning script: GP2013 FA Historical Depreciation Report Learning Script

This brings the accumulated list of features to 14! How about that? By the time GP 2013 is out you should be a pro.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/