Belinda Allen, Smith & Allen Consulting, Inc. (SACI) aka Belinda the GP CSI.  Microsoft Professional, MCT and MVP.describe the imagedescribe the image

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MICROSOFT DYNAMICS GP COMMUNITY

If you are not a member of the Microsoft Dynamics GP Community, you should be, I am a member.

There is loads of good information, including a forum that I actively answer.

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This is all about how I use GP, based on what I learned in my investigations with clients...

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www.MSDynamicsWorld.com attends Microsoft Dynamics Convergence

  
  
  
  
  

My friend, and editor of www.MSDynamicsWorld.com, Jason Gumpert attended Microsoft Dynamics Convergence in New Orleans a couple of weeks ago.  He sat 5 Microsoft Dynamics GP MVP's (myself included) down for a chat during the conference.  As will happen we get together, there was a lot of laughing, joking and talk of Microsoft.  Luckily for Jason, he brought a recorded so he documented snippets of our conversation. 

5 Microsoft Dynamics GP and a MVP's MVP!

Left to right: Jon Lowther, Leslie Vail, Me (and my Surface Pro), Mark Polino, Dara Polino (Mark's Wife and personal MVP) and Jivtesh Singh.

Below is a link to his article:

http://msdynamicsworld.com/story/microsoft-dynamics-gp-mvps-reflect-convergence-2013-experience

 

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070
Tags: ,

Amazing Resource on Microsoft Dynamics GP Application Development

  
  
  
  
  

Here is my review on the new book written by my fellow MVP, Leslie Vail:

There are so many methods to customize a Microsoft Dynamics GP installation that it can be overwhelming when trying to decide which approach to take to meet your particular business needs. Leslie Vail's Developing Microsoft Dynamics GP Business Applications does an amazing job of reviewing these options AND providing valuable information on how to use and work with each option.

I pride myself of being a "minor-league programmer" (nowhere near Leslie's skills!); however, this book has motivated me to give Dexterity programming a go, just for fun.

I've worked with the GP product line for 22 years, and I love using many of these tools, so I know a great source when I see one. The explanation of the GP architecture and the overview of available tools are my favorite parts.

This book is now an invaluable part of my tool kit.
Leslie is an amazing resource, and I'm thrilled she's transferred some of her knowledge to paper (physical or electronic)!

Belinda, the Microsoft Dynamics GP CSI reviews a new resource written by Leslie Vail on Microsoft Dynamics GP Business Applications.

 

Purchase Here

 

Belinda (the GP CSI) Allen
Belinda@saci.com
917-445-9070

Use Microsoft Dynamics GP Navigation to print SOP Invoices (video)

  
  
  
  
  

Ever need to print to Microsoft Dynamics GP Sales Order Processing multiple Invoices at the same time that were NOT in sequential order?  Use the Navigation Lists to do just that.

In this video I will show you how to create a Custom Navigation List that shows ONLY unposted (or Work) Sales Order Processing (SOP) transaction documents.  Then you can select which invoices (or any other document) you want to print and print them together, at one time.

The best part is that by saving this list, you have the ability to reuse it over and over, saving you time.

This sample principle applies to printing historical documents as well.  It’s the only way to print more than one historical (or posted) invoice at a time.

Steps to Achieve this:

  1. Open the Sales Series from the Navigation Pane (within Microsoft Dynamics GP.)
  2. Double Click on the Navigation List for Sales Order Transactions to open.
  3. Above the List View Window click on the List Title that reads “Sales Order Transactions (read only)” to get the drop down list.
  4. Choose Save As
  5. Give the List a new name and click OK.
  6. Above the List View Window click on the green plus sign “Add Filter” so the red X and the “Where” line shows up (above the green plus sign.)
  7. Leave the option for “Where” rather than “Where Not”.
  8. Change “Date” to “Status”.
  9. Leave “Is” rather than “Is Not.”
  10. In the blank space after “is” click and you will see it become a drop down list.  Choose Work (for Unposted and History for Posted, depending on what you want to see.)
  11. Click on the arrow to the right of “Work” to apply the filter.
  12. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
  13. If you want to narrow down further (like I chose to just see Invoices), repeat step 6 and 7.
  14. Change “Date” to “Document Type”.
  15. Leave “Is” rather than “Is Not.”
  16. In the blank space after “is” click and you will see it become a drop down list.  I am choosing to click in the box next to Invoice.  If you want to see more than one document type, simple click which ever box corresponds to the document you want.
  17. Click on both (one at a time) right arrows to “apply filters”
  18. Save by repeating step 3 and (which no longer reads “read only” but “not saved”) and select “Save” from the drop down menu.)
  19. Celebrate your victory!

I celebrate my Microsoft Dynamics GP victories with cheesecake for Juniors in New York City.

mmmmm...  Devi's Food Cheesecake for Juniors NYC and a big ice tea!

     You now have a custom Navigation List that you can use in the Navigation Pane, Business Analyzer or even put in your shortcuts.

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Microsoft Dynamics GP 2013 - Business Portal & Upgrade Release

      
      
      
      
      

    Microsoft Dynamics GP 2013 Upgrade Notes from Smith & Allen Consulting, NYC

    Although the new version of Microsoft Dynamics GP, called GP 2013, is now available, you’ll need to check with your partner to make sure all the features you use are ready. 

    If you use Business Portal, you must wait to upgrade until March as that is when the Business Portal will be released.

     

    Important notes on the Client Requirements:

     

    1. The following are no longer supported with Microsoft Dynamics GP 2013:
      1. Windows XP all editions
      2. Windows Server 2003 all editions
      3. Windows Vista all editions
      4. Internet Explorer 7.0
      5. Microsoft Office 2007
      6. Microsoft SQL Server 2005 all editions
      7. Windows SharePoint Services 3.0
      8. Microsoft Office SharePoint Server 2007
      9. Office Communicator 2007
    2. A 32-bit ODBC DSN is required for Microsoft Dynamics GP 2013 on a 32-bit and x64 machine.
    3. When you deploy a system in a virtual environment, make sure that you have sufficient hard disk space to avoid performance problems. Each computer that you deploy in a virtual environment should meet or exceed the random access memory (RAM) requirements and the hard disk space requirements.

     

    Important notes on the Server Requirements:

     

    1. The following are no longer supported with Microsoft Dynamics GP 2013:
      1. Windows XP all editions
      2. Windows Server 2003 all editions
      3. Windows Vista all editions
      4. Internet Explorer 7.0
      5. Microsoft Office 2007
      6. Microsoft SQL Server 2005 all editions
      7. Windows SharePoint Services 3.0
      8. Microsoft Office SharePoint Server 2007
      9. Office Communicator 2007
    2. SQL Server 2012 is the only version of SQL Server supported on Windows Server 2012.
    3. Microsoft SQL Server 2008 Express or Microsoft SQL Server 2012 Express can be installed on a non-server operating system, however it is recommended to install on a server operating system.
    4. Verify processors can be upgraded (to 8 processors for large installs and heavy usage).
    5. Verify switch is capable of handling network traffic.
    6. Increased user count may require greater RAM and Processor speed.
    7. Users utilizing Management Reporter or Crystal reporting via Terminal Services may require increased hardware to increase performance.
    8. REMOTE DESKTOP ONLY:   If using Adobe, Adobe must be installed at the Terminal Server.
    9. REMOTE DESKTOP ONLY:   The amount of RAM needed depends on the number of concurrent users per Terminal Server.
    10. REMOTE DESKTOP ONLY:   If using Lync for Unified Communications, a remote app for Lync must also be configured and copied to the client along with the Microsoft Dynamics GP remote app. The Lync remote app must be launched first and then the Microsoft Dynamics GP remote app.
    11. REMOTE DESKTOP ONLY:   If accessing Citrix, the hardware and software must be supported according to the Citrix configuration requirements.
    12. When you deploy a system in a virtual environment, make sure that you have sufficient hard disk space to avoid performance problems. Each computer that you deploy in a virtual environment should meet or exceed the random access memory (RAM) requirements and the hard disk space requirements.

     

    Important notes on the Web Server (Business Portal) Requirements:

     

    1. All Microsoft Dynamics GP 2013 web applications must be installed in a domain environment
    2. Business Portal 6.0 and Workflow are only supported on an x64 server.
    3. Workflow is currently not supported with SharePoint Foundation 2013 or SharePoint Server 2013 until the release of Microsoft Dynamics GP 2013 Service Pack 1.
    4. Business Portal and Workflow require Web Services to be installed.
    5. Servers can be load balanced in Customer Profile 2 or 3.
    6. All Customer Profiles require a dedicated Microsoft SQL Server in addition to the servers listed above.
    7. The report deployment with SQL Reporting Services is only supported with SQL Server 2008 SP3 or later Standard or Enterprise Edition, SQL Server 2008 R2 SP1 or later Standard or Enterprise Edition or SQL Server 2012 Standard or Enterprise Edition.
    8. Business Portal, Workflow and Web Services cannot be installed on a server that is a domain controller.
    9. The SQL Reporting Services Reports may be deployed on the SQL Server depending on security and performance concerns.

    Use these notes as a kicking off point, see your Partner or www.Microsoft.com/dynamics for updated information.

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Microsoft Dynamics GP – Create Return with Copy (Video)

      
      
      
      
      

    In this video, I use Microsoft Dynamics GP 2013 on Windows 8 to create a return by coping lines from 2 different invoices in Sales Order Processing (SOP.)

    In this scenario, I have been instructed to create a single return that offsets 1 entire previously posted invoice and a single line from a 2nd previously posted invoice.  I use the copy feature to do this very step.

    By using the SOP copy feature, I save myself quite a bit of time AND I ensure accuracy for duplicating the very line items (or invoices) I want to reverse or return.

    I’m using Windows 8 so my followers can see that Microsoft Windows 8 work well with GP 2013.

    As always, I hope this helps!

    Bill Jelen (Mr. Excel), Microsoft Surface, Belinda Allen (GP CSI) use Windows 8

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Microsoft Dynamics GP – Manage Purchase Orders with Excel

      
      
      
      
      

    If you use Microsoft Dynamics GP and have ever wanted to easier way to monitor open purchase orders and line items that have been received and not invoiced, you’re in luck.

    I will show you how to use Excel Refreshable Reports to monitor both Open and Historical Invoices.  It’s easier than you might think!

     

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Microsoft Dynamics GP Inventory Item Cost

      
      
      
      
      

    In this video I will walk you through the scenario where receiving items (both with and without Lot Numbers) in Microsoft Dynamics GP can create an entry where the Lot Number is duplicated with a quantity of 1 with a Cost much higher than the remaining items.

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Dynamics GP Reporting Panel Discussion

      
      
      
      
      

    I will be on the panel for this free Webcast answering your questions about reporting in Dynamics GP!

    MSDynamicsWorld.com

    Join our panel of experts in financial reporting tools forMicrosoft Dynamics ERP to learn the latest thinking on the tools and techniques for building the right reports for the right audiences with the right data. Learn how top minds in the field are using the Microsoft technology stack to enforce compliance, improve secure access, and optimize data visibility and intelligence in different scenarios and in different types of businesses.Is your organization's financial reporting maximizing the tools at its disposal? Do you find yourself producing less than optimal layouts for your executive team based on the tools you have on hand?

    Join us on Friday, April 20, 2012 at 11am EDT (GMT -4) to ask the experts your questions and learn about topics including:

    • When to use out of the box reports vs report writers
    • Potential regulatory hurdles for private and public companies that you should be planning for today.
    • What to expect when moving from FRx to Management Reporter
    • How to justify an investment in SQL Server Reporting Service report development
    • When to embrace - and avoid - Excel reports
    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070

    Dynamics GP General Ledger Budget used for last Year Actual?

      
      
      
      
      
    In this video I show how I used the Dynamics GP GL Budget to store last year’s actual numbers for native GP inquiries, this year vs. last years. It’s easy and provides amazing information!

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070
    Tags: ,

    Step 2 to Dynamics GP Multicurrency Setup

      
      
      
      
      
    This video shows the final steps necessary to setup the Microsoft Dynamics GP Multi-Currency Management module. Here we setup the Currency rate tables, assign access to Currencies and their rate tables and setup the Company window where Functional Currency is established. This is just a part 2 of a multi-part video blog that’ll walk you through setting up, entering exchange rates and using the Multi-currency Module.

    Belinda (the GP CSI) Allen
    Belinda@saci.com
    917-445-9070
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