Not to toot my own horn - well, maybe a little - but guess who the lead consultant was on this 'on time, on budget' project? Couldn't have done it though, without my extremely knowledgeable and trusty IBIS colleague, Kalyn Kelly and the Cal-Tex team. Thanks all!
It's been a long stretch of time since my last post but I tend to only post those things that I think are truly useful to users. Here's one that heretofore, I never knew existed.
I'm implementing the Inventory (IV) and Purchase Order Processing (POP) modules for a client. Their business model calls for the use of only Drop-Ship POs and they asked if there was any way to limit the PO Type that users can enter. I initially told them it would require a slight customization to accomplish that.
However, I was reviewing the POP training materials supplied by Microsoft this morning, and lo and behold, I ran across a paragraph in Chapter 1 - Overview and Setup, that discusses this very topic.
Long story short, here's how you do it -
I tested it and it works like a charm! When entering a PO, the Type defaults to Drop-ship and if you try to change it, you get an error indicating access is not available to any other types.
Further, Document Access is a Security Task Type in a number of other Tasks, such as Enter Sales Order Transactions, etc.
I had the pleasure of reviewing David & Chris's first edition of this book a couple years ago and now the even greater pleasure of reviewing the second edition. I have to say that the knowledge David and Chris possess, not just about GP Reporting, but the Dynamics GP product and ERP systems in general, is just mind-boggling. That base of knowledge they possess shines through in this update to their first edition.
Having worked directly with both these gentlemen, I can honestly say that there are very few people in the world who have such comprehensive knowledge about GP and the ability to share that knowledge via the written word.
This Second Edition incorporates all the knowledge shared in the first edition but is further updated to include all the reporting enhancements rolled out with GP 2013 and SQL 2012, which are considerable.
The book not only covers all the reporting options available in GP 2013 and previous GP versions but also provides a framework for developing a cohesive reporting strategy for your organization.
From SmartList to Report Writer, from Excel Report Builder to Management Reporter, Microsoft Dynamics GP 2013 Reporting, Second Edition provides an overview of all of the report types, plus technical instruction on how to use and get the most of each of the report development tools.
Whether you're a GP report developer or a GP user who's curious about the myriad reporting options now provided in the application, this book needs to be in your library. I highly recommend it.
Pick up your copy from Packt or one of these other book retailers:
Having just reviewed Victoria Yudin's new book this week I can say 'wow - what a treasure trove of information'. You can tell from the very beginning that the book was written by someone who knows implementing GP cold. A person could literally sit down with SQL Server and GP install media in one hand, this book in the other and install GP in an afternoon with the confidence that it has been installed properly. But much, much further than that, the book lays out step-by-step instructions on putting together a GP implementation team, project plan, infrastructure, SQL Server and GP configuration, data migration, user training etc., etc. Every base is covered, along with tips, tricks and traps.
If you're even consideringimplementing or re-implementing any version of Dynamics GP, this publication is a must have. You can get it at Packt or any one of the booksellers below in print, ebook, or both.
Another great addition to your GP toolkit. Way to go Victoria!
Here's a list of tools available from your Microsoft Partner that are not a standard part of the Professional Services Tools Library toolset, along with the GP versions that they apply to. Most, if not all, of these are installed by dropping a file into the GP folder on your application server and restarting GP. Talk to your partner for more information.
I recently read Ian Grieve's book - Microsoft Dynamics GP 2013 Financial Management. This was an interesting read in that it covers GP functionality that is rarely covered in any materials that I've seen previously. When was the last time you saw any discussion about Analytical Accounting, Cash Flow Management, Purchase Order Commitments, or Encumbrance Management? Plus, all these features have been part of GP for a number of years, so the book's applicability is not limited to just GP 2013.
Ian talks about each of these topics, plus more, then describes the setup and use of the features in detail. One of my favorite features in GP is Cash Flow Management. I'm not sure why so few customers use it but it provides a very quick snapshot of cash inflows and outflows in a calendar format - quick and simple! The section on Encumbrance Management was interesting as well as I've never had occasion to implement or use that feature.
I highly recommend this book if you're looking for more information about any of these GP features. Pick up a copy at PackT or the following booksellers:
Client with multiple price sheets per customer, each with different End Dates in the Price Sheet Date Range, was at a loss as to why incorrect pricing was pulling into their sales orders. Turns out they had a later End Date on the Price Sheets they wanted pricing to pull from than on the other Price Sheets that they didn't want pricing to pull from.
When setting up multiple Price Sheets per customer, remember that the Price Sheet with the earliest End Date rules.
As we know, GP uses multiple levels of security to protect the privacy of your financial data. One of these levels is at the SQL database, which prevents a true single sign-on capability with Windows Active Directory. However, we can simulate a near-single sign on experience by doing the following:
In the User Setup window, check the 'Enforce Password Policy' option.
Checking this box activates the 'Remember User and Password' checkbox on the initial GP sign in window as seen below. Have the user check this box.
Finally, in the Company Login window, instruct the user to check the 'Remember this company' checkbox.
Now, when the user logins to GP, it will take them directly into the last company they were logged into. If they need to login to a different company, they can click on the company name in the lower left corner of the UI and select a different company in the Company Login window.
Just finished a little Sales Order cleanup for a customer who had 2 sales orders in the system that were fully invoiced, yet the SO's didn't automatically move to History. Turns out that if a quantity on a Sales Order is reduced to zero, or cancelled, prior to invoicing, the SO will not move to History automatically. You have to manually move them using Sales>>Utilities>>Reconcile-Remove Sales Documents.
As a veteran GP consultant and an even longer-time GP user, I've always been disappointed in the standard reports that come out of the box with GP. Although the packaged SSRS reports have helped somewhat, even those reports require some tweaking and supplementing to make them cover the broad range of reporting needs that a company has.
I think GP's standard financial reports are pretty solid, but when it comes to operations reporting, not so much. I would like to conduct an informal survey of GP users to determine:
1. Do you agree with my opinion of GP Reporting?
2. If you could have all your reporting wishes granted by the GP Genie, what would that list include?
Please leave a comment and tell me what you think and thanks in advance for your valuable feedback!
I continue to be impressed with Rockton Software - both their products and their people. A project I'm currently working on needed the SmartFill product to search and filter on Customer Items in Sales Transaction Entry, based on the Customer ID in the Sales Order. Pam at Rockton developed a little customization for me in no time and provided instruction on how to install and configure it.
Standard GP functionality calls for the Originating Invoice Cost from the Item Vendor window to automatically populate on a new PO.
*click image to enlarge
In a GP 2013 implementation, I was unable to get the cost to default on the PO. After checking and re-checking a number of settings, I discovered that the 'POP Cost Defaulter' was turned on in PSTL (Professional Services Tools Library). POP Cost Defaulter disables the standard functionality and allows you to default the PO cost from either the Standard or Current Cost fields in the Item Card. Apparently, someone had enabled this feature and selected 'Standard Cost' as the default option, even though we're not using Standard Cost in this environment.
Thanks to my colleague Chris Liley of IBIS, Inc. for helping me solve this mystery!