Dynamics GP

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Managing Inactive General Ledger Accounts within Dynamics GP

Posted: Jan 26th, 2016

This topic came up when three of our senior consultants were performing a site visit with a client and a user asked the question...

”Is there a way to filter or exclude any inactive GL accounts from the Account Lookup window in Dynamics GP?”

Inactivating an account is a great way to discontinue the use of a general ledger account and prevent users from accidently using the account.

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Workflow 2.0 Configuration and Table References

Posted: Jan 25th, 2016

With the release of Dynamics GP 2013 R2 and the subsequent release of Dynamics GP 2015 and 2015 R2, the new Workflow 2.0 functionality was introduced and various workflow types were available.  As of the release of Dynamics GP 2015 R2, there are a total of 11 workflow types available for the Purchasing module, General Ledger batches, Payroll self-service components, and the Project Accounting module.

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Management Reporter 2012 and Dynamics GP Segment Name Consistency with Legacy Adapter

Posted: Jan 25th, 2016

Recently, a support case was submitted by a client who manages their own Dynamics GP environment. They had performed an upgrade to Dynamics GP 2015 recently and as part of the upgrade process, they migrated from FRx to Management Reporter 2012 CU12.  Associated to the FRx migration to Management Reporter, they were now having issues producing financial reports.

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ACA and Microsoft Dynamics GP

Posted: Jan 14th, 2016

We’ve spent a lot of time with clients this month working on producing the ACA Form 1095-C for their employees. GP has built-in functionality to produce the form but most customers have not been tracking data for 2015. No worries there, we can backfill the information in just a few steps.

First, Human Resources must be installed and Benefits reconciled. Once the benefit setup and benefit enrollment are reconciled we are ready to enter the data for Lines 14, 15 and 16 on Form 1095-C.

Tags: Dynamics GP
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What is the enhancement plan?

Posted: Jan 3rd, 2016

I once had a customer refer to this as the enchantment plan. Software can feel magical at times, but what the customer was referring to was their annual enhancement plan for Microsoft Dynamics GP. So, what is it?

The annual enhancement plan is, at the root level, a software agreement between the customer and Microsoft in which the partner processes on behalf of the customer. The annual cost is calculated based on the the time of purchase retail value of the software. From there customers pay 16%, 18%, or 25% of their system list prices.

Tags: Dynamics GP
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Dynamics GP – Printing reports to file in Dynamics

Posted: Oct 26th, 2015

In Dynamics GP at all versions, any report in Dynamics has the option of being sent to a file instead of going to the screen or printer.  This is true of the standard, unmodified reports that come with the Dynamics program, as well as custom or modified reports created or modified using ReportWriter.  When you click on Destination in the Report Options window, the file format/output options are Text, Tab-delimited, Comma-delimited, HTML, and XML.  You can also select Tab-delimited and then put a .xls extension at the end of the file name to have the file open up in Excel, but this typically

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Dynamics GP Word Template Not the Default in Report Destination

Posted: Sep 3rd, 2015

To say working with the Dynamics GP Word Templates is a bit tedious is an understatement. Just type in Dynamics GP Word templates in a search engine and you will get pages of links on how to modify Dynamics GP Word Templates or links to forums on users attempting to troubleshoot modifying Dynamics GP Word Templates. A good post that outlines the typical steps is here: http://dynamicsgpinsights.com/2013/07/26/creating-a-word-template-for-dynamics-gp/.

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Recreate SQL Logins with no SQL Server

Posted: Aug 21st, 2015

I had an interesting phone call yesterday with an IT company that had to restore SQL from scratch as the primary SQL server crashed and couldn’t even be turned on.  Luckily the IT company had the SQL DB’s (including master) and also the GP Share all backed up.  The problem was that this was a new SQL server and they didn’t have access to the old SQL server anymore so they couldn’t run the Capture SQL Logins script that is usually needed when moving GP to a new SQL server.


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