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Sunday, 11 September 2011 11:12

Built In Informational Messages on Login

One of the lesser known setup features of Microsoft Dynamics GP2010 is the ability to have the system pop-up a predefined message box on login advising to the status of an environment.

If anyone has used the fabrikam company, you know what I'm referring to, the modal dialog box that appears advising that this is a demonstration company, etc etc.

There are actually two other message boxes that you can trigger for your own company.

If you navigate to your company setup screen  (Tools--> Setup --> Company --> Company)

compsetup

You can add two different reserved tags to the end of the Company Name.

The first is <TEST>, (make sure you include the angle brackets and enter all UPPERCASE letters). This will trigger the following popup for all users to this company on login:

testpopup

Alternatively, if you change the company name and a "<HISTORICAL>" tag to the end of the company name you will trigger this pop-up:

histpopup

These are both handy messages to advise users that this is a Test or Archive instance.

This works in both GP10 and Gp2010, however, as of build 1752, there is a small known glitch in which the Dynamics Connect home-screen widget will not work when using these tags. See this blog for details...

A word of caution, don't modify any other parts of the company name, and always put the tag at the end, as some modules require exact spelling of the company name for their registration keys to operate (for example Canadian Payroll).

In my next post I'll discuss the various methods to have different colours by company, in both GP10 and GP2010.

Stay tuned until next time...

Published in Uncategorized

New on the Dynamics GP2010 home screen is the "Connect" window. This widget dynamically populates with Microsoft Dynamics GP support information, user groups and links to general information.

One thing we noticed is with any of our test companies we always saw this error:

Dynamics HomeScreen Error

Well it turns out this is caused by special characters in the company name.

As many of you know, when you put the tag "<TEST>" into the company name you get a nice warning on login that this is a a test company. See this blog for details...

Unfortunately, the angle brackets cause the URL to the Dynamics Connect site to get malformed.

Here is the URL that Dynamics Connect is trying to access:

https://online.dynamics.com/lus/?se=popup&autorefresh=false&product=GPRoleCenter&version=11.00.0349.000&roleid=0&country=US&locale=EN-US&company=%3cTEST%3e&role=Basic+Home+Page

Notice the "&company" parameter  is "%3cTEST%3e". The %3c and %3e are the HEX equivilant codes for the ASCII characters that represent < and >

If you remove the characters it will open fine.

Here try to click this link: https://online.dynamics.com/lus/?se=popup&autorefresh=false&product=GPRoleCenter&version=11.00.0349.000&roleid=0&country=US&locale=EN-US&company=TEST&role=Basic+Home+Page

Unfortunately until Microsoft fixes this your only options are to either remove the "<TEST>" from your company name or remove the Dynamics Connect widget from your home screen in user preferences.

Alternatively if you had a DPI based firewall that scanned outgoing URLs, you could make some crazy rule to use URL rewritting, but that's really out of scope of this article :).

Thanks for reading, until next time....

Published in Microsoft Dynamics GP
Wednesday, 11 November 2009 09:00

Printing Reconciliation Report

Do you often find yourself canceling reports that automatically print after you have posted a document?  Or even changing the default destination of these reports?  Well, one can set the default destination of these reports or even stop them from printing all together.

Try entering  the Posting Setup screen (Microsfot Dynamics GP > Tools > Setup > Posting > Posting).  In this screen, you can select whether or not a specific report will print by selecting or de-selecting the checkbox in the Print column.  Also, one can specify destination for a report by making the appropriate selection in the Send To column.

See the attached screenshot below & save yourself all that extra clicking when you next post a transaction.

Calc formula

Published in Dynamics GP
Thursday, 08 October 2009 09:00

Setting the Default Company in Business Portal

Earlier this week, I talked about annoying configuration that can be found in Dynamics GP.  I tried to show that users don’t have to be annoyed because they are the ones that control what the system does.

A similar situation exists in Business Portal.  Recently, I was watching a client access Business Portal & every time they entered the system; they had to change the Company ID.  I explained to them that this is easily configurable in the system.

To set your default company, select the Welcome drop-down menu from the top right corner of the screen while in Business Portal.  Select My Business Portal Settings & adjust your default company as desired.

Published in Dynamics GP
Thursday, 24 September 2009 09:00

Aging Documents

Everyone is different.  The same goes for clients, who often asked me how to modify aging periods.  Most Dynamics GP users stick with the standard 30/60/90 day aging periods for both receivables & payables.  However, many businesses have the requirement to insert a 45-day break into the aging process.  This is a two-step process wherein users often forget the second step.

Begin in the Setup menu, selecting either Purchasing & then Payable or Sales & then Receivables. You will find the ability to add up to a total of seven aging periods.  One can adjust aging periods here as desired.  The second (and more difficult) part of the process involves modifying your reports.  Standard GP reports only display four aging periods.  If your company inserts a fifth period, the last period will populate with the report but will not be printed.  If you have experience in Report Writer, you should be comfortable changing the necessary layouts.  If not, try contacting WebSan.  We are experienced in helping companies with this very issue.

Published in Dynamics GP