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Saturday, 07 September 2013 06:45

Copying Custom VBA Forms

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If you find yourself always starting from scratch when creating custom VBA forms in Dynamics GP even though you've created other similar forms in the past, here's a little trick to save yourself some time:

1. Find a similar VBA form that you have already created and export that form to a package file using the Customization Maintenance window.

2. Browse to where you saved the package file and open the file in a text editor (such as Notepad).

3. Here you can do 2 key things that you can't do directly in Dynamics GP's VBE window.  The first thing you can do is change the name of the form by simply doing a Find & Replace and changing the existing form name to the new name you want to use.  The second thing you can do is change the Product ID.  You'll notice that when you create a form in a standard Dynamics GP module, you can't use it in Project Accounting (or other add-on modules).  By changing the Product ID at the top of the package file, you can make the form available in a different module.  So if you originally created the form for the Customer Maintenance window (Product ID 0), simply change the Product ID to 258 to now make it available in Project Accounting.

4. Save your changes to the package file.

5. Import the package file back into GP and notice it imports into the Product you specified and with the new name that you specified.

6. Make any other changes you need to the Form

7. Take an extra long coffee break!

 

Rahim Jiwani is an Implementation Lead at WebSan Solutions Inc, a Microsoft Dynamics GP Silver Partner 2013 Canadian Channel Elite Awards Finalist. Rahim can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 217.

Published in Dynamics GP

Our Time and Expense Management System offered by WebSan Solutions Inc. allows the employee to easily include and process any expenses that he or she may incur on a company credit card, along with any expenses that were not processed through the company credit card.

This feature is great for the finance department, as they don’t need to do any additional work on their end to process the expense, or to make sure that the appropriate amounts get paid to the employee and the credit card issuer.  All that work is done by the employee who incurred the expense.

1

When an employee is set up with a company credit card, all he or she needs to do when entering in an expense, is to select the option in the drop down box that is provided and the system automatically sets up payments in Microsoft Dynamics GP to be paid to the credit card vendor for the marked entries.

By: Matt Locke, Application Developer, WebSan Solutions Inc. a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.

 

Published in professional services
Tuesday, 27 August 2013 15:41

Online Dynamics GP Training

Want to learn more about Dynamics GP, enroll in one of our WebSan University courses.  Course are instructor lead, contain certification tests & all students receive a certification of completion.

Our next course in August 29th from 1 - 5 pm.

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Dynamics GP
Saturday, 21 September 2013 17:00

Learn Dynamics GP on YouTube

Check out our YouTube page for great Dynamics GP Training videos and other informative tips!

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Winner.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Dynamics GP
Saturday, 31 August 2013 23:59

Support Plans

WebSan Support plans are available for purchase online using PayPal and all major credit cards.  Enable your team to get the cost-effective support it needs.  Get started now!

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

 

 

 

Published in Dynamics GP

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When a user posts an individual transaction in GP, that transaction will likely display in the Financial Series Post, saved to a batch with an odd, automated ID.  These IDs are auto-created by Dynamics GP & are based on the source document / originating module from which the transaction was posted.  Generally, the first 2-3 characters of the these Batch IDs are based on the module, with 3 or so more characters to identify the transaction type.  this is or course followed by a numeric counter.

If one reviews the Source Document listing in GP, that will generally tell them what all the abbreviations represent.  For those more technical, source documents can be found in SY00900 in the database.

Below, I have listed a number of the more common prefixes to an automated Batch ID and have noted the module which they represent.

 

CM Chequebook Management
CPY Canadian Payroll
DP Depot Management
FA Fixed Assets
IV Inventory
MC Multi-Currency
MFG Manufacturing
PA Project Accounting
PM Payables Management
POP Purchase Order Processing
RMA Return Materials Authorization
SC Service Call
SOP Sales Order Processing
UPR US Payroll

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Winner.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Microsoft Dynamics GP
Saturday, 05 October 2013 07:00

Field Level Security in Dynamics GP

Many companies have a need to grant Dynamics GP users access to a window, but not all functionality within that window.  For example, many clients will want users to be able to input invoices, but not post them individually.  Instead, they will force users to save invoice transactions to a batch such that a manager can review the source documents and post.  An easy way to achieve this is through Field Level Security which allows the Dynamics GP admin to restrict user access to singular buttons within a window (such as the Post button).

To configure Field Level Security, navigate to Microsoft Dynamics GP > Tools > Setup > System > Field Level Security

This will open up the Field Level Security window.  Within the window, select Add to create a new restriction.

[caption id="attachment_1442" align="aligncenter" width="300"]Field Level Security window Field Level Security window[/caption]

This will open the Field Security Maintenance window wherein one defines a the window and field to restrict.  Within this window, enter an ID and Description for the restriction.  Then select the Product Name, Form Name, Window Name & Field Name using the look-ups within the window.

[caption id="attachment_1439" align="aligncenter" width="300"]Field Security Maintenance window Field Security Maintenance window[/caption]

This will open the Resource Explorer window that makes finding & selecting the appropriate window and field much easier.  All windows are organized by module & then alphabetically.  Once a window is selected, all fields within that window will display alphabetically as well.  Select the appropriate window and field & select OK.

[caption id="attachment_1441" align="aligncenter" width="300"]Resource Explorer window Resource Explorer window[/caption]

Back in the Field Level Security window, one can now select Users & Companies to which the restriction should apply.  Then, select the Field Security ID created to apply to the user / company combination.  Once complete, select Apply & the restrictions will instantly be in place for the users.

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Winner.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Dynamics GP
Sunday, 11 August 2013 06:30

Using Checklists in Dynamics GP

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In October 2009 I wrote a blog about using Checklists in GP.  I find this blog is still useful today as I have clients wherein turnover has forced the need to document processes within the system.  Checklist are the perfect tool to allow these processes to be documented.  See my blog below:

 Lots of us make checklists for a variety of tasks from grocery shopping to complex projects.  Microsoft Dynamics GP offers built in checklists in the Routines section of every module that can help walk users through a diverse range of topics.

Once you have accessed the appropriate Checklists window, ensure the frequency is appropriate for the checklist you are about to create.  Click Add to create a link to a Microsoft Dynamics GP window.  Name the checklist item & select the appropriate in the Command (Dynamics GP window).  Once your list is complete, order the items appropriately by using the Up & Down buttons.  Now every time a user performs this particular task, all they are required to do is click the checklist item in order & populate the fields with new data.

Checklists are particularily beneficial when turnover is an issue or roles require extensive training.  Two tasks I recommend clients create checklists for are performing payroll & completing year-end.  Mistakes made performing either of these functions can have wide-reaching effects.  In my next blog, I will cover a few tasks that should be on your year-end checklist.

Payroll Checklist

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Microsoft Dynamics GP
Wednesday, 31 July 2013 06:06

Excel Based Journal Entries

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Most office staff today perform a lot of analysis in Excel.  Staff are comfortable in Excel & familiar with its various functions.  As a result, staff may prefer to upload general journal entries through an excel based template.  Many times, large entries, such as those to a payroll clearing account, may need to be calculated in Excel before they can be entered in the system.  When staff already have the entry in Excel, its very convenient to be able to directly upload into GP.  As such, WebSan offers it's clients an Excel based Journal Entry upload tool capable of handling multiple journal entries spanning as many lines as required.

All customers should ensure their ERP partner / VAR offers the same baseline functionality in their system.

 

GL Upload

 

 

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Microsoft Dynamics GP
Friday, 26 July 2013 12:00

Have a Dynamics GP Suggestion?

Do you have a suggestion for an improvement to Dynamics GP.  Let Microsoft know via Microsoft Connect:

connect.microsoft.com/default.aspx

Adam MacIntosh is  a Senior Project & Account Manager with WebSan Solutions Inc.

Published in Microsoft Dynamics GP