Microsoft Dynamics Blog

A few months ago there was this discussion revolving around  Dynamics GP EFT (Electronic Funds Transfer).  The conculsion of this discussion identified a need…a need to create a custom EFT template for Receivables, which unfortunatly is not available in Dynamics GP 10.   Well, readers here it is…but it’s in Dynamics GP 2010. 

(Finance>>Cards>>EFT File Format)

With all of the excitement and buzz surrounding Dynamics GP 2010, I too, finally got a copy.  It feels a little like Christmas.  Dynamics GP 2010 has some really…can I say, “Cool” new and revamped features.  However, there is one functionality that I would like to address and that would be the log in windows.  Not that it is not “Cool” but it may be a little food for thought for those entities that have to be SOX compliant for system security audits or have a less liberal security policy. 

Read the rest of this entry »

I was doing some AX BI work for a client and stumbled upon the following  AX-specific BI resources.

Here’s a collection of very informative screencasts from the AX-BI Team manager http://tinyurl.com/yhpdmud

Here’s a link to the BI Persona Presentation for Dynamics AX 2009 (PartnerSource or CustomerSource required).

By Rob Mitchell

Microsoft Dynamics GP offers a way to incorporate service packs into the Dynamics GP 10 client installation package. To do this:

1) Navigate out to your client installation package and find the Updates folder. This is the client install package that can be created during initial install to simply future client setup

2) Delete any msp file in the Updates folder and copy the latest service pack in.

3) The next time you install the client it will include the service pack.  It’s that easy!!

Note that the service pack needs to have been applied to the server before adding clients with the same service pack level.

Click here to download the latest Rollup from the Microsoft Download Center.

Mark Polino came up with a handy Excel spreadsheet for referencing SQL tables in Dynamics GP 10.  To download your own copy click tables in Dynamics GP 10. 

Thank You!  Mark for providing this spreadsheet.  I have already used it several times.

It may be necessary sometimes to reverse a packing slip and a pick list on lines in an order.  This is possible as long as the order has not been completely invoiced.

• From the AR module  –>Sales Order Details.  Select the Sales Order you wish to modify.
• Next, on the line level, select the line you wish to modify.  Now click the Quantity tab.
• On the lines you wish to modify, set the Deliver Now field to a value that the negative of the quantity delivered.  For example, if the quantity is 5, set the Deliver Now value to -5.
• When all of the lines have a negative value, click Posting–>Packing slip menu button.
• In the Posting packing slip window, use the Quantity – Deliver Now.  Click OK.
• Now all inventory has been removed from Delivered status.  The next part of this process is to remove the output orders for these items.
• In the lines, select Inventory (2) –>Output orders.  Delete record using the ‘X’ in the top left.  A warning will appear saying ‘The output order is completed.  Delete it anyway?’. Click ‘Yes’ in the warning form.

The sales order can now be maintained and re-picked as necessary.

Being from an accounting background and after years of mannually reconciling AP/ AR in an Excel spreadsheet Microsoft finally developed the “Reconcile to GL” function in Dynamics GP.  Introduced in version 10,  automatic reconciliation capability has long been an idea of novelty for most accountants.  Wouldn’t you agree?  Now, it has arrived.    Read the rest of this entry »

With the release of Microsoft Dynamics GP 2010 and Microsoft Office Excel 2010, see any naming correlation? You will have more options, more views and even more reporting power, right at your fingertips.  

Without diving into the “What’s New” with Microsoft Dynamics GP 2010 or Microsoft Office Excel 2010 at present I would like to take this opportunity to talk about Microsoft Excel Pivot Tables in the 2007 version.  Pivot Tables are an important piece to the end result and you will need to know a little more about them in order to get the best usage from your data extrapolated from Microsoft Dynamics GP,  Analysis Services or Smartlist. 

The learning approach here is going to be from an Excel perspective.   We are going to cover the basics of Microsoft Excel 2007 Pivot Tables.  We will learn some important terms, definitions and included as a link is the full article with practice example that you can use to create your own Pivot Table in Excel 2007.

Once you see how Basic Excel Pivot Tables work you will see the huge benefits you can gain from incorporating products like Analysis Cubes and future Excel versions.

To download the full article with step by step instructions to create a pivot table using Excel 2007 click the link http://www.box.net/shared/xts1xymlqk

To access the Excel spreadsheet used in the practice click the link http://www.box.net/shared/q9hchzc5br

Here is a little publicized fact concerning the resetting of the status of a Production Order in AX2009…..

The Production Order is released, and started as planned….but then, Production Control decide that the decision to “Start” production, was the wrong decision, so they must reset the Production Order. This is done by clicking the “Update” button and selecting “Reset Status”.

Click the “Update” button

From the options, select “Reset Status”

When the reset form is displayed, AX suggests the desired status to reset back to…..there is no indication that you have a choice, and if you accept the default, AX implies that you have to reset status, one step at a time.

This is not the case!

By clicking in the “Desired Status” field, a drop down icon becomes visible……

Simply select the desired status from the list and click”OK”.

The Production Order will be reset back to the selected status.