Archive for September, 2012

Dynamics GP 2013 (beta) – Web Client Demo from Jivtesh

One of Microsoft’s MVP’s, Jivtesh Singh, created a nice demo of the new web client available with Dynamics GP 2013. Take a look at it: http://youtu.be/BvLCE3ccwjU

Dynamics GP 2013 (beta) – Home Page and Area Pages



I’m easily impressed, I guess. When I opened the new Dynamics GP 2013 Beta product, the first thing I noticed is that a user can easily configure the home page elements and the area page elements just by dragging and dropping. Beautiful!

I really like the area pages for navigation, but was not always happy with the way they were organized on specific pages. I guess they could be modified with some coding, but that’s beyond me. GP 2013 makes it easy.

Here’s a quick video showing this in action.

Dynamics GP 2013 (beta) – Purchase Order Tolerances

Purchase Order Tolerances have been added to Dynamics GP 2013 that allow you to specify by item, minimum receiving tolerances and maximum receiving tolerances.

The minimum tolerance specifies a minimum quantity that can be received which when received will close the purchase order line and cancel any quantity difference between the amount ordered and the amount received. This will still allow for partial receipts below the minimum quantity.

The maximum tolerance specifies a maximum quantity that can be received on a specific purchase order line. If a quantity exceeding the the ordered quantity plus the tolerance is entered, the user receives an error message and the quantity will not be accepted.

This is where you specify the quantity tolerances for each item. These tolerances can also be specified in Item Class Setup:

This is the error message you receive if the maximum quantity is exceeded:

This is a PowerPoint from Microsoft that explains as well: GP2013 FOD Tolerance Handling

This is a quick video I created to show this in action.

Dynamics GP 2013 (beta) – Suggested Items

New functionality that allows you to easily add companion items to a sales order will be included in Dynamics GP 2013. This will allow you to better serve your customers.

The functionality allows you to set up one or more suggested items for any given item in your item list. This means that when an item is added to a sales order, the system will pop up a new screen that shows the “Suggested Items”. You can select one or more of the items to be easily added to the sales order.

This is the screen used to identify the suggested items. This looks very much like the screen from which you can select the suggested items in Sales Order Entry:

This is a short PowerPoint deck from Microsoft, GP2013 Relate-Link Items for Suggested Sales that explains the feature.

I made this quick video to show it in action.

Additional Sorts in Smartlist…. not just one

Hello, this time I just want to share something I learned sometime ago but to my surprise being completely honest most people I show them never heard about this.Me

I know people that use Smartlist extensively, they really use it but the pain they have is sorting, I have witnessed many exports to Excel and even some people were some kind of creative that they made their own “Export Solution” to do what? you may ask, and yes you have the answer, to SORT by other columns.

So when I show them this trick they just think that I’ve been hanging around with MGomez, FHamelly, DPitcher, the famous SChapman, MPolino and many more just I wont finish the list.

 

Here it is… how about if I tell you I can show you how to sort Smartlist by using multiple fields, different sorts and even with fields not being displayed on the smartlist itself?

Lets open Smartlist….

SM1

Double click on one of your smartlist objects, I am choosing the “All” in Account Transactions.

Once the Search dialog appears click the button on the bottom called “Order By”

SM2

Then the Select Order By window appears, note on my example that I sorted my list by Account, then by Series (Descending), by Transaction Date and by the User Who Posted.

The User Who Posted is a field that is not being displayed in the screen, even in this example the user who posted is not doing us any good report wise as we cannot see the value, it’s a clear example that you can use a non displayed field to sort.

SM3

Once you have chosen the available columns and moved them to the Order by section you click OK to go back to smartlist search dialog, then OK again to have the search executed.

SM4

As you can see the result is ordered by the Account number, then by the series int value, then by date.

Don’t forget that once you define your sort, save your smartlist definition so you don’t have to re-work.

I hope I can save you sometime with Excel macros and ease your job directly from Dynamics GP Smartlist.

 

Until my next post!!

Francisco G. Hillyer

Excel–Changing Values and reversing sign

Good day to all, here is another post that comes from working with budgets and excel spreadsheets.

Recently I had a case where the customer was trying to import budgets into Dynamics GP. All spreadsheets seemed normal, they uploaded correctly and we were under theMe impression that everything was ok for all the years we imported.

But to our surprise the customer called in and said “It appears that the sign is reversed, we verified and we entered the budgets with the wrong sign instead of (52,250.00) should be 52,250.00 can you change it? And by the way we deleted the budgets can you import again?.

 

Ok so my coworker started adding columns to the left and multiplying the numbers by –1 to reverse the sign, I saw that this process was a little painful and slow considering there were many spreadsheets to work on.

So here is how I helped them out. The following is a made up sample of the budget sheetEX1

I take an empty cell, and type –1, then I select that cell and copy the value to clipboard or I press Ctrl-C

EX2

After I have the value copied I select the range of values to change. Notice that the copied cell is still marked.

EX3

Then I right click on the selection and choose Paste Special

EX4

The paste special window has a section called operations, this section is able to Add, Subtract, Multiply and Divide, so I select Multiply

EX5

And after selecting the operation I click ok and my values are updated with the reversed sign.

EX6

 

Just imagine the potential and time saving opportunity here, if you want to subtract a fixed value to all columns or add a fixed value, this makes it relatively easy and fast.

Another example will be when someone asks you to take the numbers from last year and add 25% its so simple to just add a 1.25 to a cell, copy the value, select your range and select multiply. Try it with variations and you will experience this hidden gem from Excel.

I would like to point out that its not just for budgets but for many tasks in real life. Why I added to a Dynamics GP blog? because it originated from working with the budgets.

 

Have a nice day and until my next post.

 

Francisco G. Hillyer

Integration Manager–Importing over 255 characters

Hello all, after being absent for a few weeks here I come back with a tip for all of you that really enjoy working with Integration Manager (and those who don’t….).Me

As you may know my posts originate from being in the front lines working support and aiding fellow coworkers in need, my friend Chastidy presented me an issue with Integration Manager, the customer is trying to record data into the Internet Information window specifically to the “Additional Information” field. When they verified the field properties it says it holds up to 32,000 characters, if they copy and paste the contents being imported it saves just fine, but Integration Manager is truncating to 255 chars, but the field option is set to cancel the document, not to truncate at max.

IM1

First thing on my mind was “Challenge Accepted”, the solution its simple, I went to the data source properties and verified the columns available, I noticed that the field data type chosen was “String”, if I recall correctly from my IM self training class Strings are limited to 255 characters, and if you would like to import more than 255 characters the other data type that will allow this into a field like this one is “Long VarChar”, once I changed the data type in the source properties voila!!! information uploaded correctly.

IM2

Then the next thing on my mind was “Oh Yeah!!” and pictured me with dark sunglasses.

This small change has a huge advantage and saves a lot of headaches.

 

I hope this works for you and keep the comments flowing.

 

Until the next post!!

Francisco G. Hillyer

What do you do for Rose?

Theadshot for bloghis past week I attended The Partner Event hosted by The Partner Channel group. I presented a couple of breakout sessions on partner and customer questions regarding the Dynamics Cloud. It’s interesting after the huge push Microsoft has made regarding Cloud, there is still a huge knowledge gap between MBS and most of the partners. If you are interested in my PP slides shoot me an email: doug.pitcher@rosebizinc.com and I’ll send you over a copy. The sessions were much better in person but you get the drift of what I presented.

In normal conversation with other attendees I often get asked what I do for Rose. In all honesty, I don’t really know how to respond to that question especially when I’m at a sales and marketing conference. If I say I’m the Technical Support Manager for Rose I immediately get asked what I’m doing at that conference. If I say I’m in sales it’s kind of stretching the truth as I usually rely on the famous Steve Chapman to close out any big deals.

I usually say something like “in a small company we usually do a little bit of everything”. Which then gets followed up by “I thought Rose was a huge organization.” I can’t win. I think I’m going to make up a title for myself that is ambiguous enough that it squashes any questioning regarding my value to the company. How about “Director of whatever needs to be done.” Or “Chief Managing Director of someone who likes sales, consulting, marketing, technical support, and janitorial services.”

I don’t know if those titles would draw more questions. I really do do something for Rose but just not sure how to wrap it all together. Someone did give me the title of “Director of Academic Relations” as I deal with university professors and students who we host for educational purposes but in a smaller type company that wouldn’t keep me in a job for very long.

Maybe I should have my title as “People like me.” While I was away a fellow colleague found a comment about me that a customer left after I helped them out on a go to assist session and passed it around the office. 

Comment: Doug Pitcher is GOD, he was so into my problem that I felt comprehended, he really walks the talk, there should be more doug pitchers in the world. I am glad to talk to him, he is always calm and charming, I wish I could live near him, he should really start his own religion

Feedback: Magically, I never felt this way before, thank you Doug Pitcher you did not make my day, but made my life!!!!

I’m pretty sure I don’t qualify as the Dynamics GP big guy but there were a few rounds of email from my office mates mocking and laughing at my popularity.

I’m pretty sure it was my mom who left those encouraging words and nice comments.

I hope I don’t start getting called Magic Doug as my title.

Anyone else have any appropriate ambiguous titles I could use?

Order to Cash Cycle with Dynamics GP

Managing and controlling the order-to-cash cycle is one of the main reasons businesses decide to migrate to a new ERP system. Dynamics GP provides a comprehensive and integrated system to easily allow you to manage your customers, orders, and cash receipts.

Getting the order right is a key component to delivering customer satisfaction. If the wrong items, prices, requested shipping date, or customer information are included on the order, your customer is not going to be happy. If your customer is not happy, payment will be slow and the cost of sales starts rising.

Get a good system to manage your business, and watch your business grow.

This series of quick videos shows you how you can use Dynamics GP to help keep your customers happy: http://youtu.be/O4mNXR_IyKs

Subscription Options:
Subscribe via RSS
Articles Categories