Posts Tagged ‘Budget’

Why my GP is too slow?

Hello all, I would like to provide you with some information on what to look when 312339_117542088417759_1094173370_nDynamics GP seems to be working slow. As you may already know Dynamics GP is a process driven application and you may experience slow performance when specific processes are performed in GP please take a look:

 

· While posting might be due to the PJOURNAL table as you know checks post too or remittance is being printed separately

· Client workstations should have a default printer setup and online, remove invalid printers

· While opening windows, the autocomplete feature may cause performance issues and if not used can be turned off

· While login into Dynamics GP or utilizing 3rd party dictionaries as well if Menu Master table (SY07110) became too large.

· The location of the modified dictionaries other than local workstation

· Certain Smartlist reminders might interfere with login into Dynamics GP

· You may have shortcuts to network locations that are no longer mapped or available

· Printing to file directly into the client/remote computer instead of the hosted server user folders

· OLE Notes path in Dex.ini

· SQL AutoClose and AutoShrink options not set to false

· Virus scanner setup not excluding the following extensions (CNK, DIC, CHM, SET, INI, DAT, IDX, VBA, LOG, LDF, MDF)

· The Dynamics GP homepage smartlist favorites

· The Dynamics GP homepage outlook integration

· Enabling tracing options in DEX.ini

· Bad user defined triggers in SQL

· Bad configuration of SQL server memory allocation

· SQL server or Dynamics GP server available disk space

· SQL server log file is full and is not set to Autogrow

· TNT*.* files, your %TEMP% folder has not been cleaned

· Non-compliant SQL server/GP Server/Client hardware

· Different DB owner than DYNSA

· Little or no SQL server maintenance (Table Fragmentation)

· You might be missing table indexes or statistics

· When exporting a budget, thru the budget wizard it seems locked (if you are using the excel wizard to export, make sure the “save as” dialog is not on the background, Alt-Tab to it as it must have been opened and its behind your main GP windows.

· Too much history (You can archive historical years, specially if you have large tables like Item Master, Customers, Vendors) Believe me I ran reconcile one time and it took 6.5 days on a company with more than half a million SKUs and 5 years of sales.

 

I have witnessed how few administrators that in order to preserve enough disk space they have a tendency of running SHRINK on the SQL server, this obviously will fragment tables affecting performance. I have a post that covers that here.

 

If you want us to take a look at your environment don’t forget to contact us, and as always when troubleshooting record answers for the following questions:

1.- Can you replicate the issue? write down steps that let you reproduce the issue.

2.- If its related to posting, please note the module( s ), how many transactions are in the batch, how long does the process last? how long did the process last before?

3.- On a Server/Client install, can you replicate on the server?

4.- Can you reproduce on all or other clients?

5.- Are there any 3rd party products running on the same SQL/GP server or together with Dynamics GP?

6.- Are there any customizations in GP?

 

Until my next post and let us know if we can help!!

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

Budget Import & Export

Dynamics GP has a very easy to use budget import and export function that allows you to create budgets in Excel and update budgets in GP, based on amounts you have in Excel.

All this functionality is available from the Budget Selection screen.  Navigate to:  Cards  >>  Financial  >>  Budgets

BudgetSelection

I created this short video to show this functionality in action.

One very important caveat:  Make sure that you validate the information in GP after importing or updating budget information from Excel.  There is no error reporting on the import function if the import does not properly import the data.

I usually create a quick FRx report for this purpose.  But you could also simply export the information from GP, to a new spreadsheet (make sure not to overwrite your original spreadsheet).

Account Rollup Inquiry

The Account Rollup Inquiry screen in Dynamics GP allows you to summarize information from several accounts, and display information of several types, including: Actual, Budget, Prior Years, Other Currency, and Calculated.

Here is the summary level inquiry:

AR1

Here is the first drill down on the actual number that shows the accounts included in the rollup summary:

AR2

I created a short video to show this functionality.

Cash Flow Forecast

This is a screen in Dynamics GP that I suspect gets little use.  But it really can be quite useful because it gives you a time sequenced view of your payables and receivables, and allows you to drill down to see the detail records.

This is the basic screen:

Cashflow1

If you click one of the days, it will bring up the Cash Flow Explorer that will allow you to see the details:

CashFlow2

The set up is very easy, and allows you to create several “profiles” so you can take different views of the information in your system.

I created a short video to show this functionality.

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