Posts Tagged ‘Export’

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

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).

SmartList Export Solutions in Dynamics GP

If you’re using SmartLists on a regular basis to report on information in Dynamics GP, you’ll want to learn how to use the Export Solutions functionality within SmartLists to add charts, pivot tables, calculated fields, and additional formatting to your data.

Export Solutions allows you to run an Excel spreadsheet macro on the data that SmartLists exports to Excel.

These are the basic steps to set up the macro:

  • Export a SmartList to Excel
  • Start and name a new macro in Excel
  • Perform the formatting you want in the Excel spreadsheet
  • Stop the macro
  • Delete any worksheets you may have added during formatting
  • Delete the data that was initially exported to Excel
  • Save the Excel spreadsheet as a template

These are the steps to attach the spreadsheet with macro to SmartLists:

  • Navigate from SmartList:  SmartList  >>  Export Solutions
  • Document: Select the Excel spreadsheet that contains the macro you wish to execute
  • Works for Favorites: Select the SmartList(s) you want the Export Solution to be available with.

SmartListExportSolution

Once the Export Solution has been attached to the SmartList(s), you can use it when you wish.  Just make sure to select it from the menu drop down, and not “Quick Export”:

DropDown

I’ve created a companion video to this on YouTube.

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