Bob McAdam offers some help for exporting SmartLists to Excel using the Web Client at http://community.gpug.com/blogs/bob-mcadam/2014/04/23/bobs-blogpipes
Mahmoud offers some help with Dynamics GP Essentials: Checkbook Setup – Important Assignment Concept.
For GP 2010 SP4 and forward, you no longer have to get the Professional Services Tools Library from your partner. It’s available for download. Note that PSTL is included with GP 2013. Just install it from the install files or add it via Programs and Features if you didn’t install it at first.
Sheldon covers Deleting Inventory Items in Dynamics GP
Ian Grieve tackles a problem with Integration Manager – An Item With The Same Key Has Already Been Added
Ian Stewart hunts down a Dynamics GP Workflow 2013 SP2 – Due days problem
MSDW is reporting that the Upcoming Microsoft Dynamics Business Analyzer releases will add iOS app, new integrations | MSDynamicsWorld.com.
From the Dynamics MR team: Using keyboard shortcut F3 to save steps – Dynamics Financial Reporting – Site Home – MSDN Blogs.
This a fuzzy area for a lot of people but it’s an important part of upgrades.
I ran into an interesting scenario. A not-for-profit doesn’t use Inventory, they don’t have a large enough need to support the setup. However, they do buy bus passes in bulk to help people down on their luck. They’ll buy a couple of thousand dollars of bus passes at once and then release individual passes to people in need. The bus passes are a considered a prepaid and they have a formal process to release them and they want to track who they are released to.
The old process bought the passes via AP and increased a prepaid. The prepaid was released via AP and offset with an internal credit card. This let them track who got bus passes, but it left a liability on the internal credit card that eventually had to be cleaned up.
Since they weren’t using Trade Discount, we reset the Trade Discount account to offset the liability. Now they release a bus pass to a person and offset the transaction with a trade discount. This significantly reduces the amount of work and releases a bus pass in a single transaction.
I covered before how trade discounts can help clean up received not invoiced too. Sometimes the little used pieces hold the key to making life easier.
Tracey Brinkman demonstrates importing using a Mail Merge by Using Macro Mail Merge for updating Payment Terms from a source file.
Steve Chapman has a gorgeous new Dynamics GP site: Discover Dynamics ERP – Closing the gap between the software and your potential.
It’s full of great info and videos, though I confess that it makes me nervous that some folks will think that they don’t need a consultant.
Congrats to Christina Phillips on her recognition as a Microsoft MVP for Dynamics GP. More details here. Microsoft Honors Another BKD Technologies Professional
Christina totally deserves this recognition for all of her hard work helping folks with GP over the years.
MSX is hosting a free MR online user conference on Friday. That should be pretty popular.
We’ve looked before at removing duplicates in Excel. But what if you just want to find duplicates to evaluate them?
1) Export data from GP to Excel. You can export from SmartList or use a refreshable Excel report.
2) Highlight the information and pick Conditional Formatting | Highlight Cell Rules | Duplicate Values
3) Click OK to highlight duplicates in Red.
4) You can filter the list by turning on filters and picking filter by color to only see duplicates without removing anything from the list.
Take a walk down memory lane with a A Microsoft Dynamics Convergence Timeline Event Statistics 1997 to 2014
My first Convergence event was 1999 at the Swan and Dolphin at Walt Disney World.
Improved cloud licensing is a plus.