Modification to Bulk Update the Parent Account: MSFT Dynamics CRM
No one enjoys opening up each record, one at a time, to update a field with the same value in your company’s CRM. This is why the bulk edit feature in Microsoft Dynamics CRM is such a great tool, especially if the field you need to update is a Lookup field. This ends up saving a bunch of clicks and ultimately, time. One thing I never really noticed though, is that while most fields can be edited there is one on the Account that stood alone. The Parent Account. Since I hadn’t had a need to ever update this field en masse myself it wasn’t until a client wanted to change the Parent Account on multiple records that I realized CRM has the lookup link grayed out. Meaning, Read More »
Leverage Your GP Reports Outside of GP!
Did you know that Microsoft Dynamics GP comes with around 260 SQL reports ready to be used? These reports can be used right out of the box and they don’t require any modifications. Imagine if you could make these reports available to non-GP users; just put them on your company’s internal website; or build an iframe in CRM and display GP data inside CRM. Well, you can do all of this and more if you manage to get these reports out of GP. The way to do this is to deploy them to SQL Server Reporting Services.
How to Copy Word Template Formats
When working with Dynamics-GP we often go to format an invoice and realize that the return document or the order document are essentially the same format. We don’t want to have to spend the same time manually formatting the other documents when it would be easier to just copy the formats.
It isn’t as easy as just renaming the word template and importing it into GP; but it isn’t that hard as well. Below, I have documented the steps in the scenario of creating the SOP Blank Return from an already formatted SOP Blank Invoice word template.
Uploading Journal Transactions in Acumatica Cloud ERP
Most of us have experienced the pain and agony of having to hand-key a very large, multiple line journal entry. You add G/L account number after G/L account number, debit after debit, and credit after credit. You get to the end of the very long journal entry press the save button only to find that your very long, multiple line journal entry is out of balance. So you start your quest. You go line by line comparing the numbers you keyed against your source documentation to ensure that all of the numbers have been entered correctly. If you’re lucky, you’ll find the data entry error in time so that the last thing left to eat in the cafeteria for lunch isn’t a cold grilled cheese sandwich.
Real Time Data Warehouse ETL (Part 1)
Part 1 – Implementing Service Broker as a Real Time ETL Tool
The cheapest and easiest way to solve the real-time ETL problem is to not even attempt it in the first place, but we live in the real world and businesses are saying that:
· Viewing yesterday’s data is no longer sufficient.
· They need a faster reaction time to respond to threats and opportunities.
How To Process A Sales Return On A Sales Invoice
1. Create a sales batch : go to Sales / transactions / Sales Batch
2. Go to transactions
Troubleshooting Locked Records in Dynamics GP
In this month’s blog, I wanted to address the primary reasons records may be locked in Dynamics GP and various ways to unlock the records. The causes of records being locked in Dynamics GP may happen for a variety of reasons, but the fix is quite similar. Two of the primary reasons records may be locked in Dynamics GP are from batches having issues while being posted and records being edited by a user. The records remain locked until the batch is posted or the user has saved their changes. If something happens during these processes, the lock may not be released and the record could remain locked.
Uploading Customers into Acumatica ERP
One of the most difficult decisions that has to be made during a new system implementation is how much and what kind of data to migrate from your old system to the new. How many years do we bring over? Do we bring over detailed or summarized data? Is it reconciled? We will have access to old system for historical reporting purposes? These are all questions that are posed and answers that are debated during the process of making the decision.
There are, however, a few data decisions where there can be no debate. You have to bring over your Chart of Accounts. You may choose to take the opportunity to restructure your Chart of Accounts or to get rid of inactive accounts but you have to have your Chart of Accounts. The other data requirements are your Employees, Vendors and Customers. There still remains the option of do you add these records via manual entry or do you upload them. Using the manual entry method can provide the opportunity for training, since in the future, you will be adding these types of records one or just a few at a time.
How to close the fiscal year in Microsoft Dynamics GP
Companies that operate on a fiscal year instead of a calendar year have to do two year end closes in their ERP software. One close is for the calendar year for 1099 and tax filing and the other close would be for the company year end close. Most people ask what is the purpose of two closings. This is a great question the main purpose for two closing is to tax filings that are calendar related for example 1099 processing. The next question that is asked is what happens to within my ERP when I close the fiscal year and that is what we are going to go thru below:
How to create a Drop Point in PaperSave
A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow. Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points. The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.
