Posted by: istewart | May 14, 2013

Business Portal for GP2013 – the skinny

RTM release now issued following the issue of GP2013 SP 1.

Its 64 Bit only and supported on Windows Server 2008 SP2 and 2oo8 R2 SP1 + Sharepoint Server and Foundation 2010.  (BP 6.1 will be supported on SharePoint 2013 when its released).

Not supported on Windows Server 2012 because Sharepoint is not currently supported – wait for Sharepoint SP2.

Upgrade paths direct to 6 from BP version 4 SP2. Moving from 4 and 5 will require upgrading SharePoint to 2010…first! If you’re dropping any Business Portal applications – uninstall them before upgrading. The sequence is:

….Upgrade to Sharepoint 2010, upgrade to GP 2013,  upgrade web services if in use, finally upgrade business portal.

Posted by: istewart | April 19, 2013

GP Manufacturing Order to Sales Order link

One of those days. Took me an age to find the relevant table. Eventually copped on to myself and reached out to a pal in the US who didn’t even have to look at Resource Descriptions to tell me. For those in the same boat – here’s the answer.

When you create a newDynamics GP Manufacturing Order based on a Sales Order the link information is stored in table IS010001 (ICONrol Sales Order Line). Remember that each sales item line on a sales order will create an individual manufacturing order to make that product. So this table also stores the sales order line item sequence number.

A quick query (where ???? is the manufacturing order number) would look something like:


Additionally table WO010032 (Manufacture Order Master) may contain the Sales Order number in the DSCRIPTN field – if users haven’t overwritten the Description field when the manufacturing order is created.

Hopefully save someone some time!

Web Client functionality for Dynamics GP Project Accounting module is planned for release with GP 2013 SP2. Just thought you should know!

Posted by: istewart | February 2, 2013

Dynamics GP Web Client

The GP web client. What functional areas are available now? Phase I concentrated on core Financials and Distribution.

General ledger, Accounts Receivable and Sales Order Processing, Accounts Payable and Purchase Order Processing, Inventory control. These modules were released as part of Phase I. Any changes you make using Modifier will render in the Web Client…but VBA code will not run. (Check out Rubal’s post about migrating VBA code). For Excel reports to run, you need to be connected to the domain.

Whats coming next and in what sequence? The latest news is:

  • Human Resources and Payroll, then
  • Field Service and Project Accounting, then
  • Manufacturing


Posted by: istewart | November 26, 2012

Sample XL Dashboards to download

The Dynamics GP team have provided Business Intelligence dashboard samples for download from their Blog. These are created in Microsoft Excel 2013 and show the real power of the XL refreshable reporting. The Financial Dashboard is free to download and use with your existing data, and the guys would welcome feed back.

Check out the free dashboards here.

Dynamics GP Financial Dashboard - Refreshable XL Report

Dynamics GP Financial Dashboard – Refreshable XL Report

Posted by: istewart | November 24, 2012

Year end – Receivables Management

When should you run the Receivables Management year end process in Dynamics GP? Right before you start entering transactions in Receivables Management for the next year! Why? because the RM Year End Close transfers the summary figures stored in ‘Current Year’ summary fields to the ‘Previous Year’ summary fields – to see this in action look at Cards >> Sales >> Summary. These summary figures get updated every time you add a transaction to RM (including anything that originates in SOP).

So – like anything else that is procedure driven – you need a plan. I suggest the following:

  1. Post everything in RM relating to the current year.
  2. Make a backup.
  3. Run the RM Year End close process.
  4. Close the Financial Periods for RM (Tools >> Setup >> Company >> Financial Periods).
  5. Close the Tax Year.
  6. Make a final back up.
  7. Get going on processing the next years transactions as per normal.
Posted by: istewart | November 9, 2012

Dexterity Training – Mariano Gomez MVP

Mariano is running a series of Dexterity training courses. Check out his schedule here.

This side of the Atlantic – he plans to run a course in London during the first week in April 2013.

Read the related Microsoft Dynamics GP Official Blog post here.

In the first of four posts looking at Dynamics GP 12 (due for release H2 2012 – realistically with customers early in Q1 2013), I’ll detail some of the improvements billed for inclusion.

You know the great AR/AP to GL Reconciliation tool that identifies differences beteen the sub ledgers and the GL? Well its going to be expanded to the other two core subledgers – Inventory and Bank Rec. Thanks be to the all mighty!

Historical Journal Entry enquiry and select printer at report runtime, I have covered in a previous post. But what about printing SSRS reports direct from the interface? I.e. it doesn’t open an IE session – these reports will be rendered much the same way as the existing ‘Print To Screen’ output. The death of the GP report writer? – my guess is no. Its still required for producing the XML outputs for Word Templates, and to be honest its still a great tool – but we will probably see a move towards more SSRS integration and usage.

The OLE and Notes Container will stay , but there is a new guy in town called Document Attach – a seemingly richer tool to allow attachment of documents (pictures, contracts, etc) to transactions in GP.

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