Dynamics GP Training/Tutorial 101 - Youtube Video Series!

For all of the new/un-guided Dynamics GP users out there, this one’s for you!

Introducing the “Learn Dynamics GP - 101 Series” now up on YouTube! A lot of time and effort has gone into these tutorials but I’m happy to finally roll them out and make them official.

The 101 series is what you would think but is broken down core module by core module and includes some bonus 101 series training/tutorials (Fixed Assets, Navigation, etc.).

The hope is that these videos can serve as an introduction to Microsoft Dynamics GP and get you or your team up to speed very quickly. If you ever have questions or are looking for more in-depth & hands-on trainings, let our team help you out.

The 101 series is just the beginning and more videos are to come! Let us know what you think in the comments below or on the YouTube channel and do us a favor and SUBSCRIBE to stay up to date with our future releases.

Enjoy!

Youtube - GP Training/Tutorial 101 Series

https://www.youtube.com/playlist?list=PLYaFvNBJI6Dq8HQP3gr9tr2c3F9Sa6seP

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GPUG - All-Star Nominations!

With the User Group Summit conference right around the corner in October, there are lots of exciting things going on in the GPUG world at this time of year, one of which is the yearly "All-Star" awards.

All-Star nominees are put up by their peers based on their contributions to the GPUG community & this year, I've been fortunate enough to be considered!

If you're a part of the GPUG community and have benefited from all that GPUG offers, take a look @ the 2018 All-Star nominees that can be viewed @ https://www.surveymonkey.com/r/GPUG2018All-StarVoting.  There are quite a few recognizable names on the nominees list this year.

If you're not familiar with GPUG & you use GP, I'd HIGHLY recommend taking a look @ what the group has to offer.  There are benefits to non-members but for members, here are a few of the things that you can take advantage of:

  • Live & Recorded Webinars
  • Open GP Related Forum (Highly active!)
  • Conference discounts
  • Local chapter events
  • Other exclusive member discounts

If you ever find yourself around the New Orleans area and want to check-out a local chapter meeting, we'd love to have you!  Presenters and/or attendees are always welcome!

Hope to see some familiar faces in Phoenix for Summit!

Start Processing Credit Card Payments in GP TODAY!

On another installment of our video series, we covered a feature that's been around for quite awhile but was recently added to with Dynamics GP 2018.

Setting up credit cards, processing credit card transactions, and issuing payments for credit card bills all done within GP.

This short video will cover everything that you need to setup credit cards & begin processing them TODAY!

Enjoy, subscribe, and let us know what else you're interested in!

Provided by ALaCarteGP.com Don't forget to subscribe to our Youtube channel to stay in the loop w/ future posts & also check-out our blog @ ALaCarteGP.com/blog

Fixed Assets - Upgraded Projection Reports Using SSRS

Quick show-off of how to utilize SSRS to deploy improved Fixed Asset Projection reports in Dynamics GP 2018. Versions are a month over month report as well as a summary/detailed projection listing with G/L account.

Read More

Payables Payment Process Using Dynamics GP 2018!

The payables process within GP is tried & true within Dynamics GP.  It's one of the fundamental process that GP was built-on and it works very very well.  Below is a video that can be found on our YouTube channel that covers the payment process from beginning to end and highlights some of the additional features that Microsoft brought to the table with Dynamics GP 2018.

Feel free to take a look @ our full video library on our YouTube channel & let us know what you think!

If you like our videos, give us a like and a subscribe to be in the loop on future posts.

If there's a future topic that you'd like us to cover, let us know in the comments below!

SmartList Builder - Develop & Deploy Reports

eOne Solutions' SmartList Builder is the equivalent of the SmartList Designer product that Microsoft now offers with the out of the box Dynamics install.  SmartList Designer has been around a little longer thus was the focus of our post.  Everything that's done in this particular video can be accomplished using SmartList designed in almost a similar sequence.

Please check out our video post on Youtube and <SUBSCRIBE> to our channel for notifications on future posts.

Also, if you have feedback on our videos or have a topic in mind that you'd like for us to cover, please let us know in the comments below!

Company Address IDs - Import

Did you know that within Purchase Order Processing that the list of available ship to addresses pulled from the Company Address ID setup within GP?  During a POP/Inventory/SOP implementation, it's no uncommon for companies to have 100s of potential ship to addresses for purchases.  Below we've covered our favorite way to get this list of address IDs into the system using .csv/.txt files and SQL.

Step 1.)  Create a spreadsheet that list all address lines.  Our example contains the following columns.

Company ID, Address ID, Name, Contact, Address 1, City, State, Zip Code

Step 2.) Save spreadsheet to a tab-delimited text file

Step 3.) Open the text file & replace any " characters w/ {blanks}.  " characters will appear when a field contains a comma.

Step 4.) Import into SQL using SQL Server Management Studio

>>Right-Click Database

    >>Select Tasks

        >>Select Import Data

           >>Select Flat File as source

              >>Enter Staging Table Name in SQL Destination (Use name of CoAddressID_Template in our example below)

Step 5.) Create backup of table that we're about to insert into (select * into sy00600_backup{date} from sy00600.  This step is important in case we need to roll-back our insert and don't want to have to refresh the entire database.

Step 6.) Ensure that no address IDs in your staging table already exist within GP.

select * from sy00600 where locatnid in (select [Address ID] from coAddressid_template)

Step 7.) Run SQL Insert statement to move data from staging table (CoAddressID_template) to SY00600 table.

declare @cmpanyid numeric(2,0);

set @cmpanyid = (select cmpanyid from dynamics..sy01500 where cmpnynam = '{ENTER YOUR CO NAME}');

insert into gpent..sy00600 (CMPANYID,LOCATNID,LOCATNNM,ADRSCODE,ADRCNTCT,ADDRESS1,ADDRESS2,ADDRESS3,CITY,COUNTY,STATE,ZIPCODE,COUNTRY,PHONE1,PHONE2,PHONE3,FAXNUMBR,CHANGEBY_I,CHANGEDATE_I,CCode)

select @cmpanyid,left([Address ID],15),left([Name],30),'',left([Contact],60),left([Address 1],60),'','',left([City],25),

'',left([State],30),left([ZIP Code],10),'','','','','','','1900-01-01 00:00:00.000','' from coAddressid_template

That should do it.  You can add additional columns to your sourcefile if you please.  Just be sure to update your insert script to account for the new columns & remember character limitations! left(Address1,60)

Our first preference is to always use the Microsoft eConnect procedures or integration tools like Integration Manager when available.  However, when all else fails, a carefully executed SQL script can achieve the same outcome.  At the end of the day, it's all data in a database.

Let us know if this works for you or if you'd like to see similar processes using SQL!

Customer/Vendor Relationship Setup and Processing

Too many times have we seen makeshift customer & vendor relationships and processes being used within GP.  With the latest versions of GP, even more features are available that make creating relationships and processing transactions between the purchasing and sales module a breeze.  Our video tutorial covers the setup and processing of the most useful features to help you bridge the gap between the purchasing and sales modules. 

Check out our full video library on our Youtube channel.