Thursday, April 21, 2016

Wednesday, April 20, 2016

Dynamics GP - Modifier, VBA Visual Basic, Sanscript, ADO Loop SQL Query to populate a dynamic drop-down list, and maintain arrays of result values

    'Global Variables
    Dim TheLoan(1 To 50)
    Dim TheRemLoanAmt(1 To 50)

Private Sub DDLM158_Changed()
If DDLM158 > 1 Then
PONumber = TheLoan(DDLM158 - 1)
LoanAmt = TheRemLoanAmt(DDLM158 - 1)
Else
PONumber = ""
LoanAmt = 0
End If
End Sub

Private Sub Purchases_Changed()
If VendorID > "" And CCur(Purchases) > CCur(IIf(LoanAmt = "", 0, LoanAmt)) And LoanAmt > "0" Then
MsgBox "Purchases cannot exceed Loan Amount of " & CCur(LoanAmt) & ". Please enter a new amount to purchase."
Purchases.Focus
End If
End Sub
Private Sub VendorID_Changed()
If DocumentType = 3 And VendorID > "" Then
DDLM158.Enabled = True
    'Dim CompilerApp As New Dynamics.Application
    Dim CompilerApp As Object
    Dim CompilerMessage As String
    Dim CompilerError As Integer
    Dim CompilerCommand As String
    ' Create link without having reference marked
    Set CompilerApp = CreateObject("Dynamics.Application")
   
    CompilerCommand = ""
    CompilerCommand = CompilerCommand & "clear '(L) DDLM158' of window PM_Transaction_Entry of form PM_Transaction_Entry;" & vbCrLf
    CompilerCommand = CompilerCommand & "add item "" <Available Loans>"", 0" & vbCrLf
    CompilerCommand = CompilerCommand & "   to '(L) DDLM158' of window PM_Transaction_Entry of form PM_Transaction_Entry;" & vbCrLf
    CompilerCommand = CompilerCommand & "'(L) DDLM158' of window PM_Transaction_Entry of form PM_Transaction_Entry = 1;" & vbCrLf
'Populate dropdown
    Dim objRec
     Dim objConn
     Dim cmdString
     Dim i
   
     i = 1
     Set objRec = CreateObject("ADODB.Recordset")
     Set objConn = CreateObject("ADODB.Connection")
   
     objConn.ConnectionString = "Provider=SQLOLEDB;Data Source=DEVDB;Initial Catalog=TWO;User Id=sa;Password=pw"
     objConn.Open
   
   
     cmdString = "SELECT LoanID, RemLoanAmt, VENDORID FROM BI_AvlblLoans where (VendorID='" + VendorID + "')"
   
     Set objRec = objConn.Execute(cmdString)
   
       If Not (objRec.EOF And objRec.BOF) Then
            Do While Not objRec.EOF 'Start looping through the records
                'Grab record Data
                TheLoan(i) = RTrim(objRec!LoanID)
                TheRemLoanAmt(i) = objRec!RemLoanAmt
                'add a dropdown line
                If Not VendorID.Empty Then
                CompilerCommand = CompilerCommand & "add item " & """" & TheLoan(i) & " | " & TheRemLoanAmt(i) & """" & ", " & i & vbCrLf
                CompilerCommand = CompilerCommand & "   to '(L) DDLM158' of window PM_Transaction_Entry of form PM_Transaction_Entry;" & vbCrLf
                i = i + 1
                End If
                objRec.MoveNext
            Loop
        End If
   
    objConn.Close
   
    ' Execute SanScript
    CompilerApp.CurrentProductID = 0 ' DYNAMICS
    CompilerApp.CurrentProduct = CompilerApp.CurrentProduct & "!Modified"
    CompilerError = CompilerApp.ExecuteSanscript(CompilerCommand, CompilerMessage)
    If CompilerError <> 0 Then
        MsgBox CompilerMessage
    End If
Else
DDLM158.Enabled = False
End If
    
    
End Sub
Private Sub Window_AfterOpen()
DDLM158.Enabled = False
    'Dim CompilerApp As New Dynamics.Application
    Dim CompilerApp As Object
    Dim CompilerMessage As String
    Dim CompilerError As Integer
    Dim CompilerCommand As String
    ' Create link without having reference marked
    Set CompilerApp = CreateObject("Dynamics.Application")
   
    CompilerCommand = ""
    CompilerCommand = CompilerCommand & "clear '(L) DDLM158' of window PM_Transaction_Entry of form PM_Transaction_Entry;" & vbCrLf
    CompilerCommand = CompilerCommand & "add item "" <Available Loans>"", 0" & vbCrLf
    CompilerCommand = CompilerCommand & "   to '(L) DDLM158' of window PM_Transaction_Entry of form PM_Transaction_Entry;" & vbCrLf
    CompilerCommand = CompilerCommand & "'(L) DDLM158' of window PM_Transaction_Entry of form PM_Transaction_Entry = 1;" & vbCrLf
    ' Execute SanScript
    CompilerApp.CurrentProductID = 0 ' DYNAMICS
    CompilerApp.CurrentProduct = CompilerApp.CurrentProduct & "!Modified"
    CompilerError = CompilerApp.ExecuteSanscript(CompilerCommand, CompilerMessage)
    If CompilerError <> 0 Then
        MsgBox CompilerMessage
    End If
End Sub

Dynamics GP - Modifier and VBA Visual Basic - Dynamic Drop down list from sql view using sanscript

https://blogs.msdn.microsoft.com/developingfordynamicsgp/2008/07/24/hybrid-dynamically-populating-a-modifier-added-list-example/

Monday, April 18, 2016

Powerpoint Training Agenda

  • Formatting text - 10 mins
  • Changing templates and themes - 10 mins
  • Modifying Master Slides - 5 mins
  • Using photos, shapes, and charts in PowerPoint - 15 mins
  • Adding video - 5 mins
  • Animating your slideshow - 15 mins

  • Excel Training Agenda

    • The Basics - 5 mins
      • Help – F1, Google
      • Creating a New Workbook
      • Navigating in Excel
        • Ctrl + Arrow
        • Shift + Arrow
        • End, Home
        • Select all, Row, Column
      • Previewing and Printing a Worksheet
      • Saving a Workbook & Re-opening a saved workbook
    • Formatting a Worksheet - 15 mins
      • Creating Headers, Footers, and Page Numbers
      • Adjusting Page Margins and Orientation
      • Adding Print Titles and Gridlines, rows to repeat at top of each page
      • Formatting Fonts & Values
      • Adjusting Row Height and Column Width
      • Changing Cell Alignment
      • Adding Borders
      • Applying Colors and Patterns
      • Using the Format Painter
      • Using AutoFormat
      • Merging Cells, Rotating Text, and using AutoFit
      • Using AutoFill
    • Managing your workbooks - 15 mins
      • Switching Between Sheets in a Workbook
      • Inserting and Deleting Worksheets
      • Renaming and Moving Worksheets
      • Protecting a Workbook
      • Hiding Columns, Rows and Sheets
      • Splitting and Freezing a Window
      • Inserting Page Breaks
      • Advanced Printing Options
    • Editing a Workbook - 20 mins
      • Entering Date Values and using AutoComplete
      • Editing, Clearing, and Replacing Cell Contents
      • Cutting, Copying, and Pasting Cells
      • Moving and Copying Cells with Drag and Drop
      • Collecting and Pasting Multiple Items
      • Using the Paste Special Command
      • Inserting and Deleting Cells, Rows, and Columns
      • Using Undo, Redo, and Repeat
      • Checking Your Spelling
      • Finding and Replacing Information
      • Inserting Cell Comments
    • BREAK - 5 mins
    • Formulas - 20 mins
      • Creating a basic Formula - Math, F4$, Cell References
      • Calculating Value Totals with AutoSum
      • Editing & Copying Formulas
      • Fixing Errors in Your Formulas
      • Formulas with Several Operators and Cell Ranges
        • Vlookup
        • If
        • Len, left, right, find
    • Working with the Forms Menu - 5 mins
      • Sorting, Subtotaling & Filtering Data
      • Copy & Paste Filtered Records
      • Using Data Validation
      • Charts
    • Data Analysis & Pivot Tables - 25 mins
      • Creating a PivotTable
      • Modifying a Pivot Table
      • Change Pivot Table Options
    • Working with Other Programs - 5 mins
      • Inserting an Excel Worksheet into a Word Document
      • Modifying an Inserted Excel Worksheet
      • Inserting a Linked Excel Chart in a Word Document
      • Inserting a Graphic into a Worksheet
      • Connect to external data sources
    • BREAK - Q&A 5 mins
    • Exercises - 1 hr
      • Build a Shopping List, make it pretty
      • Add calculations
      • Add advanced formulas
      • Create Chart
      • Create Pivot Table, make it pretty
      • Create Pivot Chart
      • Make changes, watch how everything links

    Thursday, April 14, 2016

    Dynamics GP - Manufacturing Views

     -------------------------------------------------------------------------
    --All Manufacturing G/L Entries
    ---------------------------------------------------------------------------



    CREATE VIEW [dbo].[BI_GL_Trx] AS SELECT gl.trx_status, gl.trxdate AS trx_date, gl.jrnentry AS journal_entry, Rtrim(gm.actnumst) AS account_number, Rtrim(ga.actdescr) AS account_description, gl.debitamt AS debit_amount, gl.crdtamnt AS credit_amount, gl.refrence AS reference, gl.sourcdoc AS source_document, gl.ortrxsrc AS originating_trx_source, gl.ormstrid AS originating_master_id, gl.ormstrnm AS originating_master_name, gl.ordocnum AS originating_doc_number, gl.curncyid AS currency_id, gl.lastuser AS last_user, gl.uswhpstd AS user_who_posted, CASE WHEN sourcdoc = 'mfgadj' THEN jrnentry + 1 ELSE jrnentry END AS rctjrn FROM ( SELECT actindx, trxdate, sourcdoc, jrnentry, ortrxsrc, refrence, ordocnum, ormstrid, ormstrnm, debitamt, crdtamnt, curncyid, 'Open' AS trx_status, lastuser, uswhpstd FROM dbo.gl20000 WHERE ( sourcdoc NOT IN ('BBF', 'P/L')) AND ( voided = 0) UNION ALL SELECT actindx, trxdate, sourcdoc, jrnentry, ortrxsrc, refrence, ordocnum, ormstrid, ormstrnm, debitamt, crdtamnt, curncyid, 'History' AS trx_status, lastuser, uswhpstd FROM dbo.gl30000 WHERE ( sourcdoc NOT IN ('BBF', 'P/L')) AND ( voided = 0) UNION ALL SELECT gd.actindx, gh.trxdate, gh.sourcdoc, gh.jrnentry, gh.ortrxsrc, gh.refrence, gd.ordocnum, gd.ormstrid, gd.ormstrnm, gd.debitamt, gd.crdtamnt, gh.curncyid, 'Work' AS trx_status, gh.lastuser, gh.uswhpstd FROM dbo.gl10000 AS gh INNER JOIN dbo.gl10001 AS gd ON gh.jrnentry = gd.jrnentry WHERE ( gh.voided = 0)) AS gl INNER JOIN dbo.gl00105 AS gm ON gl.actindx = gm.actindx INNER JOIN dbo.gl00100 AS ga ON gl.actindx = ga.actindx  



    go

    ----------------------------------------------------------------------------------

    --All Manufacturing Receipt Journals

    ------------------------------------------------------------------------

    CREATE VIEW [dbo].[BI_Jrn_Rct_Index]

    AS

    SELECT dbo.bi_gl_trx.journal_entry,

    dbo.bi_gl_trx.originating_doc_number,

    derivedtbl_1.moprctnm

    FROM dbo.bi_gl_trx

    INNER JOIN (SELECT DISTINCT ivdocnbr,

    moprctnm

    FROM dbo.ivic0101 AS IVIC0101_1) AS derivedtbl_1

    ON dbo.bi_gl_trx.originating_doc_number = derivedtbl_1.ivdocnbr

    WHERE ( dbo.bi_gl_trx.source_document = 'ivadj' )

    GROUP BY dbo.bi_gl_trx.journal_entry,

    dbo.bi_gl_trx.originating_doc_number,

    derivedtbl_1.moprctnm



    go



    -----------------------------------------------------------------------------

    --All Manufacturing Inventory Transactions

    -----------------------------------------------------------------------------

    CREATE VIEW [dbo].[BI_Mfg_InvTrx]

    AS

    SELECT dbo.bi_jrn_rct_index.moprctnm,

    dbo.bi_jrn_rct_index.journal_entry,

    dbo.bi_jrn_rct_index.originating_doc_number,

    dbo.iv30300.itemnmbr,

    dbo.iv00101.itemdesc,

    dbo.iv30300.uofm,

    dbo.iv30300.trxqty,

    dbo.iv30300.trxloctn,

    dbo.iv30300.unitcost,

    dbo.iv30300.extdcost

    FROM dbo.bi_jrn_rct_index

    INNER JOIN dbo.iv30300

    ON dbo.bi_jrn_rct_index.originating_doc_number =

    dbo.iv30300.docnumbr

    INNER JOIN dbo.iv00101

    ON dbo.iv30300.itemnmbr = dbo.iv00101.itemnmbr



    go



    -----------------------------------------------------------------------------

    --All Manufacturing BOMS and Components

    -----------------------------------------------------------------------------
    /****** Object:  View [dbo].[BI_Mfg_BOM]    Script Date: 7/31/2017 2:37:35 PM ******/
    SET ANSI_NULLS ON
    GO

    SET QUOTED_IDENTIFIER ON
    GO

    CREATE VIEW [dbo].[BI_Mfg_BOM]
    AS
    SELECT        TOP (100) PERCENT dbo.IV00101.ITEMNMBR AS BomNumber, dbo.IV00101.ITEMDESC AS BOMName, IV00101_1.ITEMNMBR AS CmpNumber, IV00101_1.ITEMDESC AS CmpName,
                             dbo.BM010115.QUANTITY_I AS CmpQty, dbo.BM010115.UOFM AS CmpUofM, dbo.BM010415.LOCNCODE, dbo.IV40700.STATE, RTRIM(dbo.IV00101.ITEMNMBR) + ' | ' + dbo.IV00101.ITEMDESC AS BomLookup,
                             dbo.IV00101.ITMCLSCD, dbo.IV40400.ITMCLSDC, dbo.IVR10015.ITEMSTATUS_I, dbo.IVR10015.MAKEBUYCODE_I, dbo.IVR10015.ITEMFULFILLMETHOD,
                             CASE makebuycode_i WHEN 1 THEN 'Make' WHEN 2 THEN 'Buy' WHEN 3 THEN 'Make/Buy' END AS MakeBuy,
                             CASE itemfulfillmethod WHEN 1 THEN 'Make to Stock' WHEN 2 THEN 'Make to Order-Manual' WHEN 3 THEN 'Make to Order-Silent' END AS FulfillMethod, dbo.MN010000.NOTETEXT_I AS BomNote,
                             IV00101_1.CURRCOST AS CmpCurrCost, dbo.BM010415.BOMTYPE_I, CASE itemstatus_i WHEN 1 THEN 'Active' ELSE 'Inactive' END AS ItemEngStatus,
                             CASE WHEN iv00101.ITEMTYPE = 2 THEN 'Discontinued' ELSE 'Active' END AS BOMStatus, dbo.BM010415.EFFECTIVEDATE_I AS BOMInDate, CASE WHEN BM010415.EFFECTIVEDATE_I < getdate()
                             THEN 'Active' WHEN BM010415.EFFECTIVEDATE_I = 0 THEN 'Active' ELSE 'Inactive' END AS BOMDateStatus, CASE WHEN iv00101_1.ITEMTYPE = 2 THEN 'Discontinued' ELSE 'Active' END AS BOMCmpStatus,
                             dbo.BM010115.EFFECTIVEINDATE_I AS CmpInDate, dbo.BM010115.EFFECTIVEOUTDATE_I AS CmpOutDate, CASE WHEN EFFECTIVEINDATE_I <= getdate() AND EFFECTIVEOUTDATE_I >= getdate()
                             THEN 'Active' WHEN EFFECTIVEINDATE_I <= getdate() AND EFFECTIVEOUTDATE_I = 0 THEN 'Active' ELSE 'Inactive' END AS CmpStatus
    FROM            dbo.MN010000 RIGHT OUTER JOIN
                             dbo.IVR10015 ON dbo.MN010000.NOTEINDX = dbo.IVR10015.MFGNOTEINDEX_I RIGHT OUTER JOIN
                             dbo.BM010415 INNER JOIN
                             dbo.BM010115 ON dbo.BM010415.BOMCAT_I = dbo.BM010115.BOMCAT_I AND dbo.BM010415.ITEMNMBR = dbo.BM010115.PPN_I INNER JOIN
                             dbo.IV00101 ON dbo.BM010415.ITEMNMBR = dbo.IV00101.ITEMNMBR INNER JOIN
                             dbo.IV00101 AS IV00101_1 ON dbo.BM010115.CPN_I = IV00101_1.ITEMNMBR INNER JOIN
                             dbo.IV40700 ON dbo.BM010415.LOCNCODE = dbo.IV40700.LOCNCODE INNER JOIN
                             dbo.IV40400 ON dbo.IV00101.ITMCLSCD = dbo.IV40400.ITMCLSCD ON dbo.IVR10015.ITEMNMBR = dbo.BM010415.ITEMNMBR
    WHERE        (dbo.BM010115.EFFECTIVEOUTDATE_I > GETDATE()) OR
                             (dbo.BM010115.EFFECTIVEOUTDATE_I = 0)
    GO






    /*----------------------------------------------------------------------------------------
    All Manufacturing Receipts and Components
    ---------------------------------------------------------------------------------------*/
    CREATE VIEW [dbo].[BI_Mfg_Rcts_Cmp]
    AS
    SELECT TOP (100) PERCENT dbo.bi_mfgbom.bomnumber,
    dbo.bi_mfgbom.bomname,
    dbo.mop1110.moprctnm,
    dbo.mop1110.itemnmbr,
    dbo.iv00101.itemdesc,
    Isnull(dbo.bi_mfgbom.cmpuofm, dbo.bi_mfg_invtrx.uofm)
    AS CmpUofM,
    Isnull(dbo.bi_mfgbom.cmpqty, 0)
    AS BomQty,
    CASE
    WHEN cmpuofm = 'DOL' THEN Isnull(cmpqty, 0)
    ELSE Isnull(bi_mfg_invtrx.unitcost, currcost) *
    Isnull(dbo.bi_mfgbom.cmpqty, 0)
    END
    AS BomCost,
    Isnull(dbo.mop1100.qtyrecvd * dbo.bi_mfgbom.cmpqty, 0
    )
    AS ExtBomQty,
    CASE
    WHEN cmpuofm = 'DOL' THEN Isnull(cmpqty, 0)
    ELSE Isnull(bi_mfg_invtrx.unitcost, currcost) *
    Isnull(dbo.bi_mfgbom.cmpqty, 0)
    END * Isnull(dbo.mop1100.qtyrecvd, 0)
    AS ExtBomCost,
    dbo.mop1110.qtytouse
    AS ExtActQty,
    CASE
    WHEN qtytouse = 0 THEN 0
    ELSE Round(item_costs_array_i_1 / mop1100.qtyrecvd,
    2
    )
    END
    AS ActUnitCost,
    dbo.mop1110.item_costs_array_i_1
    AS ExtActCost,
    dbo.mop1110.item_costs_array_i_10,
    CASE
    WHEN dbo.bi_mfgbom.cmpqty IS NULL THEN qtytouse
    ELSE dbo.mop1110.qtytouse - dbo.mop1100.qtyrecvd *
    cmpqty
    END
    AS VarQty,
    CASE
    WHEN dbo.bi_mfgbom.cmpqty IS NULL THEN ( CASE
    WHEN cmpuofm = 'DOL' THEN Isnull(cmpqty, 0)
    ELSE dbo.mop1110.item_costs_array_i_1
    END )
    ELSE dbo.mop1110.item_costs_array_i_1 -
    ( CASE
    WHEN
    cmpuofm = 'DOL' THEN
    Isnull(cmpqty, 0)
    ELSE
    Isnull(bi_mfg_invtrx.unitcost, currcost
    )
    *
    Isnull(dbo.bi_mfgbom.cmpqty, 0)
    END *
    Isnull(dbo.mop1100.qtyrecvd, 0) )
    END
    AS VarCost,
    ( CASE
    WHEN qtytouse = 0 THEN 0
    ELSE item_costs_array_i_1 / mop1100.qtyrecvd
    END ) - ( CASE
    WHEN cmpuofm = 'DOL' THEN
    Isnull(cmpqty, 0)
    ELSE Isnull(bi_mfg_invtrx.unitcost,
    currcost) *
    Isnull(dbo.bi_mfgbom.cmpqty, 0)
    END )
    AS VarUnitCost,
    dbo.bi_mfg_invtrx.unitcost,
    dbo.mop1100.qtyrecvd,
    dbo.mop1100.daterecd,
    dbo.mop1100.postdate
    FROM dbo.mop1110
    INNER JOIN dbo.iv00101
    ON dbo.mop1110.itemnmbr = dbo.iv00101.itemnmbr
    LEFT OUTER JOIN dbo.bi_mfg_invtrx
    ON dbo.mop1110.moprctnm = dbo.bi_mfg_invtrx.moprctnm
    AND dbo.mop1110.itemnmbr = dbo.bi_mfg_invtrx.itemnmbr
    LEFT OUTER JOIN dbo.mop1100
    ON dbo.mop1110.moprctnm = dbo.mop1100.moprctnm
    LEFT OUTER JOIN dbo.wo010032
    ON dbo.mop1100.manufactureorder_i =
    dbo.wo010032.manufactureorder_i
    LEFT OUTER JOIN dbo.bi_mfgbom
    ON dbo.wo010032.itemnmbr = dbo.bi_mfgbom.bomnumber
    AND dbo.mop1110.itemnmbr = dbo.bi_mfgbom.cmpnumber
    ORDER BY dbo.mop1110.moprctnm,
    dbo.mop1110.itemnmbr

    go

     



     

    Dynamics GP 2015 - Item Lookup Search by Column fails when using smartlist favourite defaults

    Usually on the item lookup screen, you can select a column and type in  a value in the find field to search that column.

    However, when you set a smartlist favourite as a default view on the item lookup, it breaks the search capability of the find box.

    LS NAV Mods - Default mods that must be done on all new LS NAV instances

    • P15 Location List
      • Add all fields
    • P36 Assembly BOM
      • Add Parent Item Number
    • P132 Posted Sales Invoice
      • Add Currency, Currency Factor

    LS Retail and NAV 2015 Demo - Core and POS Overview Demo

    • NAV Core
      • Search for menu
      • Filters
      • Export to Excel
    • Purchasing
      • Purchase Returns to Vendor
    • Inventory
      • Advanced Warehousing (Pick/Ship)
      • Bins
      • Item Tracking (Lots/Serials)
    • Transfers
      • Transfer from Store to Store
    • POS
      • Login
      • Sale
      • X-Report - Cumulative Sales since last Z
      • Z-Report - Cumulative Sales since last Z. Reset reported sales to 0.

    Saturday, April 9, 2016

    Dynamics GP 2015 - Purchase Requisition Setup and Workflow

    • Notes
      • Requisition Header Comments and Ship to address to not come across to PO Header
      • Can approve or reject requisitions via e-mail
      • Can only approve or reject entire requisition
      • User must have access to GP Web Services (Internal Network)
    • Setups
      • Install GP Web Services Runtime
      • Assign all Windows users involved in workflows to GP User Accounts
      • GP>Tools>Setup>Purchasing>Purchasing Setup
      • GP>Tools>Setup>Purchasing>Requisition Setup
      • GP>Tools>Setup>Company>Workflow>Workflow Maintenance
        • Create a workflow with one step for purchase requisition approval
        • Mark as active
    • Demo Script
      • Create 2 Purchase Reqs
        • Transactions>Purchasing>Purchase Requisitions
      • Submit 2 Purchase Reqs for Approval
        • Submit
        • Check e-mails
      • Approve 1, deny the other
        • Drillback into original document
        • Check e-mails
      • Transfer approved Req to PO
        • Pull up requisition>Purchase
      • View Inquiries and PO-Req Link
        • Purchase>Inquiry>View purchase reqs
        • From PO>Line Item click on link by quantity to view Req
        • Click Workflow History to view approval history
    • Overall Features
      • Set requisition numbers
      • keep requisition history
      • Allow users to see only their own requisitions, or all requisitions
      • Define users allowed to approve requisitions
      • Send e-mail notifications for request and approval actions
      • Can set a time limit for approving before sending to alternate approvers if a task is overdue
      • Can require single or multiple approvers
      • Shows link between PO and Req

    Friday, April 8, 2016

    Dynamics GP - How to setup and use EFT

    • Enable EFT Payables (or Receivables) under Registration
    • Setup the EFT file format
      • Cards>Financial>EFT File Format
    • Setup the Checkbook that will use the EFT
      • Cards>Financial>Checkbook>EFT Bank>United States
        • Transit Routing Number
        • Bank Account Number
        • Bank Company Name
        • Company Id Number
        • Small Company Name
      • Cards>Financial>Checkbook>EFT Bank>United States>Payables Options
        • Single Format
        • Default output files
    • Setup the Vendors that will use EFT
      • Cards>Purchasing>Vendors>Addresses>EFT Bank
        • Transit Routing
        • Bank Account
    • Create an EFT Payables Batch
      • Edit Payables Check Batch
      • Tick EFT
      • Select EFT Checkbook
      • Process Transactions
      • Print and Post Payments
    • Generate EFT File
      • Transactions>Purchasing>Generate EFT File
      • Select Purchasing>Tick EFT>Click Generate EFT
    • Upload file to bank

    Dynamics NAV - The length of the string is x but it must be less than or equal to y

    This happens when you have modified the field length of one table that feeds data into other tables with a smaller field length

    When modifying the GL Description in the T17 GL Entry, you must also modify
    • T271 - Bank account ledger entry
    • T272 - Check Ledger Entry
    • T382 - CV Ledger Entry Buffer
    • T121 - Purch. Rcpt. Line
    • T123 - Purch Inv Line
    • T25 - Vendor Ledger Entry
    When modifying the External Document number, you must modify all of the above tables and the following
    • T81 - General Journal Line
    • T254 - Vat entry

    Friday, April 1, 2016

    Dynamics GP - Allow a regular user to create new users

    A User needs 2 things to be able to create new users
    1. Access to the user window either through a custom security role, or poweruser
    2. Be a member of the SYSADMIN sql security group