Network Restructure Model

1. Take inventory of current resources using Windows InTune
2. Setup Domain 1 as Production environment
3. Allocate resources to production
4. Setup Domain 2 as Dev environment
5. Allocate resources to Dev

Dynamics GP - Training Topics & Sessions

Extended Pricing is Avilable in Core GP from GP2013 onwards.
Prior to GP 2013, It was only available as an a la carte module, or with GP Professional and GP Advanced Management

Core

1. Administration
1. Customersource
1. User Access
2. Licensing & Registration
3. E-Learning
4. Knowledge Base
2. GP Server & SQL Overview
1. SQL Management Studio
2. sa Account
3. ODBC
4. GP Module selection
5. GP Utilities
6. Create a Company
7. Dynamics & Company Databases
8. Backup and Restore
9. Create a test company
3. GP Client Install
1. ODBC
2. Module selection
3. Office Integration
4. Customizations
5. Dynamics.set  and Dictionaries
6. Checklists
7. Users & Security
1. Create Users
2. Customized Forms / Reports
3. Setup forms access
4. Setup report access
8. User Activity & Tracking
1. User Activity
9. Named Printers
10. Monthly Maintenance
1. Check Links
2. Reconcile
3. Recompile & Update
11. Year End Procedures
12. Troubleshooting Common Issues
1. Power failures
2. Record / User Locking
3. Batch Recovery
4. Dictionary Errors
2. Foundation
1. Basic Elements
1. Lookup windows
2. Browse Buttons
3. Zoom
4. Navigation bar
5. Shortcut Bar
6. Home Page
7. User Preferences
2. Window / Record Notes
3. Attachments
4. Smartlist
1. Creation / Modification
2. Export to Excel
5. Use Inquiries and Reports
6. Business Alerts
7. Process Server Options
3. General Ledger
1. General Journals
2. Reversing Journals
3. Voiding Transactions
4. Posting Setup / Processes
5. COA
6. Fiscal Periods
7. Month End Soft Close
8. Copy / Paste GL
1. Description
2. Account
3. Debit
4. Credit
9. Allocation Accounts
10. View Transactions
11. View Posting 
4. Purchasing
1. 
   
5. Accounts Payable
1. Invoice
2. Build Check Batch
3. Cheque Payment
4. Apply Payments
5. AP Trial Balance
6. Inventory
1. Costing Methods
2. Units of Measure
3. Item Classes
4. Item Types
5. Item Master
6. Lots and Serials
7. Standard Pricing
8. Extended Pricing
9. Bill of Materials
10. Locations
11. Transactions
1. Adjustments
2. Stock Counts
3. All transactions that affect inventory
12. Report
1. Stock Inquiry
2. Historical Inventory Trial Balance
7. Sales Order Processing
1. Document Types and Document Flow
1. Quotes > Orders > Backorders> Invoices
2. Number Series
3. Security Options and Password overrides
4. Document Fulfilment Options
5. Customer Hold
6. Document Holds
2.  Sales Line Items
1. Units of Measure
2. Line Item Pricing
3. Serials/Lots
4. Line Item Quantity Override options
5. Credit Limit Checks
3. Discounts and Markdowns
4. Cash Receipts
5. Posting & Printing
6. SOP Smartlists
8. Accounts Receivable
1. Invoice
2. Cash Receipt
3. Apply Payments
4. AR Trial Balance
5. Customer Statement

Optional

1. FRx
2. Bank Reconciliation
3. Fixed Assets
4. Human Resources
5. Manufacturing
6. Field Service
7. Management Reporter
8. Integration Manager

Sharepoint - SSRS Report Builder - To use Report Builder, you must install .Net Framework 3.5 on this computer.

When you try to launch the report builder from sharepoint to edit your SSRS report, you get the following error

"To use Report Builder, you must install .Net Framework 3.5 on this computer."
"Install .Net 3.5"

Clicking on the link does not work
When you check the machine, it says .net 3.5 is correctly installed


The problem is internet explorer 9.

Enable Menu Bar if you do not see "File, Edit, View..."

• Click on the gray area on the top of the browser window
• Tick Menu Bar

Go to

• Tools>Compatibility View Settings>
• Enter the sharepoint site name (the computer name is enough) >Click Add

Report builder will launch correctly now.

Dynamics GP - How to backup and restore a GP company

These steps assume you have a second identical backup server already setup, and the only difference between the two servers is the age of the data. Complications arise if there are different users/passwords or software versions. Refer to http://support.microsoft.com/kb/878449 for full instructions related to migrating databases to another server.

1. Ensure all users log out of the live company, or run the script to remove all users and remove all locks ( http://cowmasterscorner.blogspot.com/2011/11/dynamics-gp-remove-all-session-and.html)
2. Backup the existing databases from SQL Management Studio, 
1. log in to your live server
2. right click on the DYNAMICS database
3. Select tasks>backup
4. By the destination box, tick "disk" and remove the current location (you can leave this if it has the correct location for your backup)
5. Click add to add a new location for the backup, select the location
6. Click on options
7. Tick overwrite all existing backup sets (if you do not do this, if the backup already exists, it will append another backup to that file)
8. Repeat this process for each of your company databases
3. Restore the databases to your backup server
1. Log in to your backup server
2. right click on the DYNAMICS database
3. Select tasks>restore>database
4. Select from device, click the lookup, and select your backup file
5. Click add to add a new location for the backup, select the location
6. Click on options
7. Tick overwrite the existing database with replace
8. Under the restore as fields, you can change the name and location of the database files if you wish to. Leaving the default will restore the files to the default location.

Full instructions relating to moving databases to another server can be found here

http://support.microsoft.com/kb/878449

Dynamics GP - Report Writer - Copying report layouts from SOP Long, Short, Blank to each other

This article describes how to copy the report layout from an SOP Other Invoice form to the SOP Short Invoice Form. This technique can used to transfer layouts between the SOP Log, Short and Blank invoice types without having to modify every single one manually.

Basically you can export the reports to package files, open the package files in notepad, and copy the layout information into another package file, which is then imported.

http://www.dynamicsgpinsights.com/2011/09/20/copying-report-writer-report-packages/

Dynamics GP - eOne Smartconnect - the stored procedure 'taUpdatecreatevendorrcd' does not exist

the stored procedure 'taUpdatecreatevendorrcd' does not exist or any error saying the stored procedure does not exist. 1) Ensure econnect is installed on the GP server you are integrating to. 2) Manually check for the existence of the stored procedure in your destination company. If it does not exist, use the GP database maintenance to rebuild all of the stored procedures 3) If it does exist, Ensure that the windows account you have set as the administrator in smartconnect has access to the destination company, and is ticked as part of the DYNGRP in the securables mapping in SQL security

Dynamics GP 10 - How to install Compass Point of Sale

1. Run the install
2. Install Compass into the C:\Program Files (x86)\Microsoft Dynamics\GP directory (or wherever your GP is installed)
3. Run GP, include new code
4. Login as sa
5. Click on "Compass Installation" in the navigation pane
6. Click "Install"
7. Register by going to GP>Tools>Utilities>System>Compass>Registration
8. Create Compass task, add all Retail Point of Sale>Windows>Sales, add smartlist>smartlist object>smartlist objects, save
9. Create Compass Role, add compass task
10. Assign role to users
11. Refer to documentation for additional instructions (Needs login) http://www.compasstechnologies.com/Download/ViewDL.aspx?id=c44de6a4-8b10-4ce4-a7d1-08d58909b479