GP2013 is no longer in main stream support so the tax codes are not updated for that version. There are often programmatic and tax rate changes, so I strongly encourage you to upgrade to a version that is supported for year end. There are tons of new features and bug fixes in more current versions. I know that may not be what you were looking for as a response to your question, but I felt like it was worth sharing. I am not aware of a way to do this 'on your own'.
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Forum Post: RE: GP 2013 manual tax code update
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Forum Post: RE: PROJECT ACCOUNTING
Have you considered MDA (or Dimension Analysis Codes). It can be tracked on the GL level and setup as required, optional, etc. It would at least tag the transactions in the system... here is an example: gplifehacks.com/.../gp-lifehacks-101-get-more-out-of-your-general-ledger-without-analytical-accounting
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Forum Post: RE: PROJECT ACCOUNTING
Yes we are using the Dimension Analysis codes, but the only problem with it is that is doesn't track budgets for us, so we still have to use the spreadsheets. My next goal is to implement the refreshable spreadsheets where I can keep some constants such as the budgets/grants$'s and then refresh the sheets with the expenses and revenues straight from the GL in hopes of keeping a more accurate instance of each project without the room for human error in a spreadsheet with hard typed data.
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Forum Post: RE: GP New features
Chaddie, Sounds like you're looking for the What's New documentation. All of our documentation is in the process of moving to the Microsoft Docs site: docs.microsoft.com/.../dynamics-gp There is a section dedicated to What's New on that site. Also, if you go to the Dynamics GP Support and Services blog ( https://community.dynamics.com/gp/b/dynamicsgp/default.aspx ) we run a blog series for each release to detail the new features.
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Forum Post: RE: GP New features
I know where to find the new features. I am looking for where to submit suggestions for future releases of the software.
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Forum Post: RE: GP New features
Sorry for the confusion. That's going to be found under the Ideas link at the top of this page: experience.dynamics.com/.../list Our Product Group regularly reviews the items submitted and voted on there to determine what direction Dynamics GP takes in future releases.
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Blog Post: Clear Companies script & custom tables
This is a funny story… or funny now that I’ve figured out the problem I had earlier today. This story begins with a DEV/TEST environment for Dynamics GP where I was setting up some scripts to automate the process of restoring from PROD to DEV. I posted a blog article about this earlier this year in fact, but I didn’t get into the Clear Companies script. What is the Clear Companies script? This is a script that will remove references to companies that no longer exist in your Dynamics GP environment. This script would be used if you have removed an old GP database, for instance, and the GP company name still appears in your Select Company drop down list. In my case, we have 1 more company database in production that we have in DEV (a test company). When I refresh the DEV environment, since that database doesn’t exist in SQL, I want to remove the reference to it and that’s exactly what the Clear Companies script is designed to do. The latest version of the script I can find is here (link below, on CustomerSource) and this includes a 2014 update to make this work with Smartlist Designer: https://mbs.microsoft.com/Files/customer/GP/Downloads/TaxUpdates/ClearCompanies.sql Error: Conversion failed when converting the varchar value ‘XXX’ to data type int. Today I was setting up my automated jobs for the first time since we upgraded to GP 2016 in the summer. I had not yet done this as I hadn’t really needed to refresh the DEV environment for any projects since then. I was reviewing the scripts and most of them that I kept from GP 2013 were still relevant so I copied my database backups over to the DEV server and ran the SQL Agent job to restore + run the post-restore scripts. The Clear Companies script kept failing. The error above was what I was getting and it was erroring on the Test Company db name from production. Like any good troubleshooter, I googled the error and found this question on the Dynamics community forums . Richard Wheeler, one of our former MVPs in the GP world, posted the question with the same issue (plus an unrelated issue with TWO). He found the issue to be a table called syDeployedReports. Derek Albaugh responded with this tidbit of information: “The main problem with the syDeployedReports table is that it has the ‘CompanyID’ column as a varchar data type, whereas, every other table that has a companyID or CMPANYID column, such as the SY01500 table (Company Master) that it references, is setup as a smallint data type. The issue with the ClearCompanies script is that it attempts to compare the company ID values from other tables to the SY01500 and runs into an issue when it has a varchar value trying to compare it to a smallint value, thus the error message. This is why the syDeployedReports table is probably 99% of the issues we see running the ClearCompanies script.”. At this point, I was reading this and assuming, naturally, that this table was also likely the cause of my issue. I reviewed the table, which tracks the status of deployed SSRS and Excel reports, and it had a lot of old data in it, from the prior version too and things referencing an older server. I cleared out some info that was no longer relevant, and removed the reference to the Test Company and tried again. The script still failed. I tried various other things like a SQL trace and wasn’t any closer to finding the cause. So, then I parsed the pieces of the clear companies script out to see if something else was causing my issue by paying more attention to what it was actually doing. Breaking down the Clear Companies script The first part of the script is finding the GP System Database name(s) from the SY00100 table in each company db, loading them into a temp table ##GPSystem, then deleting the ones where the db doesn’t exist on the server. That wasn’t my problem. The second part is deleting the records in SY01500 for databases that don’t exist on the server. This also was not my problem. The third part and subsequent are where there are different scripts (which seem like there would be a much more efficient way to do this by the way…), each looking for references to companies or databases that don’t exist. Each one is creating a delete script. Each section was slightly different, sometimes it’s the column name that varied, sometimes the where clause. Ultimately I saw that in two of the subsections, there was a specific handling for syDeployedReports. Right then I knew that was not my issue, so what I did was take each statement and ran it manually to generate the delete scripts. For example, in the section that was “declare companyID_Cleanup1 CURSOR for”, I took the next statement, removed all the double quotes and ran it to get a list of tables to update. I did that for each cursor section so I had a complete list of the delete statements it was trying to run. Then I ran them until I found the one that generated an error. DOH! The problem was a custom table that I had built a few months ago when testing a new integration I was building. Can you guess what the issue was? My custom table had a column “CompanyID” which was a varchar field (I was going to use it for the database name aka “INTERID”). However, since it was using the magic column name of “CompanyID” and was in the DYNAMICS database, the scripts to find all tables with a CompanyID column included this table. Lesson Learned I learned two lessons which I will implement as I continue with that integration. One is, if I am going to have a custom table where I need to track a company ID, and I don’t mean the ID number, I need to name the column in such a way that it doesn’t conflict with this script. “GPCompany” is perhaps a generic way to name it, which is not a term used elsewhere. The second thing is I may move my custom table outside of DYNAMICS entirely. The theory was at the time I wanted to track multi-company integrations in a central spot, so what better place than a non-company-specific database, right? Yes, in theory, although this is a perfect situation to create my own separate db for something like this. I could also use that separate db for cross-company SQL views and things like that and avoid any clutter in DYNAMICS. So, in the end, I changed the column name in my custom table to avoid the conflict (for now) so that the clear companies script would successfully complete and I will likely drop the table entirely once I resume development there, and put it somewhere more appropriate.
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Blog Post: Canadian Payroll 2018 Year End Update
Will you look at that? It’s nearly Christmas and year-end and that means it’s time for some tax updates. Today the last of the updates were released for US English and they cover GP 2015, GP 2016 and GP 2018. Hopefully if you are reading this and still running GP 2013, you’ve got a backup plan in place! Documentation Here’s the official documentation , now on docs.microsoft.com for the first time. It contains the installation notes and what’s changed. The official blog is a good one to follow as well, as Terry Heley keeps it updated with changes. Downloads For GP 2015: Link to CustomerSource download GP build number is 14.00.1159 CanPay build number is 14.00.1170 For GP 2016: Link to CustomerSource download GP build number is 16.00.0741 CanPay build number is 16.00.0763 For GP 2018: Link to CustomerSource download GP build number is 18.00.0672 CanPay build number is 18.00.0692
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Blog Post: Merry Christmas 2018 and Happy New Year 2019
As we approach the end of 2018, I wanted to provide an update as well as wish everyone a Merry Christmas and Happy New Year . 2018 has been a great year with a number of conferences and even some changes to the distribution model used by Winthrop Development Consultants. The conference season started in May with the GPUG Amplify South Africa 2018 conference in Johannesburg, South Africa. Jennifer accompanied me to South Africa as we were heading to Spain afterwards to meet up with four friends and cycling the Camino De Santiago (830km). After returning home (exhausted), the work was focussed on the changes needed to distribute the Winthrop Development Consultants’ products directly as my agreement with Mekorma came to an end. Both the software products themselves needed registration system updates as well as internal systems needed to be created and fine tuned. Thanks to everyone for your patience while these changes are flowing through. It will take until July 2019 before all customers are moved over to the new subscription and registration systems. The next conference was the GP Tech Conference 2018 in Fargo, ND, USA. It is always great to return to the home of Microsoft Dynamics GP. While this conference is fairly small, it is an opportunity to see all the partners and ISVs and get the latest news on Dynamics GP from the development team. The final conference was the GPUG Summit 2018 in Phoenix, AZ, USA and included a week’s worth of Dexterity training before the conference. Jennifer came with me for her first Summit experience and her assistance was invaluable with the running of Winthrop’s Expo booth. After the conferences were over, it was finally possible to concentrate on the development of updates (not just registration system changes) to the Winthrop products. New builds of Visual Studio Integration Toolkit and Batch Posting Service Toolkit have already been released and the next build of GP Power Tools will be released when it is ready early in the new year. I have a huge wishlist of enhancements and new features and am really excited about what this next build will provide to the community. Now it is time to take some time out from coding and enjoy some downtime with family and friends. Just today, a parcel arrived at my home from the United States. As a number of my colleagues have already posted, it was my 208 Granite Award from GPUG for my work in the community. Thanks everyone. Nice way to finish off the year with an award. Looking forward to 2019 and sharing another successful year with everyone. See you next year. David This article was originally posted on http://www.winthropdc.com/blog .
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Blog Post: Hands On With Microsoft Dynamics GP 2018 R2 New Features: Checkbook ID Defaults on Check Batch
This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2 nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality. The fifteenth new feature is Checkbook ID Defaults on Check Batch . This feature means that when you create a new EFT payment batch in Payables Management, the Checkbook ID field will be automatically populated from Payables Management Setup : Again, this is a small feature, but will save users time selecting the chequebook when creating a payment batch. It never really made sense that the chequebook would default in on a cheque batch, but not on an EFT one. This has now been remedied so both types of payment batch work the same way. Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index Hands On With Microsoft Dynamics GP 2018 R2 New Features Repurposing the Intelligent Edge page Monthly Recurring Batches Duplicate Check Numbers Option Extended Checkbook ID Defaults on Check Batch Sales Transaction Approval Workflow Display Vendor Hold Status Option to Hide Business Analyzer for All Users Print and E-mail Sales Order Processing Documents Print Invoices in Functional Currency from SOP Navigation List Transaction Level Post Through General Ledger Vendor Document Number Added to Purchasing All-in-One View New SmartList for Deposits on Unposted Sales Transactions Has Been Created Exclude Items on HITB Report With Zero Quantity or Value Increase Dynamics GP Password Maximum Length Email Customer Statements Read original post Hands On With Microsoft Dynamics GP 2018 R2 New Features: Checkbook ID Defaults on Check Batch at azurecurve|Ramblings of a Dynamics GP Consultant
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Forum Post: RE: Is there a way to change the default Sales Document Print Options?
Hi #Chase.Landorf I was wondering whether you have found a solution to your issue? We are having similar challenge; we would like "Include Kit Components" to be removed and could not find any settings which could be amended. All the best, Tom
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Forum Post: RE: Is there a way to change the default Sales Document Print Options?
Hi Tom. Yes we did. Here is a link to setting up the quick print. dynamicsgpblogster.blogspot.com/.../wonders-of-ctrlq-saving-and-printing.html
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Forum Post: 2019 Round 1 Tax Update
When will the 2019 Round 1 Tax Update be available? The latest update still seems to be from 8/29/2018.
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Forum Post: Automatically emailing check remittance
Is it possible to automatically email vendor check remittances without a user have to check the options for 'Remittance Form' and 'Send Document in E-Mail' each time a check run happens? We have users that keep forgetting this step and as a result, vendors are not receiving their remittances. Thanks
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Forum Post: RE: 2019 Round 1 Tax Update
These two links will have all the latest year-end release information community.dynamics.com/.../microsoft-dynamics-gp-2018-year-end-blog-series-schedule community.dynamics.com/.../microsoft-dynamics-gp-2018-u-s-year-end-update-released
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Forum Post: AP Inquiry Check Remittance prints blank
After an upgrade to GP 2018 R2(18.00.0672) when we go to Recreate a Check stub off the Payables Inquiry screen all we get is a blank check remittance. This is happening for all checks cut after the upgrade.. What can I check to correct this? Everything prior to the upgrade prints fine.
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Forum Post: WorkFlow Conditions
Hi Guys, Help Needed. So here is the scenario: I have to set up a workflow for purchase requisitions where depending on the user that creates the requisition, a specific user will be assigned to approve. This is the easy part however. What is giving the trouble is the fact that if any user not mentioned above creates a req, the req should be automatically rejected. Example: User1 creates - UserA approves User2 creates - UserB approves User3 creates - Req Rejected. Any help will be greatly appreciated. JR
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Blog Post: Whatever you sell, Pacejet can help you ship
From human cells to embalming solutions, Pacejet enterprise shipping software ships all kinds of interesting materials and items throughout the world on a daily basis. Do you sell something out of the box and think you can only use one carrier? Think again. Pacejet has helped many companies navigate carrier solutions, receive lower rates and find easier options for shipping. Whether you need to ship a compressor, a pool table or printing supplies, we love helping customers navigate the world of carriers through a Pacejet integration into your ERP system. We pride ourselves are being the most customer-focused shipping software on the market and our implementation/services teams are a direct reflection. We sat down with Thomas Hoang from AllCells, to talk through how Pacejet helped AllCells have the confidence they needed to guarantee shipping to every customer, every time. "With Pacejet, we were able to streamline complex shipping operations and ensure transparent pricing for customers at the point of sale. Now we can tell our customers that shipments will be delivered quickly in perfect condition: as cold as ice." -Thomas Hoang, AllCells Shipping bone marrow, furniture, or bar supplies Pacejet transforms the shipping dock into a launch pad for profitability. We know you love your business and want to see it grow. In order to stay competitive with ‘Amazon’ and other top players in the 2-day delivery promise, it’s important to focus on ways to utilize cost savings in any way that you can. Insert Pacejet here. Pacejet provides rate shopping solutions to help you determine the correct carrier for the right price. Providing a best-in-class cloud-based shipping software platform, seamless integration with leading ERP and WMS software systems, and consultative support, Pacejet enables customers to thrive in the 21st-century shipping economy. Reach out to our team to learn how Pacejet can help reduce your shipping costs, improve your customer service, and streamline your operations, all in one cloud-based solution. Related Posts Integrated Shipping Solution for Microsoft Dynamics NAV Is Your Supply Chain at the Forefront of your Business Model or Hidden in the Back? Gaining the Competitive Edge in eCommerce, Part 2: Maximizing Sales Growth
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Forum Post: RE: Business Portal - Problem with Requisition Mgmt approval hierarchy
How and where do you create the hierarchy? I have a three-tier approval and need to assign multiple Site ID's to the first and second level approvers. Is this possible in GP 2018? I have not found any lock-step instructions to create hierarchies. Please help. Thank You
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Forum Post: COGS Support Report for Sales Invoice
If I'm looking @ a Sales Invoice & the cost is $100/each (FIFO), what is the best report to use to back into that cost? The request is to be able to see all of the transaction detail behind those goods sold that provide verification on the current cost, would also need to include landed cost accruals & invoices. If there isn't a report to tie directly into a sales invoice, is there maybe a report somewhere that shows the running cost @ any point in time? Would the HIVTB be the closest thing?
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