Tag: DYNAMICS GP

GP #LifeHacks 101: Use dimensions WITHOUT Analytical Accounting! MDA to the rescue!

AA (Analytical Accounting) provides the ability to add additional details to transactions without adding new segments to your chart of accounts.  It does a lot of other ‘fun’ stuff, but before you dive into the deep end… consider an alternative… consider Multidimensional Analysis (MDA for the acronym fans out there).

Once thought to be removed from Dynamics GP (and maybe even some folks still believe it is not in GP), MDA lives and breathes in Dynamics GP and is an underutilized feature… so let’s take a look at this functionality!

What is MDA and how does it work?

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GP #LifeHacks 110: Post Financial Transactions to History

Does this sound familiar?  “I can’t close my fiscal year yet… the audit is not finished.”

Closing a fiscal year in Dynamics GP does a few things, but in particular, it closes the Profit and Loss account balances out to the retained earnings account.

Many customers fear closing their fiscal year because their previous years work is not complete.  This causes complications with summary windows as well as with Financial Reporting.

I believe, in most cases, that the fiscal year can be closed right on schedule… just like closing any other month… no need to wait… no need to rebuild reports to create a make shift ‘balance brought forward’.  Just use the ‘Post to History’ functionality.

Let’s take a brief look at this…

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Dynamics GP & Power BI – An Error Has Occurred In The Script On This Page

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to resolve “An error has occurred in the script on this page.” Error when hovering over Power BI within Dynamics GP

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GP #LifeHacks 113: Resetting Forgotten System Password

Some of the administrator type functions in Dynamics GP use a system password in order to provide a thin layer of protection against unintentional and/or inappropriate use.

This password often gets misplaced, forgotten, or just disappears with turnover.

I have some good news for you if you fall into this situation… A SQL Script can be used to reset the password.

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GP #LifeHacks 137: Add a SQL View to Smartlist using Designer

Dynamics GP offers a very good tool to create your own Smartlists… Smartlist Designer.

One of the cool things users can do is incorporate custom SQL views into Smartlist through SmartList designer… this can be a HUGE time saver and really gives you the ability to get data you would normally not be able to get in a normal Smartlists.

Below are the steps needed to add a SQL View to your Smartlists.

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Looking for the MS Connect replacement for Dynamics GP?

The MS Connect site, which was the one-stop repository for ideas/suggestions/bug fixes relating to Dynamics GP (among other things) was retired not too long ago.

Since then, I have had many discussions, online and in person, regarding its replacement. And so far, the replacement was ‘in the works’… until now.

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Dynamics GP & Power BI – Resolve Error: This login failed

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to resolve “This login failed. Attempt to login again or contact your system administrator” error when connecting to Client ID

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Dynamics GP & Power BI – How to delete APP registrations

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to delete APP registrations

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Dynamics GP & Power BI – Publish using a custom SQL View

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to publish a custom SQL View to Power BI

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Dynamics GP & Power BI – How to see Apps registered to your account

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.

To view the full list of the series, click here.

How to see registered Apps on your Power BI account

Step 1: Visit portal.azure.com

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