Tag: DYNAMICS GP

Jet Basics – Connecting the Data Source

Now that Jet Basics is installed, it’s time to connect to the Dynamics GP Data Source.

GP Data can be both on site (on premises) or in the cloud (Remote Data Service).

Below is a quick guide on how to connect to your data source!

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Jet Basics – GP Update Utility

Jet Reports for Dynamics GP comes with a very good selection of sample reports.  These sample reports are an excellent resource – not only to see what Jet Basics does, but how the reports are built!

Many of those sample reports rely on something called ‘Friendly Names’.

Friendly names are names that properly describe the content of that SQL Table, or SQL View… they are, well, friendly 🙂  Rather than your typical naming convention for GP – like GL20000.

Not only are the sample reports built using these friendly names, but it makes it much easier to use.

Also Jet Basics comes with several useful SQL Views… both the friendly names and SQL Views get installed using the GP Update Utility.

Below is a quick guide on how to use the GP Update Utility – PRO TIP!  It’s ok to add this later but I 100% recommend doing this before getting started.

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Jet Basics – How do I install it?

Jet Basics is easy to install.  Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.

Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?

Here is how to install Jet Basics.

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Jet Basics – What is it and how do I get it?

Jet Basics is an Excel Add-in that can be used to easily create financial statements and other business intelligent reports.  It lives in excel and connects directly to your Dynamics GP database.  It’s FREE…  interested?  YES PLEASE!!

This quick write up walks through how to get the Jet Basics add-in and get it installed in your excel application.

Jet Basics works with versions of GP dating all the back to version 9… it also even works with Excel 2010!!  So, let’s take a look.

For the complete series listing on Jet Basics – Click here!

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GP #LifeHacks 200: Replace Management Reporter with Jet Basics

Some time ago Microsoft announced that Management Reporter was no longer going to get development support.  This meant that it was time to start exploring options to replace MR internally for financial reporting.  No rush, MR isn’t going away soon, but why not explore…

At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based.  WHAT?!?!?! Awesome, I know!!

Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.

In this series I will break down how to install Jet Basics and how to build out your first simple reports.

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Come see me at Vision 2019! A Dynamics User Conference Charlotte, NC

Vision is an annual user conference held in Charlotte, NC by InterDyn Artis.

It is a two day conference PACKED with content!  This years event covers Dynamics GP, Dynamics CRM, Business Central/NAV and related MS Office products.

It’s a TWO DAY event filled with TONS of learning and networking!  (Oh, and door prizes!!!)

Come join us on April 23rd and 24th, 2019 at the Ritz-Carlton in Charlotte, NC to learn, network and have a great time!  Click here for more details about the event.

Below is a list of the sessions that I will be presenting, come see me!!

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GP #LifeHacks 147: Show Unused Codes On Paystub With YTD Information!

Payroll for Microsoft Dynamics GP is packed with tons of cool functionality… most importantly.. making sure everyone gets paid! 🙂

How about those deductions and benefits… yup, it handles those too, all represented on the employee pay stub… SWEET!

But what happens when a code is inactivated part way through the year… the code no longer shows up on the statement!?!?!?! YIKES!

That’s OK, you can change a simple setting to get them to show up, automatically… keeping your employee’s happy and showing that very valuable YTD amount… especially come close to the end of the year, right?

Here’s how:

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Come see me at Summit 2018!

The annual user group event, GPUG Summit, will be held in Phoenix, AZ this year!

If you are coming to this event, AWESOME!! If not, please consider attending – it’s THE best conference for in person learning, networking and fun!  All things Dynamics GP (GPUG) plus other applications, such as Power BI, Microsoft Flow, and Power Apps!

This year I will be presenting on many different topics!  Come join my sessions to learn a TON and have a great time as well!

For session descriptions, see below – OR add them to your schedule for the event!  If you see me, be sure to say hello!

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Custom Links – Using Skype for Business from within Dynamics GP

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links in conjunction with Skype for Business

Yes, you read that correctly… Do you use Skype for Business and Dynamics GP?  Do you want to have links that automatically open up chat windows or place phone calls?

Yes, you can!! Let’s take a look at this together!

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Custom Links – Adding Custom Links for Vendors

As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Vendors

Custom Links for vendors is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type.  Deep Breathe, we will walk through this. 🙂  Each address ID provides several data locations to store links.  We can add custom links to email addresses, websites and more!  Let’s look at this more together.

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