GP 2013 R2 Document Attach 2.0

GP 2013 R2 Document Attach 2.0

Another new feature that is part of the just released GP 2013 R2 is Document Attach 2.0.
There are several areas that have been enhanced with this new feature.

1. Scanning documents and attaching them directly to a master record, document, transaction or line item.

a. Select the record.

b. Click the Attach Management icon. This will open the Document Attachment Management window.

 

 

 

 

 

 

 

 

 

c. Place the document in the scanner.

d. Choose Scan to open the Select Device window. (The Scan button is only available if you are using a Windows Image Acquisition (WIA) scanner.)

e. Selection your scan options.

f. Choose Scan. The document is saved in a JPEG format.

 2.  Document Attachment in Accounts Payable Transactions, flowing from the Vendor Card.

 

 

 

 

 

 

 

 

 

 

This is a Picture attachment of a Logo that is added to a Vendor Card. This could be a Contract, Order or any other document you specify.

It has been marked to flow thru to transactions and to allow sending as an attachment in email.

The Document from the Vendor Card will automatically be added to the invoice.

3. The Doc Attach Functionality will replace the OLE file attachment functionality on notes. The files will be stored in the SQL    databases. This will work on both the Desktop Client and Web Client.

4. The Document Attachment File Utility can be used to delete attachments that are no longer linked to transactions or master records based on a selected date.  (Administration à Utilities à Company à Delete Attachment Files)

Here are the Audit Trail Codes For Financial Module in GP

You can find the Audit Trail codes that are associated with the transactions for each module by going to the path below. The one that I have below is for Financials, if you would like to see it for other modules then just select a different module from the combo box and there you are.

Microsoft Dynamics GPàToolsàSetupàPostingàAudit Trail Codes.

 

SQL Script to change decimal places of Item Currency

This script changes decimal places of currency effective for an item. It must update the DECPLCUR column of 2 gp dynamics inventory table, IV00101 and IV00105 to complete the desired results.

To set to 2 decimal places, specify a value of "3" for DECPLCUR. For 3 decimal places use "4".. and so on..

UPDATE IV00105 SET DECPLCUR = 3

WHERE ITEMNMBR = 'XXX'

GO

UPDATE IV00101 SET DECPLCUR = 3

WHERE ITEMNMBR = 'XXX'

Instructions on How to Recreate the Report Dictionary

1.       Log Everyone out of GP
2.       Login as sa and export out all the reports one by one or all at once with the same name as report (This helps in identifying the report), which will create a package file for each report. (Filename.Package)
3.       Confirm all the reports are exported out with the above mentioned extension.
4.       Make a backup of reports.dic and rename it or completely move it to a separate folder
5.       Log into GP and go to Microsoft Dynamics GPàToolsàCustomizeàReport writer
6.       The above step will create a new report dictionary for you which you can verify, once verified
7.       GoTo Microsoft Dynamics GPàToolsàCustomizeàCustomization Maintenance, you will not see your modified reports at this point.
8.       Choose Import on the right hand side of the reports menu and import all the reports that you exported out of GP one by one or all at once.
9.       This will recreate your whole report dictionary with all the modified reports in there.
10.   Just to make sure, please verify the security for these modified reports by going to                         Microsoft Dynamics GPàToolsàSetupàSystem



New Feature – GP 2013 R2: Copy Paste Journal Entries from Microsoft Excel into Transaction Entry

GP 2013 R2 has been released!  One of the new features you can look forward to is: Copy Paste journal entries from Microsoft Excel into Transaction Entry.

The first step is to create your spreadsheet that contains your journal entries.

There are four columns that your source excel file must contain (The columns must be in this order):

1. Description: Enter the description of the account. The description is not required. (Field can be blank).
2. Account: Enter the account to post transaction amounts to.
3. Debit: Enter the debit amount for the account on the same line.
4. Credit: Enter the credit amount for the account on the same line.
5. Alias: Optional 5th column if you are using Analytical Accounting.

The second step is to copy the columns of data you want for your journal entry. (Note: Do not copy the column headings or you will receive errors when you paste the data into your transaction entry. You do need to copy column 1 for Account Description even if you are not importing this information.)

The third step is to access the Transaction Entry window: Financial à Financial à General

Enter the Transaction type (Standard or Reversing), Transaction Date, Source Document Code, Reference, and Currency ID.

The fourth step is to make sure your cursor is in the Account field.

When you click Paste: If there are errors in your file, you will receive this Report Destination for the GL Transaction Paste Validation Report. Your data will not be copied into the window. Once you fix the spreadsheet, recopy and paste the information.

If there are no errors in your file, the copied data will be placed into your Transaction Entry.

You can enter transactions in a batch or individually. Follow normal posting procedures followed by your company. If a batch is being used, save the batch. If this is an individual entry post.

Great Plains World

Welcome to the Great Plains World now known as Microsoft Dynamics GP.