Tuesday, April 20, 2010

GP 2010 Feature of the Day

Remember User and Company
Module: System
Dictionary: Core

Why this feature is cool!
  • Allows the user the ability to login without typing a password reducing the time needed to log into the system
  • Allows the user the ability to save their most used company reducing the time needed to log into the system
  • With both User and Company saved the user automatically is logged into Dynamics GP

What does it look like?

Changes: A checkbox had been added to both the Company and User login screen to enable the functionality. The security administrator can also determine on a system-wide basis if Remeber User will be turned on.

Friday, April 9, 2010

Recording an Unused Check

Occasionally, you have a payables check or checks that for one reason or another gets lost or destroyed. How do you log that check in the system so you have a complete audit trail of all checks?

Transactions > Financial > Bank Transactions





  1. Enter a Check transaction
  2. Change the Check Number to reflect the check you're recording
  3. Enter whatever description you want in the "Paid To" and "Description" fields
  4. Leave the Amount $0.00. Ignore the distributions. They're not required
  5. Post the transaction

You now have a $0.00 check recorded in the Checkbook Register with "Destroyed Check" as the description.

Wednesday, April 7, 2010

Deleting a company in Dynamics GP

Ever tried to create a new company and received an error message stating that the company already exists?

Resolution
To delete a company that is no longer desired, follow these steps:

1. Start Dynamics GP, and log on with the 'sa' login.
2. At the Company Login window, select a company that you do not want to delete,
and then click OK.

Note: The company being deleted cannot have a user logged into it.

3. Make sure that no users are logged on to the company that you want to delete. To do
this, use one of the following methods:
  • Microsoft Dynamics GP 2010
On the Microsoft Dynamics GP menu, point to Tools, point to Utilities, point to System,
and then click User Activity.
  • Microsoft Dynamics GP 10.0
On the Microsoft Dynamics GP menu, point to Tools, point to Utilities, point to System,
and then click User Activity.
  • Microsoft Dynamics GP 9.0
On the Tools menu, point to Utilities, point to System, and then click User Activity.

4. Select the Company that you want to delete. To do this, use one of the following methods:
  • In Microsoft Dynamics GP 2010, follow these steps:
a. On the Microsoft Dynamics GP menu, point to Tools, point to Utilities, point to
System, and then click Delete Company.
b. Click the lookup button. Then, click the company that you want to delete.
  • In Microsoft Dynamics GP 10.0, follow these steps:
a. On the Microsoft Dynamics GP menu, point to Tools, point to Utilities, point to
System, and then click Delete Company.
b. Click the lookup button. Then, click the company that you want to delete.
  • In Microsoft Dynamics GP 9.0, follow these steps:
a. On the Tools menu, point to Utilities, point to System, and then click Delete
Company.
b. Click the lookup button. Then, click the company that you want to delete.

5. Click Delete

Note: When you click Delete, the company is deleted from the DYNAMICS system
database.

6. Delete the company database from the computer that is running Microsoft SQL Server. To
do this, use one of the following methods:
  • In SQL Server Enterprise Manager, follow these steps:
a. Expand the folder of the computer that is running SQL Server.
b. Expand the Databases folder.
c. Right-click the company database, and then click Delete.
  • In SQL Server Management Studio, follow these steps:
a. Log on to SQL Server.
b. In Object Explorer, expand the Databases folder.
c. Right-click the company database, and then click Delete.
  • In the Support Administrator Console utility, follow these steps:
a. Log on to SQL Server.
b. In the query winder, type drop database name of the company database.
c. To run the query, click the green arrow button on the toolbar.

Friday, April 2, 2010

GP 2010 Feature of the Day

User Copy

Module: System
Dictionary: Core

Why this feature is cool!


  • Provides the ability to copy all security access from one user to another
  • Copies all operations, tasks, roles, and company access
  • Increases efficiency for the Security Administrator

What does it look like?



Changes: Once a new user is entered the administrator will have the ability to copy access from another user greatly decreasing the time needed to setup a new user.

Navigation: Tools > Setup > System > User





Navigation: Tools > Setup > System > User > Copy Access