Tips&Tricks

31st October
2009
written by Rob C

Unrecorded liabilities are an accounting hazard that is usually dealt with manually and, if resolved improperly, leading to headaches for accounting staff when the auditors find the missed items.  Check out Micro Force’s latest blog at ERPSoftwareBlog.com to see how we solved this issue for one of our clients and contact us if you would like us to help you with this issue as well.

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28th October
2009
written by Delfina C.

As more companies expand beyond the US market they learn that little things are important.  But sometimes those little things can grow into big headaches.  Take date formats.  In the US the common format is MM/DD/YYYY but in many other countries the standard is DD/MM/YYYY.  So having employees at subsidiaries in multiple countries accessing the same Dynamics GP system (and who may prefer working with a regionally-specific date formats) and you may have to do some juggling.  Here is how to strike the balance in Dynamics GP.

Let’s say you have 10 US-based subsidiary companies in GP and just added an additional 6 UK-based subsidiary companies to the GP system.  The users at each all log into Dynamics GP through terminal server.  The people in the UK want to see the date in the following format DD/MM/YYYY.  To accomplish this you would have each Non-US user log into Dynamics GP and go to Start > Control Panel > Regional and Language Options.  On the Regional Options tab select the regionally applicable format.  Now, when the UK-based subsidiaries log into GP the date will be displayed in the selected format and for the people in the US-based subsidiaries it will display as MM/DD/YYYY and any reports generated will reflect the date based on the selected format of the person generating the reports.

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17th July
2009
written by Ralph W.

SmartList Builder has become an integral part of processing with Dynamics GP.  And while the standard documentation is good, like all manuals it sometime misses important steps.  Without performing these steps, users will become frustrated in their inability to be productive and access the very tools that are present to make them more productive and efficient.

In the case of SmartList Builder, a Dynamics GP user cannot access Smartlist Builder until a new security task within Dynamics GP is created.  As this important process is not clearly documented, GP Users Edge has taken the liberty to document it here for you.

To begin creating the task, an administrator must access security setup by clicking on Microsoft Dynamics GP >> Tools >> Setup >> System >> Security Tasks.

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1. Enter a name for the security task as shown above.

2. Select a category for the task.

3. Enter a task name and description.

4. In the product drop down select “Smartlist Builder.”

5. In the type drop down select “Smartlist Builder Permissions”.

6. In the series drop down select “Smartlist Builder.”

7. Click “Mark All.”

8. Returning to the series drop select “Excel Report Builder.”

9. Click “Mark All.”

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10. Return to the type drop down and now select windows.

11. Select project for the series.

12. Click “Mark All”.

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13. Returning to the series drop down and now select “System” from the list.

14. Click “Mark All”.

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15. Click Save.

Assignment of Security Task to Security Role

To begin assigning the task to a security role, an administrator must access security setup by clicking on Microsoft Dynamics GP>>Tools>>Setup>>System>>Security Roles

1. Select “AR MANAGER” from the look up window of the existing security roles.

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2. Set the “Display” drop down to “System”.

3. Scroll to the bottom of the list and mark “SMARTLISTBUILDER” from the list of tasks.

4. Click Save.

5. Next select “IT ADMIN” from the look up window of the existing security roles.

6. Set the “Display” drop down to “System”.

7. Scroll to the bottom of the list and mark “SMARTLISTBUILDER” from the list of tasks.

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8. Click Save.

Granting Access to the New SmartList Object

The final process is to grant access to the SmartList Object built using the SmartList Builder.  This task needs to be performed whenever a new smartlist is built using SmartList Builder.  The new object will be at the bottom of the list of existing objects.

To begin granting access to the SmartList Objects, and administrator must access the security setup by clicking on Microsoft Dynamics GP>>Tools>>Setup>>System>>Security Tasks.

1. Enter “SMARTLISTS” into the Task ID field.

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2. Click the “Mark All” button.

3. Click Save.

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