Goodbye CEIP Program!

This little post addresses the question:

How do I get rid of this annoying reminder at start-up?

Well, here’s how you do it.

First, click on it to open the item.

 

Next, Zoom on the ‘Name’ prompt at the bottom.

Answer ‘No’ and then click ‘OK’

 

Change the Status to ‘Completed’ and then hit the ‘Delete’ button.

Refresh your Home Page and it will be gone forever!

Of course, if you DO want to participate in the CEIP program then you would answer ‘Yes’. The rest of the steps would still be the same!

I hope this helps someone.

Until next Post!

Leslie

Attaching a .pdf File to a Payables Transaction

Recently I was asked how to attach a .pdf file to a payables transaction. Since pictures are so much easier to follow than words, I am posting the steps necessary to accomplish the task.

First, select the Note icon next to the voucher number.

When the Note window opens. There is a little paperclip icon to the left of the Attach button. This is what you need in order to attach files. If the paperclip icon is not present, there is a problem with the OLEPath = setting in your dex.ini file.

Once you select the paperclip icon, you will be presented with the OLE Container window. On this window select Edit and then Insert New Object.

On the Insert Object window, select the ‘Create from File’ radio button, browse to select your .pdf file and select the ‘Display As Icon’ check box. The ‘Display As Icon’ check box is not necessary, but it makes the Container window look more orderly.

After Selecting ‘OK’ the OLE container will contain an Icon for Adobe.

Select File Exit, save when prompted and then hit the Attach button when you return to the Notes window. After it’s close, you can open the note back up and there will be a little piece of paper in the paperclip.

If you click on the paperclip icon, the OLE Container will open again.

Click on the Adobe icon and Acrobat should open your .pdf file.

There should be no degradation in the quality of the .pdf file as a result of inserting it as an OLE object.

I hope this helps!

Until next time,

Leslie

Dynamics GP 2010 Cookbook At Last!

Congratulations to fellow MVP Mark Polino on the release of his fabulous book that is available for sale right now!

http://msdynamicsgp.blogspot.com/2010/07/microsoft-dynamics-gp-2010-cookbook-is.html

Everyone who works with Dynamics GP should add this to their library. Thank you Mark for the great effort and diligence that I know it took to bring this to fruition!

Leslie

Dynamics GP Table Names

A client recently told me they were very confused by the table naming conventions for Dynamics GP. I’m so used to those legacy table names that I don’t appreciate what a wonder it must be for a new user trying to write reports.

In fact, any class I train that involves pulling data from tables (Extender, SmartList Builder, Excel ReportBuilder, ListBuilder, Report Writer, SSRS, Crystal Reports, etc.) sooner or later results in the question “How do we know which table to use”. This query spawned the on-line class I will be doing for GPUG Thursday http://www.gpug.com/events/GPAcademyGPData070810 entitled “Finding the GP Data you Need”

What do the table names mean?

There is actually a very good naming convention for Dynamics GP data tables. This is only a convention, however. It is followed by the GP programmers pretty diligently, but not so much by some 3rd party programmers. Here’s the basics, the first 2 or 3 characters will indicate the module name, the numbers indicate the type of table.

The modules (prefix)

Some of the more popular module abbreviations are in the table below.

Prefix	Module
GL	General Ledger
AF	Advanced Financial Analysis
PM	Payables Management
RM	Receivables Management
SOP	Sales Order Processing
POP	Purchase Order Processing
IV	Inventory
IVC	Invoicing (NOT SOP)
UPR	US Payroll
CM	Cash Management (Bank Rec)
LK	Linked Transactions
ME	EFT
PA	Project Accounting
FA	Fixed Assets
AA	Analytical Accounting
DTA	Multi-dimensional Analysis
SY	System or Company
AHR	Advanced HR
HR	Human Resources
BM	Bill of Materials
DD	Direct Deposit
EXT	Extender
MC	Multicurrency
SVC	Field Service
ASI	SmartList Favorites
ERB	Excel Report Builder
EXT	Extender
SLB	SmartList Builder
WDC	Field-Level Security

The Table Types

After the prefix, the number indicates the table type. Knowing these numbers will help you zero in on the correct table. The table below sets out the numbering convention used by the Dynamics GP programmers.

Table Number	Description
00000	Master Tables
10000	Work Tables
20000	Open Tables
30000	History Tables
40000	Setup Tables
50000	Temp Tables
60000	Relation Tables
70000	Report Options Tables
80000	Posting Journal Reprint Tables

One of my earlier posts explains the difference between ‘work, open, and history’ http://dynamicsconfessions.blogspot.com/2009/11/moving-from-work-to-open-to-history.html.

Some information on the remaining tables follows.

Master Tables are mostly what you find under the ‘Cards’ area. These are your Customers, Vendors, Inventory Items, GL Accounts and the like. For instance, the information you see on the Customer Maintenance window is stored in the RM Customer MSTR or RM00101.

Setup Tables include choices you have made to initiate a module. For instance, the information entered on the Payables Management Setup window are stored in the PM Setup File or PM40100.

Temp Tables are tables that are used temporarily by the system and the records in those tables can normally be deleted without issue. For instance the Net Profit Temporary table or AF50000 is used by the Advanced Financial Analysis module to hold the Net Profit amount that will be used on one of the statements. Once the statement has been printed, the number is irrelevant.

Relation or Cross Reference Tables are tables that are used to store information that spans more than one module. For instance the SOP/POPLink table (SOP60100) holds the information about POP documents linked to SOP documents. Another example is the Sales Customer Item Cross Reference (SOP60300). This table reflects the information as to how customer item numbers relate to regular item numbers. There are not that many tables in the 60000 range.

Report Options Tables contain all of the information you enter in any of the report options windows. The image below comes from the Payables Trial Balance Report Options window (PM70500).

Posting Journal Reprint Tables contain all of the information you need to reprint your posting journals. So don’t feel like you MUST print all of those reports. They are here waiting for you should you ever need to reprint them.

So now you know. If you were looking for a posted inventory transactions, you would start with the IV20000 table and go from there.

Victoria Yudin has some great information on the popular tables from each module. If you are creating reports, it is information you can use. http://victoriayudin.com/gp-tables/

Have fun with it! Until next post!

Leslie

Congratulations MVPs!

I would like to offer my hardiest congratulations to the July MVP awardees! I am very humbled yet thrilled to be included with such a group of talented people.

You each are very generous with your help and benefit all consultants, resellers and users alike. Your blogs are the standard for information about Dynamics and Dexterity. Before looking on PartnerSource, I check with you first.

Congratulations again, you guys are the best!

The list:

Victoria Yudin- Dynamics GP- Design (The expert on helping us ‘find the data’. Definitely the ‘go to’ person for table information and cool SQL queries)

Charles L. Allen- Dynamics GP (Another ‘old timer’ like me, we need to get together and share stories!)

Andrew Anatol Karasev- Dynamics GP- Development (Great job! How about learning Spanish? There are so many people that need your talent in Mexico and Latin America. Gosh, after English, French, Latvian and Russian it should be a breeze! Thank you for all of your valuable contributions to the community)

Leslie Vail- Dynamics GP- Training (That’s me!)

Mark Polino- Dynamics GP- Systems Administration (Buy his fabulous ‘Great Plains Recipe Book)! Don’t miss any of his ‘50 tips’ sessions! Mark, you are as funny as you are informative. You can make accounting software ‘fun’!)

Monzer Osama AL Shaikh- Dynamics GP- Engineering (I need to meet you! It looks like you know just about everything!)

Frank Hamelly- Dynamics GP- Systems Administration (don’t miss his tip 4 today! I finally got to meet you Convergence. You are every bit as fun in person as you are on the forums! You can always help me without making me feel dumb!)

Mariano Gomez- Dynamics GP- Development (Talented in so many ways, your blog is an absolute must for developers. Thank you Mariano for all the help you have given me over the years. This man is very funny in person, and sets the new standard for Convergence and Tech Conference presentations). We expect to enjoy your sessions for years to come.

Ian Stewart- Dynamics GP (So often our savior on the forums. Where’s your picture?!)

Good luck to you all this year! And keep up the good work, the community would never be the same if any of you left.

Kind regards,

Leslie