Monday, July 12, 2010

You Can’t Deny security for some Windows!

How you can tell which windows

If you open the window with Modifier (or Dexterity) you will notice the Window Title value is ~internal~. The System Setup Checklist is one of those windows.

Windows with this title are not available as a security object that can be added to a task.

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Can you change it?

Modifier – Changing the Title in Modifier doesn’t work. The window is not available in the Alternate/Modified list.

VBA – You could make the window invisible. I’m sure there are other things a skilled VBA programmer can come up with.

SQL – Adding the window to the SY10700 table doesn’t help. It still does not show up as a valid operation. It is listed on the Security Task Setup report however.

Dexterity

  • Creating an Alternate window doesn’t work.
  • Hacking the Dynamics.dic, well of course that works, but not recommended.

Get a List of the ~internal~ windows

Follow the link below – I created an Excel Spreadsheet called ‘Table and Window Names’ that will show the window & table resources listed in the Window Descriptions and Table Descriptions in Dynamics GP.

http://www.4shared.com/file/d6x1cNPR/Table_and_Window_Names.html

Until Next Post!

Leslie

Friday, July 9, 2010

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.

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

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Answer ‘No’ and then click ‘OK’

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

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Refresh your Home Page and it will be gone forever!

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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.

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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.

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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.

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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.

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

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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.

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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.

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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

Tuesday, July 6, 2010

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.

PrefixModule
GLGeneral Ledger
AFAdvanced Financial Analysis
PMPayables Management
RMReceivables Management
SOPSales Order Processing
POPPurchase Order Processing
IVInventory
IVCInvoicing (NOT SOP)
UPRUS Payroll
CMCash Management (Bank Rec)
LKLinked Transactions
MEEFT
PAProject Accounting
FAFixed Assets
AAAnalytical Accounting
DTAMulti-dimensional Analysis
SYSystem or Company
AHRAdvanced HR
HRHuman Resources
BMBill of Materials
DDDirect Deposit
EXTExtender
MCMulticurrency
SVCField Service
ASISmartList Favorites
ERBExcel Report Builder
EXTExtender
SLBSmartList Builder
WDCField-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 NumberDescription
00000Master Tables
10000Work Tables
20000Open Tables
30000History Tables
40000Setup Tables
50000Temp Tables
60000Relation Tables
70000Report Options Tables
80000Posting 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).

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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