Wednesday, June 18, 2014

Let Richard Whaley know how much he’s helped

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Our friend Richard Whaley is in poor health. In fact, he is in hospice care right now. Richard didn’t want anyone to know how poor his health was, because he didn’t want any of us to worry. Well, it’s time to worry – and to pray.

Beyond that, it’s time to let Richard know just how much he’s helped you, and meant to you, if he has. Whether with his books, or webinars, or forum responses, or just stopping by during one of the conferences for a chat. I don’t think he realizes just how much of a difference he’s made to this community.

So, let’s fill his mailbox at rwhaley@accoladepublications.com or  Richard.Whaley@IntegratedBusinessGroup.com. Trend on twitter with #ProfessorWhaley, or however you can get the message to Richard that he has been a giant amongst us Dynamics GP folks. We forgive him for ever supporting Macola – we all make mistakes Smile.

I’ll be flying to Orlando tomorrow from Dallas to see Richard. I hope by the time I see him his mailbox will be full!

Bless you all who care.

Leslie

P.S.  I’m kind of mad at him myself, I was just starting to like him. Winking smile

Tuesday, June 17, 2014

GP 2013 R2 Ribbons

Not only is there a Dex.ini switch to disable the new ribbons (EnableWCRibbons=FALSE), but you can set a User Preference as to how you would like them to display.

I thank Heather Roggeveen for pointing out this new User Preference. When you launch the User Preferences window, there’s a new option. Check out the screen shot below:

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You have three choices: Action Pane, Action Pane Strip, or Menu Bar. Each are described below:

Window Command Display

Select how to display commands in a window. Refer to the following table to view how commands can be displayed in a window.

Window Command Display selections

Action Pane

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Action Pane Strip

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Menu Bar

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In addition, you can use a Dex.ini switch to turn off the Action Pane for all users at the workstation level. To turn off the Action Pane for the workstation, put the following in your Dex.ini file:  EnableWCRibbons=FALSE 

Enjoy!

Leslie

Monday, June 16, 2014

Another new Dex.ini switch EnableWCRibbons=FALSE

Boy what a day, another new dex.ini switch to add to my collection. I’m guessing R2 of GP2014 has many more that I have not discovered yet. Please let me know if you find new ones.

Here’s what this one does. If you set it to FALSE the new ribbon bars go away and the windows look like they did prior to the R2 release. If you set it to TRUE, you get the fancy new ribbon bars. Here’s an example:

EnableWCRibbons=TRUE

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EnableWCRibbons=FALSE

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If you don’t like the ribbon bars, you can hide them. I’m guessing you should learn to love them because I bet at some point this switch won’t work anymore.

Enjoy!

Leslie

A New Dex.ini Switch – VBADisable=TRUE

Here’s one more for the collection.

I ran into an issue today after I loaded the patch to update my GP 2013 to build 1745. After the patch was loaded, I no longer had access to Modifier. I’m a pretty heavy Modifier user, so this was a big problem for me. I searched around the Internet a bit and didn’t find anything. I looked on the forum, even posted a question, but didn’t get an answer.

Next, I looked at the Dex.ini file for the new build and compared it to the old build. A Ha! There was a new Dex.ini switch that appeared in my build 1745 install. The switch read: VBADisable=TRUE. That sounded to me like it might be the problem. I changed the TRUE to FALSE and tried again.

Sure enough, the Modifier tool was once again available. This is probably documented somewhere, but I couldn’t find it. If you should run into this, here’s your answer.

Enjoy!

Leslie

Sunday, June 15, 2014

Setting up Multicurrency

I developed my own cheat sheet / checklist for setting up the Multicurrency module. I wanted something that I could fit on a single page just to remind me of what I needed to do next.

Recently, I’ve had a few colleagues ask me whether I had some kind of easy to follow checklist and I’ve been sending them this one. It seems more and more companies are implementing multicurrency these days, so I thought I’d share it with the community. It’s not fancy, nor does it provide any explanations – but it does provide the navigation to the various widows.

I welcome your comments on ways to improve it or if you think things should be re-ordered.

1. Create Currency (use the ISO code for the ID, don’t use the ‘Z’ entries)
Administration | Setup | System | Currency

2. Create Exchange Table
Administration | Setup | System | Exchange Table
Exchange Table naming convention suggestion:
  Segment 1 = Functional Currency
  Segment 2 = Originating/Reporting Currency
  Segment 3= Usage, such as BUY, SELL or AVG (optional)

3. Establish Rates
Administration | Setup | System | Exchange Table | [Rates button]
Rate calculation is Originating Currency * Rate
OR
Originating Currency / Rate
You can use up to seven decimals

4. Grant Company access to currency and rate table (all must exit Dynamics)
Administration | Setup | System | Multicurrency Access

5. Set Rate Types
Financial | Setup | Financial | Rate Types

6. Set Posting Account Defaults. The system will search for an account in the order listed below. As soon as it finds one, it stops looking. If all should share the same account, enter it at the Company level.

Rate Type Accounts
     Financial | Setup | Financial | Rate Types | [Accounts button]

Currency ID
     Administration | Setup | System | Currency | [Accounts button]
OR
     Financial | Setup | Financial | Currency Accounts

Company-level Posting Accounts
     Administration | Setup | Posting | Posting Accounts | Display ‘Financial’ from drop list

7. Assign Currency Access to your GL Accounts. Identify which accounts should accept transactions in a foreign currency.
Financial | Cards | Financial | Account Currencies
OR
Financial | Cards | Financial | Currency Account Update
OR
Financial | Cards | Financial | Account History | [Currencies button]
OR
Financial | Cards | Financial | Account | [Currency button]

8. Assign Currency ID and Rate Type ID to Checkbook ID
Financial | Cards | Financial | Checkbook

9. Assign default Currency ID and Rate Type ID to appropriate Customers (or roll down from Customer Classes) and set revaluation options
Sales | Cards | Customer | [Options button]

10. Assign default Currency ID and Rate Type ID to appropriate Vendors (or roll down from Vendor Classes) and set revaluation options
Purchasing | Cards | Vendor | [Options button]

Enjoy!

Leslie