Setting up a new installation recently I wanted to prevent both the 'Metrics' and 'Outlook' sections of a new user's home page from loading. I've read solutions about running a SQL statement against the Users Master (SY01400) in the Dynamics database, but I wanted it to prevent it from happening in the first place rather than going back and changing it after the users had been set up.
The solution is found in the System Preferences window. To navigate to this window select the Administration button on the Navigation Pane to open the Administration Area Page. In the Setup content pane of the Area Page expand the System menu. Near the bottom of the System list is 'System Preferences'. This screen shot is pretty small, but it shows the general area.
In the lower half of the System Preferences window there are three check boxes. Your options are 'Load To Do: Reminders', 'Load Microsoft Office Outlook' and 'Load Metrics'. Unmarking a checkbox will prevent the selected area from loading on a new user's home page. Note that the 'Load To Do: Reminders' will only prevent the 'Reminders' content to be suppressed, the 'Tasks' content will still display. The section heading will still appear for the unmarked content. But the content will be empty. The System Preferences window is illustrated below:
A new Home Page with each of the checkmarks unmarked looks like this:
Until next post!
Leslie Vail
Saturday, January 30, 2010
Sunday, January 17, 2010
DEXTERITY class May 10th in Orlando
I am happy to announce that the Dexterity I class is on the schedule for the week of May 10th, 2010 in Orlando, FL.
This class is a lot of fun and will be especially helpful for VBTools programmers. It will teach you just enough Dexterity to make your integrations easier. Officially, it's the Dexterity Basics class which assumes the student has not done any work with Dexterity, but is familiar with programming in general.
At the end of the 5-day class you will know how to create Forms and Windows, write scripts and procedures, and create triggers that interact with the GP business logic. During class you will create a functioning 3rd party integrating add-on.
Most of all, you will understand how it all works in that block box we call Dexterity dictionaries. You never know, you may like it so much you'll become a full-time Dexterity programmer! We cover a lot of information in 5 days.
The more people we have in the class, the more fun it is; and it is a fun class.
The classroom in Orlando, Florida is one of the most posh training centers in the country. For more information send an e-mail to Roxanna Alveraz at ralvarez@ibgnet.com. Or, go their website at www.ibgnet.com. There you can see all of their class offerings.
I'm not part of the IBG staff, I'm an independent instructor willing to go anywhere and teach anything I can. I would be delighted to come to your office and teach it for your staff. If you want classroom training, IBG is your best bet.
Other classes available include:
Installation and Configuration
Foundation
General Ledger
Payables Management
Receivables Management
Bank Reconciliation
Fixed Assets
Inventory Management
Purchase Order Processing
Sales order Processing
Payroll with or without HR
Modifier with VBA
Report Writer
SQL Server Reporting Services
SmartList Builder
Excel Report Builder
Extender
Integrated Excel Reports
Learning the Dynamics GP Data Model
Until next post!
Leslie
Contact:
cell: 972-814-8550
This class is a lot of fun and will be especially helpful for VBTools programmers. It will teach you just enough Dexterity to make your integrations easier. Officially, it's the Dexterity Basics class which assumes the student has not done any work with Dexterity, but is familiar with programming in general.
At the end of the 5-day class you will know how to create Forms and Windows, write scripts and procedures, and create triggers that interact with the GP business logic. During class you will create a functioning 3rd party integrating add-on.
Most of all, you will understand how it all works in that block box we call Dexterity dictionaries. You never know, you may like it so much you'll become a full-time Dexterity programmer! We cover a lot of information in 5 days.
The more people we have in the class, the more fun it is; and it is a fun class.
The classroom in Orlando, Florida is one of the most posh training centers in the country. For more information send an e-mail to Roxanna Alveraz at ralvarez@ibgnet.com. Or, go their website at www.ibgnet.com. There you can see all of their class offerings.
I'm not part of the IBG staff, I'm an independent instructor willing to go anywhere and teach anything I can. I would be delighted to come to your office and teach it for your staff. If you want classroom training, IBG is your best bet.
Other classes available include:
Installation and Configuration
Foundation
General Ledger
Payables Management
Receivables Management
Bank Reconciliation
Fixed Assets
Inventory Management
Purchase Order Processing
Sales order Processing
Payroll with or without HR
Modifier with VBA
Report Writer
SQL Server Reporting Services
SmartList Builder
Excel Report Builder
Extender
Integrated Excel Reports
Learning the Dynamics GP Data Model
Until next post!
Leslie
Contact:
cell: 972-814-8550
Saturday, January 2, 2010
.net 3.5 sp 1 Year End tax forms OK!
Hello friends,
I'm happy to report that after all of the issues that came up during the SP 4 year end update and .net 3.5 sp 1, the Forms W-2 and 1099 printed perfectly.
We did have a problem with the Reports dictionary, but that was resolved by creating a new reports dictionary and importing the reports from the old dictionary using the Import function within Report Writer. The GL trial balance report was DOA and had to be redone. Most of the previous customizations, which were mostly calculated fields, could be copied from the package files created as backups. At least all of the SOP and POP reports came through the update error free.
So, at the end of the day each of the workstations were using build 324 of both the Dex.dic and Dynamics.exe files. From now on I'm going to jump right to this configuration. I will test it again on 24 workstations over the next week or two.
I'll let you know what happens.
Until next post!
Kind regards,
Leslie Vail
I'm happy to report that after all of the issues that came up during the SP 4 year end update and .net 3.5 sp 1, the Forms W-2 and 1099 printed perfectly.
We did have a problem with the Reports dictionary, but that was resolved by creating a new reports dictionary and importing the reports from the old dictionary using the Import function within Report Writer. The GL trial balance report was DOA and had to be redone. Most of the previous customizations, which were mostly calculated fields, could be copied from the package files created as backups. At least all of the SOP and POP reports came through the update error free.
So, at the end of the day each of the workstations were using build 324 of both the Dex.dic and Dynamics.exe files. From now on I'm going to jump right to this configuration. I will test it again on 24 workstations over the next week or two.
I'll let you know what happens.
Until next post!
Kind regards,
Leslie Vail
Wednesday, December 30, 2009
Beware the .NET Framework 3.5 sp 1
DEX.DIC version 10.0.320.0 is not compatible with executable version 10.0.324.0
This error came up yesterday while trying to load the 2009 year end update. Going from build 1237 to build 1400 I did not expect any problems (my first error of the day).
This only happened on the new machines, not on the older ones. hmmm.
It turned out that the culprit was .NET Framework 3.5 sp 1. Every machine with 3.5 sp 1 on it threw an error. There was an old machine that I installed 3.51 on just to check, and sure enough, the same error. What to do . . .
I tried a variety of things, but here's what worked for me.
Choice 1 -- Download and install build 324 of Dexterity.
Choice 2 -- Simply copy the files from one of the functioning workstations to the one giving you a problem. You need to go as far as you can with the installation before doing this in order to load the Dex components.
Tomorrow we'll see if the Forms 1099 and W-2 print correctly after all of this effort.
Until next time!
Leslie Vail
Can't Import Excel Budget??
Here's the story. You export a 'blank' budget to Excel to make sure you have the format correct. You make all of your adjustments, save it and then try to import it back into GP.
Have you ever been thanked for all of your budgeting efforts with the message above?
You think -- but I exported the format from GP and then tried to import it back in, I didn't change it!
And I believe you :)
Check your column headings in Excel. If even one of your period descriptions is interpreted as a date by Excel, you will get the above message. Easy to fix, just turn it into a string and you're good to go. Don't forget to go into your Fiscal Periods Setup screen and modify your Period Name(s) so that it doesn't happen again.
Until next time!
Leslie
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