One of the lesser known setup features of Microsoft Dynamics GP2010 is the ability to have the system pop-up a predefined message box on login advising to the status of an environment.
If anyone has used the fabrikam company, you know what I'm referring to, the modal dialog box that appears advising that this is a demonstration company, etc etc.
There are actually two other message boxes that you can trigger for your own company.
If you navigate to your company setup screen (Tools--> Setup --> Company --> Company)
You can add two different reserved tags to the end of the Company Name.
The first is <TEST>, (make sure you include the angle brackets and enter all UPPERCASE letters). This will trigger the following popup for all users to this company on login:
Alternatively, if you change the company name and a "<HISTORICAL>" tag to the end of the company name you will trigger this pop-up:
These are both handy messages to advise users that this is a Test or Archive instance.
This works in both GP10 and Gp2010, however, as of build 1752, there is a small known glitch in which the Dynamics Connect home-screen widget will not work when using these tags. See this blog for details...
A word of caution, don't modify any other parts of the company name, and always put the tag at the end, as some modules require exact spelling of the company name for their registration keys to operate (for example Canadian Payroll).
In my next post I'll discuss the various methods to have different colours by company, in both GP10 and GP2010.
Stay tuned until next time...
Welcome to the second entry in a series of posts focusing on some of the basic functionality within Microsoft Dynamics GP. This guide will cover the creation, use and advantages of Quick Journals.
Quick Journals are extremely useful for creating recurring journal entries in which the accounts stay the same each time, but the amount differ. A simple example would be an entry of wage expenses.
To create a Quick Journal, open the Quick Journal Setup window. From the main menu select Microsoft Dynamics GP >> Tools >> Setup >> Financial >> Quick Journal.
Give the Quick Journal a unique ID, a description, a source, and reference. Next, select an offset account. This account will be used to balance the debits and credits of the transaction. If you would to give users the ability to change this offset account during transaction entry, mark the Allow Override checkbox, otherwise, leave it unchecked. Finally, add the accounts to be used in the transaction. Note that not all accounts entered in the Quick Journal Setup window need to be used in the transaction. Click Save to complete the creation.
To make an journal entry using a Quick Journal, open the Quick Journal Entry window. From the main menu select Transactions >> Financial >> Quick Journal.
Select a Quick Journal ID. Then, simply enter the amounts for accounts to be used in the transaction. In this example, I am not entering an amount against account 100-5100-00. Note that unlike regular general journal entries, Quick Journals cannot be saved to a batch. They can, however, be saved individually. Click Post to complete the transaction.
Here the Quick Journal that was posted in this example:
Notice how the account I did not enter an amount against was not used in the transaction? This makes Quick Journals incredibly flexible. Also note that the total was entered against the offset account to balance the transaction.
To learn more about the advantages of classes in Microsoft Dynamics GP, check out our training video on Quick Journals, and for more topics visit our GP training videos page. Also, read the previous entry in this series here to learn about the advantages and use of classes in Dynamics GP.
Do you often find yourself canceling reports that automatically print after you have posted a document? Or even changing the default destination of these reports? Well, one can set the default destination of these reports or even stop them from printing all together.
Try entering the Posting Setup screen (Microsfot Dynamics GP > Tools > Setup > Posting > Posting). In this screen, you can select whether or not a specific report will print by selecting or de-selecting the checkbox in the Print column. Also, one can specify destination for a report by making the appropriate selection in the Send To column.
See the attached screenshot below & save yourself all that extra clicking when you next post a transaction.