Gyrosoft's Blog

This month’s topics are:-

• Payables Suggested Payments
• Dynamics GP System Requirements

 1. Open Smartlist.

2. Go to the default Payables Transactions Smartlist query.

3. Add the fields ‘Document Amount’ and ‘Due Date’ to the query. Change the order and rename the column heading as necessary.

4. Click on the Search button to add the following search criteria:-

• Document Status is equal to Posted
• Voided is equal to No
• Due Date is less than Current Date
• Due Date is greater than Enter Date

 This will return a list of invoices which are past due for payment (by virtue of Due Date < Current Date) and those due for payment (up to the Due Date entered).

The ‘Current Trx Amount’ column shows the invoice amount remaining or due. Because the query is restricted by Due Date criteria it will only return invoice document types as Credit Notes & Payments do not have due dates associated with them.

 N.B. You must be using payment terms setup in Dynamics GP for your suppliers in order for the due date to calculate correctly for invoice documents.

 1.     Dynamics GP 9.0

 Server Operating Systems

• Microsoft Windows Server 2003 Standard Edition SP 1 or SP 2
• Microsoft Windows Server 2003 R2 Standard Edition

 Database Requirements

• Microsoft SQL Server 2000 Standard Edition SP 4
• Microsoft SQL Server 2005 Standard Edition
• Microsoft SQL Server 2005 Standard Edition 32-bit SP 1 or 2

 Client Requirements

• Microsoft Windows XP Professional SP 2
• Microsoft Windows Vista Business Edition-32-bit and x64

 Microsoft Office

• Microsoft Office 2000
• Microsoft Office XP
• Microsoft Office 2003
• Microsoft Office 2007

 2.     Dynamics GP 10.0

 Server Operating Systems

• Microsoft Windows Server 2003 x64 Standard Edition SP 2
• Microsoft Windows Server 2003 R2 x64 Standard Edition SP 2
• Microsoft Windows Server 2003 Standard Edition SP 2
• Microsoft Windows Server 2003 R2 Standard Edition SP 2
• Microsoft Windows Server 2008 R2 Standard Edition
• Microsoft Windows Server 2008 x64 Standard Edition with or without SP 2 (Microsoft Dynamics GP 10.0 SP 2 or later required)
• Microsoft Windows Server 2008 Standard Edition with or without SP 2 (Microsoft Dynamics GP 10.0 SP 2 or later required)

 Database Requirements

• Microsoft SQL Server 2000 SP 4 – Standard, Workgroup or MSDE Editions
• Microsoft SQL Server 2005 SP 2 or SP 3- Standard, Workgroup or Express Editions
• Microsoft SQL Server 2008 with or without SP 1 – Standard, Workgroup or Express Editions
• Microsoft SQL Server 2008 R2 – Standard, Workgroup or Express Editions – NOTE: Service Pack 5 for Microsoft Dynamics GP 10.0 required. Service Pack 5 is scheduled to be released this summer.

 Client Requirements

• Microsoft Windows XP Professional SP 2 or SP 3 (32-bit and 64-bit)
• Microsoft Windows Vista Business Edition (32-bit and 64-bit) with or without SP 1 or SP 2
• Microsoft Windows 7 (32-bit and 64-bit)

 Microsoft Office

• Microsoft Office XP
• Microsoft Office 2003
• Microsoft Office 2007
• Microsoft Office 2010

• Exporting currency values from Smartlist
• E-mailing FRx reports
• Dynamics GP Version information

 Please feel free to contact us if we can help on any queries you may have, either on the above email address or by telephoning 0844 8500 150.

1. Open the Dex.ini file in Notepad or in another text editor

2. Add the following line to the [General] section of the Dex.ini file:

    ExplorerFormatCurrency = FALSE

3. Save the changes and restart GP

By default, the Dex.ini file is in the following location:

Microsoft Dynamics GP 9:C:\Program Files\Microsoft Business Solutions\GP\

Microsoft Dynamics GP 10:C:\Program Files\Microsoft Business Solutions\GP\Data

Microsoft Dynamics GP 2010:C:\Program Files\Microsoft Business Solutions\GP\Data

N.B. Changing the setting will only affect the machine that the change is applied to so you will have to apply the same change if you have more than one installation of Dynamics GP.

The configuration of emailing FRx reports is a two part process which is all performed using the FRx Designer program :-

1.     Creating the user’s email address in FRx.

a.     Go to ‘Admin > Users’ to access the User Information entry window.  Here you enter the email addresses for each of your FRx users.

b.     You can also group these users by going to ‘Admin > Groups’.  Here you can create email groups and select current FRx users to be members of a group.

2.     Configuring which reports will be emailed and to whom.

a.     Using the ‘Catalog of Reports’, open the relevant FRx report and then select the Output tab.  This will open the tabs for Output Options and Email Options.

b.     In Output Options you set the type of report using the dropdown list available. 

Any recipient who doesn’t have the FRx Drilldown Viewer installed will need the report in a format which isn’t ‘FRx DrillDown Viewer (Enhanced XML)’. 

c.     Go to the E-mail Options tab and mark the ‘Enable email’ check box, which will then allow you to enter an email Subject heading, along with any email text you wish to have. 

d.     Click on the Add button to choose the email recipients. You can select contacts from your e-mail client software (e.g. Outlook), an FRx User, an FRx Group or simply enter an e-mail address manually.

N.B.

• The Drilldown viewer is limited to a set number of persons based on your FRx licence. Drilldown viewer can be installed separately to the FRx Designer program used to construct the reports.
• The e-mail client software used to send the e-mails needs to be MAPI compliant.
  • The current supported version of FRx is 6.7.

• The current service pack release for Microsoft Dynamics GP 9.0 is Service Pack 4, this is version 9.00.0352.
• The current service pack release of Microsoft Dynamics GP 10.0 is Service Pack 4, this is Version 10.00.1400.

Service packs for both Microsoft Dynamics GP 9.0 and Microsoft Dynamics GP 10.0 are cumulative, so the current service pack will include fixes from earlier service packs and can be installed without having to install previous service packs.

Please contact the Helpdesk If you would like to obtain the latest service pack for Microsoft Dynamics GP. If you would like some assistance to update to the latest release of Microsoft Dynamics GP or install the latest service pack for Microsoft Dynamics GP then please contact your Account Manager at Gyrosoft to arrange this.

• Edit Cheque Batch
• Receivables Paid Transaction Removal

In addition

• You can change which columns are displayed to show additional information, using the Columns controls.
• Change the order the information is displayed in by clicking on the column headings.
• Drill down on the amount paid to check the payment details.
• Print the batch edit list using the printer control at top right.

• User Preferences
• Account Rollup Enquiry

Features of note are:

Horizontal Scroll Arrows option: For companies with account numbers longer than the entry screen, you can mark this option to allow users to scroll back and forth to see the whole account number.

Entry Key: This determines which key is used to move between fields on a window.

Default Sales Doc. Type: This sets the default document type for the Sales Transaction Entry window.

Mapping: This controls how GP integrates with Microsoft MapPoint. You can either turn this feature off or choose between using a local copy of MapPoint or use MapPoint on the Web. With the MapPoint option enabled, on a variety of forms you’ll see a small yellow and green push pin icon next to an address ID. Clicking this takes you to Windows Live local maps and in most cases you get a map and aerial view of the location.

Reminders: Use the Reminder Preferences window to specify events to be reminded of & how often to do so. You can create new reminders based on Smartlist Favourites and the criteria you specify are met.

Display: Use the User Display Preferences window to change how Links & Required fields appear on windows.

• What’s the Fixed Asset total across all divisions?
• What’s the commission allocation based on sales?

In Dynamics GP, select Enquiry->Financial->Account Rollup. Enter an Option ID, tab and click yes to add the option.

Set the number of columns you want to see at the top on the right hand side. If all you want is totals, one column is fine. For calculations, you need to use at least 2 columns.

In the centre, you set the types of columns. At the bottom, you add criteria like accounts, departments, divisions, etc. UNLIKE OTHER GP criteria areas, you can add multiple independent criteria here. So if you want to see department 110 & 112 but not 111. You add just 110, then add 112.

Save and click Redisplay. Controls on the right let you see Net Change or Period Balance totals. If you want to see what makes up the total number, select a month and click the blue column header.