Resources
This page is a compilation of links for downloads and resources that I typically find myself looking up. Anything marked with a λ will require a login to either CustomerSource or PartnerSource. If you have questions about accessing CustomerSource or PartnerSource, take a look at this post by David Musgrave and Scott Stephenson.
As the individual sections on this page have grown larger, I have started moving them off to their own pages. These individual pages can be accessed by clicking the links below or by hovering over Resources on the top navigation bar.
General Dynamics GP Resources
- Dynamics GP service packs and versions - for GP 8.0, 9.0 and 10.0
- Dynamics GP support lifecycle - support dates for GP 6.0 through GP 2010
- 64-bit support information – KB 918983 λ
- Year end close information and links
- Dex.ini switches - by Leslie Vail
- Dynamics GP upgrade paths - by Mariano Gomez
- Integration Manager service packs and versions - includes IM 7.5 through 11 (GP 2010)
- IM.ini settings - by Mariano Gomez
- GPWindow – search all Dynamics GP blogs - by Jivtesh Singh
- Professional Services Tools Library λ
- Dynamics GP Reports Library λ
Dynamics GP Version Specific Resources
GP 2010
Includes system requirements, documentation, support lifecycle information, and other useful links for Dynamics GP 2010
GP 10.0
Includes system requirements, documentation, service pack versions, support lifecycle information, and other useful links for Dynamics GP 10.0
GP 9.0 and older versions
Includes documentation, service pack versions, support lifecycle information, and other useful links for Dynamics GP 9.0 and older versions
Financial Reporting Resources
Management Reporter
- Management Reporter landing page λ (requires PartnerSource access)
- Management Reporter for Dynamics ERP Pre-Release λ (requires PartnerSource access)
FRx
Other Resources
SQL Server
Includes service pack versions, support lifecycle information, edition comparison and other useful SQL Server links
Book Recommendations
- Crystal Reports: Crystal Reports Encyclopedia Volume 1: Professional XI Reports
- Dynamics GP 10.0: Dynamics GP For Dummies
- Dynamics GP 2010: Microsoft Dynamics GP 2010 Cookbook
by Mark Polino
- HTML code help: HTML Goodies (2nd Edition)
Newsgroups
- Microsoft Public Newsgroups (will be retired soon):
- Google Link to Microsoft’s Dynamics GP Newsgroup – it’s a lot easier to search the Microsoft newsgroup here, but the posts may be delayed a bit
- Google Dynamics GP Group
Miscellaneous
- Adobe Acrobat support dates
- CPU Benchmarks
- Crystal Reports service packs and versions
- Microsoft Office suites comparison
- RAM, Virtual Memory, Pagefile and all that stuff
- Windows 7 – installing GP – by David Musgrave
- Windows 7 edition comparison chart
- Windows Mobile versions comparison chart
- Windows Vista editions
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Pingback: It’s here! - Victoria Yudin
Victoria – hoping you can help because my queries in CustomerSource result in no hits (and maybe it’s because of the new format, not sure). Here’s my problem: We’re on GP9.0, I have a voided payables transaction in the PM80300 table, and yet, in the PM30200 table, the VOIDPDATE (for the exact same voucher number) is still showing as 1900-01-01 and the value in the VOIDED column of PM30200 is 0…and still, the transaction is in the PM80300 table and the amounts for the voided transaction were posted in the GL. (the batch was interrupted during posting, but resolved that – or so I thought).
When I do an inquiry on the supplier, the voucher still appears as HIST instead of *HIST. I ran checklinks and reconcile, and still, the voucher is not displaying as it should and it is also not reporting correctly in the aged trial balance, which is now off from my payables control account by exactly the amount of the voucher that “should be” voided. Have I hit a wall and need help from our partner and or Microsoft, or do you have ideas on what else I could do to resolve this issue?
Kristie,
Sounds like your void did not finish posting. I would verify that it’s not sitting in Batch Recovery, then run Check Links and Reconcile on the Purchasing series. If none of that works, you may need to get your GP Partner or Microsoft involved to help you clean this up in the SQL tables.
-Victoria
Thanks Victoria – looks like it’s time to reach out to Microsoft, because checklinks and reconcile did not do the trick. Thanks for your help, your site is a resource I will keep nearby.
-Kristie
I’m not sure if this is the correct place to ask a question but here’s my problem:
We have GP 9.0 and when we do a large check run we have to void a dozen or so because the remittance schedule doesn’t match the amount paid.
Example the check amount is for 14,734.05 but at the bottom of the check stub it only shows four line items for a total of 9,175.70. When the vendor is re-selected and the check is reprocessed, the correct check amount is still 14,734.05 and now all seven items show up in the remittance section with the correct total of 14,734.05.
This is intermittent since we first went on GP back in 2007 and only happens with checkruns over 150 checks.
Memory issue?
Julie,
Not necessary memory, but certainly resources of some sort. The short (and free) answer, of course, is smaller check runs. If this is something that you need to fix, it would most likely require a detailed inspection of your environment. I am curious about 2 things:
-Victoria
We use Mekorma software and SafePay.
I’ll have to check out the apply information versus the printed information. I didn’t think about that.
Now that they have voided and re-run the checks, I’ll have to wait until it happens again.
Hello Victoria
I started 2010 without closed 2009, I have transactions in Receivables, Inventory, Payables and G/L, now according, this is our first year in GP and we are learning it in the hard way. Do you know anybody that have a tool to run the end year process in this cases?
Thanks
Gustavo,
While some summary inquiries may not show correct numbers, there should be no major issues with not having closed 2009 prior to posting 2010 transactions. Most companies that we work with do this. You can perform the close for the modules you need to now. Take a look at this blog post for additional information and resources on the year end close for various modules: http://victoriayudin.com/2008/11/14/year-end-close-in-dynamics-gp/. If you are unclear on some of these concepts, I recommend getting your GP Partner involved to help you go through the close for the first time and answer any concerns you might have.
-Victoria
Victoria,
I was attempting to post a refund check and the batch created is now stuck. When I went to batch recovery I receive the following error message: A save operation on table ‘PM_Transaction_open’ has created a duplicate key. How do I find and clear this duplicate key so I can get the batch posted and the refund check cut?
Thanks,
Joann
JoAnn,
There is an automated solution for finding duplicates in payables tables. Here is the main page for automated solutions: https://mbs.microsoft.com/customersource/support/selfsupport/AutomatedSolutions.htm, navigate to your GP version, then look for Payables Management in the list.
-Victoria
I got a similar error
Can I just rebuild the PM Keys Master table to fix this in V10?
Jim,
I am not sure how rebuilding the PM Keys Master will help if you have a duplicate transaction. You can certainly try it, but I would not expect that to fix the issue.
-Victoria
Victoria
The GP help for Payroll Management Report Summary include a list of report to verify the 1099 forms that are not available under the Purchasing Analysis Reports, how can I download those reports?
Thanks
Victoria
I have an issue with 1099 forms,
I updated the Vendor information and run “Update 1009 Information” and run the “Reconcile” option under Utilities, but when I tried to print nothing is coming out
Thanks
Gustavo,
For 1099′s the answers are sometimes specific to your environment and very different depending on the GP version, as GP 10.0 introduced a lot of additional functionality in this area. All of this makes it very difficult to answer these kinds of questions in a blog comment. Since it looks like you have a number of questions and issues with 1099′s, I would recommend scheduling some time with your GP Partner to go through 1099 training and the questions that are coming up. You could face penalties if 1099′s are not filed properly, so it’s important to do this right.
-Victoria
Victoria
I was in the process to update the Tax rates and received this error
Microsoft DynamicsGP TaxEngine
“VB Error found: retrieving the com class factory for component with CLSID [8c3e4934-9fa4-9253-a29a05f99186} failed due to the following error 80040154″
Thanks
Gustavo,
I have not seen this error before with GP. I would recommend asking GP Support on this one or posting on the GP newsgroups to see if anyone has run into this error before.
-Victoria
Hello Victoria
I am working in the NSF transactions and I read the help and tried to run a test, however when I input the transaction for NSF the system prompt and error “Please specify a default NSF charge posting account before markink the cash receipt as NSF”
I couldnt find where I can set the default account for NSF charge
Could you help me?
Thanks
Gustavo,
The NSF posting account can be specified by going to Tools > Setup > Posting > Posting Accounts, choose the Sales series under Display to make it easier to find – it’s called ‘NSF Charges’.
-Victoria
Hello Victoria
Could you give me some information about how can I process a NSF checks? I want the transaction to affect Clients, G/L and Bank Reconciliation
Thanks
Gustavo,
GP has built-in functionality to enter NSF checks. To start you would go to Transactions > Sales > Posted Transactions. To get more help on how to use the NSF functionality, you can click F1 once on that window or consult the manual for the Receivables Management module.
-Victoria
Hi all – excellent resource this.
We are fairly new to GP. What suggestions do others have and what do organisations do to accommodate the process of package import? Is there a command line/script option? We had a number of customisations done and it is becoming unwieldy to have to visit all workstations when minor modifications and updates are made to these.
Any insight is greatly appreciated.
Regards
Stu
Stu,
David Musgrave has 2 great articles on this on his Developing for Dynamics GP blog:
-Victoria
Hi Victoria,
I am trying to convert business license information from great plains to another database. I am not able to find how the Social Security number is linked to any of the Business information. Can you help here?
Hi Ethan,
I am not quite sure what you’re asking – can you please explain in more detail?
-Victoria
GP has tables to track business license information, i.e. BL001 which holds the business name, license number and other info. In the UI of GP, it somehow links a FederID/SocSec from somewhere. I have not been able to find this column in any of the BL tables, so I am assuming that it is pulling this information from another table within GP. I have searched for answers online, but so far, you are the best resource out there on GP.
Ethan,
I am not familiar with a GP module called Business License or any tables in GP that start with BL. And if ‘BL001′ is truly the name of the table that does not sound like a GP one, since usually GP tables are something more like BL00101, with 7 or 8 characters. Is it possible this is a 3rd party product or a customization? If so, that might explain why you are not able to find anything on this and you would most likely need to go to the source of the product to get the details you are looking for.
-Victoria
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Hi Victoria
I have an invoice posted in GP version 9 that the expense and payable accounts both show the type as PURCH. The transaction is now in history and I am unable to cut a check for the invoice. How do I clear this or fix it so I can get a check cut?
Thanks,
JoAnn
Hi JoAnn,
This sounds to me like the invoice was possibly entered with a $0 total. If you zoom to the detail of the invoice, what is the Purchases Amount? What is the On Account amount?
-Victoria
I apologize for not responding sooner. The purchase amount shows $0 and the on account amount shows $0. Is there any way to void this transaction out now or do I repost the whole invoice?
Thanks,
JoAnn
JoAnn,
The On Account amount determines what goes into the Payables subledger and is what you owe the vendor. If the On Account amount is zero, then this transaction is not recording anything owed to the vendor. And if the only distributions are all of type Purch, then basically this transaction accomplished the same thing as a GL entry. I would be curious to know why it was entered this way – was it a mistake or on purpose?
In any case, there is no way to void this, since you can only void ‘credit’ payables transactions, however, if you wanted to reverse what this did you can enter a GL entry to reverse the GL distributions. To be able to pay the vendor for this invoice, you have to re-enter it correctly, with an On Account amount that is not zero.
Hope this helps.
-Victoria
Hi Victoria,
Which Company offers the Functional GP classes in Orange County for Great Plains.
Thanks
Farooque.
Farooque,
I believe there is an Orange County in at least 3 states, CA, FL and NY. Not sure which one you’re asking about, but here is a link to all Dynamics GP classes and exams offered by Microsoft: http://learning.microsoft.com/manager/Catalog.aspx?clang=en-US&dtype=Catalog&Sort=PublicationDateDescending&page=1&cats=%7b132be102-9975-4462-a895-ca5a6d643857%7d%3a%7b9279d462-dd42-4002-9c9b-503616c03bd1%7d. Hope that helps.
-Victoria
Thank you for the quick response. It was an error that the invoice was posted that way.
Hi Vistoria, I have a question for you regarding the GP Process Server. Is there any information you can share with me for setting this up? I understand from within GP how to specify the server but the actual setup and installation I am struggling with. I cannot seem to find any good docs for install on GP 10 process server. If you can help I would greatly appraciate it.
Best, Matt
Hi Matt,
There is a section in the GP System Administrator’s Guide on Distributed Process Server – this is the only documentation out there that I am aware of.
-Victoria
So do you know if a process server is installed just as a client then? This is pretty poor documentation in terms of the install itself. I cannot seem to find anything intuitive around where the installs live disk 1 disk 2 some sort of additional download…
Matt,
According to the GP Installation manual, yes, it is a client install. I would recommend 2 courses of action of you need more information: 1. Ask your GP Partner or GP Support. 2. Post your questions on one of the GP newsgroups where you are going to reach a much broader audience with varying experiences.
-Victoria
Victoria,
Do you have any articles on Creating Business Alerts in Great Plains 10.
Farooque.
Farooque,
I do not currently have any posts about creating Business Alerts. There are several chapters on Business Alerts in the Dynamics GP System Setup manual – that’s the only documentation I am familiar with.
-Victoria
Victoria,
I’m working on a Bill of Lading (BOL) to Invoice project for my company and needed some GP insight. Overall, we want to automate our invoicing process to automatically create an invoice from each BOL generated. Do you know of a way to handle this directly through GP or does it require a custom app (such as a 3rd party app)? Thanks in advance for any help.
-Shane
Shane,
For many companies that I have worked with a Bill of Lading is simply a report that gets printed either together with or right before the invoice. There is no GP ‘transaction’ that by itself is a Bill of Lading. So your sales process may be something like: Quote > Transfer to Order > Print Packing List > Print Picking Ticket (and/or Bill of Lading) > Transfer to Invoice. If you need something more complex, I would strongly encourage you to work closely with your GP Partner to develop a workflow specifically for your company. There are a lot of possibilities in Sales Order Processing and it usually takes some experience to navigate through all the options and setup to accomplish the desired results.
-Victoria
V,
I don’t think linking to the select statement as RT will accomplish what you’re trying to do – I would look to do it in the main select statement with a CASE that sums the transactions into different columns based on transaction dates. You might also need additional logic depending on other variables, like whether your last fiscal year is closed or not and whether you want this for the fiscal year or calendar year.
-Victoria
Hi Victoria,
The running total should be the running total of the functional currency column, as it stands at the end of the previous month. In my script it appears to the be the running total of the current month.
Regards
V
Hi Victoria,
I have created a script that shows the total currency amount and functional amount for each account based on the transactions in the GL20000 as of the month before the system date.
However the running total column is showing the wrong value.
Can you please cast your eye over the script below and see where I have gone wrong. Any help would be much appreciated.
Thank you
SELECT TOP (100) PERCENT CASE WHEN accSetup.PSTNGTYP = 0 THEN ‘BS’ ELSE ‘PL’ END AS PostingType, accNum.ACTNUMST, accSetup.ACTDESCR,
accTran.CURNCYID, SUM(accTran.ORDBTAMT – accTran.ORCRDAMT) AS CurrencyAmount, SUM(accTran.DEBITAMT – accTran.CRDTAMNT)
AS FunctionalAmt, SUM(accTran.DEBITAMT – accTran.CRDTAMNT) + COALESCE
((SELECT SUM(DEBITAMT – CRDTAMNT) AS Expr1
FROM dbo.GL20000 AS runningTotal
WHERE (accNum.ACTINDX = ACTINDX) AND (ASCII(CURNCYID) < ASCII(accTran.CURNCYID))
GROUP BY ACTINDX), 0) AS RT
FROM dbo.GL00100 AS accSetup INNER JOIN
dbo.GL00105 AS accNum ON accSetup.ACTINDX = accNum.ACTINDX INNER JOIN
dbo.GL20000 AS accTran ON accNum.ACTINDX = accTran.ACTINDX AND accTran.TRXDATE <= DATEADD(d, – 1, DATEADD(m, DATEDIFF(m, 0,
GETDATE()), 0))
GROUP BY accNum.ACTINDX, accTran.CURNCYID, accSetup.ACTDESCR, accNum.ACTNUMST, accSetup.PSTNGTYP
ORDER BY + ASCII(accTran.CURNCYID)
V,
What exactly should the running total be showing? Aren’t you already showing a running balance as of the end of the previous month?
-Victoria
Hi Victoria,
Can you please assist with a problem I have, I am o GP 9 and am trying to reconcile my AR to my GL using the HATB, I found that we have a large difference which I believe is due partially to the apply date of the Multicurrency cash receipts
Do you have a script that would help highlight these transactions and therefore explain my difference.
Any help on this issue would be much appreciated.
Regards
V
V,
Reconciling subledgers to the GL is not something very easy to write scripts for, so I do not have any available. There is functionality in GP 10.0 to help with this, although from what I have heard from users it’s not 100%. My recommendation is typically to verify the reports you’re running are the right ones, find the last month that reconciled and go month by month from there to see if you can find the issue(s). Your difference today could actually be a combination of many transactions, but the monthly difference, or the change in the monthly differences, may help tracking it down easier. There is also a product from Software Index called Reconciler that you might be interested in if this is an ongoing issue.
-Victoria
Hi all – useful and informative site – GP newbie
I want to be able to document any smartlists I create for version and change control. Exports seem to give me the basics but do not provide detail to any restrictions or calculated fields etc. Are there any tools available to extract full details of smartlists such that they could be recreated from scratch if necessary?
Thanks
Stu,
Thanks for the kind words!
For SmartLists, I have not seen the export/import options not restore everything that was in the SmartList, all the restrictions and calculated fields seem to stay there. I wasn’t sure what you meant by the ‘detail to any restrictions or calculated fields etc.’…? But one other option may be to do all the calculations, restrictions, etc. in a SQL view and then use that view instead of tables in SmartList Builder. This also addresses any limitations SLB might have in terms of calculations or restrictions. So you would store the code for creating the SQL view separately and you could also document anything you might want in there, I would still grab the XML export though, so I didn’t have to recreate any column name or formatting changes I’ve made. Hope that helps.
-Victoria
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