Tips, Tricks & Thoughts on Microsoft Dynamics GP

Welcome to my website! My name is Jen Kuntz & I have created this blog to share some of what I've learned over the years! What you'll find are tips, tricks & various thoughts related to using or implementing Microsoft Dynamics GP & other related products.

Aug
19
2016

Fun with Writing Dynamics Pros Exam Questions

Several months ago, I volunteered to sit on an exam sub-committee with the Association of Dynamics Professionals. This simply means, I volunteered to help write and review exam questions for Dynamics GP exams. Having passed both the exams that exist today (Financials and Install/Config), I felt it was a good chance to help improve the exams and write for future exams too.

By |August 19th, 2016|General Stuff|1 Comment|
Aug
17
2016

Mgmt. Reporter Quirk – Tree Filters & Unit Restrictions

I’m just catching up on my “to blog” folder and finding a few Dynamics GP or Management Reporter topics that I intended to write about a few months ago. This is another one that actually may end up being more than one post, as I think there are multiple “quirks” going on here.

This one just doesn’t make sense to me and describing it to someone on the Microsoft Partner Technical forums, they said it should work based on how I described it but they cannot reproduce the issue. This is all based on CU14, Mgmt. Reporter 2012 for the record.

Aug
15
2016

Mgmt. Reporter & Reporting Ledgers

This will be short and sweet. Management Reporter only supports Dynamics GP Reporting Ledgers feature if you are using the Data Mart connector.

I was working with a client on some new reports and was just about to recommend using the Reporting Ledgers in GP to record some IFRS adjusting entries. Good thing I did some testing first!

Aug
11
2016

Dynamics GP Word Template Error & Compatibility Mode

A client of mine is implementing Dynamics GP EFT for Payables (yay, no more cheques soon!)… and I needed to modify the Remittance Form that gets emailed to the vendors when they are paid. If nothing else, I needed to change the title “Check Remittance” to anything but the US spelling of cheque!

I did my modifications – pretty basic ones. I changed the title, I altered the size of a couple of header boxes to line some things up and removed some fields that the client didn’t need. (Who really needs Document Amount, Discount Amount, Net Amount and Amount Paid anyway?). Overall, pretty basic stuff, and nothing I hadn’t done before at other clients.

Aug
08
2016

Microsoft Connect – Obscure Smartlist Reminder Issue

Tonight I decided to clean up my “future blog posts” folder, where I dump in screen shots and brief snippets of text for future posts, hoping I remember what I was thinking at the time the entire topic would look like!  This one is a snippet and a URL that I’m lacking screen shots on so I’ll do my best to describe it.

Aug
07
2016

8 Tips for Using Forums Effectively

Over the past few months, I’ve put more of a concentrated effort on helping answer questions on various #MSDYNGP forums. I’ve responded off and on over the years, but only in the last few months have I attempted to regularly work at contributing in that way. I’ve noticed a few things that are either pet peeves or simply my opinion on right and wrong ways to use public forums for advice when it comes to your Dynamics GP question. Most of these items can easily be applied to any forum experience but mine are more specific to ERP forums in general.

Jul
28
2016

Year End Close & the Inactive Account Myth

This was a blog I was planning on writing earlier this year but the topic had slipped my mind. Earlier today I was browsing the forums at GPUG and one thread reminded me of this topic so I figured today’s a good time to get this post written while it’s fresh in my mind.

Jul
13
2016

Cool Excel Tip: Dates without holidays included

Have you ever wanted to put a schedule together in Excel with planned dates for something over a period of time, and then manually reviewed the formula, to change dates so they didn’t fall on a holiday?

A client of mine prepares a billing schedule a year in advance where they have to incorporate certain specific holding periods and factor in different holidays of both themselves and their service providers (mostly the same holidays but some different). For example, their data is read by a third party service and it takes so many business days after a scheduled read date to get the data back for billing; then they have a window of so many business days to finish and post the billing cycle etc. All these dates are based on a start date and a factor of so many days – business working days – but excluding holidays.

Jul
12
2016

CanPay ROE Issue with postal code

If you are a client using Dynamics GP Canadian Payroll, and use GP’s ROE functionality, this may be of use to you.

If you didn’t need the mid-year 2016 tax update, and only installed the year end 2015 tax update, there were a number of fixes in the ROE (Record of Employment) functions in a January hotfix that you may not have noticed or installed.

A client of mine showed me one issue and I’ve verified with Microsoft that is it one of the fixes in the January hotfix. The specific issue is when creating an ROE, the postal code isn’t being populated in the right box on the ROE window, and it’s a required field.

Jun
28
2016

Looking for special characters in SQL

Recently, a client was starting a SafePay & EFT implementation for Dynamics GP and one of the requirements of the bank was that the vendors cannot have any special characters outside of a handful of “regular” special characters. Their specifications and instructions had a list of acceptable characters and a longer list of unacceptable characters.