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.

Jul
19
2017

Copy & Paste Journal Entry from Excel

This is my fifth post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. Today’s topic is the Copy-Paste from Excel feature for Journal Entries in Dynamics GP.

Jul
14
2017

Combine Budgets

This is my fourth post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. Today’s topic is the ability to combine budgets into a master budget. This is very useful for situations where it’s easier to manage smaller budget upload files, perhaps by department or cost centre, and after you’ve imported them into Dynamics GP, then you combine into one big budget for reporting in FRx, Management Reporter or your financial reporting tool of choice.

Jul
10
2017

Fixed Assets Year End Close Report

This is my third post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. This will be a fairly short post, as there is nothing to configure to “get” this new feature!

Jul
06
2017

Backups from within Dynamics GP

This is my second post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. This feature allows users to create a one-off backup of a database from within Dynamics GP, and saving it either locally or on Azure storage. Originally introduced in GP 9, the Backup to Azure was added to this feature in GP 2013 R2.

I’ve never tried this feature before, as I had no need to in the past. One great thing about this DYK series is there will be things I’ll be trying that I may not have had an opportunity to try yet!

While this obviously wouldn’t be the normal way to create a backup, sometimes this could come in handy for specific purposes, like for consultants preparing for demos that want a quick backup of what they’ve prepared before they test a configuration, so they can re-use the data easily after restoring back. I know I don’t bother with setting up scheduled SQL jobs for backups on my environments, unless I’m mimicking something for a client. So, for that type of situation, I can see this would be a great way to simplify creating a backup without bothering to open SQL Server Management Studio when I’m right in the middle of working on some project.

Jul
03
2017

Reconcile a Chequebook without Transactions

I’m going to attempt to piggy-back on the Did You Know series Pam Misialek started on June 1, 2017, on the Inside Dynamics GP blog. My goal will be to look at the Did You Know topics, and write a short blog to illustrate the feature. I won’t be covering all the features, but I’ll try to work my way through many of them!

This was the first blog in the series thus far.

Jun
26
2017

GL Account Tables & Account Framework

This will be a short post. A question came up today on the GPUG forums that reminded me to blog about this one. So, I thought I’d create a short article with some of the tidbits that you may find useful!

Jun
20
2017

Canadian Payroll 2017 Mid-Year Update

It’s that time of year again! Wow, this year is just flying by, isn’t it?

July 1st is nearly upon us and that means for those of us using Dynamics GP & Canadian Payroll, you might have a tax update to install! How else would you want to celebrate Canada’s 150th birthday, eh?

May
31
2017

Transaction Descriptions & POP to PM MS Connect Suggestion

Time for one of those obscure issue blogs, that won’t affect very many people, but the odd person might find this very useful to clarify what they are or are not seeing happen (and give me a couple of years, I’ll forget, and find my blog post!).

This story starts at a client, who requested that the Transaction Description prints on a cheque/EFT remittance. Sounds easy right? Well, the client found out at some point when first using GP that any descriptions in POP transactions they typed in were not updating PM tables, therefore no descriptions for the reviewers or vendors. So, they called their VAR for help.

Cue the VAR, who at some point early in their original implementation with Dynamics GP 2010, added an Extender window on the Invoice Match Entry window, for A/P Clerks to type in a transaction description, and a SQL trigger on the POP30300 table, to update the PM20000 table with that description after posting completes. Last year, during an upgrade to Dynamics GP 2013, I was new to this client and the issue came up during testing because (of course) the trigger wasn’t upgraded/replaces after the upgrade, no one knew it existed, and the descriptions stopped populating PM tables again.

When the client noticed the problem, I made a note to look into this in the future. First of all, they didn’t need an Extender window when there is an out of the box Reference field in all the POP transaction windows! Second of all, why should we be using a trigger on something so basic? It warranted looking into further to see why this was needed in the first place. (I understand the end goal of the description pushing down to payables but the smelled like something that should just occur out of the box, no trigger, no add-on windows…)

Apr
09
2017

PowerPoint SmartArt tips & tricks

This blog is about some tips for easily showing some fancy stuff in your PowerPoint presentation to fake animation of the SmartArt feature. I *love* the Office suite’s SmartArt feature and use it a fair bit in Word to graphically display elements where words are just boring! It doesn’t seem you can animate a SmartArt feature, at least the way I would like to automate it. If you know, please add a comment below!

I’ve been working on a side project for a client, and teaching myself some basic video editing skills, mostly by trial & error. I’ve found I’m having a blast working with video, having never had to do anything with it in the past. I’ve used and am learning Camtasia to create a fun video for an internal “day in the life” presentation their department is preparing for. I’ve volunteered to take on the video editing role as no one internally had the skills or interest to take it on and, heck, learning is fun, right?

By the way, thanks to TechSmith for giving MVPs complimentary keys for both Camtasia and Snagit, two outstanding products. I use Snagit nearly every day without fail for documentation and capturing various moments. What I love about it most is professionally adding something to a captured screenshot. Especially for blogging purposes, things like highlighting a certain area or adding text or arrows or circling an object to focus on makes the supporting graphics look just that much better. I cringe when I look at some early blogging days screen shots with amateur hand-drawn circles around objects!

Mar
23
2017

GPUG Amplify – Post Conference

The travel home from GPUG Amplify was pretty uneventful, although it was an early start to my day! My flight was at 6:00am Pacific time, which meant a 4:00am wake-up call to get to the airport on time and checked in etc. That felt SO early despite it being later than I wake up at home (based on 7:00am EST, converted time zone).

I’m very glad that I took the trip to Ontario, CA the night before to stay in a closer hotel, minutes away from the airport. The thought of trusting a shuttle or cab to get me to the airport on time (and waking up even earlier) just wasn’t appealing. It would have been fun to hang out with some colleagues at the Marriott the night before but sleep and being on time was more important!