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.

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By | 2017-08-13T11:46:24+00:00 July 13th, 2016|Excel Tips, How To & Tips|0 Comments

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.

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By | 2017-08-13T11:46:24+00:00 June 28th, 2016|General Stuff, How To & Tips|0 Comments

More Azure – part 1

In early May 2016, we saw the introduction of Microsoft Dynamics GP 2016 and the general availability of the first two Canadian Azure data centres in Toronto and Quebec City. That combination gave me a chance to roll up my sleeves again and work with Azure a little more, as I want to ultimately host any of my own Azure machines in Canada, and of course, play with the last version of Dynamics GP!

One year ago now, I wrapped up a series of posts detailing my adventures with Microsoft Azure, learning about how it works, and what the cost looks like over the first few months of activity. The wrap-up post is here, which has the index of the series I wrote. Reading through those, most of what I wrote is useless now!

I hope to write some updated blog articles on what’s changed in Azure since I wrote about things last year. My experience recently has shown me that nearly everything I thought I knew last year, has changed! There is a new portal, which means deploying resources differently, with different terminology, different locations for finding some things etc.

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By | 2017-08-13T11:46:25+00:00 May 14th, 2016|Azure, How To & Tips|0 Comments

Poor man’s dashboard?

A client asked me where they could find out some metric-type information from the last couple of years’ processing in Dynamics GP, such as the number of A/P invoices processed, number of cheques processed etc.; and the same for A/R if possible.

Simple question, not so simple answer. I admit it never occurred to me, this information isn’t particularly easy to get to in GP in aggregate form, or I’m drawing a complete blank on where to get it. There are many inquiry windows but most with this type of thing are at a customer level, not company level.

So, I wrote a couple of quick smartlists – one for A/P, one for A/R, and I thought I’d write it out as this client likely isn’t the first one to ask this question! I’ll call it a poor man’s dashboard… it’s simple, and for those who haven’t delved into dashboards yet or graphs or KPIs, this may suffice for some simple information about what you’re processing in Dynamics GP.

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By | 2017-08-13T11:46:25+00:00 May 4th, 2016|How To & Tips, Smartlist Builder|0 Comments

The quick way to register Integration Manager

I’m working on an upgrade at a client from GP 2010 to GP 2015. Part of this involves upgrading Integration Manager to the newest version.  As I opened IM the first time on a new install, I am reminded of what a pain in the butt it is to manually put the reg keys in each workstation.

I started reading an old installation document to update it, a document that was written by someone else for their GP 2010 installs.  It struck me that many people still don’t know there is a faster way to register Integration Manager on every machine, instead of having registration keys handy to cut and paste into each installed workstation. The instructions include the keys and the steps to put new keys in on each installation.

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By | 2017-08-13T11:46:27+00:00 October 6th, 2015|How To & Tips, Installation|0 Comments

Restore issue on GP 2015 drove me nuts!

I lost an evening that I’ll never get back over something so stupid I wish I had just stopped to think about this issue a little more.

The situation was this: I just upgraded a client from GP 2010 to GP 2015. I didn’t upgrade the test companies, because it’s a waste of time right? So I finish the upgrade and proceed to create new test companies and take fresh backups of the new production companies and restore to the test companies. (more…)

By | 2017-08-13T11:46:27+00:00 August 13th, 2015|How To & Tips, Installation, Troubleshooting|4 Comments