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…)

(more…)

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!

(more…)

By | 2017-08-13T11:46:23+00:00 April 9th, 2017|How To & Tips, PowerPoint tips|1 Comment

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!

(more…)

By | 2017-08-13T11:46:23+00:00 March 23rd, 2017|General Stuff, News|0 Comments

GPUG Amplify 2017 – Day 2

At long last, here is my post on GPUG Amplify, day 2. I’m writing this on March 25th, but posting it as the last day of the event for consistency with the conference dates.

This was the last day of the conference, and I was heading to another hotel closer to the Ontario airport for my flight home, so I was up early and packed before the day began.

Three amusing things happened before the day even began. First, I was getting into the shower and I was confused at first as to where the rain head shower went… until I realized I was in a different hotel on Sunday that had the rain head shower. Doh! (You know you’re tired when…).

(more…)

By | 2017-08-13T11:46:23+00:00 March 22nd, 2017|General Stuff, News|0 Comments

GPUG Amplify 2017 – Day 1

Tuesday was the first full day of content for the customer side at GPUG Amplify. After starting off with a continental breakfast and some caffeine, the day began. I must say the breakfast was better than last year, despite just being a continental breakfast. There was lots of fresh fruit, always welcome, and a bonus for me: tea and milk! Often when I’m in the US, I either have no option for tea, only cold (iced) tea, decaffeinated tea, or there is tea but no milk to put in it. So, I was a happy camper this morning! 🙂

(more…)

By | 2017-08-13T11:46:23+00:00 March 21st, 2017|General Stuff, News|0 Comments

GPUG Amplify 2017 – Getting here

It’s that time again! Another conference, and another series of posts around the content and observations I found interesting. This week’s conference is GPUG Amplify, in (mostly) sunny Anaheim, California. This is the 2nd year of the event, and it’s a great event for those that aren’t interested in big crowds! The attendance is in the hundreds vs. thousands for a multi-product event like the UG Summits. Personally, I prefer the smaller crowds, the chance to have meaningful conversations with other partners and customers, and not feel like a fish in a big pond.

(more…)

By | 2017-08-13T11:46:23+00:00 March 20th, 2017|General Stuff, News|0 Comments

What’s your Dynamics GP story?

I wanted to share something that Pam Misialek has posted on the Dynamics official product management blog. It’s an opportunity to share with the world YOUR Dynamics GP story!

At Amplify between March 20 & 22nd, 2017, Microsoft will have a director and videographers on site to record stories on video. There is also an opportunity to take part if you aren’t going to Amplify or near California then, via other methods, in written pieces. Don’t be afraid of the camera, if you have a story and want to share, start by heading to this survey to fill out the details and they’ll get in touch with you from there.

Every year at conferences like Amplify and Summit, you see the videos during presentations such as keynotes of customer success stories. Here’s your chance to talk about your company and why GP has helped you. Who are you? What problems have you solved with GP or how does your business run better with GP? What time savings do you have now that you have automated something in GP? What reporting improvements have you done to allow you to be more agile or get better insights into your business once you were on GP? Those kinds of things are all great starting points for figuring out what your story is.

It’s win-win: a way to promote your business in some way and a way for others to see how great Dynamics GP is, that may help other companies decide that GP is the best option for them too!

By | 2017-08-13T11:46:23+00:00 March 7th, 2017|General Stuff|0 Comments

Women in Tech Week 2017 & Female MVPs

In case you hadn’t heard, February 27 to March 3, 2017 is Women in Technology week! Next Wednesday is International Women’s Day (Wednesday March 8, 2017), which, according to the official website, is “a global day celebrating the social, economic, cultural and political achievements of women”.

I’ll be honest, I didn’t realize that it was Women in Tech week this week until my Microsoft MVP team contacted me a few weeks ago, telling me about some different events I could attend or take part in. My bad… I am in technology but being an accountant by trade, I don’t always think of myself as a “woman in tech”. I’m not sure why exactly but I guess I am not one to label myself as I hate feeling like I have to fit into a certain box! I’ve been interested in tech since I was a kid, from learning to program on my Commodore 64, to learning Visual Basic (or was it just Basic) in high school, to writing my own VB.net windows app to track my NFL picks with a friend. I’m a geek through and through, no doubt about it!

(more…)

By | 2017-08-13T11:46:23+00:00 March 1st, 2017|General Stuff|0 Comments

GPUG Amplify 2017 coming soon!

Are you going to GPUG Amplify? Have you heard about GPUG Amplify? No?

Well… Dynamics Communities & Microsoft combined to create & host Amplify last year to fill the gap left by Convergence.  Convergence, which started out wayyyy back as a Dynamics GP-only conference, was discontinued last year, and replaced by a conference (Envision) which has already been cancelled itself, and rolled in with a different conference instead.

This year marks the second year of this conference, and by all accounts, it will be another fantastic event! This year it’s back in Anaheim, CA, March 19-21st, 2017.

What I love about Amplify is it is all Dynamics GP, 100%!  If you’re one of those folks who thinks or has heard GP is going away, this is one solid piece of evidence that it’s not. Microsoft and Dynamics Communities are not going to host a single-product conference for a dying product…

Since I’m also somewhat crowd-averse, another thing I love about Amplify is the smaller, more intimate size of the event, vs. GPUG Summit, which is a cast of thousands. You’ll have more opportunities to meet and interact with attendees, partners, MVPs, GPUG All-Stars, and of course, Microsoft. With a large conference like Summit, you’re lucky if you see the same person twice. At Amplify, you’ll see the same people multiple times and get a chance to network and connect with others.

(more…)

By | 2017-08-13T11:46:23+00:00 February 23rd, 2017|News|0 Comments