Founder and principal of East Coast Dynamics, a Microsoft Certified Business Professional - GP, Microsoft Certified Trainer and Microsoft MVP.
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Did you know that you can perform searches and filter using wildcards in SmartList? It's true. Because SmartList is a query tool that uses SQL-like search functions, SQL wildcards can be used successfully in SmartList. So you ask, what are the SQL...
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If you're using GP10 and need to print a year-to-date GL Trial Balance that includes non-consecutive account numbers, here, courtesy of the Dynamics GP Blogster himself - Mariano Gomez - is the way to do it. Click on the Financial tile in the Navigation...
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I ran into this error in FRx for the first time the other day when I was changing account masks in the Row Format and Reporting Tree of a report. The customer has just gone through an account format change and all the existing reports had to be re-created...
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If you find yourself needing to 'copy' SmartList Builder objects from one GP instance to another, here's how to do it. In the instance in which the SLB objects to be copied exist, go Tools>SmartList Builder>Export * click image to enlarge...
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GP only allows one report or document to be printed to screen at a time. If you try printing a second document before the first has completed and the screen has been closed, you won't be able to view the second or subsequent reports. You must close...
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Did you know that, beginning with GP10, GP ships with approximately 200 pre-defined Excel Reports that can be accessed by GP users and non-GP users alike? The reports are basically the same as the canned SmartLists, such as Account Transactions, Account...
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Here's a way to do a 'quick and dirty' balance sheet or income statement in FRx. Unless you use Advanced Financial Analysis for your financial statements, you may not realize that you can use GP Account Categories in FRx. In an FRx row format...
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I try to stay away from the technical stuff in this blog and keep it oriented toward daily transaction processing and reporting but in my opinion this is worthy of mention, especially if you do a lot of SSRS reporting. One of my frustrations with SSRS...
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When you drill into a record in SmartList, you're taken to a default window. For instance, in Receivings Transactions, the default GoTo window is Receivings Transaction Entry. But what if you want the default GoTo to be a different window? Say Payables...
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Here's another FRx tip, courtesy of one of the GP forums. When setting up security in FRx, make sure that the usernames and passwords in FRx match GP usernames and passwords EXACTLY. The reason for this is that FRx has its own security module that...
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Let's say you have a statistic, perhaps 'Employee Headcount' from a unit account that you want to appear on your FRx Profit and Loss Statement but you want the headcount to appear in only one column, not in all the columns on the report. Here's...
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Account Category - one of the required fields in the Account Maintenance window - seldom seems significant except to those companies that use AFA (Advanced Financial Analysis). AFA uses the Account Category in presentation of financial reports. But for...
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