Troubleshooting and Enhancing GP

August 22, 2018

Agenda¨ Welcome¨ Housekeeping¨ Common Errors in GP¨ GP Features you SHOULD be using

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Housekeeping¨ WIFI Access¨ Presentation Slides ¨ Breaks¨ CPE

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Common Errors in GP

Batch is being edited…¨ GP 2016 R2

¨ SmartList

¨ Refreshable Excel Report

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Maximum # of Users Logged In¨ Even ‘sa’ can’t log in

¨ Dynamics..Activity

¨ 3rd Party Products¤ Rockton¤ Willoware¤ FastPath

¨ Refreshable Excel Report

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Account Does not Allow Account Entry7

¨ Prevents direct GL Entry

¨ Prevents override in distributions

¨ Does NOT prevent “normal” or “default” assignment/posting

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Account Does not Allow Account Entry

GP Fail

GP Fail¨ But how?

¤ WIFI dropped¤ Computer went to

sleep¤ SQL server

crash/reboot

¨ Resolution¤ Check WIFI routers,

switches, and connectivity¤ Switch to hardwire

connection if possible¤ Change sleep policies

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Pass-through SQL Connection¨ Generally this means your

GP password has expired while logged into GP.

¨ GP Power Tools

¨ SQL Script

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Not Privileged…¨ Issue:

¤ Usually a security limitation where user doesn’t have rights to report.

¨ Resolution:¤ Get with internal GP admin

or Leaf

¤ DEXSQL Logs or GP Power Tools can help

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DEXSQL Log¨ Creates tracking text file

¨ Machine by Machine¤ RDP/Terminal Server beware

¨ Identify specific security operation in GP¤ SY09400 must be populated – Leaf can provide steps to this

¨ TURN OFF WHEN FINISHED!!!

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¨ Why do I care?¤ Duplicate data

entry/posting

¨ How do I resolve¤ GP Utilities

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SOP vs. Invoicing

I clicked Post….Why did it not?¨ Something’s wrong with the batch (Duh?!?!)¨ Edit List – BEFORE you try to post. J¨ Batch Recovery

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Edit Lists – Common Errors¨ Fiscal Period for this posting

date does not exist

¨ Account Not Found

¨ Can’t post to a Closed Period

¨ Account distribution does not match actual amount

¨ One or more Distribution accounts are missing

¨ Vendor/Batch/Transaction Pending approval

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Batch Recovery

¨ Microsoft Dynamics GP>>Tools>>Routines>>Batch Recovery

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Batch Recovery¨ Finishes Posting (yay!)¨ Sends batch back to originating module for editing

(meh)¨ Scary SQL error of some kind (BOO!)

¤ Call Leaf to assist in further troubleshooting

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Posting Interruptions¨ Common Causes

¤ Network Connection ¤ Power Outages¤ Workstation Install Issues¤ User ID Issues¤ Memory Consuming Applications

¨ Troubleshooting Articles included at end of presentation

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Only ‘sa’ or PowerUser can see Smartlist???

¨ GP Security¤ If Leaf implemented, check

for “SmartList Objects”¨ SQL Access-

¤ Grant Select on (insert view name) to DYNGRP

¤ SQL Functions, Tables, etc.

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GP Functionalities you SHOULD be using

Summary¨ PSTL¨ GP Shortcuts¨ Adding Columns to Check

Batch ¨ Email Multiple Documents¨ Excel Copy/Paste¨ Advanced Lookups

¤ Restrict¤ Default

¨ Default Posting Accounts

¨ Posting Reports…No Thanks

¨ GP Business Alerts

¨ GP Native Workflows

¨ Misc. Tips/Tricks

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Professional Services Tool Library (“PSTL”)

¨ Shortcut Copy¨ Account Modifier/Combiner

¨ GL Master Trigger

¨ Customer/Vendor Modifier

¨ RM Transaction Unapply

¨ SOP PO Number Check¨ Item Number

Modifier/Combiner

¨ Item Description Modifier

¨ Doc Date Verify

¨ Many more!

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GP Shortcut Options¨ Navigation Pane¨ Quicklinks¨ Toolbar

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Adding Columns to Check Batch26

Email Customers Multiple Documents

¨ Send other Customer documents with invoice email¨ Document Attach must be set up to flow¨ Customer must be set up for email

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Excel Copy/Paste

¨ Native to GP 2013R2 and later¤ Free add on for earlier versions

¨ GL Functionality Only

¨ 3rd Party Products Extend Functionality

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Lookups

¨ Advanced Lookups¨ Lookup Restriction¨ Set Default View

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Default Posting Accounts¨ Company default vs. vendor/customer/item

¨ Multiple defaults?

¨ Be careful what you wish for…

¨ Microsoft Dynamics GP>>Tools>>Setup>>Posting>>Posting Accounts

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Posting Reports…No Thanks¨ To Print or Not to Print…

¨ Where oh Where to Print…

¨ Microsoft Dynamics GP>>Tools>>Setup>>Posting>>Posting

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GP Business Alerts¨ GP Users OR non GP Users

¨ Emails or GP Homepage Alerts

¨ Based on SQL data

¨ Automated Scheduling

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GP Workflow33

Misc. Tips/Tricks¨ User Activity Utility

¨ Copy Security and Home Page

¨ SmartList Options

¨ Take Company Offline – Microsoft Dynamics GP>>Tools>>Utilities>>System>>Take Company Offline

¨ Send User Messages - Microsoft Dynamics GP>>Tools>>Utilities>>System>>Send User Messages

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Upcoming Leaf Events35

¨ 9/14 -Power BI Training¨ 10/19 – SmartList Builder/Designer Training¨ 11/15-11/16 – Management Reporter Training¨ 12/19 – Year End User Group

Helpful Resources36

¨ Presentation slides - https://www.leafsoftwaresolutions.com/gp-user-group.html

¨ DEX SQL Log Instructions - https://mahmoudsaadi.blogspot.com/2015/02/using-dexsqllog-to-track-security.html

¨ Posting Interruption Causes - https://support.microsoft.com/en-us/help/859917/information-about-what-may-cause-an-interruption-when-you-post-a-batch

¨ Resolving Stuck Batch - https://support.microsoft.com/en-us/help/850289/a-batch-is-held-in-the-posting-receiving-busy-marked-locked-or-edited

New Version of GP!!37

¨ GP 2018 R2 release is planned for 10/01/2018

Questions?38

¨ Samantha Higdon, CPA, CGMA¤ shigdon@leafsoftwaresolutions.com¤ 317-428-6754

¨ Leaf GP Support-¤ gpsupport@leafsoftwaresolutions.com