Things to be configured to proceed with Dexterity development

Developing customization's in GP has been done by few ways depends on the requirement but most probably every one has an eye on Dexterity development to start with.

To start with customization development in dexterity, please make sure the following things are adopted in the dexterity installation location so that the developers can easily navigate to test mode through development dictionary to test their development and changes.

Go to Dexterity installation folder, Backup the following files

1) Back the Dex.ini file to the new place or rename it to some name(eg: DexOld.ini).

Go to GP Installation folder and copy the following files

1) Dex.ini file from data folder in GP installation location

2) GPDWin32.dll from GP installation folder

Paste the GPDWin32.dll file to Dexterity installation folder and paste the Dex.ini(from GP installation folder) to data folder in Dexterity installation location.

Now you can launch the Dexterity, do some customization and test the customization by test mode.

Thus you can easily swap from development dictionary to GP front end through test mode and vise versa.

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Regards,
Natarajan S

Extenders for Dynamics GP

Extender for Dynamics GP, used to capture user defined information without code by adding additional window(s) to the main screen. It is also used to expand notes and macros.

Assign multiple windows to any form and gain instant access to look ups and sub forms. Extender makes data entry and navigation fast and intuitive.

By using we can generate custom smartlist(s) report based on our needs.

The below example guides you to setup additional window for Sales Transaction Entry

1) Go to Microsoft Dynamics GP > Tools > Extender > Extender

2) Select Detail windows and click New to create a extender screen

3) Click Options to choose the extender screen appearance.

4) Now check the entry and make sure the extender screen appear in correct occurrence.

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Regards,
Natarajan S

Table import in Dynamics GP

Table Import in Dynamics GP, a powerful feature to import records from the flat file based on the table structure. Please find the below steps to integrate the data.

1) Go to Microsoft Dynamics GP > Tools > Integrate > Table Import to Open the Table Import    Definition screen.

2) Define a name and description related to current import process.

3) Choose the file format, point the source file and choose the corresponding table.

4) Map the flat file field to the corresponding table field.

5) click Import to integrate the flat file records.

6) We can receive a status message after every integration.

Note: 
1) Before importing a record from flat file, make sure the flat file columns exactly match the GP table columns and also your flat file must contains the data of required fields in respective GP screen going to import.

2) It is mostly preferred to import the master data and it is not recommend for transaction table(s) to face the transaction error(s).

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Regards,
Natarajan S

Adding Custom Report to GP Home page Metics\Business Analyzer

It is easy to add a custom SSRS report to GP home page Metrics\Business Analyzer. Please find the below steps.

1) Create a custom SSRS report which has to be run with default parameter(s).

2) Launch report manager url where the standard GP SSRS reports are deployed.

3) Go to the corresponding company folder >> corresponding module folder and make sure Charts And KPIs folder is present.

4) Upload the custom SSRS rdl file.

5) Click Manage > Data Sources to point the data source. Point the corresponding company database

6) Click OK to save the changes and make sure the report is running in report manager.

7) Launch GP, open Customize your home page screen and click Metrics\Business Analyzer expansion button to open Metrics Detail screen.

8) Choose the custom report and click insert to save the changes

9) Now the report get added to the GP home page as shown below

Post your comments regarding to this blog.

Regards,
Natarajan S

Importing ADP transactions into General Ledger

Accountants now have the feature to import payroll transactions from their legacy system to Dynamics GP's Journal Entry. Payroll Connect lets you import Automated Data Processing (ADP) account  transactions from an ADP file into Microsoft Dynamics GP General Ledger.

You can achieve this from Payroll connect's Import From ADP

1) Export the payroll transactions from the legacy system.

2) Transaction file must be in the below format as shown below

"","001100000","GJ","04302014","6000.80","REF 1","DESC 0","REF 2","REF 3","02"
"","001100000","GJ","04302014","-1000.20","REF 1","DESC 1","REF 2","REF 3","02"

field details as listed as reference

Client Code - This field is assigned by ADP but is not used in Microsoft Dynamics GP. If this  field is not used in Microsoft Dynamics GP, you can leave this field blank.

GL Account Nos - This field is used for the distribution account number. Do not use spaces, dashes or commas.

Journal Source code - If you create a batch for the import, GJ (General Journal) is displayed in the Batch Type field.

Date - This field is not used in Microsoft Dynamics GP. The transaction date for  the journal entry is used as the date that is entered in the import window.

Amount - This field is used for the debit lines and the credit lines of the distributions. Negative amounts are preceded by a minus sign (-).

Ref Nos 1 - This field is not used in Microsoft Dynamics GP, but still must exist.

Desc - This field is used as the description for the corresponding distribution line.

Ref Nos 2 - This field is not used in Microsoft Dynamics GP, but still must exist.

Ref Nos 3 - This field is not used in Microsoft Dynamics GP, but still must exist.

Record code - This field is assigned by ADP but is not used in Microsoft Dynamics GP.

3) Export and save the file as comma delimited file(*.csv).

4) Open GP, go to Microsoft Dynamics GP menu >> Tools >> Integrate >> Import From ADP

5) Choose an existing batch or create a new batch.

6) Pick the transaction date.

7) Choose the file and click Process.

8) Now the file get convert as JE once it dint encounter error during import.

Post your comments regarding to this blog.

Regards,
Natarajan S