7/15/09

How taxes are calculated in Receivables Management, Sales Order Processing and Invoicing (872674)

INTRODUCTION

This article describes how taxes are calculated in the following modules in Microsoft Dynamics:
Receivables Management
Sales Order Processing
Invoicing

MORE INFORMATION

General Information

Generally, taxes are calculated based on the following:
1.The shipping method that is assigned to the Receivables Management transaction or to each Sales Order Processing or Invoicing line item affects how taxes will be calculated.
a. The shipping type (Delivery or Pickup) of the shipping method assigned to a transaction or a Sales line item will dictate which sales tax schedules will be compared only if the Use Shipping Method When Selecting Default Tax Schedule check box is selected in the Company Setup Options window.

To open the Company Setup Options window:
In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, point to Tools, point to Setup, point to Company, click Company and then click the Options button in the Company Setup window.
In Microsoft Dynamics GP 9.0 and 8.0, click Tools, point to Setup, point to Company, click Company and then click the Options button in the Company Setup window.
b. For Sales Order Processing or Invoicing only, the Tax Calculations setting that is selected in the Sales Order Processing Setup Options window or in the Invoicing Setup Options window (Advanced or Single Schedule) will also affect whether the shipping method will be considered in tax calculations.

To open the Sales Order Processing Setup Options window:
In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, point to Tools, point to Setup, point to Sales, click Sales Order Processing, and then click the Options button in the Sales Order Processing Setup window.
In Microsoft Dynamics GP 9.0 and 8.0, click Tools, point to Setup, point to Sales, click Sales Order Processing, and then click the Options button on the Sales Order Processing Setup window.
To open the Invoicing Setup Options window:
In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, point to Tools, point to Setup, point to Sales, click Invoicing, and then click the Options button in the Invoicing Setup window.
In Microsoft Dynamics GP 9.0 and 8.0, click Tools, point to Setup, point to Sales, click Invoicing, and then click the Options button in the Invoicing Setup window.
Note The Single Schedule setting does not take shipping methods and Item Sales Tax Options into consideration. All Sales invoices will calculate taxes that depend on the tax details assigned to the single schedule.
2.The sources of the tax details that will be used to assess taxes for each Sales line item in Sales Order Processing/Invoicing depend on whether the Inventory Control module is registered or not.
3.The Non-Inventoried flag in the SOP10200 (Sales Transaction Amounts Work) table or the IVC10101 (Invoicing Transaction Amounts Work) also affects how taxes are calculated for each Sales line item. The term "inventoried" means that the line item is also stored in an item card in Inventory Control.

The Tax Option selected in the Non Inventory Items field on the Sales Order Processing Setup Options window or on the Invoicing Setup Options window (Taxable, Nontaxable, and Base on Customers) will affect the taxes that will be calculated for non-inventoried items. The Sales Tax Option selected items maintained in item cards (Taxable, Nontaxable, and Base on Customers) will also affect how taxes will be calculated for sales line item. To open the Item Maintenance window, click Cards, point to Inventory, and then click Items.

Information about tax calculations

Receivables Management

1.If the shipping method assigned to the transaction has a shipping type of Delivery:
a. The tax schedule assigned to the customer will default into the Receivables Transaction Entry window. To find the tax schedule assigned to the customer, click Cards, point to Sales, and then click Customer.
b. The tax schedule specified in the Sales field of the Receivables Setup Options window is then compared with the tax schedule of the transaction.

To open the Receivables Setup Options window, follow these steps:
In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, point to Tools, point to Setup, point to Sales, click Receivables, and then click the Options button on the Receivables Management Setup window.
In Microsoft Dynamics GP 9.0 and 8.0, click Tools, point to Setup, point to Sales, click Receivables, and then click the Options button on the Receivables Management Setup window.
c. Taxes will be calculated for Sales tax details that are found in both tax schedules that are compared.
2.If the shipping method assigned to the transaction has a shipping type of Pickup:
a. The tax schedule selected in the Sales Tax Schedule field of the Company Setup window will default into the Receivables Transaction Entry window.

To open the Company Setup window, follow these steps:
In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, point to Tools, point to Setup, point to Company, and then click Company.
In Microsoft Dynamics GP 9.0 and 8.0, click Tools, point to Setup, point to Company, and then click Company.
b. The tax schedule specified in the Sales field of the Receivables Setup Options window is then compared with the tax schedule of the transaction.
c. Taxes will be calculated for Sales tax details that are found in both tax schedules that are compared.

Sales Order Processing and Invoicing

Single Schedule Tax Calculation

If the "Single Schedule" Tax Calculations setting is selected on the Sales Order Processing Setup Options window or on the Invoicing Setup Options window, taxes will be calculated for each tax detail assigned to tax schedule that is in turn selected in the Single Schedule field. The Single Schedule setting does not take shipping methods and Item Sales Tax Options into consideration. All Sales invoices will calculate taxes depending on the tax details assigned to the assigned single schedule.

Advanced Tax Calculation (Taxable, Nontaxable, Base on Customers)

1.If the Taxable tax option is selected:
a. If the shipping type of the shipping method that is used on the line items is Pickup:
For non-inventoried items and if Inventory is registered, taxes will be calculated based on the similar tax details that are found by Microsoft Dynamics GP when comparing the line item's Site Tax schedule and the line item's Item Tax Schedule. The Site Tax schedule defaults from the Sales tax schedule of the line item's Site ID. To view this, click Cards, point to Inventory, and then click Site. The line item's Item Tax Schedule will default from the tax schedule selected in Non Inventory Items field of the Sales Order Processing Setup Options window or of the Invoicing Setup Options window.
For non-inventoried items and if Inventory is not registered, taxes will be calculated based on the similar tax details that are found by Microsoft Dynamics GP when comparing the line item's Site Tax schedule and the line item's Item Tax Schedule. The line item's Site Tax schedule defaults from the tax schedule that is selected in the Sales Tax Schedule field of the Company Setup window. The line item's Item Tax Schedule will default from the tax schedule selected in the Non Inventory Items field of the Sales Order Processing Setup Options window or of the Invoicing Setup Options window.
For inventoried items and if Inventory is registered, taxes will be calculated based on the similar tax details that are found by Microsoft Dynamics GP when comparing the line item's Site Tax schedule and the line item's Item Tax Schedule. The line item's Site Tax schedule defaults from the Sales tax schedule of the line item's Site ID. To view this, click Cards, point to Inventory, and then click Site. The line item's Item Tax Schedule defaults from the tax schedule that is selected in the Tax Schedule ID field under the Sales Tax Option field of the Item Maintenance window.
For inventoried items and if Inventory is not registered, taxes will be calculated based on the similar tax details that are found by Microsoft Dynamics GP when comparing the line item's Site Tax schedule and the line item's Item Tax Schedule. The line item's Site Tax schedule defaults from the tax schedule that is selected in the Sales Tax Schedule field of the Company Setup window. The line item's Item Tax Schedule defaults from the tax schedule that is selected in the Tax Schedule ID field under the Sales Tax Option field of the Item Maintenance window.
b. If the shipping type of the shipping method used on the line items is Delivery:
For non-inventoried items, taxes will be calculated based on the similar tax details that are found by Microsoft Dynamics GP when comparing the line item's Ship To Tax schedule ID and the line item's Item Tax Schedule. The line item's Ship To Tax schedule ID will default from the tax schedule assigned to the Ship To address of the customer. To view this, click Cards, point to Sales, point to Customer, and then click the Ship To link. The line item's Item Tax Schedule will default from the tax schedule selected in Non Inventory Items field of the Sales Order Processing Setup Options window or that of the Invoicing Setup Options window.
For inventoried items, taxes will be calculated based on the similar tax details that are found by Microsoft Dynamics GP when comparing the line item's Ship To Tax schedule ID and the line item's Item Tax Schedule. The line item's Ship To Tax schedule ID will default from the tax schedule that is assigned to the Ship To address of the customer. To view this, click Cards, point to Sales, point to Customer, and then click the Ship To link. The line item's Item Tax Schedule defaults from the tax schedule that is selected in the Tax Schedule ID field under the Sales Tax Option field of the Item Maintenance window.
c. If the line item is not assigned a shipping method, no taxes will automatically be calculated for the line item.
d. If no similar tax details are found between tax schedules being compared for a line item, no taxes will be calculated for the line item.
2.If the Nontaxable tax option is selected, no taxes will be calculated for the Sales line item.
3.If the Base on Customers tax option is selected, no tax schedule comparison is made. Instead, the following occurs:
a. If the shipping type of the shipping method that is used on the line items is Pickup:
If Inventory is registered, all tax details in the line item's Site Tax schedule will be used to assess a tax amount for the line item. The line item's Site Tax schedule defaults from the Sales tax schedule of the line item's Site ID. To find this, click Cards, point to Inventory, and then click Site.
If Inventory is not registered, all tax details in the line item's Site Tax schedule will be used to assess a tax amount for the line item. The line item's Site Tax schedule defaults from the tax schedule selected in the Sales Tax Schedule field of the Company Setup window.
b. If the shipping type of the shipping method that is used on the line items is Delivery, all tax details in the Ship To Tax schedule ID will be used to assess a tax amount for the line item. The Ship To Tax schedule ID defaults from the tax schedule that is assigned to the Ship To address of the customer. To view this, click Cards, point to Sales, point to Customer, and then click the Ship To link.

Freight Tax

1.If the Taxable tax option is selected:
a. If the shipping type of the shipping method assigned to the Shipping Method field of the Sales Customer Detail Entry window or of the Invoice Customer Detail Entry window is set to Pickup, the following occurs.

Note To view the Sales Customer Detail Entry window, click Transactions, point to Sales, point to Sales Transaction Entry, and then click the Customer ID expansion button. To view the Invoice Customer Detail Entry window, click Transactions, point to Sales, point to Invoice Entry, and then click the Customer ID expansion button.
If Inventory is registered, the Tax Schedule ID field will default from the Sales tax schedule of the Default Site ID of the Sales transaction. This will then be compared with the Freight tax schedule selected in the Sales Order Processing Setup Options window to come up with the tax amount that will be assessed against the Freight Amount of the Sales transaction.
Inventory is not registered, the Tax Schedule ID field will default the Sales Tax Schedule of the Company Setup window. This will then be compared with the Freight tax schedule selected in the Sales Order Processing Setup Options window to come up with the tax amount that will be assessed against the Freight Amount of the Sales transaction.
b. If the shipping type of the shipping method that is assigned to the Shipping Method field of the Sales Customer Detail Entry window or of the Invoice Customer Detail Entry window is set to Delivery, the Tax Schedule ID field will default the Tax Schedule assigned to the Ship To address of the customer. This will then be compared with the Freight tax schedule selected on the Sales Order Processing Setup Options window to come up with the tax amount that will be assessed against the Freight Amount of the Sales transaction.
2.If the Nontaxable tax option is selected, no taxes will be calculated for the Freight amount of the Sales transaction.
3.If the Base on Customers tax option is selected, no tax schedule comparison is made. Instead, the following occurs:
a. If the shipping type of the shipping method that is assigned to the transaction is set to Pickup:
If Inventory is registered, the Tax Schedule ID field will default from the Sales tax schedule of the Default Site ID of the Sales transaction. All of its tax details will be used to assess taxes for the Freight Amount of the Sales transaction.
If Inventory is not registered, the Tax Schedule ID field will default from the Sales Tax Schedule of the Company Setup window. All of its tax details will be used to assess taxes for the Freight Amount of the Sales transaction.
b. If the shipping type of the shipping method that is used on the line items is Delivery, all tax details in the Tax Schedule ID field, which will default from the tax schedule assigned to the Ship To address of the customer, will be used to assess taxes for the Freight Amount of the Sales transaction.

Miscellaneous Tax

1.If the Taxable tax option is selected:
a. If the shipping type of the shipping method assigned to the Shipping Method field of the Sales Customer Detail Entry window or of the Invoice Customer Detail Entry window is set to Pickup:
If Inventory is registered, the Tax Schedule ID field will default from the Sales tax schedule of the Default Site ID of the Sales transaction. This will then be compared with the Miscellaneous tax schedule selected on the Sales Order Processing Setup Options window to come up with the tax amount that will be assessed against the Miscellaneous Amount of the Sales transaction.
Inventory is not registered, the Tax Schedule ID field will default from the Sales Tax Schedule of the Company Setup window. This will then be compared with the Miscellaneous tax schedule selected on the Sales Order Processing Setup Options window to come up with the tax amount that will be assessed against the Miscellaneous Amount of the Sales transaction.
b. If the shipping type of the shipping method that is assigned to the Shipping Method field of the Sales Customer Detail Entry window or that of the Invoice Customer Detail Entry window is set to Delivery, the Tax Schedule ID field will default the Tax Schedule assigned to the Ship To address of the customer. This will then be compared with the Miscellaneous tax schedule selected on the Sales Order Processing Setup Options window to come up with the tax amount that will be assessed against the Miscellaneous Amount of the Sales transaction.
2.If the Nontaxable tax option is selected, no taxes will be calculated for the Miscellaneous amount of the Sales transaction.
3.If the Base on Customers tax option is selected, no tax schedule comparison is made. Instead, the following occurs:
a. If the shipping type of the shipping method that is assigned to the transaction is set to Pickup:
If Inventory is registered, the Tax Schedule ID field will default from the Sales tax schedule of the Default Site ID of the Sales transaction. All of its tax details will be used to assess taxes for the Miscellaneous Amount of the Sales transaction.
If Inventory is not registered, the Tax Schedule ID field will default from the Sales Tax Schedule of the Company Setup window. All of its tax details will be used to assess taxes for the Miscellaneous Amount of the Sales transaction.
b. If the shipping type of the shipping method that is used on the line items is Delivery, all tax details in the Tax Schedule ID, which will default from the tax schedule assigned to the Ship To address of the customer, will be used to assess taxes for the Miscellaneous Amount of the Sales transaction.

APPLIES TO
Microsoft Business Solutions–Great Plains Receivables Management
Microsoft Business Solutions–Great Plains Invoicing
Microsoft Business Solutions–Great Plains Sales Order Processing, when used with:
Microsoft Dynamics GP 10.0
Microsoft Dynamics GP 9.0
Microsoft Business Solutions–Great Plains 8.0

https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?WTNTZSMNWUKNTMMYQLYTNSUKZPXKMUNVTOPTPLPOPRNKPNSUNNSSNUZKYLYVKVYVMWZNKSZWVWLMLWSUKVXLKQRZYUYKRXZO

7/14/09

Microsoft Dynamics GP Table Structure Overview

Microsoft Great Plains, former Great Plains Software Dynamics/eEnterprise should be considered as ERP platform for midsize and large business, so SQL data maintenance and repair is normal IT procedure, this is why table structure and MRP architecture should be familiar to SQL DB administrator. We will begin with architecture and table name coding and then go down to typical data repair

• Setup Tables. These tables have 4 prefix. IV40100 – this is Inventory Control Module setup table. Setup tables may have only one record, if this is module setup or multiple records, if this is something like Inventory Class setup (vendor, customer class setup to give additional examples)

• History Tables. These tables have 3 prefix. SOP30200 – this is Sale Transaction Header history table. When you post transactions – they go to open (optional phase) and history

• Open Tables. These tables have 2 prefix. GL20000 – this table stores all your open year posted GL transactions. For some of the module open stage is skipped (Sales Order Processing – here transactions when posted go to the history tables directly)

• Work Tables. These tables have 1 prefix. These tables are present in each module: GL, Inventory Control, Invoicing, Receivable Management, Payroll, Payable Management, Purchase Order Processing, Bill of Material. Great Plains has batch posting module – this feature allows you to save and store work (or unposted) transactions in the batch. SOP10100 – this is Sales Transaction Header Work table

• Master Tables. These tables have 0 prefix. We will give you several examples: IV00101 – inventory item master stores all your inventory items, RM00101 – customer master table, IV00200 – vendor master table, GL00100 – General Ledger account master table

• Table repair technique. When you consider to repair one of GP tables, you do backup of the table, execute this SQL statement:

Select * into IV00101_Backup from IV00101

Then do you data repair. If you need to roll back to old backed up version of the table, do this:

1. Clean your original table: delete IV00101
2. Restore it from backup: alter table IV00101_Backup drop column DEX_ROW_ID insert into IV00101 select * from IV00101_Backup

Some additional hints. Microsoft Great Plains is Dexterity application. Dex internal logic adds autoid column DEX_ROW_ID, so you have to drop it prior to restoring the table from backup.

http://ezinearticles.com/?Microsoft-Dynamics-GP-Table-Structure-Overview&id=546939

7/13/09

Five Great Ways to Drive Your Best Workers Out the Door

Managers' reality check: Your top workers can almost always get another job, even in a shaky economy.
"The best employees are being recruited at any given time. Managers need to make that assumption and create an environment that's going to make them want to stay," says Paul De Young, a talent management practice leader at Watson Wyatt Worldwide Inc., a global consulting firm.
Are you really doing that? Or do your management tactics have people scurrying for the exits? Before you answer, consider these cautionary tales that can help you avoid pushing your own top talent out the door.
Mistake No. 1: Keep the creative juices bottled up.
"Programmers and developers have their own views -- reasonably strong views -- on how to do things, so it's not uncommon to hear that there are clashes between them and managers," says Pradeep K. Khosla, founding director of CyLab and dean of the College of Engineering, both at Carnegie Mellon University in Pittsburgh.
Khosla points to an acquaintance who quit his programming job because he wasn't allowed to pursue his ideas about the IT architecture he thought the company needed.
The better way: Even the most talented workers won't get their way all the time, but managers need to balance employees' creative ideas against corporate policies and programs.
"The organization has to create a culture from the top management down that gives people an opportunity to be creative," De Young says.
And though most companies can't adopt a model like Google Inc.'s, which lets engineers spend 20% of their time pursuing their own projects, De Young says many can and should allow their top staffers some time away from their normal duties to delve into projects that stretch their imaginations.
Mistake No. 2: Micromanage your staff.
It's hard to imagine the founding executives at a $1 billion company demanding that they approve all IT expenditures over $1,000, checking employees' time sheets and requiring retention agreements for workers seeking job-related training.
But Adrian M. Butler, vice president of IT-telecom and support services at Accor North America Inc. in Carrollton, Texas, knows an IT director who found himself working for those executives.
The tight management control was a clear and extreme case of micromanagement. "It led people to feel there was a lack of trust in their abilities," Butler says, noting that the IT director left his job after just two months.
"He didn't feel empowered in the role," Butler says, adding that the manager who hired the IT director also left for similar reasons.
The better way: This problem is tough because the tendency to micromanage is more a personality trait than a policy decision, says Franz Fruehwald, CIO at Catholic Human Services-Archdiocese of Philadelphia. He has also experienced that type of manager in the past.
But if you solicit honest feedback from close associates, you can recognize and curtail micromanaging behavior in yourself, he says. "I have a couple of direct reports who have the ability and permission to speak to me frankly," Fruehwald says. "I tell them, 'You need to give it to me straight.'"
Mistake No. 3: Deny new opportunities and challenges.
As a facilitator for the Regional Leadership Forum, a development program run by the Society for Information Management, Bart Bolton sees many promising IT workers. In fact, most who attend the nine-month program are sponsored by their organizations because they're considered high- potential employees.
But not all companies know how to manage such workers. Bolton remembers one senior IT manager who found that his boss wasn't willing to give him new opportunities after he completed the program.
"He wanted more challenges and more responsibility. They talked about it, and nothing happened," says Bolton, who is also a leadership consultant at Lifetime Learning in Upton, Mass.
The manager didn't stick around. Within a few months, he found a new position at another company where he felt he had more opportunities to grow.
The better way: Set realistic expectations, says Anne Marie Messier, founder of Straightline Management Solutions in Chelmsford, Mass. Tell workers why they're being sent for training and what they can expect once the training is completed. If you don't have immediate opportunities for advancement, letting enthusiastic workers know that they are on the short list for new challenges can go far in retaining them. But be sure to follow through.
Mistake No. 4: Don't listen to your employees.
As a senior systems analyst working on a team to develop clinical and business applications at a hospital, Ben Berry worked with a medical doctor to determine business requirements for the entire institution.
Although he and the doctor shared responsibility for the task, Berry remembers that the doctor didn't want to hear anyone else's ideas. "He didn't take input from the team. He was trying to drive all the decisions. It was undermining the team, and I personally felt underutilized," says Berry, who is now CIO for the Oregon Department of Transportation.
Berry discussed the situation with his supervisor and the doctor directly. But nothing changed, so he left for a better position.
The better way: Use all the talent around you. "We hire people that we believe can do the job," Berry says. "If we don't allow them to use all the tools in their toolbox, or we try to pigeonhole people into doing it the way we've always done it, then we're doing a disservice to the individual, the team and the organization."
Open-door policies and consensus-building allow all staffers to contribute and voice their opinions, he says.
Mistake No. 5: Change the work environment without considering the impact on employees.
When a national retailing company outsourced its IT operations and most of its business analysts, it learned how the talented workers who are left behind typically react: They bolt.
Tried-and-true tactics
When CIOs reported on their most effective tools for IT staff retention, these were among those most often cited:
Increased compensation
27%
Professional development/training
21%
Flexible schedule options
18%
Telecommuting
7%
Extra time off
6%
Base: April 2008 survey of more than 1,400 CIOs at U.S. companies with 100 or more employees
Source: Robert Half Technology
Bob Rouse, a professor of computer science and IT planning officer at the Washington University School of Medicine in St. Louis, knows the story. The outsourcing reduced the company drastically -- from about 2,500 IT employees to 1,000, he says. The remaining employees handled more work and different work than they had been doing. Moreover, many of the best employees had gone to the outsourcer, and because the surviving top-notch workers found themselves working with a weaker internal team, they had to pick up even more of the slack.
As a result, the company lost 10% of its top people within a year. "These were very marketable people who would never have considered leaving the company if it hadn't been [for the] outsourcing," Rouse says.
The better way: Keep the people in the business equation. Companies often focus on business objectives and financial goals when making tactical moves and forget that "there are human beings left behind," says Bob Eubank, executive director of the Northeast Human Resources Association in Wellesley, Mass.
Your say
Ever been pushed out the door by an inept manager?
To avoid an exodus of top performers after a change, executives and managers should tell workers about impending events as early as possible, Eubank says. Managers should be particularly attentive to their best workers, letting them know about postchange opportunities. If employees see opportunities down the road, he adds, "people are often willing to sacrifice."

http://www.cio.com/article/print/445314

Evaluation of Consulting Staff

The cornerstone of consulting excellence is the quality of the consulting staff. So how do you make the decision on who is high quality and who isn’t?

Two factors come into play: performance and cultural fit.

Performance is easily measured by utilization, realization, client satisfaction and revenue generation. If you don’t already objectively target and measure the above, start. More postings on this later. A high performer will be at 100% of targets in almost any give 12 month rolling period.

Cultural fit assumes you have a culture to which being a fit is rewarding. If you don’t place any effort on cultural excellence inside your firm, you should – see my previous post on mission as a foundation to culture. I’ll write more on cultural excellence in later posts. In the meantime, use observed teamwork, client sat and general “does this person get along well with others” as a proxy.

Using the above, everyone will fall into one of four categories, listed below by ease of corrective action.

High Performer, Gets the Culture

This is the easy one. Do what you must to keep these people on the team and pay them plenty of attention. The majority of your personnel management time should be focused on this group of people.

Low Performer, Doesn’t Get the Culture

Fire them. They may have room for improvement, but you don’t have time to do it. After you are done, review your hiring procedures to find out why they even got a job with you in the first place.

Low Performer, Gets the Culture

This is a little harder. This person will fit in extremely well with their teammates, do well with clients (at least in terms of personality) and be generally a good fit for all the cultural elements of the firm. However, period over period, their performance will be below their peer group, their work will be substandard and you’ll find yourself always accepting or making up making up reasons for their poor performance.

Get them on a 90 day plan that specifically addresses the performance shortcomings. Invest the time to make sure they have a more than fair chance. The extra effort you invest, if they improve, will be more than paid off in loyalty, a strengthened corporate culture and improved performance. If they don’t improve, you must fire them. A consultancy is a meritocracy, not a remedial education program – consistent low performers have no long term role on the team.

High Performer, Doesn’t Get the Culture

This is the hardest category to manage. Top performance on a consistent basis makes these people very valuable to the firm. Poor cultural fit makes them very hard to work with. So, you’ll find them to be top revenue producers, but will often find they work poorly on project teams, care little about the impact of their behaviors on those around them and on occasion will cause client satisfaction issues.

What to do? Counsel, counsel and more counsel – this is the group that should consume the second biggest amount of your personnel management time. During performance management reviews, you’ll have to spend your time consistently coaching them on better behavior and matters of emotional intelligence. Change will be slow – their cultural fit will only improve to the extent you can show them how it will make their lives easier or increase their personal performance. Ultimately, this group is like Dennis Rodman – a top performer whose high-maintenance personality only makes them employable as long as the performance stays high. When the performance slips, they give you no reason to continue their maintenance.

http://thedeathofreason.wordpress.com/2009/07/13/evaluation-of-consulting-staff/

Four Ways to Cut Costs by Automating Your Purchasing Process with Microsoft Dynamics GP

As the economy declined, we started thinking of ways to help our customers remain strong during the tough times. We asked ourselves, “How do businesses stay profitable during a down economy?” The answer was simple – increase sales and/or decrease expenses. Easier said than done, right? Maybe not. While we couldn’t do much to increase sales during challenging economic times, we could offer ways to decrease operating expenses. As a provider of business software solutions, we could help our customers automate and control their purchasing process to minimize expenses. I’d like to share with you the top 4 ways our customers are utilizing Microsoft Dynamics GP solutions to cut costs during this tough economic time.

#1 Control Employee Purchases
Many companies today are still “casual” in their controls around employee purchases. Their purchase approval process remains a manual, paper-driven process. With a lack of control and automation, employees may make purchases first and submit the expense for reimbursement after the fact. Managers may spend time following up with employees and asking them to write up a request, even though the items are already being used. This type of outdated purchase approval process can create budget overruns leading to unexpected expenditures.

Microsoft Dynamics GP offers a web-based Requisition Management solution to help increase control and visibility over the entire purchasing process. With Requisition Management, employees can enter purchase requests online for manager approval. Requisitions are then automatically transferred to new or existing purchase orders in Purchase Order Processing. Management has visibility into employee purchase requests before the purchase is made, so they can easily validate that the purchase requests are within budget before approving. This online process helps reduce repetitive data entry and eliminates costly mistakes.

#2 Optimize Vendor Contracts and Create a “Preferred Vendors” List

Renegotiating vendor contacts is a key component in controlling purchasing costs. You could save significantly if you are able to lower costs and improve the terms of your contracts. The problem for a lot of companies is they don’t have easy access to vendor analysis information. Without access to this key information, it is difficult to state a solid case on why they should improve your contract.

Microsoft Dynamics GP gives you the tools for managing contracts and analyzing your vendor purchases to provide you with solid data for renegotiating contracts. Vendor contracts in Dynamics GP can be used for both inventory item contracts as well as service contracts. Alerts and reminders can be setup to notify you of upcoming contract expiration dates. Before locking in a new contract, vendor activity can be analyzed using tools such as Analysis Cubes for Excel, which allows you to slice and dice your real-time, connected data in Excel. Many companies are using these tools to create a “preferred vendors” list, which helps employees focus on using vendors that will save the most money for the company.

http://www.erpsoftwareblog.com/2009/06/four-ways-to-cut-costs-by-automating-your-purchasing-process-with-microsoft-dynamics-gp-1/

7/9/09

How to calculate the number of days a vendor check takes to clear?

I am always amazed at the things you can do with Microsoft Dynamics GP. Just recently, a user pointed out that the Days for Checks to Clear field on the Vendor Credit Summary window was always blank and that they needed this field to update automatically.



According to the help file, the field is defined as "View or change the average number of days that a check you issue to the vendor usually takes to clear your bank.", in other words, you can manually update it if you need to track this data.

The user also pointed out that they performed daily bank reconciles and that the Cleared Date column in the CM Transaction (dbo.CM20200) table was reflective of the actual check cleared date in the bank and that they would like to use this field to update the Days for Checks to Clear field in the Vendor Credit Summary window. After all, the date value of the Cleared Date column only gets updated when the check is marked as cleared during a checkbook reconciliation process and does not necessarily reflect the actual date the check cleared the bank, but with daily bank reconciles this should not be an issue, because the would be one of the same.

So, if you perform daily bank reconciliations and would like to know the average days a vendor check takes to clear your bank, you could use the following T-SQL query to update this column value:


-- Created by Mariano Gomez, MVP
WITH AVGCTE(VENDORID, AVGDAYS) AS (
SELECT A.CMLinkID, AVG(DATEDIFF(DD, A.TRXDATE, A.clearedate)) AS AVGDAYS
FROM CM20200 A
GROUP BY A.CMLinkID
)
UPDATE PM00201 SET DYCHTCLR = AVGDAYS
FROM PM00201 INNER JOIN AVGCTE ON (PM00201.VENDORID = AVGCTE.VENDORID)

Now what to do with the script? You can schedule it as part of a SQL Server job that will run daily to update this value for you! This will allow you to have accurate average days for each vendor and in turn will allow you to make better purchasing decisions to preserve your hard earned cash.

7/8/09

Curve keyboard shortcuts list

In order to use these, you must go into Phone Options and turn OFF dialing from home screen.

Key shortcuts:


A or C = phonebook
S = search
F = phone profiles
W or B = browser
H = help
K = locks the keys
L = calendar
V = messages
M = messages folder
R = alarm
T = tasks
U = calculator
I = applications
O = options
P = phone


Additional:

T - Top of page (in browser)
B - Bottom of page (in browser)
Space - Page down (in browser)
ALT + Right Shift + Del = hard reset
D - Memo pad
U - Switch between hide/unhide in title bar (in browser)
ALT + NMLL = numbers instead of bars for signal strength

• Name: Decibel meter.
• Description/purpose: Displays your signal strength in decibels, instead of bars.
• Process: Hold "Alt" and press "N", "M", "L", "L" (repeat to reverse the effect).

• Name: Help Me! menu.
• Description/purpose: Provides crucial technical information about your device, for when seeking technical support or help in forums...
• Process: Hold "Alt" and (left) "shift", then press "H".

• Name: "Soft" reset.
• Description/purpose: Performs a "soft" reset of your device; the equivalent of doing a "battery pull" (ie. Removing the battery for a few seconds).
• Process: Press-and-hold "Alt", then press-and-hold (left) "shift", then
press-and-hold "Del".


Other
New Appointment - LC
New Mail - VC

Microsoft Dynamics GP Database Maintenance Utility

How many times have you performed an upgrade just to realize with the first posting that some stored procedure is missing or did not -- for some misterious reason -- get created, yet the upgrade completed with no errors? This is especially true when upgrading from several versions aback, when the upgrade path is not too clear, or you have forgotten to apply that critical service pack that would avoided some of the missing objects issues you are now experiencing.

I recently came across a user who wanted to recreate all SmartList Builder objects because they suspected something was wrong with the installation, however, they did not want to have to use the backend to recreate all the stored procs used by SLB, because of the "fair of missing something or endup damaging something else"... you know what they say... the client is always right! (not always, but that's the topic of another article).

After scratching my head for a few moments, the answer came in the form of the new Microsoft Dynamics GP Database Maintenance Utility, but first some history...

Before there was the SQL Maintenance utility, back in the old days, the former Great Plains Software provided reams of text files containing scripts to recreate any missing or damaged system and/or company database object. These scripts could be found on the installation CDs and could be accessed via the old SQL Server Query Analyzer tool. All you needed to do was to open one of script files, do a search for the desired stored procedure, copy and paste into Query Analyzer, and execute the script against the appropriate database. This sounded simple enough until system administrators (we will not call them users for fear of retaliation :-) ) began corrupting the script files and introducing their own code... It was funny, because Great Plains Support used to asked as part of their support script if you had modified X or Y stored procedure for the problem you were calling for. When Microsoft took over, came the MSIs and the script files were no longer provided. Now what? There comes SQL Maintenance, however, the set of utilities provided with SQL Maintenance did not allow you to recreate stored procedures, functions, or table triggers. These still had to be obtained from Microsoft. I guess, in the end they figured out it wasn't worth the hazzle and delivered Database Maintenance Utility.

So, lets take a look.

To recreate database objects, you will need to:

1) Launch Database Maintenance Utility. Go to Start > Programs > Microsoft Dynamics > GP 10.0 > Database Maintenance.


Select your server and select an authentication method. Fortunately, Database Maintenance can use Windows Trusted Authentication. Click Next to continue.

2) Choose the company you are going to perform the updates on. My personal preference is to choose ALL databases if you suspect a damage on a stored procedure, function or trigger. Why? Chances are, the stored procedure may be damaged across the board.


Click Next to continue.

3) Select the product for which you will like to rebuild its objects. For this example, I will use SmartList Builder.


Click Next to continue.

4) Mark the objects you would like to recreate. You have the choice of Stored Procedures (includes UDFs too), table Triggers, and Views.


Note that for Tables and table Auto Stored procedures you must use the SQL Maintenance option available within Microsoft Dynamics GP. Click Next to continue.

5) Confirm your selection.


Click on Next to continue.

6) The Utility will run through a progress bar and will return a status of the operations when completed.




If recreating stored procedures, the Database Maintenance Utility will re-grant permissions to all database users in the DYNGRP role, so no need to run the GRANT.SQL utility script.

Hopefully, you use this powerful tool as a first option in recreating any missing or damaged database object, before you call Microsoft or open that support case.

7/7/09

Open additional Exchange mailboxes

This feature requires you to be using a Microsoft Exchange Server e-mail account.

If you have delegate access permission for other Exchange mailboxes, you can specify which mailboxes to open in Microsoft Outlook.

  1. On the Tools menu, click E-mail accounts, select View or change existing e-mail accounts, click Next, select the Exchange account, and then click Change.
  2. Click More Settings, then click the Advanced tab.
  3. Under Mailboxes, click Add, and then select the mailboxes to add.

http://office.microsoft.com/en-us/outlook/HP010030561033.aspx

How to buy Great Stocks

  1. Built to last 100 years or more.
  2. Dominating growing industries.
  3. Helmed by committed and proven management teams.
  4. Governed by the highest corporate values.
  5. Consistently increasing shareholder value.

7/2/09

How Much Should You Save? Meet Your Retirement Goals with These Tips

If you're 40 or younger, it's tough to predict how much money you might need when retirement is decades away. A few key calculations, however, can help you make sure your savings plan is on track.

Saving Depends on Life Stage

Rebecca Pace, a Cincinnati-based financial planner and CPA, recommends putting aside at least 10 percent of your income when you're in your 20s and 30s -- and even more if you're single. "I wouldn't expect they could continue to add a lot to it while they're raising a family, but if they've put something aside early, it should continue to work for them until they can save again," she says.

Another good reason to save aggressively now: The younger you are when you start, the longer your money will have time to grow. This means you'll need to set aside a lot less to reach the same goal than if you waited just a few more years to get started.

For example, if you're 25, you only need to invest about $3,600 per year to end up with $1 million by the time you're 65 if your investments return 8 percent per year. But if you wait until you're 30 to start, you'll need to set aside about $5,400 per year to end up with the same $1 million at age 65. And starting at 40 requires $12,700 a year to reach the same magic $1 million. Finally, you'll need a whopping $34,000 per year to reach the same goal if you procrastinate until you're 50.

A recent study by T. Rowe Price reveals most people need to set aside at least 15 percent of their pretax salary for their investments to replace 50 percent or more of their current salary in retirement. This may be enough if you're getting an extra 20 percent or more of your preretirement income in Social Security and pension payouts. But you'll need to fill more of the gap yourself if you don't expect to receive a pension, live in an expensive area or will still have a mortgage or other housing payment after retirement.

How to Afford to Save

The reality is that it isn't always easy to set aside money for retirement when you're nowhere near your peak income and just trying to pay your regular bills. The good news: You have plenty of help. The IRS and most employers kick in some money, so you can set aside a substantial amount of money without taking much of a hit in your paycheck.

For example, if your employer matches 50 cents on the dollar for up to 6 percent of your salary and you earn $40,000, you'd get the maximum match if you contribute $2,400 in a 401k. In that case, you'd get $1,200 from your employer, bringing your total contribution up to $3,600.

And that $2,400 doesn't lower your paycheck dollar for dollar either, since you're investing the money pretax. If you're in the 25 percent bracket, investing $2,400 would only reduce your take-home pay by $1,800 for the year. So it actually would cost you just $150 per month to end up with a $3,600 contribution every year. Start at age 30, and you'd have about $670,000 by age 65.

If you can also afford to invest $200 per month in a Roth IRA, your total savings rate would rise to 15 percent of your $40,000 salary. Continue to invest that much for 35 years, and you could end up with more than $440,000 at age 65, totally tax-free under Roth rules. Add the two together, and you'd have more than $1.1 million for retirement.

Trick Yourself into Saving

Even with all these benefits, you may not initially be able to afford to save 15 percent of your salary. And you shouldn't be setting aside that much until you cover your other bases first -- keeping three to six months' worth of living expenses in an emergency fund so you don't have to raid your retirement account (and pay steep penalties) if unexpected expenses crop up. It's also essential to pay off high-interest credit card debt first so you don't waste money on monthly interest charges.

But once you've met these obligations, the best way to maximize your money is to get it into savings before you can spend it. With a 401k, the money is subtracted from your paycheck before you see it.

You can also make automatic investments into a Roth IRA. Even just $100 per month can add up to $1,200 a year. And if you're 30 now, keep saving at that pace for the next 35 years and your investments earn 8 percent annually, you'll have about $220,000 tax-free by the time you're 65.

While you'll still need to increase your savings rate when you can afford to, these examples demonstrate it's never too early to start. And it's easy to increase your savings rate whenever you get a raise, bonus, tax refund, gift or any other form of extra money. When you're used to living on less, it's easy to invest the extra cash before you can spend it.

http://career-tips.monster.com/salary-trends/How-Much-Should-You-Save/home.aspx

Five Habits of Millionaires

According to a study of college students at the Ernst & Young International Intern Leadership Conference in Orlando, Florida, 59 percent of these young leaders expect to be millionaires within their lifetime. What's more, 5 percent of them expect to hit the million-dollar mark while in their 20s.

And the super-rich are a growing group. The top 0.1 percent of the population's average income was $3 million in 2002, up two and a half times the $1.2 million, adjusted for inflation, that group reported in 1980.

Earned Money vs. Easy Money

Easy money usually comes from inheritance or luck, such as winning the lottery. The track record of people who get their money through the lottery or other windfalls is usually very different from those who created their wealth themselves or who planned for an expected inheritance. Lottery winners are often a sorry lot; more than 90 percent use up their winnings within 10 years -- some go through their money in weeks or months.

But there are some consistent patterns among those people who earn or plan to inherit their money, and these five strategies may be worth emulating.

1. Avoid the Earn-to-Spend Mentality

Michael LeBoeuf, author of The Millionaire in You, points out that to increase wealth, it's essential to emulate millionaires who view money as something to save and invest, rather than income to spend. Many wealthy people live quite simply, he points out, choosing less pretentious homes than they could theoretically afford and opting for financial independence over material showmanship.

2. Focus

LeBoeuf also counsels resisting the impulse to be scattered in your efforts and interests: "Winners focus; losers spray." And goals that are clearly written down are easier to keep in focus.

3. Do Whatever Is Necessary to Meet Your Goal

People who earn their millions are able not only to focus but persevere in the pursuit of their goals. One single mom entrepreneur, Melissa Clark-Reynolds, started her first business, a health and safety consultancy, when she had a young son. En route to her goal of being a millionaire by age 35, Clarke-Reynolds and her son ate lots of pizza, did homework late at night and often slept at the office. She is now a chief executive mentor for Empower New Zealand, a global business consulting firm headquartered in London.

4. Take Calculated Risks

You have to take strategic risks to earn and grow money. And a little rebelliousness seems to help too. One interesting study found a majority of male millionaire entrepreneurs had been in trouble with school authorities or the police during their adolescence.

5. Be Generous

And why doesn't it surprise us that millionaires are often very generous? Sometimes it's for the tax breaks, obviously, but often it's not. One Jewish Swiss millionaire, for instance, flew to Israel to give $5,000 in cash to a waiter at a Jerusalem café who foiled a Palestinian suicide bombing. Among the most generous of millionaires are those from North America, who are, according to a Merrill Lynch Cap-Gemini report, two to five times more likely to give to causes they value than their European counterparts.

These five habits are a pretty good prescription for living happily even if you're not a millionaire.

But LeBoeuf insists it's not so unusual to be a millionaire. As of 2004, there were 8.2 million households with a net worth of more than $1 million. And are the folks in those households happy? Yes, says professor Andrew Oswald of the University of Warwick in the UK. After studying more than 9,000 people over eight years, Oswald concluded that people who come into money are happier. The happiest among them, he says, seem to be "highly educated, well-paid women who have jobs."

And how much money does the professor say it takes to be happy? "About $1 million, give or take a little."

http://career-tips.monster.com/salary-trends/Five-Habits-of-Millionaires/IBS.aspx?key=gs

6/30/09

Building a Loyality Plan

http://www.loyaltysolutions.com/building-loyalty-plan/

Messaging for the Apathetic

So I look at the mail yesterday and there’s a catalog from Bliss. If you don’t know Bliss, they are an online / catalog / storefront multi-channel retailer. The tagline on the book is “beauty by mail from new york’s hottest spa” - yes, no caps at all. So you pretty much know this book is positioned for younger - or want to feel younger - gals.

The book had a wrap on the outside with a message for the Apathetic. This is a great technique to use because you can do it “in-line” with the rest of the mailing, which saves a lot on postage. The Engaged just get the catalog, the Apathetic get the catalog with this special wrap around and they all are processed inline and enter the mail stream together.

It’s one of my favorite catalog tricks, check out the piece:

Bliss Catalog Wrap

Let’s do the copy thing:

You can see on the left spine the macro message of “we want you back” - again, no caps. This is an acknowledgement of the state of the relationship - we’re not sure if you like us, but we still like you! This is a classic Date message tactic, it sets the proper tone and pulls the customer into the conversation.

Then they just come out and say it:

We haven’t had an order from you in a while and - what can we say? - we miss you. We feel lost without those 3 a.m. ‘beauty’ calls and the sweet, soft sound of your mouse clicks.

Yes, they’re great copywriters, but there’s a bigger point I think you should take away: you couldn’t possibly get away with copy like this if you had not set up the personality of Bliss in the first place. They can speak like this because they have spoken like this to the customer in the past - all over the web site and throughout their catalogs and hopefully in customer service phone / e-mail. Consistently. Everywhere. That’s a Brand in remote retailing, that’s how Brands are built. Theatre of the Mind is the best weapon you have. Copy. Art. Get it? What about your web site?

This is probably the most common retail problem on the web today - web sites / businesses that completely lack any kind of personality. Catalogs know how important this idea is in remote retailing and have been using it for a very long time.

So, in a totally shameless attempt to woo you, we’ll send you a Free full-sized bottle of our clog-dissolving cleansing milk (a $28 value) when you order $75 or more from this catalog or at blissworld.com.

The classic Dating offer, complete with a threshold ($75) as explained here. They’re testing. The importance of the words “full-sized bottle” you don’t know about but I do; about 4 weeks ago we received another “we want you back” effort that offered a trial size. They’re essentially starting small with the offers and when we remain Apathetic, they up the offer.

This approach drives down the cost of the average customer reactivation; the strategy is called The Discount Ladder.

(If that’s not a great excuse to arm yourself with our all-out flab attack kit (p. 49) or smooth yourself citrus with our lemon+sage set (p. 09), we don’t know what is.)

This is just very smart merchandising, it is persuasive because it directs you to a specific place rather than giving you a lot of choices - by the way, how many different offers do you make in a promotional e-mail? The choice of products promoted here may have been customized (not sure of my wife’s buying history) or they may simply be very popular products with a high conversion rate to lapsed buyers on catalog covers.

I would bet the latter; that’s how I would play it because after all, she’s a lapsed buyer. She’s stopped buying because she doesn’t want what she has bought before. Do you make offers based on what customers have bought before? Why is that? Why not offer the products that convert people like the targets?

Unless you have specific evidence that “people who buy this also buy this” I’m pretty sure that outside of certain niches, you depress response by making “forced offers” to customers - especially lapsed ones - to buy a specific item or category just because they bought it in the past. Think about it. “Buy anything over $75″ is a lot stronger offer than “Buy these specific things we are promoting”.

A lot to test there as well…

To take advantage of this special offer, just order something from us before March 1, 2008. Our land of lotions and lip gloss just isn’t the same without you. Bliss on, the entire bliss team

Par for the course here - a deadline and an “in personality” close. Urgency and persuasion. If you’re busy, you probably keep the book at least to check out p. 49 and p. 09…

P.S. If you’ve been getting your Bliss fix somewhere other than our catalog or web site (it happens), don’t forget to keep up with our latest and greatest by signing up for Bliss beaut-e-mails at www.blissworld.com

Ah, the beaut-e of multi-channel done the right way.

They probably don’t have perfect visibility between the direct channel (web and catalog) and the retail channel (who does?) so they are acknowledging that, telling you it’s OK, and then offering you a service so you can “keep in touch” - the general theme of “we want you back”. They don’t want you to feel bad if you find their retail distribution more convenient, and at the same time they’re trying to re-engage you electronically and generate value from this catalog drop even if you don’t buy.

I guess the channel managers are team players. By the way, this relationship started on the web site…and in my experience, you can extend the LifeCycle by switching customers to another channel. But you don’t want to force it, you let it play out the way the customer wants it to. Test and look to the behavior; they will tell you what is right on an individual or segment basis through their actions.

bliss-ful job on the catalog wrap gang!

P.S. Well, almost. A search for “flab attack” (phrase from the promotional copy above) on the web site returns this result:

We’re sorry, but your search for flab attack returned no results. Please try again with a different keyword, or double check the spelling. (You’re not alone - we only learned how to spell ‘fuchsia’ properly a week ago.)

Gotta love that personality thing though…

The Low Down on Bulk Mail Permits

Wow! You’re still reading after the title. That must mean you need some help with a bulk mail permit. I’m here to help.

Before getting a bulk mail permit, consider the following:

  • You will spend $360 to get the permit. ($180 for application fee and $180 for annual fee). Will the money saved having the bulk-mail permit cover these fees?
  • Ex.- A first class stamp is $0.42. Bulk mail rate is roughly $0.17 per piece. The savings is $0.25 per piece. Therefore, the break even point is 1,440 pieces over the course of the year. This would drop to 720 pieces after year one since you will not pay the application fee again.
  • If you will be mailing more than 1,440 pieces then consider getting the bulk-mail permit

Step 1: Complete Form 3615, Mailing Permit Application and Customer Profile.

Step 2: Complete From 3624, Application to Mail at Nonprofit Standard Mail Rates.

  • At a minimum you will need to complete all questions in Part 1.
  • You will also need to complete the top half of the “Checklist for PS Form 3624) by checking the boxes for all the documentation you are able to provide. It is best to provide as much documentation as you are able demonstrating that you are a legitimate church. At a minimum include your Articles of Incorporation (or Articles of Association), Bylaws and any pre-printed materials you have such as a business card, brochure, program/bulletin, etc.

Step 3: Take both completed forms to the post office. Include the following:

  • A check for $180: This is the permit application fee (Form 3615). It is a one time fee and separate from the annual fee you must pay for mailing
  • 2 forms of identification: One must be a picture ID. Options include: valid driver’s license; armed forces, government, university or corporate identification card; passport; current lease, mortgage or Deed of Trust; voter or vehicle registration card; home or vehicle insurance policy.
  • Evidence the organization is nonprofit: IRS letter of exemption from payment of federal income tax or a complete financial statement from an independent auditor. As a new church you may not yet have received your 501(c)3 status. Don’t let this stop you. By default churches are nonprofit. It says so in the IRS code. You may have to persuade your local post office employee, but you can submit the application without it and be approved. Stand firm.
  • Documents describing the organization’s primary purpose: This will most likely be articles of incorporation.
  • Documents explaining the organization’s operations: This will most likely be the church’s bylaws. You can also include bulletins, brochures, financial statements, membership applications, minutes of meetings, newsletters or a listing of activities for past 6-12 months. If you do include any of these things be sure to check the appropriate boxes on page 3 of the Form 3624

Step 4: Wait

The post office will send the Form 3624 to the national office for processing. This typically takes 4-6 weeks. You will receive a permit imprint number and a receipt from Form 3615. Keep this receipt for documentation. Once Form 3624 is approved it will be associated with your imprint number and you will be ready send bulk mail at nonprofit rates. Before your first mailing you will have to pay the $180 annual mailing fee and make a deposit into your account.

6/29/09

Trouble Installing SharePoint 3.0 after WSUS 3.0.

http://blogs.technet.com/sbs/archive/2007/05/22/trouble-installing-sharepoint-3-0-after-wsus-3-0.aspx

Historical Inventory Trial Balance

The Historical Inventory Trial Balance (HITB) report shows your inventory value as of a specific date or date range and the value of the five different quantity types.

If you want to use this report, you will need to use the HITB reset tool for Microsoft Dynamics GP 10.0, Service Pack 2.

Not sure if you want to use this report? The report shows your inventory value as of a specific date or date range. You can use this report to tie your inventory balance to General Ledger based on a specific date. So, yes, you do want to use this report.

What does the IV Reset Tool do? In order to track historical inventory information a new table was added in Dynamics GP 10.0, Service Pack 2. The tool will populate this table and it will also find a starting point where the value of your Inventory and General Ledger are the same.

Before running the tool, there is important information you must understand. You will want to complete the process on a test company first and I would recommend engaging with your partner to work through this process.

Click Here to Learn What you Need to Know about the Tool

6/28/09

You receive error "Someone is clearing company files and you cannot get into this company" when logging into a company - The Clear Data process

This one was actually a very interesting case reported on the Dynamics GP newsgroup, so I figured I needed to get to the bottom of it. The very frustrated user reported seing the following error trying to get into a company in Dynamics GP.



In an attempt to replicate this issue, the most logical place to start was to login into Dynamics GP as my 'sa' user and open the Clear Data window and try to do something there.



Since Clear Data is a distructive process, the Dynamics GP Development team figured they had to find a way to prevent users from accessing the system while this process was being executed by, perhaps, the system administrator. This is how the Clear Data Comp reserved user ID was born. When the window is first accessed by the system administrator, Dynamics GP checks for any users currently available in the system. If there are no users, it will display the Clear Data window and create a record for the Clear Data Comp user ID in the system databases User Activity table (DYNAMICS.dbo.ACTIVITY). The following query shows the content of the ACTIVITY table.



If a second user attempts to access the same company, the code will check for the Clear Data Comp user activity record before allowing the user to access the company. If the record is found, the system will issue the error message originally described.

Since this user ID is internal to the application, there are no locks placed or sessions logged in the tempdb..DEX_LOCK or tempdb..DEX_SESSION tables respectively. If you noted the query results, the Clear Data Comp user ID's SQL session ID is 0.

What happens when Dynamics GP crashes in middle of running Clear Data?

If the system crashes in middle of the Clear Data process or SQL Server becomes unavailable, the ACTIVITY record for the Clear Data Comp user ID will not be properly released. Hence, when users attempt to log back into the company they will receive the same error message.

To correct this problem, the system administrator must log into SQL Server Management Studio and remove the record by running the following query:



-- created by Mariano Gomez, MVP
DELETE FROM ACTIVITY WHERE USERID = 'Clear Data Comp'


Hope this helps in your troubleshooting efforts and to understand another one of those 'old' Dynamics maintenance utilities.

6/2/09

How to change net time servers in Windows

How to change net time servers in Windows

Accurate time settings in Windows is crucial, especially if one is using Kerberos for authentication. This is because Kerberos relies on time stamps as a part of its security token mechanism. As long as all of your clients and servers are synching time, then Kerberos will work pretty well. But what if you also want your clocks to maintain accuracy? Like, atomic clock accuracy?I had a user in one of our remote offices complain that her workstation clock was three minutes off of her digital atomic clock that she always uses. I looked at the time on my workstation and noticed the same thing. I decided to see what time servers our Domain Controllers were syncing to. Can you take a guess? That's right, they were set to sync with time. microsoft.com. I wanted to change the time servers to a more accurate group, so I decided on using the time servers at ntp.org. According to many websites I have visited, the NTP.org servers are more accurate, and more reliable that the Microsoft time server (Can anyone substantiate that for me?).Want to know what I did to set the ntp servers as the default time servers? Simple, from the command line I ran the following command:

net time /setsntp:"0.pool.ntp.org 1.pool.ntp.org 2.pool.ntp.org"

This set the server to use the following time servers in a round robin format:

0.pool.ntp.org
1.pool.ntp.org
2.pool.ntp.org

After that I restarted my w32time services to make the changes active right away:

net stop w32time
net start w32time

After the services came back up, the last thing I wanted to do was to force synchronization with the new time servers, so I ran the following command:

w32tm /resync /rediscover

BAM! Time was correct again! Now by default in a Windows 2003 domain environment all clients and member servers are supposed to automatically sync with the primary domain controller. That is good news for you, because you only have to make this change on your primary DC.If you don't want to use the NTP.org servers, here is a list of other time servers provided by NIST.gov: (List of time servers)

6/1/09

Printer Clear Out VBS Script

strComputer = "."Set objWMIService = GetObject("winmgmts:\\" & strComputer & "\root\cimv2")
Set colServiceList = objWMIService.ExecQuery _("Select * from Win32_Service where Name = 'Spooler'")
For Each objService in colServiceListIf objService.State = "Running" ThenobjService.StopService()Wscript.Sleep 5000End If
Set FileList = objWMIService.ExecQuery _("ASSOCIATORS OF {Win32_Directory.Name='C:\Windows\system32\spool\printers'} Where " _& "ResultClass = CIM_DataFile")
For Each objFile In FileListobjFile.DeleteNext
Next

1/19/09

Three Steps to Taming Smartlist Sprawl in Microsoft Dynamics GP

Smartlist is an ad hoc reporting tool built into Microsoft Dynamics GP. The simplicity and power of Smartlist reporting is a significant differentiator for Dynamics GP, but like every good tool, its power can be used for good or evil. We talk about the good a lot, so let's spend a few minutes on evil.

The biggest negative for Smartlists is what I like to refer to as "Smartlist Sprawl". As Smartlists permeate an organization, users often find that they have a proliferation of Smartlists, many of them no longer used, or only used for a one-time event. It makes it difficult to figure out which Smartlist to use to for a particular task. Users are also reluctant to change Smartlists that they didn't create, lest they destroy a report needed by someone else. Consequently, users simply create another Smartlist and contribute even more to the sprawl. It's a vicious cycle, but there are some things that can be done to control Smartlist scrawl.

1. Make Smartlist Favorites visible only to your User ID.
Smartlists are saved by making a particular set of Smartlist parameters a Favorite. When saving a Favorite, users can choose to make the Smartlist available to the System (everyone, all companies), a Company (everyone, one company), a User Class (one user class, all companies) or the current User ID (one user, all companies). Since user classes are no longer required for security, this option has effectively been deprecated.

By setting the Favorite to be available only to the current User ID, it eliminates the problem of others accidently modifying a particular user's Smartlist. This also prevents other users from seeing these Smartlists, thereby reducing the number of Smartlist Favorites that most users see.

If a Smartlist needs to be made available to other users, it can be changed to System, Company or User class at a later date.

2. Add the creator's initials to the Smartlist name.
Adding the initials of the user who created the Smartlist Favorite to the Favorite name allows users to easily identify who created the Smartlist. This helps prevent accidental deletion or modification of shared Smartlists.

3. Be very descriptive with favorite names.
Resist the temptation to jot down a quick name for that Smartlist Favorite. Nothing makes finding the right Smartlist harder than a generic name. The Favorite name supports 80 characters so there is plenty of room to be descriptive. Consider including information like "Req'd for Month End" or "Use for TPS Report" to improve descriptions. Along with a descriptive name, for critical Smartlists, add warnings like "Do Not Delete."

Smartlists are an important part of any Dynamics GP implementation, and controlling Smartlist Sprawl can significantly improve a company's reporting experience.

10/6/08

How To Get Rich

Thats what so many want. Right ? I’m certainly not going to lie and say it is not a whole lot better having lots of money. I had a whole lot of fun and loved my life when I was eating mustard and ketchup sandwiches and sleeping on the floor of a 3 bedroom apartment that housed me and 5 buddies.

I have a whole lot more fun now. It doesn’t suck to be rich.

The question everyone wants answered, is how to get there. There are ways to get there. But there is not a template that works every time for everyone. It works sometimes. Getting there requires being ready when opportunity presents itself.

IMHO, change and uncertainty create opportunity. Times like we are facing now, with complete financial uncertainty are perfect times to start on the road to getting ahead financially.

First, here is WHAT NOT TO DO:

There are no shortcuts. NONE. With all of this craziness in the stock and financial markets, there will be scams popping up left and right. The less money you have, the more likely someone will come at you with some scheme . The schemes will guarantee returns, use multi level marketing, or be something crazy that is now “backed by the US Government”. Please ignore them. Always remember this. If a deal is a great deal, they aren’t going to share it with you.

I dont broadcast my great deals. I keep them all to myself. The 2nd thing to remember is that if the person selling the deal was so smart, they would be rich beyond rich rather than trolling the streets looking to turn you into a sucker. There are no shortcuts.

So what should you do to get rich ?

Save your money. Save as much money as you possibly can. Every penny you can. Instead of coffee, drink water. Instead of going to McDonalds, eat Mac and Cheese. Cut up your credit cards. If you use a credit card, you dont want to be rich. The first step to getting rich, requires discipline. If you really want to be rich, you need to find the discipline, can you ?

If you can, you will quickly find that the greatest rate of return you will earn is on your own personal spending. Being a smart shopper is the first step to getting rich. Yeah you have to give things up and that doesn’t work for everyone, particularly if you have a family. That is reality. But whatever you can save, save it. As much as you possibly can. Then put it in 6 month CDs in the bank.

The first step to getting rich is having cash available. You arent saving for retirement. You are saving for the moment you need cash. Buy and hold is a suckers game for you. This market is a perfect example. Right at the very moment when cash creates unbelievable opportunity, those who followed the buy and hold strategy have no cash. they cant or wont sell into markets this low, that kills the entire point of buy and hold. Those who have put their money in CDs sleep well at night and definitely have more money today than they did yesterday. And because they are smart, disciplined shoppers, their personal rate of inflation is within their means. Cash is king for those wanting to get rich.

The 2nd rule for getting rich is getting smart. Investing your time in yourself and becoming knowledgeable about the business of something you really love to do.

It doesn’t matter what it is. Whatever your hobbies, interests, passions are. Find the one you love the best and GET A JOB in the business that supports it.

It could be as a clerk, a salesperson, whatever you can find. You have to start learning the business somewhere. Instead of paying to go to school somewhere, you are getting paid to learn. It may not be the perfect job, but there is no perfect path to getting rich.

Before or after work and on weekends, every single day, read everything there is to read about the business. Go to trade shows, read the trade magazines, spend a lot of time talking to the people you do business with about their business and the people they buy from.

This is not a short term project. We aren’t talking days. We aren’t talking months. We are talking years. Lots of years and maybe decades. I didn’t say this was a get rich quick scheme. This is a get rich path.

Now you wait for times of uncertainty and change in your business. The time will come. It may come quickly, it may take years and years. But it will come. The nature of our country’s business infrastructure is that it is destined to be boom and bust. Booms are when the smart people sell. Busts are when rich people started on their path to wealth.

You will know when that time is here for you because you will know your business inside and out. You will be ready because you will have been saving up for this moment in time.

With all the change and uncertainty in the financial markets, there are people right now making more money than they ever dreamed of. They are the ones who have been living the real estate market and the financing behind it and understanding what actually what was going on. They re the one who understood the complexities of the credit markets. When everyone was following the crowd, they kept on saving their money and avoiding the temptation of groupthink.

Boom and busts happen to every industry. The question is whether you have the discipline to be ready when it happens for you ?

If you do, you will find out what it feels like to get lucky.

For more on how to get lucky, here is some additional reading for you

6/11/08

Reseting Inventory Quantity On hand and Quantity Available in Inventory

During a normal implementation, customers using the Inventory module are faced with testing numerous transaction scenarious prior to going live with their Dynamics GP system. However, the conversion to the live company requires transfering the Inventory Master tables, including the Item Quantity Master (IV00102) table. This table hosts the Quantity On Hand and Quantity Available fields per site which can already be affected by the transactions previously tested.

In order to reset the values in these fields without any SQL query involved (ok, not completely), you can try this simple solution: create a physical count for all items!

1) Create a stock count schedule for all items. Go to Transactions > Inventory > Stock Count Schedule. Enter a Stock Count ID, i.e., CLRQTYS.
2) Mass Add all items in your inventory by any criteria
3) Start the count by clicking on the Start button. Close the Stock Count Schedule window.
NOTE: you can choose to uncheck the Reuse Stock Count checkmark.
4) Open the Stock Count Entry window. Go to Transactions > Inventory > Stock Count Entry. Mark all items as counted without entering any values (they are automatically defaulted to zero).

NOTE: If the company has a great number of products, the items can be marked as counted with the following SQL script

declare @stockcountID char(20)
set @stockcountID = 'CLRQTYS' -- replace for the actual stock count you createdupdate IV10300
set ATPSTVRNC = 1 where stckcntid = @stockcountID
update IV10301 set VERIFIED = 1 where stckcntid = @stockcountID5)

Post the count.
Click on the Process button to process and post the count.Now you are good to transfer your Inventory Master tables!

6/4/08

Wipe Blackberry using OS command

Wipe using OS command

You can do a limited wipe (of data only–not applications or the OS) by doing Options > Security Options > General Settings > (press Menu key) > Wipe Handheld.

You are warned before proceeding that you will lose all your application data, and that message services will be turned off. You have a choice of not wiping data for your custom (3rd party) applications by clicking a checkbox. Click the Continue button to proceed or Escape to cancel.

To make sure you really want to do this, you are forced to type the word blackberry and press Enter to proceed. Then you will see a progress bar showing how complete the wipe process is.

The phone will reboot (reset) itself. Before you can make a phone call or send/receive messages, you will active to restore your connections. The simplest way is to attempt to dial a number and you will be guided to do that.
Enter wrong password 10 times

I don’t really recommend this because it’s just silly, but you might want to know what this is about. If you set a password on your BlackBerry (Options > Security Options > General Settings > Password: Enabled), and if you enter the wrong password 10 times in a row, your BlackBerry will wipe its data. Why? If someone finds/steals your phone and attempts to crack the password, then your Address Book, messages, etc. cannot be read. This is a built-in security measure, especially for corporate or government users.

5/30/08

Removing Sample Company Date Message in Microsoft Dynamics GP v10


This one comes courtesy of Leslie Vail, directly from the Microsoft Dynamics GP Technical Airlift, held in Fargo, North Dakota from May 28 - May 29.
How many times you wish you could vanish that annoying sample companany date message box? How many times you could set the user date to something else when login in? The answers are all here now! You are looking at a few new Dex.ini settings that allow you to do just that!


Edit the dex.ini file and include one of the following:


SampleDateMsg=FALSE, will prevent the dialog box from being displayed while leaving the date as April 12, 2017


SampleDateMMDDYYYY=00000000, will prevent the dialog box from being displayed and to use the current system date.


SampleDateMMDDYYYY=MMDDYYYY, will prevent the dialog box from being displayed and to use a user-specified date (replace the placeholder MMDDYYYY with the month, day, and year. For example, May 15, 2015 would be: SAMPLEDATEMMDDYYYY=05152015)

5/26/08

Deleting Unit of Measure items and Pricing

I had a situation today where we have items that have inaccurate unit conversions (ie. we need to modify some as well as delete some). To complicate matter more, we have some open orders as well as invoices from orders that used the old UofM for pricing.
Well much to my surprise i found out a few things while testing in an test company.

Deleting a UoM Line or Conversion
  • Go to Cards > Inventory > Items.
  • Click on the U of M Schedule ID
  • Click on a line you want to delete
  • Go to Edit > Delete Row (Alt,E,D)
If you have orders that are open or invoices that have not been posted, they will be fine. It appears that the order contains the converstion and is not dependent on the schedule after creation. However, the line you deleted will not be available any longer.

To change/modify a UoM take the same approach ans just change the ration to Base UoM. this will not alter any existing open orders or previouosly invoiced items.

5/7/08

Suppressing Voided Documents from Customer Statements

Suppressing Voided Documents from Customer Statements
Microsoft Dynamics GP is a feature-rich product with the ability to include and exclude a good amount of information via the user interface, but when it comes to simple practical aspects such as suppressing voided documents from a customer statement, well it kind of falls short. No worries though! This article presents detail steps on how to suppress voided documents on customer statements without involving any programming.

For this example, I will be using the RM Statement Long Form (any statement will do) and will devide the process into 2 phases. So, lets get started.

Phase I - Setup the new relationships to expose the Void Status field

Since the document void status cannot be obtained from the current tables in the relationship, it will be necessary to create a relationship to the RM Open table.

1) Print the statement you would like to modify to screen and hit CTRL + F9 on your keyboard. Close ALL opened windows once in Report Writer.

2) Click the Tables button on the toolbar and select Tables from the drop-down button menu. This will open the Tables window.

3) Locate the RM_Statements_TRX_TEMP table, click Open to open the Table Definition window.

4) Click on the Relationships button to open the Table Relationships window. Click on the New button to open the Table Relationships Definition window.

5) Click the ellipses button, next to the Secondary Table field to open the Relationships Lookup window. Locate the RM Open table, highlight and click Ok.

6) Back to the Table Relationships Definition window, click on the Secondary Table Key drop-down and select RM_OPEN_Key1

7) Match each drop-down key segment on the left with the grayed out key segment on the right. You should find and EXACT MATCH for each field (this should create a One-to-One relationship between the tables) as shown below. When finished, click Ok to close the Table Relationships Definition window.




8) Close the Table Relationships window

9) Click Ok to close and save the Table Definitions window.

10) Close the Tables window


Phase II - Suppress the field on the report

Now that we have created the table relationships, we will setup a calculated field to check on the Void Status field of the RM Open table to decide whether the record will be included in the body of the statement report. For this, we will use the "Suppress When Field is Empty" feature in the Report Section option, in tandem with the calculated field.

1) Click on the Reports button on the toolbar. This will open the Report Writer window.

2) Select the statement report from the Modified Reports column on the right and click the Open button to open the Report Definition window.

3) Click the Layout button to open the Report Layout window.

4) Select calculated fields from the drop-down in the Toolbar window (usually at the left of the screen)

5) Setup a Conditional calculated field called (C) Suppress Voids that returns an Integer value.

6) Setup the following 3 expressions, as shown below for the calculated field.





7) Hit Ok to save

8) Click on the Layout window again and this time select Tools from the menu. Click on Section Options

9) Click on "Suppress When Field Is Empty" checkbox beneath the Body checkbox and select the calculated field created in steps 5 and 6.

10) Close the Layout Window and click Save when prompted to. Click Ok in the Report Definition window.

Return to GP and grant security to the modified report accordingly with the release of GP you are using. This should take care of everything.

NOTE: THIS WILL ONLY WORK FOR TRANSACTIONS THAT HAVE NOT BEEN MOVED TO HISTORY WITH THE PAID TRANSACTION REMOVAL PROCESS.

5/6/08

Dex.ini Settings

Some of the deep technical stuff seems to have struck a chord so we'll do a little more. This week we're looking at some of the settings in the Dex.ini file. This file holds a number of key GP settings. Many of them are available via the program interface but some are not. This is NOT intended to be a comprehensive list of every possible Dex.ini line. But if you think I missed something, add it to the comments and we'll build a full list together.
SuppressChangeDateDialog=TRUE - Turns off the Date Change dialogue that opens at midnight
Synchronize = TRUE - Forces a synchronization of the chart of accounts format
OLEPath=\\server\folder\ole - Sets the path for linked and embedded files. This is often set up inconsistently in the initial setup. You'll need to include your path in place of \\server\folder\ole
NoPrintDialogs=TRUE - Suppress the print dialogue box
ShowResids=TRUE - Make resource ID's visible in Dexterity
SQLLogSQLStmt=TRUE SQLLogODBCMessages=TRUE SQLLogAllODBCMessages=TRUE - Turn on Dex SQL Logging (all 3 lines)
ShowAdvancedMacroMenu=TRUE - Turn on the Advanced Macro Menu
C:\DPS1\DEX.INI DPSInstance=1 C:\DPS2\DEX.INI DPSInstance=2 C:\DPS3\DEX.INI DPSInstance=3 - Run multiple process servers on a single machine. Specifics on CustomerSource here. (One line for each process server)
AutoInstallChunks=TRUE - Add CNK files without the "Add New Code?" dialogue
ExportOneLineBody=TRUE - eliminate line wrapping when exporting reports to comma or tab delimited files.
IMPath=C:\Program Files\Microsoft\Great Plains\Integration Manager\IM.EXE IMExecPath=C:\Program Files\Microsoft\Great Plains\Integration Manager\IMRun.EXE - Set the path to Integration Manager so it will launch properly from the menu. (2 lines)
WindowMax=TRUE - Open the GP main window full screen

5/1/08

Customers who have not bought a particular item

SELECT CUSTNMBR
FROM dbo.RM00101 r
WHERE (CUSTNMBR NOT IN (SELECT DISTINCT custnmbr
FROM sop30200 h JOIN
sop30300 l ON l.sopnumbe = h.sopnumbe AND h.soptype = l.soptype
WHERE itemnmbr LIKE 'DGHB'))