7/23/09

Terminal Services Shortcut Keys

Useful Client Shortcut Keys


Key combination Function Similar local keys
CTRL+ALT+END Opens the Windows Security dialog box CTRL+ALT+DELETE
CTRL+ALT+BREAK Toggles the Terminal Services client display from window to full screen
ALT+INSERTCycles through running programs on the remote computerALT+TAB
ALT+HOMEDisplays the remote computer's Start menu
ALT+DELETEDisplays the remote window's Control menuALT+SPACE BAR

You can take screenshots with these shortcuts:
Key combinationFunctionSimilar local keys
CTRL+ALT+NUMBER PAD MINUSPlaces an image of active window onto the TS clipboardALT+PRINT SCREEN
CTRL+ALT+NUMBER PAD PLUSPlaces an image of the entire Terminal Services client on the Terminal Services clipboard

7/21/09

7/19/09

The Fundamentals of Firearm Safety

I. The Fundamentals of Firearm Safety

The three basic general rules of safe gun handling.

  1. Always point the muzzle in a safe direction; never point a firearm at anyone or anything you don't want to shoot.
  2. Keep your finger off the trigger and outside the trigger guard until you are ready to shoot.
  3. Keep the action open and the gun unloaded until you are ready to use it.

II. Additional specific rules of safe gun handling

Safety Rules Related to the Shooter and His Behavior.

  1. Treat every firearm as if it were loaded.
  2. Never pass a firearm to another person, or accept a firearm from another person, until the cylinder or action is open and you've personally checked that the weapon is completely unloaded.
  3. Before handling any firearm, understand its operation.
  4. Never rely on any mechanical device for safety.
  5. Think before shooting: once you pull the trigger you can't take back the shot you've just fired!
  6. Never joke around or engage in horseplay while handling or using firearms.
  7. Be alert at all times; never shoot if you're tired, cold or impaired in any way. Don't mix alcohol or drugs with shooting.
  8. Don't sleep with a loaded firearm in your bedroom if you sleepwalk, have nightmares, sleep restlessly or have other sleep problems.
  9. Safeguard your sight, hearing and health. Always wear eye and ear protection. Endeavor to limit your exposure to heavy metal particulates and gases, and minimize your contact with aromatic organic solvents (such as those commonly used in gun cleaning products).
  10. If you see unsafe behavior any time when firearms are being handled or used, speak up and take action to correct the unsafe behavior at once.
  11. Receive competent instruction from a qualified person before beginning to shoot. If questions arise later, after you've been shooting for a period of time, get answers to those questions from a competent authority.

Safety Rules Related to Your Target.

  1. Positively identify your target and the threat it poses before firing at it.
  2. What's behind your target? Always make sure that a stray shot, or a bullet which penetrates its intended target through and through, will be safely stopped.
  3. Never shoot at a hard surface, or at water -- your shot may glance off, ricochet and injure someone.
  4. Never shoot at glass bottles, living trees, or inappropriate targets which would create a hazard for other persons or damage the environment.
  5. Never shoot a rifle or handgun directly upwards, or at a high angle of elevation. Even a rimfire .22 bullet fired at an angle into the air can have enough energy a mile and a half away to accidentally kill someone!
  6. Never shoot across a highway or other roadway.
  7. Never vandalize a road sign (or other public or private property) by using it as a target.
  8. Never poach a game animal out of season, or shoot any game animal you don't intend to eat.

Safety Rules Related to Your Firearm.

  1. Make sure your firearm is in good mechanical condition before firing it. Periodically have your firearm checked for signs of erosion, cracking, or wear by the factory, by a qualified armorer, or by a factory certified gunsmith.
  2. Never try to fire a gun which may have a plugged or partially obstructed barrel.
  3. Insure that any modifications made to a firearm are made by a qualified individual, and that those modifications don't interfere with your firearm's safety features.
  4. Be sure all accessories, such as holsters and grips, are compatible with the firearm and won't interfere with its safe operation.
  5. Remember: a backup firearm carried about your person may be highly valuable to you in the event your primary firearm is ever rendered inoperable or is taken from you by an assailant.
  6. It is your responsibility to insure that your firearm is always either about your person and under your personal control, or positively secured from access by children or other unauthorized parties. Prevent tragedy: lock down your firearms when they aren't in use.
  7. When storing a firearm for a long period of time, consider storing the slide, bolt, or other critical components of the firearm separately under separate lock and key.
  8. Never carry a single action revolver with a round under the hammer unless that revolver is a modern transfer-bar type, equipped with an inertial firing pin.
  9. Never carry a pistol with a round in the chamber unless the pistol has an automatic firing-pin block and/or an inertial firing pin.
  10. Generally avoid carrying or storing an external hammer-type firearm with its hammer cocked. Exercise extreme care in decocking any external hammer firearm: it is very easy to experience an accidental discharge while doing so if your thumb slips off the hammer.
  11. Generally avoid unloading a firearm by working the cartridges through the action one-at-a-time; drop the magazine and then eject the round which may be left in the chamber, instead, if possible.
  12. Never use a scope mounted on a firearm as a general purpose spotting scope: while observing an area you may end up accidentally aiming your firearm at fellow hunters, or other non-targets.
  13. Avoid trying to catch a live round (while unloading a semiautomatic pistol) by cupping your hand around the ejection port while retracting the slide; doing so may result in an accidental discharge.

Safety Rules Related to Ammunition.

  1. Be sure your gun and ammunition are compatible. Shooting incorrect ammunition in a firearm may cause it to be damaged or even make it blow up.
  2. Relying on ammunition which doesn't feed reliably in your particular firearm may make your firearm malfunction at a critical juncture: get experience with a particular lot of ammunition in your firearm before relying on it for defensive purposes.
  3. Use only ammunition recommended for your firearm by its manufacturer. Never fire ammunition which exceeds industry standard pressure specifications. Over-pressure ammunition will reduce the service life of your handgun, and puts you and those around you at risk of a catastrophic firearm failure.
  4. Use reloaded ammunition judiciously. Be aware that many firearms manufacturers specifically forbid the use of reloaded ammunition in their products, and will void their product's warranty if you elect to use reloaded ammunition in contravention of their instructions.

    Also remember that a cartridge which has: the wrong powder, no powder charge, or too large a powder charge; an inverted primer, mis-seated primer, the wrong type of primer or an inert primer; a mis-seated, inverted, or mis-sized bullet; a collapsed, weakened, improperly sized or mis-crimped case; incorrect overall length or any of a host of other defects may seriously jeopardize your safety, the safety of those around you, and/or the reliability of your firearm in a defensive situation.

    Many shooters prepare and safely use reloaded ammunition each day, and it can be an economical way to stretch your ammunition budget, but the safety of that reloaded ammunition directly depends on the care, components, equipment, and practices used in preparing it.

  5. Carry only one caliber of ammunition when shooting. Accidentally grabbing the wrong ammunition while shooting can result in a shooter or third party being injured, or damage or destruction of a firearm.
  6. Insure you carry sufficient spare ammunition for your defensive firearm, and make sure you carry it in a readily employable fashion (such as in spare magazines or in speedloaders).
  7. Store ammunition that isn't being used under lock and key, inaccessible to unauthorized parties and children.
  8. Dispose of unwanted ammunition safely.

Safety Rules Related to Your Firearm's Holster and Ammo Carrier.

  1. Always use a holster which is designed for, and which fits, your handgun.
  2. Make sure your holster covers the trigger guard of your handgun.
  3. Purchase a holster which allows you to obtain a secure grip on your handgun while it is still holstered.
  4. Be sure the thumb break, safety strap, or other firearm retention device on your holster is functional and consistently employed. A good holster should retain your firearm during normal carry and routine physical activity, but no holster can insure that a firearm will be secure against determined attempts at disarmament, or keep a firearm secure during all possible physical activities.
  5. Avoid clip-on holsters and magazine pouches. These carriers may fail to stay clipped to the belt and end up being drawn along with the firearm or the magazine they still hold, thereby interfering with use of the firearm or with timely reloading.
  6. Avoid paddle-style holsters, cross draw holsters, and similar holsters which provide poor weapon retention.
  7. Avoid ankle holsters, shoulder holsters and other types of holsters which can introduce unnecessary delays in accessing a defensive firearm.
  8. Avoid carrying a defensive firearm in a purse, pocketbook, daypack or briefcase. A firearm carried in that fashion is:
    • Typically hard to rapidly access due to the presence of slow-to-open zippers, multiple latches, etc.,
    • Often hard to find and draw amidst all the other items routinely carried, since few purses or briefcases include a dedicated handgun-carrying compartment,
    • Prone to being unavailable when needed, since briefcases, purses and other carriers are routinely set down or put away in a desk drawer where they may or may not be readily accessible and under your physical control,
    • Unusually vulnerable to being stolen, since purses, pocketbooks, daypacks and briefcases are prime targets for purse snatchers, pick pockets, muggers and thieves,
    • Prone to misfunction in an emergency since materials carried along with your handgun in a purse or brief case may gum up the firearm's mechanism and potentially interfere with its proper operation, and
    • Likely to allow your handgun to accidentally become visible to shop clerks, bank tellers or other parties while you are searching for your checkbook or locating a credit card, and that inadvertent exposure may potentially result in a tense situation or even a tragic over-reaction on the part of an individual noticing the firearm and/or summoning law enforcement officers to the scene.
  9. Never carry a handgun tucked into your belt or waistband without a holster (i.e., so-called ``mexican carry''). A handgun carried in this fashion may be unintentionally dislodged, fall onto a hard surface and accidentally discharge or be damaged. Inside the waistband-type holsters will allow you to obtain the concealment of this type of carry while simultaneously providing vastly improved firearm retention.
  10. Always employ a proper magazine holder or speed loader carrier to carry your spare ammunition. Select a design that secures and protects your speedloaders or magazines while still making them readily available for use. Avoid ammunition loops and ammo dump boxes.
  11. Never put a partially empty magazine or speedloader back into a magazine carrier or speedloader pouch: only full magazines or full speedloaders belong in a carrier. Partially empty magazines or speed loaders should go into your pocket; empty magazines or speedloaders should be allowed to fall where they're used during an emergency.

        Miscellaneous Safety Rules.

        1. At a range, obey the commands of the range officers, or any individual calling `cease fire,' at once. Read, know and follow any rules peculiar to a particular range which you may be using.
        2. Be careful of hot gases and metal shavings ejected at the forcing cone of a revolver.
        3. Keep your fingers and other parts of your body away from the muzzle, the rear of the slide, and the ejection area of a semiautomatic pistol.
        4. In the event of a misfire, keep the firearm pointed in a safe direction, remove your finger from the trigger, wait ten seconds, then eject the cartridge and dispose of it properly.
        5. If you hear an unusual sound upon squeezing the trigger or feel an unusual recoil, stop shooting and investigate. You may have experienced a ``squib'' load (or under-powered cartridge), and it may have caused a bore obstruction. Keep the firearm pointed in a safe direction, remove your finger from the trigger, wait ten seconds, then unload the firearm and safely examine the barrel, checking carefully for any possible obstructions before reloading and resuming shooting.
        6. Never ---
          • Climb a tree with a loaded firearm,
          • Cross a fence with a loaded firearm,
          • Jump a ditch or ford a stream with a loaded firearm,
          • Scale or descend a steep incline or hill with a loaded firearm,
          • Climb a tree, or climb into a hunting stand with a loaded firearm,
          • Prop or lean a loaded firearm against a tree or other surface which may allow it to slide, or
          • Transport a cased loaded firearm.
        7. Always carry your firearms in a way which will allow you to control where the muzzle is pointing, should you stumble or fall.
        8. A ballistic vest may substantially improve your chances of surviving an armed encounter on the street.
        9. Always wear a thousand square inches or more of blaze orange while in the field during hunting season.
        10. Blackpowder (and replica blackpowder) firearms require additional safety precautions not discussed here. Obtain qualified instruction in the safe operation of blackpowder firearms before attempting to load or fire any such firearm.
        11. Circumstances may require additional safety rules unique to a particular situation.

        III. Safe Gun Storage.

        When you are not using your firearm, you should insure that it is store safely. Affirmative measures designed to prevent unauthorized access to a defensive firearm by minors, or firearm theft, include:
        1. Use of a simplex-type locking box for securing firearms which need to be kept loaded yet available for ready-access defensive use, and
        2. Use of trigger locks or padlocks to secure firearms which don't need to be kept immediately available for defensive use.
        Also note that:
        1. Gun security devices which rely solely on physical strength to secure firearms from unauthorized use are generally undesirable since ingenious children can potentially employ leverage or tools to overcome those devices.
        2. "Hiding" a firearm won't secure it from discovery and possible misuse by curious children or intruders.
        3. Metal gun cabinets or gun safes can be used to safeguard firearms from unauthorized access or theft in many circumstances and metal gun cabinets or gun safes are generally preferable to open racks or glass-front cabinets.
        4. Firearms should be stored unloaded and separate from ammunition when the firearm isn't needed for ready-access defensive use.
        5. You may want to store critical components of a firearm (such as the gun's bolt or slide) separately from the rest of the firearm when the gun won't be used in the immediate future.
        6. Consider engraving your firearms with your social security number, driver's license number, or concealed firearms license number to deter theft and facilitate return of stolen firearms which may happen to be recovered.
        7. Explore "gun-proofing" your child by proper training, and by controlled and closely supervised access to firearms to reduce your child's natural unsatisfied curiosity about firearms.

      http://darkwing.uoregon.edu/~joe/firearms-safety.html

      7/18/09

      Keystoke to Terminate VBA Code

      Ctrl + Break

      "End of Month + Net Days" payment terms due date calculation

      Folks across the pond use payment terms and due dates that are not traditionally close the ones we are familiar with on this side of the hemisphere. "End of Month + Net Days" (EOM+ND) is a typical case.

      In EOM+ND payment terms, an invoice becomes due a number of net days after the last day of the month for the invoice date. For example, if an invoice date is July 16 and we are on a payment term of EOM plus 45 net days, the invoice will not be due until September 14 -- or 45 days from July 31.

      Of course, you cannot manage this type of payment term request in GP, not out-of-the-box anyways, which most of the time will require a customization to deal with the issue.

      In this article, I will examine setting up two SQL Server triggers: one on the PM Transaction Open File (dbo.PM20000) and another on the RM Open File (dbo.RM20101) tables. The triggers will use the Net Days field in the Payment Terms Master (dbo.SY03300) table to calculate the net days after the end of month to assign the invoice due date.

      So here are the triggers:

      trigger pmEOMPlusNet


      -- Created by Mariano Gomez, MVP
      -- No warranties expressed or implied
      CREATE TRIGGER pmEOMPlusNet ON dbo.PM20000 AFTER INSERT
      AS
      BEGIN TRANSACTION;

      BEGIN TRY
      UPDATE A SET A.DUEDATE =
      DATEADD(dd, B.DUEDTDS, DATEADD(dd, -1, DATEADD(mm, DATEDIFF(mm, 0, I.DOCDATE) + 1, 0)))
      FROM PM20000 A
      INNER JOIN INSERTED I ON (A.VCHRNMBR = I.VCHRNMBR) AND (A.DOCTYPE = I.DOCTYPE)
      LEFT OUTER JOIN SY03300 B ON (I.PYMTRMID = B.PYMTRMID)
      WHERE (I.DOCTYPE = 1) AND (I.PYMTRMID LIKE 'EOMPLUSND%')
      END TRY
      BEGIN CATCH
      SELECT ERROR_NUMBER() AS ErrorNumber
      , ERROR_SEVERITY() AS ErrorSeverity
      , ERROR_STATE() AS ErrorState
      , ERROR_PROCEDURE() AS ErrorProcedure
      , ERROR_LINE() AS ErrorLine
      , ERROR_MESSAGE() AS ErrorMessage;

      IF @@TRANCOUNT > 0
      ROLLBACK TRANSACTION;
      END CATCH;

      IF @@TRANCOUNT > 0
      COMMIT TRANSACTION;
      GO




      trigger rmEOMPlusNet


      -- Created by Mariano Gomez, MVP
      -- No warranties expressed or implied
      CREATE TRIGGER rmEOMPlusNet ON dbo.RM20101 AFTER INSERT
      AS
      BEGIN TRANSACTION;

      BEGIN TRY
      UPDATE A SET A.DUEDATE =
      DATEADD(dd, B.DUEDTDS, DATEADD(dd, -1, DATEADD(mm, DATEDIFF(mm, 0, I.DOCDATE) + 1, 0)))
      FROM RM20101 A
      INNER JOIN INSERTED I ON (A.CUSTNMBR = I.CUSTNMBR) AND (A.DOCNUMBR = I.DOCNUMBR)
      AND (A.RMDTYPAL = I.RMDTYPAL)
      LEFT OUTER JOIN SY03300 B ON (I.PYMTRMID = B.PYMTRMID)
      WHERE (I.RMDTYPAL= 1) AND (I.PYMTRMID LIKE 'EOMPLUSND%')
      END TRY
      BEGIN CATCH
      SELECT ERROR_NUMBER() AS ErrorNumber
      , ERROR_SEVERITY() AS ErrorSeverity
      , ERROR_STATE() AS ErrorState
      , ERROR_PROCEDURE() AS ErrorProcedure
      , ERROR_LINE() AS ErrorLine
      , ERROR_MESSAGE() AS ErrorMessage;

      IF @@TRANCOUNT > 0
      ROLLBACK TRANSACTION;
      END CATCH;

      IF @@TRANCOUNT > 0
      COMMIT TRANSACTION;
      GO



      Setting up the payment term in Dynamics GP

      Open the Payment Terms Setup window (MSDGP > Tools > Setup > Company > Payment Terms) and configure the payment term as shown below:


      NOTE: You can still setup discount and discount types for the payment term, but these will be calculated based on the document date. If you need these to apply based on EOM as well, you will need to change the above triggers to reflect the discount calculation based on EOM as well.

      Finally, once setup, these payment terms can be used from SOP and POP. Just keep in mind that the due dates will not be calculated while the transactions are stored in a batch, but rather when posted.

      Clean Install Windows XP

      OR
      Clean Install Windows XP

      I’ve made no secret of my feelings about doing upgrade installations of Windows XP. My personal experience has shown that very seldom, if ever, do you realize the full potential of a new operating system when it’s installed as an upgrade. The most meticulous of users can’t guard against all the stray files, drivers, and registry entries that creep into a system through normal use. I see no sense in starting out at a disadvantage. All the little problems that existed before the upgrade are likely to make the transition right along with the new operating system. So, that said, what’s involved in doing a clean install of Windows XP?

      The Preparation

      A clean install in Windows XP is a very straightforward process. Just as there are certain things that need to be done to ensure a successful upgrade, the same care is needed with a clean install. First, check the requirements for Windows XP. A box that just squeaks by on the minimum requirements is not going to make you happy with XP. Truthfully, it’s a recipe for disaster. XP has many nice features, but they do require a box which has the oomph to power them adequately. Check the requirements for the appropriate version using the links below.

      Windows XP Home Edition System Requirements
      Windows XP Professional Edition System Requirements

      If the computer is up to snuff, the next step is to check the rest of the hardware against the Windows XP Hardware Compatibility List to see if it’s supported. It’s possible, even likely, that one or more of your items won’t be on the list. That doesn’t mean you have to replace them or that they won’t work with XP, but it does mean you should visit the manufacturer site to check for XP drivers. In some cases the Windows 2000 drivers will work just fine. The point is, make sure you have the drivers downloaded and saved where they will be available during the XP installation. Drivers for RAID and SCSI devices fall into this same category. Make sure they are available at the beginning of the installation process.

      Microsoft has made available on their website some excellent documentation regarding upgrading to Windows XP. I strongly suggest it be read before a final decision is made. A number of other articles are linked from the one below, including a download location for the Microsoft Windows Upgrade Advisor. Even though it's a 35MB download, running it will alert you to any hardware and software problems that may be encountered in your XP installation.

      Description of the Windows XP Upgrade Advisor (Q307726)

      If you aren’t familiar with the differences between FAT32 and NTFS file systems, now is the time to rectify that situation. This will be the most important decision you have to make during the installation process so a bit of knowledge can be very valuable. See the article linked below.

      Description of the FAT32 File System in Windows XP (Q310525)

      Make sure that the installation CD’s for every program you use are available as well as the media that qualifies you to be doing a Windows XP installation. Once you wipe the drive there is no magical set of keystrokes that will get your programs and data back, which brings me to the final point for this section. Back up your data, test and verify the backup, and be sure the backup device you used will be available under Windows XP. With the previous tasks completed, it’s onward to the actual installation.

      The Installation

      There are two methods available for installing Windows XP, both requiring the first step of booting your machine. You’re in luck if the box is capable of booting from the CD-ROM drive since the Windows XP CD’s are bootable. No, XP isn’t available on floppies, and even if it was you’d need a two week vacation to do the installation. If the computer doesn’t support booting from the CD, you’ll need a set of Setup Startup Disks, but here is a final caution before you go this route. Most computers that will be happy running XP have the capability to boot from the CD. It’s probably a red flag if you need the startup disks, so take one more look at the minimum and recommended requirements for running Windows XP. If it’s still a go, download the file that will create the disk sets for either the Home Edition or the Professional Edition. Make the disk set, boot the computer and insert the XP CD to begin the installation.

      For boxes that support booting from the CD, the following steps will get you through the clean install of Windows XP.

      • Fire up the computer and insert the XP CD.

      • Watch the monitor for the message that the CD has been auto-detected, followed by the “Press any key to boot CD” message. Don’t fall for the old joke about looking for the “Any” key and just hit the spacebar or any other key that’s convenient within the five second time span the message will be displayed.

      When I first put together this guide to a clean install of XP I didn't think there would be a big problem with ACPI BIOS detection. I was wrong, so I've inserted this section relating to Advanced Configuration and Power Interface (ACPI) detection in the hope of saving users a lot of grief over XP not shutting down properly. The identical information is also included on the page about Shutdown Problems.


      The Role of the F5 Key and Shutdown Problems

      When I first put this page together I meant to include this information. Unfortunately it totally slipped my mind. One of the hazards of being an Elder(ly) Geek, but better late than never. Thanks to reader Glen M. for jogging my memory.

      When XP is first installed it tries to determine what type of BIOS is available on the computer. Newer systems have what is known as Advanced Configuration and Power Interface (ACPI) capability. Unfortunately, XP doesn't always recognize a computer BIOS is ACPI capable and doesn't install the support for ACPI. Even more unfortunate is the fact that if ACPI support isn't determined at the initial install it's virtually impossible to correct this at a later time short of reinstalling XP over the top of the previous XP installation. To do so requires changing the Hardware Abstraction Layer (HAL). The chances of successfully changing a HAL after XP has been installed is pretty close to zilch.

      Once you drop the CD in the tray and fire up the computer to install XP, the first thing you'll see at the bottom of the screen is the option to press F6 if you need to install a SCSI or RAID controller. Don't press F6. Press F5 instead. This will take you to a separate menu of Hardware Abstraction Layer's where you can choose an appropriate HAL that supports ACPI. The choices will be:

      • ACPI Multiprocessor PC

      • ACPI Uniprocessor PC

      • Advanced Configuration and Power Interface (ACPI) PC

      • Compaq SystemPro Multiprocessor or 100% Compatible PC

      • MPS Uniprocessor PC

      • MPS Multiprocessor PC

      • Standard PC

      • Standard PC with C-Step i486

      • Other

      In the majority of installations the 'Advanced Configuration and Power Interface (ACPI) PC' HAL is the one you will want to use. A few cautions are also in order:

      • Obtain and install the latest BIOS for your motherboard before you begin the XP installation.

      • Equally as important as using the proper HAL on ACPI capable systems, is NOT using it on systems that are not ACPI compatible. The install may complete but the system will almost surely fail to start when it reboots.

      • There are situations where it is definitely not desirable to use an ACPI HAL even if it is supported by the BIOS. This predominately applies to servers, but to ensure that an ACPI HAL will not be used or automatically detected and used, press F7 instead of F5 as discussed previously.

      Considering the number of problems that users have with systems not shutting down completely I wonder why this feature is not prominently mentioned and documented. It could save many headaches, but now you know. A good piece of knowledge to have tucked away for your next XP install.

      As a final note, to determine if your computer was detected as being ACPI enabled:

      Right click My Computer then click Properties > Hardware > Device Manager.
      Expand the entry called Computer.

      If the entry is 'Advanced Configuration and Power Interface (ACPI) PC' you're all set. If it says 'Standard PC' the computer BIOS was not detected as being ACPI capable.

      • Files will start to load from the CD to begin the installation. Eventually you’ll be asked if you want to install Windows XP. No need to type an essay here on why you’ve made the decision to do the installation. Just hit Enter.

      • Next is the End User License Agreement or EULA which must be accepted to continue installation. Press F8 to accept, F3 to bail out now. You can read the EULA if you want, but it adds two days to the installation time.

      • The next screen displays the available partitions where XP can be installed. Select the one you want and tap that Enter key again to move on to the screen where you select a file system.

      • It’s time for that important decision. FAT32 versus NTFS. The preferred choice is NTFS. It allows security features and stability that aren’t possible with FAT32. Apply the knowledge you gained during the preparation phase at this point. Make your choice of formatting options and press the F key to start the process. Once the format process completes the installation will continue.

      • If you are installing from a full version Windows XP CD the installation continues without intervention. If you’re using an upgrade version CD this is where Microsoft confirms your eligibility by requesting the media that allows you to use the upgrade version. Insert your media in the drive, let the verification complete and reinsert the XP CD when prompted.

      • Setup continues and eventually the computer will reboot. Watch the onscreen prompts but do not press a key when the “Press any key to boot CD” message appears.

      • Installation will continue, prompting you from time to time to supply some additional setup information. Feed the prompts with appropriate responses and eventually another reboot will occur, this time bringing you back into Windows XP, depositing you at the Windows Activation screen.

      • You can either activate your copy of XP now or delay the activation for up to 30 days and suffer the periodic activation reminders. I suggest you activate now and register at the same time. It’s really painless. In any case, activation is required at some point or after 30 days you’ll be denied access to the desktop. Registration is entirely optional.

      • The last step is to enter a username and watch the XP desktop appear, ready for use.

      Congratulations. You’ve just completed a clean install of Windows XP. Look around, explore, play with the settings and start installing applications and transferring your data backup. You’re not in Kansas anymore. This is Windows XP.

      How to change GP 10.0 Homepage??

      Guys,

      I found an interesting post at the Newsgroup on how to remove the GP 10.0 home page, definitely the short answer will be it cannot be removed, but if this request is a must, we must workaround it, therefore I wrote this article to modify the home page file and replace its content with single logo that represents the company logo, below sample shows the home page after the modification:

      HomePage

      Now to have your home page looks like the above you will need to follow steps below:

      1. Locate "C:\Program Files\Microsoft Dynamics\GP\Background\HomePage.xsl" and copy it to have a backup of the file.

      2. Open the file using Notepad or any available editor.

      3. Remove all the code inside the file and place code below instead with changing the image in the code to your company logo.

       version="1.0" encoding="UTF-8"?>
      
      <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"

      xmlns:fo="http://www.w3.org/1999/XSL/Format">
      <xsl:output method="html" indent="yes" />

      <xsl:template match="Page">

      <br>br>
      <br>br>
      <br>br>

      <center><img src="D:\My Documents\GPLogo.jpg" alt="Company Logo" title="Logo" />center>

      xsl:template>
      </xsl:stylesheet>


      Refresh your GP home page and enjoy!



      7/16/09

      Row Numbering in Access Report

      Add an unbound control to the detail section.
      Set it's control source to =1

      Set it's Running Sum property to
      Over All.

      http://www.eggheadcafe.com/forumarchives/Accessreports/Jun2005/post23236226.asp

      Weekly Review: Extreme Makeover JE Edition

      Each week I'd like to cover a feature in GP. Some of them are new, others just underutilized. Ideally, I'd like to do this more than weekly but hey, I have a job.

      Extreme Makeover, JE Edition

      In version 8.0 Microsoft introduced Journal Entry corrections and copies. This is feature I'd been asking for for some time. I even came close to writing my own version several times. You now have the ability to undo a journal entry, easily, and with a complete audit trail.

      In Transactions->Financial->General, select Correct. You now have an option to back out a Journal Entry or Back out a JE and create a correcting entry.

      You will also need the JE number (you can look it up) and year of the entry you want to correct.

      What happens behind the scenes when you backout an entry is that GP creates a duplicate, opposite JE with a new JE number to offset the one you want to correct. If all you need to do is undo an entry, simply post your correction and you're done.

      If you also select a correcting entry, the first entry created is the backout entry. When you post or save the backout entry, a second entry is created. This second entry is your original entry as a new, unposted JE that you can make changes to.

      Both the backout and the correction are normal JE's that can be save to a batch, changed, posted, made reversing, etc.

      Some obvious uses:

      • That batch of month end accruals was accidentally posted in next month. Simply pull up the JE, do a correction to back it out of next month, and change the date on the correcting entry to the correct month. Post it all an you are in business.
      • The 150 line JE keyed incorrectly by an intern. Hopefully this was reviewed before posting, but if not, use this tool to backout the incorrect entry and make the intern fix the correcting entry (or re-key it, depending on how mad you are ;).

      A related feature is to Copy a JE. Same process, just click copy instead of correct. This is great when you need to create a JE just like the one you did last month!

      By default, Correction only works for transactions that originated in the General Ledger. However, the administrator can change this behavior.

      Tools>Setup>Financial>General Ledger now has new check boxes to control this functionality. Check "Voiding/Correcting of Subsidiary Transactions" and "Back Out of Inter-company Transactions" to allow for corrections of transactions originating in a sub-ledger.

      This a great feature, a critical feature, that the competition has had for a while. Now we've got it and I love it. But you have to be on v8.0 or better. This was one of the compelling features that pushed us to upgrade to 8.0. Detailed specifics can be found in GP Help. Happy Fixing!

      http://msdynamicsgp.blogspot.com/2009/07/weekly-review-extreme-makeover-je.html

      7/15/09

      Access Make table query SQL

      http://forums.whirlpool.net.au/forum-replies-archive.cfm/625705.html

      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/