Sunday, October 12, 2014

Integrating master record(s) using GP Macro

Dynamics GP has an inbuilt integration feature which helpful for the users to integrate data from flat files in a precise way.

Before going to start integrating data\record(s), once should create a sample macro for the corresponding screen.

Below example guide to create a consolidated macro for cards screen(Item Master).

1) Record a macro by Tools > Macro > Record from the corresponding screen before entering the sample record.

2) Note the mandatory fields from the screen. Also based on the flat file columns, one can enter the data in the screen during recording process.

3) Once the records entered hit save the entry and go Tools > Macro > Stop Record to create a source macro.

4) Open the source macro, select all the lines and paste in a MS word. Under Mailings > Start Mail Merge > Step by Step Mail Merge Wizard as shown below.

5) Click Directory and Next starting document.

6) Check Use the current document and click Next select recipients.

7) Choose Use an existing list and hit browse to pick the excel file(containing bulk record(s)).

8) Pick the corresponding record sheet, preview the data in Mail Merge Recipients.

9) Insert the corresponding fields to the hard-coded values using Insert Merge Field.

10) Field aligned as shown below.

11) Once the field(s) inserted, click Next arrange your directory and Next preview your directory.

12) First data is appeared for our reference, if there is any mistake hit back and redo the process. If okay, click Next complete the merge to a new document.

13) Now Final macro is ready. Select all,copy the text and paste in a notepad and save the file in macro(*.mac) format.

14) Go to corresponding screen, go to Tools > Macro > Play to choose the created macro for integration.

Thus one can integrate the records using GP macro(s) without using any code in precise time.

Note: One can remain patient during the integration process else macro stops with partial integration.

To learn about integrating a bulk transaction using GP macro? Please stay tuned!!!

Post your comments regarding to this blog.

Natarajan S

Sunday, October 5, 2014

Customizing Business Portal components in Dynamics GP

In Business Portal, One can customize the page based on the end user roles. The user who customize the Business Portal must be an Administrative user and BP Internal User.

Please find the below steps to customize the Business Portal components.

1) Login as Administrative user.

2) From the home page, go to Site Actions > Site Settings > People and Groups to open People and Group page.

3) In the Peoples and Groups page click more from Groups pane to list the default groups. Select BP Internal User to add the user to that group(If the end users access all the BP pages). 

4) Before customizing the Page, List and segregate the users based on their roles. Users with higher roles should added to BP Internal User, rest can face the customized page.

5) In the Home page, click Site Actions > site Settings > Modify Navigation to open navigation page.

6) From the site Navigation settings page, one can perform the list of options

Hide a web page

One can hide the list of pages based on the above hierarchy.

7) Once the changes done. the end users face the customized page based on their roles.

Add or remove web part

One can also add or remove web part for certain web page by, go to Site Actions > Edit Page

8) Click publish to save the changes.

Post your comments regarding to this blog.

Natarajan S