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!!!

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Regards,
Natarajan S

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.

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Regards,
Natarajan S

Things to be configured to proceed with Dexterity development

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

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

Go to Dexterity installation folder, Backup the following files

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

Go to GP Installation folder and copy the following files

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

2) GPDWin32.dll from GP installation folder

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

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

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

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Regards,
Natarajan S

Extenders for Dynamics GP

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

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

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

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

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

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

3) Click Options to choose the extender screen appearance.

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

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Regards,
Natarajan S

Table import in Dynamics GP

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

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

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

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

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

5) click Import to integrate the flat file records.

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

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

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

Post your comments regarding to this blog.

Regards,
Natarajan S