Adding Custom Report to GP Home page Metics\Business Analyzer

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

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

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

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

4) Upload the custom SSRS rdl file.

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

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

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

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

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

Post your comments regarding to this blog.

Regards,
Natarajan S

Importing ADP transactions into General Ledger

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

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

1) Export the payroll transactions from the legacy system.

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

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

field details as listed as reference

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

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

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

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

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

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

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

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

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

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

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

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

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

6) Pick the transaction date.

7) Choose the file and click Process.

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

Post your comments regarding to this blog.

Regards,
Natarajan S

Copy to GL functionality in Dynamics GP 2013 R2

In GP 2013 R2, Accountants now have the ability to quickly copy data from an excel file and paste into the Financial Transaction Entry form.

Please find the below precise step to achieve this

1) Make sure accounting distribution excel ready as mentioned in the below format

2) Open the Journal Entry screen, enter the header details

3) Copy the excel values by excluding headers and click Paste Button from this window

4) The Distribution lines paste accordingly mentioned in the excel

Note: if the excel was not in the proper format, GL Transaction Validation Report appears to highlight the missing and format details

Post your comments regarding to this blog.

Regards,
Natarajan S

Resetting System password in Dynamics GP

Forgot your Dynamics GP system password?

They system password is stored in the SY02400 table located in the Dynamics database.  It is not recommended to remove or reinsert a record in this table.

Here is a simple script to reset the system password allowing the user to  redefine it.

Note:  It is highly recommended that you backup your database before trying out these commands or any other scripts.

Script:

UPDATE DYNAMICS..SY02400 SET DMYPWDID=1, PASSWORD = 0x00202020202020202020202020202020

Post your comments regarding to this blog.

Regards,
Natarajan S

Resetting System Password in PDK

Forgot your PDK system password?

The system password is stored in the PDK02400 table located in the Dynamics database. It is not recommended to remove or reinsert a record in this table.

Here is a simple update script to reset the system password allowing the user to redefine it.

Note: It is highly recommended that you backup your database before trying out these commands or any other scripts.

Script:

UPDATE DYNAMICS..PDK02400 SET DMYPWDID=1, PASSWORD = 0x00202020202020202020202020202020

Post your comments regarding to this blog.

Regards,
Natarajan S