Dynamics GP2013 Window Command Display

Microsoft Dynamics GP2013 allows you to select between three different ribbon window displays. To select a Window Command Display go to Microsoft Dynamics GP-User Preferences-Window Command Display.

GP User Perferences


Window Command Display

Below are the three Window Command Displays you can choose from Action Pane, Action Pane Strip and Menu Bar.

Window Command Display Selections

For more Dynamics GP tips and tricks view our YouTube page https://www.youtube.com/user/TrideaPartners .

This article was written by Victoria Capozziello, Marketing Coordinator for Tridea Partners. Tridea is a Microsoft Dynamics partner serving CA, UT, CO and surrounding regions.

Using Calculated Fields to Create Sequential Fields

Recently, a client of ours came to us with a customization request. They wanted all of their checks address fields together as a one single block, regardless of weather the fields contained data.  Many businesses don’t have a full address set, and this can leave a gap between the end of a business’ address and the City/State/Zip Code. Solving this is possible in Dynamics GP2013, and it takes the form of Calculated Fields.

Calculated Fields are great for allowing very specific things to happen within Report Writer.  In this example, we will be creating four calculated fields; Address Line 1, Address Line 2, Address Line 3, and City/State/Zip Code.  These fields will all interact with each other, and Dynamics GP will ignore lines without data rather than leaving blank space.

1.  In Report Writer, open the Report you would like to edit (in this case, Check with Stub on Top and Bottom – Text).  In the Tools window, find Calculated Fields then click New.

Report Writer

2.  Set the Result Type to String, then click the Functions tab.

Calculated Field Definition

3.  Select the radio button next to User-Defined, then select System and rw_SelectAddrLine.  Click Add, then click on the Constants tab.

GP 2013


4.  Select Integer, then type the appropriate line number.  In this example we are creating four lines; Address Line 1, 2, 3, and City/State/Zip.  Address Line 1 will have an integer value of 1, Address Line 2 will have an integer value of 2, and so on.  Once this is selected, click Add.

Calculated Field

5.  Click on the Fields tab.  Select the PM Payment WORK resource, then select the fields that are desired in the calculated fields.  In this case we will be using Address 1, Address 2, Address 3, and City-State-Zip Code.  Select each of these, clicking Add between each one.

Constants Tab

6.  Click on the Constants tab and select String.  Leave the field blank, and click Add five times.  The reason we add these five blank constants is that calculated fields require a total of ten calculated expressions.  We have the initial rw_SelectAddrLine and four address lines, so adding five blank strings brings our total to ten.  This should add five sets of quotation marks in the Expressions Calculated field.  Click OK.

Report Layout

7. Repeat this process for Address Line 2, Address Line 3, and City/State/Zip Code.  The only differences will be the name of the field and the integer value chosen in step 4.

8. Once all four fields are complete, put them on top of each other within a given report.  These calculated fields will always show together on a report, regardless of whether every field is populated within GP!

This article was written by Daniel Gonet, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider in Southern California. www.trideapartners.com

Dynamics CRM 2015 Announcement!

The details of the upcoming Dynamics CRM 2015 release have just been announced.  You’ll see some great new additions to the next Dynamics CRM release including many enhanced marketing capabilities like interactive marketing calendar, improved graphical email editing, tighter sales and marketing integration and integrated offers and approvals.  The new sales features will include the ability to bundle products and upsell /cross-sell recommended products, a robust guided sales process and many enhanced mobile sales capabilities.  Lastly, for customer service, CRM 2015 will include the ability to enable user to provide differentiated levels of support with different SLA and thresholds.

This new Dynamics CRM 2015 release will be available in December of 2014 for both on-premise and online deployments. On the heels of the CRM 2015 release, Microsoft will be updating Microsoft Social Listening in the Spring 2015 release as well as updates to Parature, the enhanced customer service solution by Microsoft.

This article was written by Andy Collins, Partner at Tridea Partners. Tridea is a Gold Certified Microsoft Dynamics Partner.   www.trideapartners.com

Integrating Dynamics GP with eOstar and Aloha POS

On a recent project our client a microbrewery wanted to bring data into Microsoft Dynamics GP from two different 3rd party products that they were using in their day to day business.   The customer was using eOstar Route Accounting Software to manage their deliveries and Aloha POS for their Tasting Room Sales.

From eOstar the client was looking to bring in Journal Entries for their General Ledger as well as Bank Deposits to interact with the GP Bank Reconciliation module.  We were pleased to find that eOstar had developed their own integrations to Dynamics GP.  The client worked with their eOstar representative to coordinate the upgrade of the product to bring the eOstar GL and Banking Transactions into GP through the eOstar integration modules.

The customer also wanted to bring in the daily Sales of the tasting room from the Aloha POS system.  This would allow Tender sales receipts to be recorded in GP and keep an accurate inventory of the tasting room items in Dynamics GP.   We created a custom .net application using vb.net and eConnect to bring the SOP data into GP.  The integration retrieved the Cash, Credit Card, Gift Card, Comp Tender Data items and line item Sales data from Aloha EOD files and created a SOP Invoice for each day.  One of the challenges we had was how to handle the beer inventory in the tasting room as beer was sold by various pour sizes, by flights, kegs, and cases.  We setup a unit of measure in GP for Ounces to keep track of the beer poured in the tasting room.  We were able to use categories and descriptions in the Aloha item data to map the item to the Ounce Unit of Measure and provide correct ounce value.  Another challenge was how to handle a flight of beer which is several small samples of different beers sold as one unit.  We defined flights in GP using kits where we were able to specify the ounces and beer that made up each flight.

In case you were wondering there are 1984 ounces of beer in a keg.

Check out our White Paper on Dynamics ERP for Craft Beer Production.

This article was written by Patti Vuz, Dynamics GP Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics GP provider in Southern California.

Dynamics AX2012 R3 – Warehouse Automation with Radio Frequency

Perhaps some of the most exciting new features that are now available with the release of Dynamics AX2012 R3 are those are in the area of warehouse management.  Dynamics AX now has true warehouse automation (bar-code scanning) without the need to utilize 3rd party software. The ability to use radio frequency handheld devices for warehousing transactions is now out-of-the-box functionality. Warehouse workers can use handheld scanning devices for inbound and outbound processes, as well as key inventory and production control processes. Furthermore, the functionality comes to us as a mature, well-proven solution. This is because Microsoft has folded into the core AX product the warehouse management functionality that was in use for years as a 3rd party product that was developed by the ISV Blue Horseshoe. Many partners and customers in the Dynamics AX channel can attest to the extensive and solid history that the Blue Horseshoe product has with Dynamics AX, thus alleviating any concerns about the maturity of this set of functionality. Some of the processes supported by the new warehouse management functionality are:

  • Radio Frequency Handheld Scanners for receiving, put-away, picking, staging, loading, inventory adjustments, and production
  • Real-time cycle counting
  • Workflow enabled inbound processes and outbound processes
  • License  plate control / pallet tracking

This article was written by Matthew Boese, Partner at Tridea Partners, a Gold Certified Microsoft Dynamics AX Partner serving Southern California.