Troubleshooting and Enhancing GP · 2019-11-02 · ¨ PSTL ¨ GP Shortcuts ¨ Adding Columns to...
Transcript of Troubleshooting and Enhancing GP · 2019-11-02 · ¨ PSTL ¨ GP Shortcuts ¨ Adding Columns to...
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Troubleshooting and Enhancing GP
August 22, 2018
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Agenda¨ Welcome¨ Housekeeping¨ Common Errors in GP¨ GP Features you SHOULD be using
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Housekeeping¨ WIFI Access¨ Presentation Slides ¨ Breaks¨ CPE
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Common Errors in GP
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Batch is being edited…¨ GP 2016 R2
¨ SmartList
¨ Refreshable Excel Report
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Maximum # of Users Logged In¨ Even ‘sa’ can’t log in
¨ Dynamics..Activity
¨ 3rd Party Products¤ Rockton¤ Willoware¤ FastPath
¨ Refreshable Excel Report
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Account Does not Allow Account Entry7
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¨ Prevents direct GL Entry
¨ Prevents override in distributions
¨ Does NOT prevent “normal” or “default” assignment/posting
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Account Does not Allow Account Entry
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GP Fail
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GP Fail¨ But how?
¤ WIFI dropped¤ Computer went to
sleep¤ SQL server
crash/reboot
¨ Resolution¤ Check WIFI routers,
switches, and connectivity¤ Switch to hardwire
connection if possible¤ Change sleep policies
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Pass-through SQL Connection¨ Generally this means your
GP password has expired while logged into GP.
¨ GP Power Tools
¨ SQL Script
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Not Privileged…¨ Issue:
¤ Usually a security limitation where user doesn’t have rights to report.
¨ Resolution:¤ Get with internal GP admin
or Leaf
¤ DEXSQL Logs or GP Power Tools can help
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DEXSQL Log¨ Creates tracking text file
¨ Machine by Machine¤ RDP/Terminal Server beware
¨ Identify specific security operation in GP¤ SY09400 must be populated – Leaf can provide steps to this
¨ TURN OFF WHEN FINISHED!!!
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¨ Why do I care?¤ Duplicate data
entry/posting
¨ How do I resolve¤ GP Utilities
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SOP vs. Invoicing
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I clicked Post….Why did it not?¨ Something’s wrong with the batch (Duh?!?!)¨ Edit List – BEFORE you try to post. J¨ Batch Recovery
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Edit Lists – Common Errors¨ Fiscal Period for this posting
date does not exist
¨ Account Not Found
¨ Can’t post to a Closed Period
¨ Account distribution does not match actual amount
¨ One or more Distribution accounts are missing
¨ Vendor/Batch/Transaction Pending approval
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Batch Recovery
¨ Microsoft Dynamics GP>>Tools>>Routines>>Batch Recovery
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Batch Recovery¨ Finishes Posting (yay!)¨ Sends batch back to originating module for editing
(meh)¨ Scary SQL error of some kind (BOO!)
¤ Call Leaf to assist in further troubleshooting
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Posting Interruptions¨ Common Causes
¤ Network Connection ¤ Power Outages¤ Workstation Install Issues¤ User ID Issues¤ Memory Consuming Applications
¨ Troubleshooting Articles included at end of presentation
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Only ‘sa’ or PowerUser can see Smartlist???
¨ GP Security¤ If Leaf implemented, check
for “SmartList Objects”¨ SQL Access-
¤ Grant Select on (insert view name) to DYNGRP
¤ SQL Functions, Tables, etc.
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GP Functionalities you SHOULD be using
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Summary¨ PSTL¨ GP Shortcuts¨ Adding Columns to Check
Batch ¨ Email Multiple Documents¨ Excel Copy/Paste¨ Advanced Lookups
¤ Restrict¤ Default
¨ Default Posting Accounts
¨ Posting Reports…No Thanks
¨ GP Business Alerts
¨ GP Native Workflows
¨ Misc. Tips/Tricks
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Professional Services Tool Library (“PSTL”)
¨ Shortcut Copy¨ Account Modifier/Combiner
¨ GL Master Trigger
¨ Customer/Vendor Modifier
¨ RM Transaction Unapply
¨ SOP PO Number Check¨ Item Number
Modifier/Combiner
¨ Item Description Modifier
¨ Doc Date Verify
¨ Many more!
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GP Shortcut Options¨ Navigation Pane¨ Quicklinks¨ Toolbar
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Adding Columns to Check Batch26
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Email Customers Multiple Documents
¨ Send other Customer documents with invoice email¨ Document Attach must be set up to flow¨ Customer must be set up for email
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Excel Copy/Paste
¨ Native to GP 2013R2 and later¤ Free add on for earlier versions
¨ GL Functionality Only
¨ 3rd Party Products Extend Functionality
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Lookups
¨ Advanced Lookups¨ Lookup Restriction¨ Set Default View
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Default Posting Accounts¨ Company default vs. vendor/customer/item
¨ Multiple defaults?
¨ Be careful what you wish for…
¨ Microsoft Dynamics GP>>Tools>>Setup>>Posting>>Posting Accounts
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Posting Reports…No Thanks¨ To Print or Not to Print…
¨ Where oh Where to Print…
¨ Microsoft Dynamics GP>>Tools>>Setup>>Posting>>Posting
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GP Business Alerts¨ GP Users OR non GP Users
¨ Emails or GP Homepage Alerts
¨ Based on SQL data
¨ Automated Scheduling
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GP Workflow33
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Misc. Tips/Tricks¨ User Activity Utility
¨ Copy Security and Home Page
¨ SmartList Options
¨ Take Company Offline – Microsoft Dynamics GP>>Tools>>Utilities>>System>>Take Company Offline
¨ Send User Messages - Microsoft Dynamics GP>>Tools>>Utilities>>System>>Send User Messages
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Upcoming Leaf Events35
¨ 9/14 -Power BI Training¨ 10/19 – SmartList Builder/Designer Training¨ 11/15-11/16 – Management Reporter Training¨ 12/19 – Year End User Group
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Helpful Resources36
¨ Presentation slides - https://www.leafsoftwaresolutions.com/gp-user-group.html
¨ DEX SQL Log Instructions - https://mahmoudsaadi.blogspot.com/2015/02/using-dexsqllog-to-track-security.html
¨ Posting Interruption Causes - https://support.microsoft.com/en-us/help/859917/information-about-what-may-cause-an-interruption-when-you-post-a-batch
¨ Resolving Stuck Batch - https://support.microsoft.com/en-us/help/850289/a-batch-is-held-in-the-posting-receiving-busy-marked-locked-or-edited
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New Version of GP!!37
¨ GP 2018 R2 release is planned for 10/01/2018
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Questions?38
¨ Samantha Higdon, CPA, CGMA¤ [email protected]¤ 317-428-6754
¨ Leaf GP Support-¤ [email protected]