Searching versus Filtering Data in Dynamics 365 Business Central
Dec16

Searching versus Filtering Data in Dynamics 365 Business Central

Working with huge data set in Dynamics 365 Business Central is highly important in order to be able to retrieve specific records, limit records to a specific item category, filter by any records that has an amount greater than or less than and many other empowerment tools that enables end users to smoothly and easily work on huge amount of data. On Dynamics 365 Business central list, there is… Continue Reading Mahmoud M....

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Dynamics GP 2018 R2 – Transaction Level Posting allows to Post "Through" General Ledger
Dec10

Dynamics GP 2018 R2 – Transaction Level Posting allows to Post "Through" General Ledger

This has always been a mystery to some clients, and a problem to multiple other clients, the fact that Dynamics GP prevents transaction level posting from posting “Through” general ledger is no longer true.  With t the release of Dynamics GP 2018 R2, the system now allows end users to post transactions without a batch, although, it will post through GL rather than the need to post these… Continue Reading Mahmood M....

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Dynamics GP 2018 R2 – HITB Include and Exclude Zero Quantity or Value
Dec10

Dynamics GP 2018 R2 – HITB Include and Exclude Zero Quantity or Value

With the release of Dynamics GP 2018 R2, several new features were introduced to the core functionality in the system. In this post, we will shed a light on an interesting feature provided for the inventory module in regards of the Historical Inventory Trial Balance. In previous posts, it has been thoroughly discussed that HITB usually encounters issues represented with zero quantity and… Continue Reading Mahmood M....

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Apply Payable Document Error
Nov19

Apply Payable Document Error

While applying a payment to a posted invoice in the payable module, an error pops up indicating that ” You can’t choose this document because it is part of a recovered batch or is still in the process of posting” as illustrated in the screen shot below. Resolution: Nothing exists in the batch recover, don’t waste time looking for any corrupted records there  This issue occurs due to having the… Continue...

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Year End Closing – Query Timeout Expired Error | "The Stored Procedure glYearEndCloseMain"
Nov12

Year End Closing – Query Timeout Expired Error | "The Stored Procedure glYearEndCloseMain"

If you are performing the year end closing procedure and encountering the error ” Query Timeout Expired” specifically at step 3 out 7, then an error message popped up ” The stored procedure glYearEndCloseMain returned the following results DBMS … “, you need to know that the GL year end closing procedure has failed as it partially closed the year.  Issue Diagnosis : When closing the year,… Continue...

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Project Management and Accounting – Project Quotation
Nov11

Project Management and Accounting – Project Quotation

Dynamics AX ( 365 for Finance and Operations) provides a robust business process which covers all phases of the project life cycle starting from project initiation, execution and control. For each phase, the system provides a wide range of functionalities as derived from the international standards. In this post, we will shed a light at a certain functionality in the initialization phase of… Continue Reading Mahmoud M....

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Item Charges – Non Inventoriable Costs
Oct24

Item Charges – Non Inventoriable Costs

In a previous post of Dynamics NAV Essentials, we have shed a light on the item charges functionality in Dynamics NAV, it was precisely about the landed costs associated with the purchase order receiving, such as but not limited to: customs, freight, insurance, physical handling …etc. On the other hand, the item charges functionality provides further enhanced capabilities in order to track and… Continue Reading Mahmoud M....

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Management Reporter Crashing while Importing / Exporting Building Blocks
Oct04

Management Reporter Crashing while Importing / Exporting Building Blocks

When migrating reports from one management reporter server to another, the easiest way is to export the management reporter building blocks from the original management reporter server and import them into the new server. It is a straight forward method and it doesn’t seem to encounter much efforts theoretically. Although, when you have the management report crashes all of a sudden while… Continue Reading Mahmood M....

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Management Reporter Crashing while Importing / Exporting Building Blocks

When migrating reports from one management reporter server to another, the easiest way is to export the management reporter building blocks from the original management reporter server and import them into the new server. It is a straight forward method and it doesn’t seem to encounter much efforts theoretically. Although, when you have the management report crashes all of a sudden while… Continue Reading Mahmood M....

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Microsoft Dynamics GP 2018 R2 has been released
Oct03

Microsoft Dynamics GP 2018 R2 has been released

As promised, It has been recently announced that Microsoft Dynamics GP 2018 R2 is released with lots of new features. The GP team at Microsoft assured that Dynamics GP continues to deliver great added value to companies including existing and new customers Microsoft Dynamics GP 2018 R2 improves the core functionality of the system and introduces new enhancements to the system covering the… Continue Reading Mahmood M....

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Another Blog for Dynamcis GP and Power BI
Sep23

Another Blog for Dynamcis GP and Power BI

My colleague Omar Kloub from Dynamics Innovations Team has started his new blog on MS Dynamics GP and Power BI.  You may expect interesting power BI dashboards for Dynamics GP and interesting features very soon.   Here is the link:  MS Dynamics GP and Power BI        Best Regards, Mahmoud M. AlSaadi Continue Reading Mahmood M. Alsaadi’s Article on their...

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Dynamis GP 2018 R2 – Upcoming Features
Sep19

Dynamis GP 2018 R2 – Upcoming Features

Microsoft is releasing Dynamics GP 2018 R2 in October, 1 2018. As usual, this release is providing further enhancements to the core functionality of the system with top features requested by the clients. Microsoft as recently provided a road map for Dynamics GP up until 2020 .  With every release of Dynamics GP, Microsoft team starts a feature series addressing the features to be introduced in… Continue Reading Mahmood M....

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Creating a New Company in Dynamics 365 Business Central
Sep13

Creating a New Company in Dynamics 365 Business Central

One of the most essential benefits of a cloud based ERP system is that it requires zero time to be install and can be setup and configured almost in a blink of an eye. In this post, we are going to demonstrate how easy it is to create and setup a new company on Dynamics 365 Business Central. Step 1 | While you are on the evaluation company, Cronus, click on the search function to search for… Continue Reading Mahmoud M....

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Financial Structure Series Part 5 – Financial Dimension Sets
Sep13

Financial Structure Series Part 5 – Financial Dimension Sets

In this post, which is the final in the financial structure series for Dynamics AX ( AKA 365 Finance and Operations), we are shedding a light on the importance of the financial dimension set which represents the essence of the whole financial structure illustrated throughout the previous posts. In the previous four articles, we have explained how to “build” the financial structure considering… Continue Reading Mahmoud M....

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Inventory Reconcile to GL – Inventory HITB Report Missing Records
Sep10

Inventory Reconcile to GL – Inventory HITB Report Missing Records

When reconciling inventory module with the general ledger in Dynamics GP, the historical inventory trial balance represents the most powerful tool which is used primarily by GP end users. several previous posts were introduced on Dynamics GP Essentials as part of the Essentials Series . In this post, we are shedding a light on a specific support case related to missing records in the HITB… Continue Reading Mahmood M....

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Financial Structure Series Part 4 – Advanced Rule Structure
Sep06

Financial Structure Series Part 4 – Advanced Rule Structure

In the previous posts of the financial structure series, we have covered the basic components of the financial structure in Dynamics AX, represented with the financial dimensions, chart of account and account structure. The purpose of this article is to shed a light on another essential component of the financial structure which is the Advanced Rule Structure. Advanced rule structure allows… Continue Reading Mahmoud M....

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Payables Reconcile to GL is showing a variance while the PM HATB matches the GL TB
Sep06

Payables Reconcile to GL is showing a variance while the PM HATB matches the GL TB

The reconcile to GL utility in Dynamics GP provides a very effective tool to match the sub ledger with the general ledger module for the Bank, Inventory, AP and AR.  As known, there are primarily three parts of the reconcile to GL report which details the following: Matched Transactions UnMatched Transactions Potentially Matched Transactions In a recent support case, one of the client report a… Continue Reading Mahmood M....

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Sales Transaction Entry Error- Your previous transaction-level posting session has not finished processing | Resolution Procedure
Sep06

Sales Transaction Entry Error- Your previous transaction-level posting session has not finished processing | Resolution Procedure

Date entry or posting interruption issues are usual for Dynamics GP Clients with unstable network, several common issues are received from clients such as; a batch which is marked for posting, edited by another user … etc. It has been almost a common sense to any GP Administrator that stable network for Dynamics GP is a “must” in order to ensure that no such issues arise. This is due to the… Continue Reading...

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Fixed Assets – Negative Net Book Value
Sep06

Fixed Assets – Negative Net Book Value

It’s occasionally encountered in Fixed Assets to see a negative net book value which is not quite logical since the Life to Date depreciation amount with the Remaining Appreciable amount should net to Zero. GP end users usually post questions on the Microsoft Dynamics GP Community about such cases almost every year especially when year end closing approaches. In this essence, the important… Continue Reading Mahmood M....

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Financial Structure Series Part 3 – Account Structures
Aug27

Financial Structure Series Part 3 – Account Structures

As we proceed with understanding the financial structure in Dynamics AX, as we have already covered both; chart of accounts and financial dimensions, this post will shed a light on the account structure concept in Dynamics AX. The account structure is basically the valid combination of main accounts and associated financial dimensions. What distinguishes Dynamics AX from other legacy ERP… Continue Reading Mahmoud M....

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Dynamics GP Roadmap up Until 2020 – Enhancements are to Come
Aug26

Dynamics GP Roadmap up Until 2020 – Enhancements are to Come

The GP Tech Conference has come to an end last week, lots of news have been introduced about the promising future of Dynamics GP, which includes the road map of the product, the promising enhancements to be introduced in the next release along with the Intelligent Edge. Microsoft has published the road map of the product  up until 2020 which promises Dynamics GP clients with promising and core… Continue Reading Mahmood M....

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Financial Structure Series Part 2 – Chart of Accounts
Aug16

Financial Structure Series Part 2 – Chart of Accounts

In the previous post of the financial structure series, Financial Dimensions has been been thoroughly illustrated along the three primary types. In this post, we will shed a light on another core component of the financial structure in Dynamics AX, which is the chart of accounts. COA is simply a list of all the main accounts, below is a representation of the financial structure as a whole The… Continue Reading Mahmoud M....

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Financial Structure Series Part 1 – Financial Dimensions
Aug14

Financial Structure Series Part 1 – Financial Dimensions

Traditional legacy systems used to have chart of account segmentation in order to report on the different business levels for financial purposes, which imposes limitations on the business to expand their data capturing effectively and simply result with poor financial design. The financial structure series for Dynamics AX ( 365 for Finance and Operations ) will illustrate the theoretical… Continue Reading Mahmoud M....

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How to Use “Record Permissions” in Dynamics NAV
Aug13

How to Use “Record Permissions” in Dynamics NAV

In a previous post on Dynamics NAV Essentials; understanding user setup and security, we have clarified how the security model is built and configured in Dynamics NAV. The following representation illustrated how users, user groups, permission sets and permission represent a comprehensive security model which allows the client to have full control over the system forms and associated… Continue Reading Mahmoud M. Alsaadi’s...

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Change Item Base Unit of Measurement
Aug09

Change Item Base Unit of Measurement

In a recent implementation of Dynamics NAV 2018, the client has requested to upload the master data from their old legacy ERP system. In the old ERP system, there were two unit of measurements which are: Each Piece Now logically speaking, both are just an identifier of one unit, regardless of the terminology used to describe this unit. Import occurred at the beginning of the year, and then… Continue Reading Mahmoud M....

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Dynamics GP – In Transit Documents and Reversal
Jun05

Dynamics GP – In Transit Documents and Reversal

In Transit transfer in Dynamics GP is a way to transfer items from one site to another via a specific site, though which laded cost functionality can be used in order to allocated further cost factors on the transferred items such as freight, shipping cost, packaging costs …etc. This functionality is quite effective in GP, and it might be used basically when products are shipped from one location to another via a vehicle or...

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Manufacturing Order Cost Distribution
May18

Manufacturing Order Cost Distribution

The following reports retrieves data from the manufacturing order closing file, it illustrates the following details for every single MO per item number: Material Cost Material Fixed Overhead Material Variable Overhead Labor Cost Labor Fixed Overhead Labor Variable Overhead Machine Machine Fixed Overhead Machine Variable Overhead Total MO cost SELECT ITEMNMBR,        DATEPART(yy, COMPLETECLOSEDATE) AS… Continue Reading Mahmood...

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Historical Inventory Aging Report – Finally !!
May13

Historical Inventory Aging Report – Finally !!

We have always received requests from clients about historical inventory aging report, unfortunately, this report is not available in the system as a standard report, and thus requires customizations. We’ve illustrated in a previous post on GPUG how to calculate the inventory turn over analysis as part of the inventory reporting. On this article, we will dig deeper into the aging report. Such… Continue Reading Mahmood M....

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Move AR Records from History to Open – Reversing Apply ( After Paid Transactions Removal )
Apr30

Move AR Records from History to Open – Reversing Apply ( After Paid Transactions Removal )

The apply process in Dynamics GP is different between the receivable and the payable modules, when payable transactions are fully applied they are “automatically” moved to history which means that the data is migrated from the open tables into the history tables. On the other hand, this is not the same behavior of the receivable module, in which fully applied documents are not moved to history… Continue Reading...

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Dynamics GP 2018 – Worklow History Reporting
Apr20

Dynamics GP 2018 – Worklow History Reporting

Workflow reporting is always important, it’s always required to track the workflow history  of a specific purchase requisition, AP transaction, General Ledger batch …etc. Despite of the fact that this has always been available with through the workflow history inquiry, Dynamics GP 2018 introduces another interesting way to have detailed reporting for all the workflow history details.  Go To… Continue Reading Mahmood...

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Dynamics GP 2018 – Copy Workflow Steps
Apr20

Dynamics GP 2018 – Copy Workflow Steps

In a previous post of the GP 2018 features and enhancements, the workflow reminders have been thoroughly illustrated showing how reminders can be helpful for approvers. Today, we are going to shed a light on another essential feature of the Dynamics GP 2018 release, showing how workflow steps can be managed easily.  On the workflow maintenance window, a new function has been added so that… Continue Reading Mahmood M....

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Dynamics GP 2018 – Workflow Reminders
Apr13

Dynamics GP 2018 – Workflow Reminders

With the release of Dynamics GP2018, new features were introduced to the workflow management module which represents as always a major enhancement to the product. One of the interesting features is “Workflow Reminders”   On the workflow maintenance window, under the “Assignment” section, there is an option to “Apply Workflow Calendar”, under which there is a Reminder, and a number of either:...

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Dynamics 365 Business Central is Live
Apr03

Dynamics 365 Business Central is Live

It has been announced previously that Dynamics 365 Business Central will be generally available by Monday, the 2nd of April, 2018. When logging into Dynamics 365 Trials, you will be able to have a trial of the Business Central. You do need to note that this is available for specific regions and countries so far. Dynamics 365 Trials Here is the first look on Dynamics 365 Business...

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Item Price List – Free Tool
Mar27

Item Price List – Free Tool

In Dynamics GP, prices can either be configured using the standard or extended functionality. Dynamics GP essentials is sharing a free tool to import the prices into Dynamics GP using an excel-based functionality which has been applied on big GP implementations. Here is the template for the item price list: Scroll Line is a function which auto generates the line sequence number on the item… Continue Reading Mahmood M....

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The Future of Microsoft Dynamics GP  – By Belinda Allen
Mar26

The Future of Microsoft Dynamics GP – By Belinda Allen

Mark was sharing his thoughts and opinions on the future of the Microsoft Dynamics family.  As much as I respect Mark, I disagree with most of his blog post, even going so far as to state that it has some incorrect facts about Microsoft Dynamics GP that I would like to clear up   Last Friday Morning, as I was returning from GPUG Amplify in Chicago, I read a blog post from my friend and NAV… Continue Reading Mahmood M....

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Dynamics GP is part of the New Dynamics 365 Portal – Microsoft Dynamics Ideas
Mar21

Dynamics GP is part of the New Dynamics 365 Portal – Microsoft Dynamics Ideas

The new MS Connect website has been released recently providing spaces for ideas, blogs, trials, help and roadmap for Dynamics 365 and Dynamics GP. Yes, Dynamics GP is part of the new portal and it is not going away.  As published by the Microsoft Dynamics GP Support and Services blog, it was addressed that  “ Have no fear, the end is nowhere near for Microsoft Dynamics GP.  We are back in… Continue Reading Mahmood M....

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Dynamics GP 2018 – Power BI Content Pack
Mar19

Dynamics GP 2018 – Power BI Content Pack

Power BI is a great investment for any ERP company which has a considerable amount of data, it allows you to dig into the various modules in your system, link them all together and extract meaningful information from raw data.  With the release of Dynamics GP 2018, Microsoft has introduced Power BI – Content Pack for Dynamics GP which includes the following: Financial  Purchasing Sales Inventory Dynamics GP 2018 – Power BI...

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It’s important to Remember that Dynamics GP will always be available
Mar17

It’s important to Remember that Dynamics GP will always be available

Yes, Dynamics 365 Business Central has been officially announced by Microsoft, and yes there will be a SaaS offering for Dynamics NAV. But it is also a fact that Dynamics GP is here to stay, and will be always available.  I have received multiple calls from clients asking about the future of Dynamics GP, and here is the answer. ; Dynamics GP Roadmap Here are some important facts: Dynamics 365 is a… Continue Reading Mahmood M....

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Announcing Dynamics 365 Business Central
Mar17

Announcing Dynamics 365 Business Central

It’s now official, Microsoft has announced recently that Dynamics 365 Business Central will be available on April 2, 2018 in 14 countries – United States, Canada, United Kingdom, Denmark, Netherlands, Germany, Spain, Italy, France, Austria, Switzerland, Belgium, Sweden, and Finland, and will be sold only through our Cloud Solution Provider (CSP) partners. Australia and New Zealand will be… Continue Reading Mahmoud M....

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Dynamics GP 2018 – Purchase Order Processing Enhancements
Feb17

Dynamics GP 2018 – Purchase Order Processing Enhancements

The release of Dynamics GP2018 has introduced interesting enhancements to the Purchasing Module, the purchasing cycle is now becoming richer and more effective. In this post, I will shed a light on some impressive features which are: Purchase Order Generator opens the list of purchase orders filtered by the generated PO Purchase Order and originating Requisition are displayed on the Home Page -… Continue Reading Mahmood M....

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Dynamics NAV 2018 – Employee Account Type
Feb07

Dynamics NAV 2018 – Employee Account Type

Microsoft Dynamics NAV has always had a Human Resources module which is quite simple and could barely cop up with the local requirements on an international level. We always consider a local HR and Payroll solutions for Dynamics NAV rather than using the standard module. Although, in several implementations, it’s highly important to record ledger transactions on an employee, either as an… Continue Reading Mahmoud M....

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Automtically Generate New Inventory Location Card from SalesPerson Card
Feb03

Automtically Generate New Inventory Location Card from SalesPerson Card

In a recent implementation of Dynamics GP for a big distributor company, we’ve had a business requirement to track salesperson sales. The simplest automation for that was to create one site (Location ID) for every single salesperson depending on the area they are serving.  One Salesperson Serving Multiple Areas For each area, the salesperson will have one site. The business role is that the… Continue Reading Mahmood M....

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Five Years for Dynamics GP Essentials – Which gives birth to Another Blog of Mine
Feb02

Five Years for Dynamics GP Essentials – Which gives birth to Another Blog of Mine

Blogging and giving to the Dynamics Communities has always been my passion, it’s been almost 5 years since I started writing and contributing on Dynamics GP Essentials, which has been created for the purpose of sharing knowledge and experience as derived from the various ERP implementation projects I’ve worked on in a variety of fields and domain; Trading and Distribution, Manufacturing, NGOs,… Continue Reading...

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Inactivating a Customer with Open Transactions – Work Around Solution (SQL Tool)
Feb02

Inactivating a Customer with Open Transactions – Work Around Solution (SQL Tool)

It’s a common case in Dynamics GP that you want to inactivate a customer, although, you always receive the warning message that “You cannot inactivate a customer record with un-posted or posted transactions.“ Here is the scenario: A customer with open transactions has a zero balance, all invoices are paid. Although, the system doesn’t allow inactivating a customer.  Customer Maintenance...

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Dynamics GP 2018 – Copy Analytical Accounting User Access
Jan28

Dynamics GP 2018 – Copy Analytical Accounting User Access

Analytical Accounting is an essential module in Dynamics GP, although, its configuration and setup process has always been criticized by its difficulty. With each release, Microsoft is presenting important enhancement to this module in order to simply the setup process and facilitate administrative tasks.For instance, in prior release of Dynamics GP, “restrict user access” feature was… Continue Reading Mahmood M....

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Dynamics GP 2018 – Smart list Favorites Password Protection
Jan26

Dynamics GP 2018 – Smart list Favorites Password Protection

End users were always complaining in previous releases about the fact that their Smart list favorites can be modified or even deleted by other end users when it is created on the system or company level. With the release of Dynamics GP 2018, end-users now can create their own smart list favorites and protect any further modifications, changes or deletion by setting a system password.  Here is… Continue Reading Mahmood M....

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Dynamics GP 2018 – Enhancing the Web Client
Jan26

Dynamics GP 2018 – Enhancing the Web Client

With the release of Dynamics GP 2018, web client is getting richer as Microsoft is enhancing the user experience. There is no wonder that any enhancement introduced for the web client would absolutely represents an essential value. One of the most important features is the “Auto Complete” , as illustrated below, end-users using the desktop client are empowered with auto-complete feature which… Continue Reading...

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Item Attributes are Missing from Item “Fact Box”
Jan15

Item Attributes are Missing from Item “Fact Box”

In a recent implementation of Dynamics NAV, we have imported a huge number of items with several characteristics. The “Item Attribute” have been intensively used for this company in order to keep track of all the details of the products such as: color, usage, fabrics compositions, length, width, season, model year ….etc. After completing the import of the item attributes, they were showing on… Continue Reading Mahmoud M....

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Dynamics GP 2018 – Print Purchase Requisition Document
Jan06

Dynamics GP 2018 – Print Purchase Requisition Document

In previous versions of Dynamics GP, end-users have complained about the ability to have print-out or the purchase requisition document in Dynamics GP. Several GP community end-users have asked for it, here is one. There have been several work around solutions such as the one which have been proposed by MVP Mohammad Daoud on this link . The idea was to create a custom SSRS report and having it… Continue Reading Mahmood M....

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Dynamics GP 2018 – System Password Prompts
Jan06

Dynamics GP 2018 – System Password Prompts

Despite of the urging necessity of having system password configured in Dynamics GP, system admins have always complained about the behavior of the system password, which keeps popping up when opening administrative screens.  Here is the commonly known system password window: The system password window has been considered quite annoying since it always pops up asking for password entry.   Now in… Continue Reading Mahmood M....

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