There might be scenarios where we need to customize 3rd party forms by adding our business logic on top of the existing 3rd party functionality.

To handle this scenario, either Dexterity or VS Tools can be used.

This article explains a method to customize 3rd party forms using VS Tools.

Create an application assembly for the third-party dictionary:

1. SDK for VS Tools needs to be installed.

2. Application assembly (dll files) for default third-party dictionaries like Manufacturing, Project Accounting will be located in VS Tools SDK installed folder.

3. For all other 3rd party dictionaries, create an application assembly by using “Dictionary Assembly Generator” through command prompt. Continue reading »

Do you want to get an alert in your inbox when some conditions are met in GP? Go for Business Alert tool in GP.

Example: Customer’s credit limit exceeds, Checkbook balance crosses certain limit, Overdue Payable and Receivable Invoices, etc

Use Business Alert to send a message/report to one or more recipients through email.

Here, we have created a sample business alert E-mail notification for exceeding customer credit limit details. Continue reading »

How to track user activity in Dynamics GP?

Most users are looking for 3rd party audit software to track user activity in Dynamics GP. To their surprise, there is an out-of-box tool available inside Dynamics GP called Activity Tracking which tracks the activities for each user, for each company, or both. Continue reading »

In Management Reporter, Users may get “Unable to connect to the ‘Company Name’ company. You don’t have access to this company” issue.

The error may occur one of the below reason.

Cause 1:
The server name that is listed in the ODBC on the client’s computer which connects to GP has a different name for the SQL Server in it from what is listed in the Company Settings in Management Reporter.

Cause 2:
The credential might be failed to connect SQL. Continue reading »

By using the document attachment functionality in Microsoft Dynamics GP, users can attach documents such as requisitions, credit reports and images to master records, transactions, and the individual line items assigned to the transactions. Users can also can view a document that has already been attached or remove an attachment.

Document Attachment Setup

The following steps need to be configured to enable Document Attachment functionality.

• Open Dynamics GP2013
• Go to Microsoft Dynamics GP–>Tools–>Setup–>Company–>Document Attachment Setup
• Document Attachment Setup window appears as shown below Continue reading »