Topics Today Capability Efficiency Troubleshooting

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Presentation transcript:

Topics Today Capability Efficiency Troubleshooting Professional Services Tools Library (PSTL) GP Power Tools Efficiency (Re)create a test company with PowerShell Macros and Excel Troubleshooting Dynamics.SET & Dex.INI Reset a batch Missing product Corrupt forms / reports dictionary

Capability

Professional Services Tools Library Included with Dynamics GP, but might not be installed Many required to be run as “sa” Many useful administrator tools including Copy shortcuts from one user to another Combine or change GL account numbers Automatically copy accounts / vendors / customers across companies Re-open historical AR documents Warn when entering a duplicate customer PO number in SOP Update 1099 amounts when vendors weren’t set up correctly

GP Power Tools Written & sold by Microsoft MVP David Musgrave, formerly of the GP support team Cost is $500 - $1,300 / year, depending on modules Admin Resource Information Dictionary Control Per-company color scheme Automatic logout Login Limits Company Login Filter Developer Automatic log capture Database Fixup SQL / GP logins Reset / email user passwords and change password policy settings Export / import data from multiple tables at once Any Manual logging View / email system info Change dex.ini / registry settings in GP

Efficiency

(Re)create test company with PowerShell Manual process Have some time In SSMS, create copy-only backup of production database If the company doesn’t exist, use GP Utilities to create a new company Overwrite the new database with the backup Update database name references with “restore interid” script PowerShell process Right-click .ps1 file and choose “Run with PowerShell”

Macros and Excel Extremely useful to automate repetitive actions, especially in 3rd parties Steps Record a macro from Tools > Macro > Record Make sure the starting and ending screen are exactly the same! Paste the created macro into Excel. Use the Substitute function to dynamically change the text. Copy the result back into the macro file Use replace all to remove unnecessary quotes (“) Run the macro from Tools > Macro > Play

Trouble-shooting

Dynamics.SET Located in %Dynamics Install Directory%\Data Controls installed products & paths to modified forms & reports Top number is a count of total products installed Next section is product ID followed by product name Final section is paths to main, alternate form and alternate report dictionaries

Dex.INI Located in %Dynamics Install Directory%\Data Flags to control behavior of GP (complete list in resources) Useful flags ScriptDebugger – turn on the Debug menu, which can be used to log the scripts GP is actually running when hitting an error AutoInstallChunks – install .cnk files without prompting SQLLogSQLStmt – log all of the SQL scripts GP is sending to the database (to the Data folder) SQLLogODBCMessages – log the ODBC messages when GP is communicating with the database

Reset a batch Probably the most common issue on our support line Usually occurs due to a network interruption during posting See full KB article, but boils down to UPDATE SY00500 SET MKDTOPST=0, BCHSTTUS=0 where BACHNUMB='XXX'

Missing product “Cannot access this form because the dictionary containing it is not loaded” 3rd party not installed Different forms/reports in Dynamics.set Find all 3rd party products with alternate access configured select distinct SECMODALTID, ALTDICID from SY10800 with (nolock) where ALTDICID<>0 Find all modified windows with alternate access configured select * from SY10800 with (nolock) where Modified=1 Get some help with Version Pro from Rockton software (free)

Corrupt forms / reports dictionary Corrupt forms / reports dictionaries can cause all kinds of very strange error messages in GP To rebuild them Go to Tools > Customize >Customization Maintenance Select everything and click Export to save the modifications to a .package file Make sure everyone is out of GP if using a shared forms / reports location Go to the Data folder inside the GP install folder and rename all .dic files Reopen GP and back to the Customization Maintenance window Use the Import function to reload the saved .package file

Resources GP Power Tools https://winthropdc.wordpress.com/gp-power-tools-portal/ Use PowerShell to recreate a test company https://yaf.interdynartis.com/yaf/posts/m37-Easiest-Way-to-Create-a-Test- Company#post37 Using Excel to Automate Dynamics GP Data Entry https://www.interdynartis.com/blog/using-excel-to-automate-dynamics-gp-data-entry Reset a batch https://support.microsoft.com/en-us/help/850289/a-batch-is-held-in-the-posting- receiving-busy-marked-locked-or-edited Version Pro https://www.rocktonsoftware.com/get-version-pro-for-free/ Dex.ini switches https://community.dynamics.com/gp/b/gplesliev/posts/dex-ini-switches-my-complete-list