We had a recent error message come up when attempting to set the default company within management reporter. The message stated the following:
"Microsoft Management Reporter 2012 error when you sign in to a company: “The connection to the Microsoft Dynamics GP database failed.”
The sa user was still able to access the companies, yet any other GP user was not. Access rights were confirmed for both the GP users and domain users within Management Reporter.
In researching this error the following cause was discovered:
The server name that is listed in the ODBC on the client computer that connects to GP has a different name for the SQL Server in it versus what is listed in the Company Settings in Management Reporter.
The following link provides instructions on how to correct this situation. Once we performed these steps all the users previously setup in Management Reporter were able to access their companies.
One of our clients called for assistance with a receivables batch which refused to post. GP did not return any error messages, and the user had sufficient permissions to post this batch. The DYNSA user was able to post this batch in the test company, but not in the live company. When posting was attempted GP briefly displayed the posting status window and returned to the batch entry window without making any changes.
No errors were found in the dex_sql log or a SQL trace.... but there was a lock on the PM10000 table held by another user. Once this user logged out of GP, the DEX_LOCK table cleared and the batch posted successfully.
You can use the following SQL command to view the list of active GP users, and any locks held at the time you run this query:
FROM DYNAMICS..ACTIVITY A
LEFT JOIN tempdb..DEX_LOCK L
ON A.SQLSESID = L.session_id
ORDER BY SQLSESID;
Try having any users with a lock close all windows, and if the lock persists, have them log out of GP.
If you're like most companies, your current quality management system is a cumbersome manual processes that involves a vast array of spreadsheets. You're constantly wrestling with how to collect the many types of data you need - and after that, how to organize the data so that it can be reviewed and communicated effectively.
I recently saw a demonstration of a simple, yet powerful solution to the complexities of quality management - and I was really impressed! The software is called Quality Essentials Suite.
Things that really stood out to me about this solution:
• The interface is extremely user-friendly, and is designed with tablets in mind.
• It has the ability to handle multiple types of test data (numbers, Boolean, date and time, pre-defined lists, text, document paths)
• Standard documentation and forms are easily created, and just as easily recalled as historical records
• Test data can be linked to serial and lot numbers, as well as purchasing and sales transactions for reference
• This software is available for integrated and non-integrated deployment with an existing Enterprise solution
• The possible benefits are not limited to manufacturers and distributors - this could be a great solution for any company interested in tracking and improving business processes
If you're ready to realize the true benefits of quality management without all of the rigmarole, I would encourage you to check out the Quality Essentials Suite - and let us know what you think!
Being able to copy a workflow in your CRM system can be advantageous in saving you time if you need to create a workflow similar to an already existing workflow or perhaps you want to make changes to a complex workflow but do not want to risk losing your original work. To copy an existing workflow, follow the steps below:
1. Make sure the workflow is in draft mode. If it is currently activated, select the activated workflow, click "Deactivate". Note: If you do not have ownership of the workflow, you will need to do this before you can deactivate. To take ownership, select the workflow, click the assign button on the top menu, select "assign to me".
2. Once in draft mode, open up the workflow record. Where it says "Activate As", use the drop-down list to select "Process Template". Save. Activate. The workflow will now appear under the "All Process Templates" view.
3. To create your new copy, click "New" (Create a new process), fill in required fields, and under Type select "New Process from an existing template". Select your template.
This also applies to Actions and Dialogs in CRM 2013. To copy a Business Process Flow in CRM 2013, simply open the existing Business Process Flow record, click Save As, and your copy will appear.
Over the years I have seen accounting departments continually spend time reconciling their sub-ledgers (Accounts Payable and Accounts Receivable) to their respective GL control accounts. Inevitably the reasons for these differences arise from individuals erroneously keying these accounts on AP and AR transactions. Or, general journal entries being recorded to those same control accounts creating variances with their respective sub-ledgers.
A very simple way of exercising more control over the types of transactions posting to these GL accounts is to uncheck the “Allow Account Entry” box in the GL Account Maintenance window (Cards>Financial>Account). Unchecking this box prohibits any user from manually entering this account on a transaction. The control accounts are populated automatically from the Company posting setup or applicable master records (Cards), thereby eliminating user errors and increasing the chance of clean reconciliations.