Navigation List Builder not redeploying changes to a previously saved list

November 15, 2011

During the Drill-Down Builder and Navigation List Builder training session (for class materials, click here) I held at GPUG Academy Training Day 1 in Las Vegas, prior to the GPUG Summit, I found that Navigation List Builder had an issue redeploying changes done to a previously created and saved navigation list. In reality, this issue came up days before when I was preparing the class, but I really did not give it much thought and attributed the problem to an ‘environmental’ issue on my machine. The Microsoft Dynamics GP version is 2010 R2 (11.00.1752).

One of my students saved his navigation list to the wrong series and deployed the list. All things worked, except the navigation list was showing up under the Financial bar, instead of the Sales bar where it should have been saved to initially.

Navigation List Builder – list saved to the wrong series

Upon realizing the miscategorization of the list, the student returned to Navigation List Builder to make the proper adjustments and set the navigation list appear under the Sales bar. Easy feat, right? Sure was! After saving the changes to the navigation list, the typical deployment window flashed.

The student then proceeded to click on the Sales navigation bar and did not see the navigation list he had created. He then clicked on the Financial navigation bar and nothing showed up. In essence, the list was gone.

Returning to Navigation List Builder, we could retrieve the List ID we created. However, after adding a few new columns and saving to redeploy, we were not able to see the list on the Sales navigation bar. Finally, after a few trial with no success, we decided to delete the navigation list and recreated with the same name, this time, saving to the Sales navigation bar (as originally intended). This time, the new list displayed just fine.

There are a few more things we did not test, so consider this a limited scenario. Other things that could be tested include saving a navigation list to the correct bar, then return and add some changes after the initial deployment, though I suspect this problem would have manifested itself in the support archives pretty quick.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/


Cannot insert the value NULL into column ‘CONTACT’ error when clicking on Items List in Navigation Pane

August 11, 2011

Moving on from my previous article on a similar subject – see Cannot insert the value NULL into column ‘BASEUOFM’ error when clicking on Items List in Navigation Pane, I recently came across this error, Cannot insert the value NULL into column ‘CONTACT’ when clicking on the All Purchasing Transactions list under the Purchasing Navigation Pane option, after performing an upgrade from Microsoft Dynamics GP 9.0 to Microsoft Dynamics GP 2010 R2.

All Purchasing Transactions list error – Purchasing Navigation List

The name of the global temp table – in this case, tempdb.dbo.##2093338- varies in almost all cases, but the end result of the error is the same. The issue has been identified running Microsoft Dynamics GP 2010 RTM, SP1 or SP2.

Upon further review, the issue is due to bad data in the Vendor ID (VENDORID) column in the Purchasing Receipt History table (POP30300). In summary, if you have a purchasing receipt with a blank vendor ID or a vendor ID that does not exist in the Vendor Master table (PM00200), it will cause the Items list to fail with the error above.

The following query should help in identifying the offending record(s):

' Created by Mariano Gomez, MVP

' This code is licensed under the Creative Commons
' Attribution-NonCommercial-ShareAlike 2.5 Generic license.
SELECT * FROM POP30300 WHERE VENDORID NOT IN (SELECT VENDORID FROM PM00200);

Once you have identified the record(s) causing the failure, you can use the Vendor Maintenance window to add the missing vendor or further study the issue to remove the offending receipts if necessary:

Vendor Maintenance window

Patrick Roth, Escalation Engineer with Microsoft and blogger at Developing for Dynamics GP, provides a full explanation of his troubleshooting method for this error at the Partner Online Technical Community forum:


GP2010 Purchasing List Error – Partner Online Technical Community forum

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/


Cannot insert the value NULL into column ‘BASEUOFM’ error when clicking on Items List in Navigation Pane

August 3, 2011

Just recently a few partners began reporting getting the error Cannot insert the value NULL into column ‘BASEUOFM’ when clicking on the Items list under the Inventory Navigation Pane option.




Items list error

  The name of the global temp table – in this case, tempdb.dbo.##0251007 – varies in almost all cases, but the end result of the error is the same. The issue has been identified running Microsoft Dynamics GP 2010 RTM, SP1 or SP2.

Upon further review, the issue is due to bad data in the Unit of Measure Schedule (UOMSCHDL) column in the Item Master table (IV00101). In summary, if you have an item record with a blank Unit of Measure Schedule or a Unit of Measure Schedule that does not exist in the Unit of Schedule Master table (IV40201), it will cause the Items list to fail with the error above.

The following query should help in identifying the offending record(s):

' Created by Mariano Gomez, MVP

' This code is licensed under the Creative Commons
' Attribution-NonCommercial-ShareAlike 2.5 Generic license.
SELECT * FROM IV00101 WHERE UOMSCHDL NOT IN (SELECT UOMSCHDL FROM IV40201);

Once you have identified the record(s) causing the failure, you can use the Item Maintenance window to correct the problem:

Item Maintenance window

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/


SQL – Copying Microsoft Dynamics GP Navigation Bar shortcuts from one user to another

April 22, 2010

I have seen this question come up multitude of times on public newsgroups and forums. In fairly large Dynamics GP installations, Navigation Bar shortcuts tend to be deployed in a standard fashion for groups of users at a time, this is, to ensure all users have the same set of options to perform their functions, or access to company documents, etc. With this in mind, it is very common to setup one user’s shortcuts and wanting to replicate these across other Dynamics GP user accounts. Unfortunately, there isn’t a facility in GP to allow this.

The following T-SQL script allows you to copy the Navigation bar shortcuts from one user to another:

CopyNavShortcuts.sql



1 : use DYNAMICS;
2 : GO
3 :
4 : declare @sourceUser char(20); set @sourceUser = 'LESSONUSER2';
5 : declare @destntUser char(20); set @destntUser = 'LESSONUSER1';
6 :
7 : if exists(select * from SY01990 where ScbOwnerID = @destntUser)
8 : delete from SY01990 where ScbOwnerID = @destntUser;
9 :
10: insert into SY01990 (
11: ScbGroupType,
12: ScbOwnerID,
13: ScbNodeID,
14: ScbParentNodeID,
15: ScbShortcutType,
16: ScbSubType,
17: ScbDisplayName,
18: ScbShortcutKey,
19: ScbTargetStringOne,
20: ScbTargetStringTwo,
21: ScbTargetStringThree,
22: ScbTargetLongOne,
23: ScbTargetLongTwo,
24: ScbTargetLongThree,
25: ScbTargetLongFour,
26: ScbTargetLongFive,
27: ScbCompanyID)
28: select
29: ScbGroupType,
30: @destntUser,
31: ScbNodeID,
32: ScbParentNodeID,
33: ScbShortcutType,
34: ScbSubType,
35: ScbDisplayName,
36: ScbShortcutKey,
37: ScbTargetStringOne,
38: ScbTargetStringTwo,
39: ScbTargetStringThree,
40: ScbTargetLongOne,
41: ScbTargetLongTwo,
42: ScbTargetLongThree,
43: ScbTargetLongFour,
44: ScbTargetLongFive,
45: ScbCompanyID
46: from SY01990
47: where ScbOwnerID = @sourceUser
48: GO

You can enhance this script by adding your own transaction commit and rollback features or use as a mechanism to ensure users do not change their shortcuts based on a template user ID. The options are many.

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/


Microsoft Dynamics GP 2010 – Navigation Enhancements

January 22, 2010

After the Microsoft Dynamics GP 2010 Security Enhancements mentioned in my previous article, I wanted touch base on some of the enhancements to the overall navigation experience.

One of the first things that jump out right at you when you get to the desktop is the new Microsoft Dynamics Online Connect feature. Think of this feature as your window to the Dynamics Community. That’s correct! Behind that window there are hundreds of thousands of other Dynamics GP users just like you. The problem? The Connect link seems to be down since sometimes yesterday, as of the date and time of publishing of this article. By the way, you can find the Connect site link (also known as the GP Role Center site) in the HomePage.xml file stored in your temp folder (%temp%).

You also have the ability to now view reminders as visual cues and multiple metrics on the page. I have to play more around with this feature as I was not quite sure I was able to get all metrics to be displayed at once.

The Navigation Pane will now only show the series buttons and associate lists for modules that are marked in the Registration window. Phew! This will certainly clean up the amount of options you have to sift through when working with your navigation lists.

You can now define and save a default lookup view for your master records by selecting the Set as Default View option from the View menu or using the right-click menu in the lookup window. The default view you select will be the view displayed when you open the lookup window the next time. You can set a default view for the following lookup windows:

  • Items lookup window

  • Accounts lookup window
  • Employees lookup window
  • Customers and Prospects lookup window
  • Salespeople lookup window
  • Vendors lookup window

The default view is saved on a per user, per company basis. The truth is, this functionality is not working as intended at this time. After I changed the sorting options and attempted to set these changes as the default value for my lookup window, the option appeared grayed out. I discussed this with MVP Mohammad R. Daoud who confirmed it in his new article titled Inside Microsoft Dynamics GP 2010 – Issues found so far.

All and all, in the above images you saw the right-click context menu, which leads me into the next navigation enhancement.

You can right-click in a text or numeric field to see a shortcut menu. The shortcut menu contains options from the Edit menu” — this, per the What’s New help file, but I believe Microsoft felt short in the definition as, right-click enables more of a context sensitive menu, rather than just shortcuts and operates in a number of places. For example, in SOP, you are able to display not only the standard copy/paste options, but also the scrolling window insert and delete options.

There are a few more enhancements in this area that I would like to discuss, but they will be part of a future article as I will need Microsoft SQL Server Reporting Services to demonstrate a few of them.

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/


The Technology Corner: Finding your way around Dynamics GP with Mentor

December 10, 2009

If you are an end user you probably already know that one of the most frustrating aspects of working with GP has to be navigating through the menu structure. Granted, improvements to the navigation bar introduced since version 9 have made things a lot easier. Nonetheless, remembering where to find an option that will take you to a specific window can be very challenging at times for both experienced and novice users. Also, what if the window you are trying to access is not a main window? What if you don’t even have security to the window you are trying to access? What if all you know of the window is a portion of the name?

I have to say, I rarely get into blogging about specific ISV solutions, but I had a chance to play around with Mentor by Rockton Software. Mentor answers the questions above and some more about any window, whether in the Dynamics dictionary or any integrating or third party product and is able to provide the exact menu path to follow to access said window.

The Installation Process

I began by downloading Mentor from Rockton Software’s website. After filling out a short registration the download process began. I extracted the downloaded zip file into my Microsoft Dynamics GP installation folder. After launching Dynamics GP, the standard dialog to acknowledge the new code was presented. Mentor is fully enabled for the Fabrikam company.

Upon accessing Fabrikam, the Mentor Setup window opened to begin the installation of the database objects. Clicking the Process button triggered the setup process.

After clicking the Yes button in the dialog window the installation process began. In addition to installing the database objects, Mentor collects information about the menu navigation for each window for all products installed on your system.

Using Mentor

Upon completing the installation you will see a new entry on your navigation menu.

By clicking on this entry you immediately gain access to the main Mentor window.

The window is pretty straight forward. I began by testing something pretty obvious. I typed Customer in the search bar. Mentor did exactly what I expected. It searched for all windows that had the word “Customer” in the title, finding 36 items in the process. In addition, Mentor presented all the navigation options for each window and provided visual cues for all windows that can only be opened from a main window.

Mentor is capable of presenting security information for each window displayed, but it also allows you to create shortcuts for these on the navigation bar and provides a quick way to establish the security tasks and roles associated to the window. Mentor is also able to establish whether you have access to a window or not.

Mentor also offers a sidekick called Inspector, which presents information about each individual field being navigated along with information on the tables associated to the form.

Mentor increases your productivity during the first weeks after going live with Dynamics GP and can even offer valuable information to experienced users. Hat tips to the folks at Rockton Software.

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com


New Article on MSDynamicsWorld: MVP Mark Polino on the Dynamics GP Navigation Bar

June 3, 2009

MVP Mark Polino, in his new MSDynamicsWorld article narrates his adventures with Microsoft Dynamics GP v10 navigation bar. Mark says of the feature “Because it’s combined with easy drill back, it’s changing the way I use Dynamics GP and it’s changing the way I show clients how to use it“.

If you are still romanced (and glued) to the menu toolbar, I can understand the sentiment, but let me use another phrase that I have been hearing lately: “that’s so 90’s!”. If you want to follow Mark’s adventures with the navigation pane and lists, take a look at his articles from his Weekly Dynamic series:

Feel free to drop Mark a comment on any of these articles and be sure to start your journey away from the Dynamics GP toolbar.

Until next post!

MG.-
Mariano Gomez, MIS, MCP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/


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