MSDynamicsWorld releases top 10 stories of 2008

December 31, 2008

The independent “All things Dynamics” news and resources outlet, MSDynamicsWorld.com has released its top 10 stories of 2008 and I am pleased to announce that one of my articles —Maximize your investment in Dynamics during uncertain economic times — made it in that roaster due to the traffic and acceptance it has received among the Dynamics user community during the course of the year. If you are always looking for more than just the technical or functional stuff, be sure to check MSDynamicsWorld.com for comprehensive news and articles about all things Dynamics.

Until next post!

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

Disclaimer
I am a member of the MSDynamicsWorld Editiorial Advisory Board, but in no way influenced the selection of my article for the top 10 stories of 2008.

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Mark Polino on Deleting Extender Windows

December 29, 2008


Fellow MVP Mark Polino has important information for you if you happen to be working with Extender windows. Make sure you read his article on the subject BEFORE you attempt to remove that Extender window you have been working with for a few months now.

Until next post!

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


2009 Payroll Tax Update for Microsoft Dynamics GP 8.0

December 29, 2008

Dynamics GP consultants outta be some of the most dedicated professionals on the face of the planet. In the past days, many GP 8.0 users have been wondering how to get 2009 tax updates applied to their systems. What was more discouraging is the fact that Microsoft had released a not-too-promising memo about the availability of the 2008 year end and 2009 tax updates.

Nonetheless, my friend Doug Pitcher over at Rose Business Solutions, now has an answer for everyone of you still on GP 8.0. He had been playing around with the 2009 tax update SQL Scripts for 10 and noticed they could work on GP 8.0, so just stop by and download the scripts from his site. Great job Doug!

Until next post!

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


Getting started with SharePoint Development

December 26, 2008

As Microsoft continues to launch products on the Windows SharePoint Services (WSS 3.0) and Microsoft Office SharePoint Services (MOSS 2007) platforms, namely PerformancePoint and Workflow, and as they continue to enhance the integration between Dynamics GP and these applications, I thought it would be important to point out some good SharePoint resources, in particular Paul Andrew’s blog.

Paul is a Microsoft Technical Product Manager for the SharePoint Developer platform and he has compiled a good Getting Started with SharePoint Development article with tons of links to other resources and a good step-by-step approach on how to become a pro.

I started learning about SharePoint development techniques about a month ago as part of a project that I am working on and Paul’s article has been vital in providing a roadmap to becoming proficient. In addition, I highly recommend this free Microsoft Learning clinic course: Clinic 5045: Inside Look at Developing with Microsoft® Windows® SharePoint® Services 3.0 found here

Please take a look at all Paul’s other articles as well, since they provide important news and updates about everything SharePoint.

Until next post!

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


How to roll down changes to SOP’s Requested Ship Date to line items and purchase orders

December 26, 2008

Business Situation

A sales order entry clerk has been instructed to change all requested ship dates on a 100-line item sales order. This sales order is also linked to a purchase order for the 100 line items. However, the clerk has discovered that Dynamics GP will not allow these changes to take effect by changing only the Requested Ship Date on the transaction header and must go into each line item to accomodate the for the new request. In addition, the clerk must communicate to the company’s buyer that all line items on the PO must be changed to meet the new Required Date.

Solution

It would be much easier sometimes if certain Dynamics GP functionality was available out-of-the-box. However, that would leave a lot of us without a job :-).

Throughout the application, we get so many messages about rolling down changes across multiple records, but SOP seems to be one of those modules where rolling down changes to line items don’t seem to be a choice. Take for example Requested Ship Date field. Over and over, I have seem so many newsgroup posts asking for this feature. There are typically two approaches: a) you can create a SQL Server trigger to address the changes when the Requested Ship Date is updated from the SOP document header, or b) you can create a VBA customization that will ask to rolldown the changes, and if the user acknowledges, then run a stored procedure to make these changes happen.

I like both approaches, however approach (b) provides ample flexibility and allows for an interactive user experience. In this article, I will address option (a) and will follow up — in a second article — with option (b).

So let’s take a look at our SQL Server trigger first.


CREATE TRIGGER dbo.sopRollDownReqShipDate ON SOP10100 AFTER UPDATE AS
IF UPDATE(ReqShipDate)
BEGIN
BEGIN TRAN

-- roll down to all items
UPDATE A WITH (ROWLOCK) SET A.ReqShipDate = I.ReqShipDate
FROM SOP10200 A INNER JOIN INSERTED I ON (A.SOPNUMBE = I.SOPNUMBE) AND (A.SOPTYPE = I.SOPTYPE) AND (I.SOPTYPE IN (2, 3)) -- only orders and invoices

-- updated the Required Date column for linked POs
UPDATE A WITH (ROWLOCK) SET A.REQDATE = I.ReqShipDate
FROM POP10100 A INNER JOIN SOP60100 B ON (A.PONUMBER = B.PONUMBER)
INNER JOIN INSERTED I ON (B.SOPNUMBE = I.SOPNUMBE) AND (B.SOPTYPE = I.SOPTYPE) AND (I.SOPTYPE IN (2, 3)) -- only orders and invoices

-- updated the Required Date column for the line items on linked POs
UPDATE A WITH (ROWLOCK) SET A.REQDATE = I.ReqShipDate
FROM POP10110 A INNER JOIN SOP60100 B ON (A.PONUMBER = B.PONUMBER) AND (A.ORD = B.ORD)
INNER JOIN INSERTED I ON (B.SOPNUMBE = I.SOPNUMBE) AND (B.SOPTYPE = I.SOPTYPE) AND (I.SOPTYPE IN (2, 3)) -- only orders and invoices

IF @@ERROR 0
COMMIT TRAN
ELSE
ROLLBACK TRAN
END
GO

Let study our trigger for a bit. By using a BEGIN TRAN and checking for errors before committing out transaction, with SQL Server’s @@ERROR global variable, we are ensuring that our trigger will work as a single block of code. This is, we are only committing all changes if the updates were all successful.

By performing an UPDATE A WITH (ROWLOCK), we are allowing our trigger exclusive access to the rows involved in the update. This will prevent other changes from taking place on these rows while our trigger attempts to change the records.

Finally, our DML trigger makes use of the INSERTED special table to account for all header records being modified at once. You may say, well sales orders and invoices are updated one at a time in GP. This is true, but if you have an integration that insert records in bulk as part of a transaction, say for example orders coming from a CRM system through a BizTalk orchestration, you may need to address all these orders as one transaction block instead of individually. Also, working with INSERTED prevents the use of SQL Server cursors and allow the use of a set-based approach to our implementation.

Please stay tuned for the follow up post!

Until next post!

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


Season Greetings to all the Microsoft Dynamics GP community!

December 24, 2008


As many of you get ready to celebrate Christmas, Hanukkah, Kwanzaa, or simply relax in the company of your families and friends, I would like to take this opportunity to wish you the best throughout these festivities on behalf of my wife Marina and children.

Thanks for all the great comments I received and support to my blog. It keeps me going and working to bring you the some of the best content you will find about all things Dynamics GP.

You can always count on 2009 bringing new and exciting articles with innovative approaches for using Microsoft Dynamics GP and getting the best out of your investment.

Until next post!

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


Victoria Yudin compiles Microsoft Dynamics GP resources page

December 24, 2008


This article should suite me really well! I for one, spend a lot of time trying to find the same Dynamics GP pages over and over: in PartnerSource, in CustomerSource, in the Knowledgebase… It is quite frustrating when you have to get back at these pages more than once and have not bookmarked them or add them to your favorites. Fellow MVP Victoria Yudin must have been experiencing the same issue, but she decided to take action! Victoria has now created a Resources page on her blog pointing to the most typical links: systems requirements, printer compatibility list, installation guides, user guides, and much more.

If you feel lost, then this is the best place to get started.

Until next post!

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