Going Live with GP
I plan to start using GP Sept 1. We have not transferred any historical
transaction from the old accounting system.
All of our Vendors, Customers, Inv Items etc. are entered and we have tested
all functions of AP AR GL.
Does anyone have a checklist of things to do when starting with a new GP
I understand the basics things such as
Enter open invoices in AP and AR
Enter open POs
Enter begining GL account balances fromt the old accounting system
Begining bank balances and so on.
I just want to make sure that I'm not overlooking something so a check list
from someone ...Project and Outlook Communication
For the longest time we were using Lotus notes, but have now switched
to MS Outlook. Does anyone know of advantages by having MS Project
and MS Outook? are there any special ways these communicate or can be
used that we could not do with Lotus?
We are on MS Project Professional (including PWA) 2007 SP1
When you move to Outlook from Lotus Notes, you will find there is an Project
Server 2007 add-in for Outlook that allows a team member to import and
report on PWA tasks from within Outlook. Before they can use the add-in,
they must download and inst...Migrating data from GP to GP
I have a GP7.5 installation when all data is, and a new GP8 installation on
a different server.
I need to migrate inventory data from the GP7.5 to GP8.
I know that i should use the integration manager. But using it means that i
should know the data source structure which is GP, and this is very complex
because i need to migrate all inventory module, not a few data.
PS: i don't what to make an upgrade because other modules are different in
the 2 installations.
Does anyone have any idea on this issue?
Have tried just using DTS within SQL Server choosing your 7.5 s...Changing Display Name of Account Entity
I have changed the name of the account entity to Groups and this has
displayed correctly. However, when looking at Views the headings still have
Account Name which I assume it is picking up from the Display Name on the
entity. I can't seem to change this as it is greyed out - is there a way to
change the headings on Views?
Ignore this - I was looking in the wrong place!
"Sue Westlake" wrote:
> I have changed the name of the account entity to Groups and this has
> displayed correctly. However, when looking at Views the headings still have
> Account ...GP concurrent user and SQL 2005 CAL
assuming a 10 con-current licenses being installed on 15 workstation, with 15
users in GP.
How many SQL 2005 CAL is needed ?
Server plus user client access license (CAL) licensing requires a separate
Server license for each server on which the software is installed, plus a
user CAL for each user accessing the server.
The user CAL model will likely be more cost effective than device CALs if
there are multiple devices per user (for example, a user has a laptop and
handheld computer accessing SQL Server).
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business...Account list headings
Of the headings in the account list: Account; Last Updated; To Review; Bank
Balance; and Adj. Balance. I only have details in the Account name column and
the adjusted balance column.
Could someone tell me how/when the other fields are used?
I would like to show balance at the bank at the last point I reconciled my
transactions (last updated?) against the adjusted balance, all in the one
Just to note that the adjusted balance includes items that I have yet to
reconcile, ie items after my last bank statement
I hope above is clear, and appreciate help
...Unable to stop outlook to sync with IMAP account
my outlook profile handles two accounts one is of exchange and another one
is of IMAP. Out of these two accounts I want to sync with IMAP account in
certain cases only(like when system is idle or when exchange is offline)
For achieving this I have created an Outlook Add in that handles Syncstart
event, when sync start is fired I am just stopping that by Stop() method of
I have tried below code but was not able to stop the sync. Can anybady help
me on this.
private NameSpace ns;
ns = ThisAplication.Session;
private Microsoft.Office.Interop.Outlook.SyncObjec...Questions about GP Client upgrade configuration
I'm getting ready to install a Service pack for GP7.5 and my ultimate goal
is to get ready to upgrade to GP8.0. However right now upgrades are very
tedious and below is the whole story.
All the users/clients are identical!
Let me describe what we have done in the past to upgrade and what I want in
In the past we sat down at each client machine performed the install. Then
we logged in as an administrator (Ethoseries required this I think) so the
product can finish loading what it needs. Again we do both steps on every
In the future what I would like to do is in...Disabled Account [WIDLPACKET]
Exchange 2003. A user was disabled 6 months ago and I noticed todate it is
still able to receive e-mail. Is it because some active users have Full
Access to the mailbox?
Some say it is normal behavior of Exchange to receive e-mails for disabled
Thanks in advace.
That would be because someone has either set the SELF ACL as having Full
Mailbox Access, or another account has been set as the Associated External
Running a tool called NoMAS can also fix this.
By default, as soon as you disable an account, it will generate NDR's for
any messages se...Fabrication and GP
I need to know how to process a transaction in GP. We are a sales -
distribution center. We do some light fabrication. We need to find a way in
GP to take one part or more parts, do fabrication work with them, then put
them back into the system as a new part. For example, we take drum rollers
and send them to a local fabricator who drills holes in them, inserts
"brushes", then sends them back to us as a brush roller. They charge us for
labor and the additional material and we have a new part.
Currently, we either treat it as a parts sale / purchase. That part is
clean, but a...Upgrading from GP 9 to GP 10
While trying to upgrade from GP 9 to GP 10, I get an error when selecting
the instance of the already installed GP 9: "Index was outside the bounds of
the array". Any ideas?
...GP 9 Upgrade and SQL Server 2000 sp4
per microsoft's documentation sql server sp4 must be installed before
upgrading to GP 9. does anyone know if the sql server sp 4 install is
necessary for the GP 9 upgrade? microsoft's documentation indicated that all
service packs for GP 8 must be installed before upgrading to GP 9, but after
speaking with support, they said the GP 8 service packs aren't necessary.
bottom line: i'd like to avoid the sql sp4 install if necessary as i had to
rebuild my test server after installing sp4 last week.
Since the database requirements for GP 9.0 list SQL 2000 SP 4 a...Payroll GP 10.0
Got this from a client and not sure what they are doing, but never heard of
this any help would be great.
As I am reviewing the Payroll Deduction Journal from the payroll I just ran
yesterday, I have identified 5 employees whose deductions & benefits did not
calculate. I happen to be one of the 5. There is $$$$$ that did not come
off my pay as deductions; including my 401K. The common denominator seems to
be when employee changes are made, deductions & benefits are made inactive;
even though those benefits & deductions have no part in the changes being
made. Pardon me, ...Project Accounting -- AP Invoices
There is an AP Invoice that has been paid. We need to change the Project
Number that this invoice was charged to.
I think the easiest way is to enter a return to vendor to remove the invoice
from the first project. Reenter the invoice against the correct project.
Then in Purchasing apply the credit created by the return to vendor against
the newly entered invoice.
> There is an AP Invoice that has been paid. We need to change the Project
> Number that this invoice was charged to.
...MS CRM integration to GP
Can any one update me wheather the mutiple company
databases can be integrated to MSCRM.
The senario is this.
a company has mutiple entities using GP 7.5 and unique sql
databases,require to integrate mscrm with gp.
The integration that is supplied by MS only allows you to integrate
with 1 company DB. You could probably use some of the components that
are provided, but you will need to develop some of the integration
logic yourself to address this.
On Sat, 24 Jan 2004 05:34:31 -0800, "firstname.lastname@example.org"
&g...Importing from Outlook, Contacts AND Accounts
I've read various postings on this here, but am still a bit confused. When
I import from Outlook into CRM, I don't have any options about field
mappings within the Import tool, just which folder to import from. It seems
to make sense that since Outlook has distinct company and contact fields,
one could import them as accounts and contacts, but I don't see how. I
realize code can be written to do this, but shouldn't this be a pretty basic
function that most everyone with Outlook would want to use? Or am I just
missing something here?
...error in GP
When I try to generate a Historical Aged Trial Balance my computer freezes
then gives me this error message. "The stored procedure
pmHistoricalAgedTrialBalance returned the following results DBMS:208, GP:0
This is path I use to get to the report: Reports/Purchasing/Trial
Balance/Historical Aged Trial Balance.
We have been having problems with other reports because of the change from
2005 to 2006.
I appreciate the assistance.
This is Lisa. Thank you for your inquiry on the Historica...Account Setup Temporarily Unavailable
OK I decide to wipe the slate clean on my 2005 trial and deleted my
problematic account that was not showing current transactions. When I went
to set it up it started buy has hit a glitch. The bank name is now appearing
in my account list but is asking me to provide sign in information so I
click that link and it takes me to the list of banking institutions and
highlights mine. I click next and it gives me the error message, "Account
Setup is temporarily unavailiable. Please try again later". This is gone on
all day. I have another account listed in my list from a different
i...GP General Ledger Distribution Reference Field Length
Is there a way of expanding the field length of the Distribution Reference
field beyond 30 characters?
No, I'm afraid it is not possible.
"Pam" <Pam@discussions.microsoft.com> wrote in message
: Is there a way of expanding the field length of the Distribution Reference
: field beyond 30 characters?
Just curious, why do you need a longer field length - for drill down purposes
or for report printing purposes?
> Is there a way of expanding the field length of the Distribution Refer...email Bounce "From: derived from envelope by email@example.com"
This is an odd one, and I just don't know where to look for answers...
We have an SBS 2003 server, patched with all the usual POP3 connector
patches, and it all seems to be working fine...
Every once in a while, a client who sends in to us gets a bounce message...
From: derived from envelope by firstname.lastname@example.org
I've no idea where the message is coming from..., as he will send emails in
quite happily for several weeks then he gets one of these..?, and it
He just resends it and it works fine...
He is the only customer we have this problems...Business Portal (BP) and Great Plains (GP)
We do not have all the fields in the Ledger Transaction Summary History Table
(BP) available as we do in the Account Transaction table in GP i.e. can't
find TRX Date in BP but have it GP. Is there any control when installing the
BP software with respect to what fields for a table will be displayed and can
be used in constructing queries in BP? How do we get access to additional
fields in BP?
Thanks for using the newsgroups. The Ledger Transaction Summary History
entity maps to the Account Summary History table. The Account Transaction
History table is not exposed th...Activities assigned to contacts or accounts???
I created some activities associated with a contact and completed/closed
them. They now show up in the history associated with that contact. But if
I go to the account associated with the contact I don't see any history at
all. I can create and close some activities associated with the account and
these will show up in the account history. But I'd expect the contact
history to rollup to the parent account.
Anyone found a way to make this happen. I want the detail of which contact
the activity was really done, but NEED to be able to view ALL activities for
an account regard...Microsoft Works # 9 calendar
I have activated Microsoft works # 9 calender reminder from the start up
menu, but have still not received a reminder of events on start up or when
using the calender. I used to get a pop up window with the calender as a
reminder. Are there any simple fixes to this issue. Thanks.
...sample data in project accounting better by small program like HR
Is better to add the sample date in Project accounting by small program like
HR or Manufacturing. because the macro some times stop if you didn't make the
payroll tax update or didn't make the path of the picture for payroll.
so I suggest it is better and easy for all please
Awad Elshafia Ibrahim
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion...Duplicate Accounts when Online Update
I have MS Money 2008 Home & Business. Windows XP-32 bit. When I first set up
MS Money, the Online Updates worked fine. I bank with Wells Fargo and when I
clicked update now, it would go out and update my Checking and Savings
account ok. I have changed a few things, trying to config MS Money for 1st
time use, and now when I update this bank account, it creates new accounts
with a #2 after each one.
I changed my user name and password, at Wells Fargo request. I went into MS
Money, and Changed the account settings. Ever since then, the account just
failed to connect. Tonight, I went t...