personal budget template that integrates graphics
An older version of Excel contained templates that integrated pie graphics.
Where can I locate new versions of this template?
...Great Plains Integration
I am fairly new to Great Plains so forgive my ignorance!
I am integrating one of our subsidiary companies into Great Plains(7.5).
Our intent is to use Great Plains mostly for invoicing and sales history
(from future sales; we are not concerned with integrating past sales).
I am using Integration Manager to pull our Customer Data and have had no
problems. My question is about how Great Plains maintains customer balances.
When integrating the data, is there a field that holds current balance or is
that value derived from individual line items? I was hoping not to pull
historical t...integration manage
For some odd reason I cannot get Integration Manager to properly pick
up my line item tax information for an SOP integration. I keep
getting the following error message.
This integration cannot be run because of the following problem(s):
You cannot map source recordset 'SOP Items' to destination recordset
'scrolling window 'Line_Scroll'' and its child recordset 'scrolling
window 'Line_Scroll'.form 'SOP_Item_Detail'.form
'SOP_Line_Item_Tax_Entry''. Delete the mapping to one of the
Well the SOP Items source is w...Payroll
Has anyone done a conversion from Achieve Payroll to GP? We have a client
that is looking for a reference.
...SQL Insert / Integration Manager
Ok, I have been asked to upload into the database all ISO3166 2 character
country code listings. The table I have identified is VAT1001. Fields are
CCode, CCodeDesc, ECFLAG, NOTEINDX, DEX ROW ID.
Now, I have no problem putting in data for the first 3 fields,b ut NoteIndx
and Dex Row ID are system generated. I have Integration Manager for
Distribution but I do not see where it would have me upload to VAT1001.
So, 1. is this possible with Integration Manager for Distribution
2. Is it possible to just do a SQL insert (via MS Access) and will GP during
the next check links fix t...Does anyone know of CRM / Quickbooks integration options
I would look to see if eBridge or Scribe has one...
"Jason Lang" <JasonLang@discussions.microsoft.com> wrote in message
...Payroll checklist 2008 payroll close
I have a question on the procedures for 2008 payroll close
1. We already created our year end wage file, step 7, step 8 we did our back
up, step 9 is in process, on steps 10 and 12 if I do this does this affect
the year end wage file already created?? We did not print w2s yet, when i
clear in active employees in step 12 does it just affect process going
forward and not the wage file I already created, I am new at this and this
ism our first gp 10 payroll close.
...Multi Line SOP Transaction using Integration Manager
I am using Integration Manager 7.0 to try and load a Sales Quote that has
several hundred line items.
I am using 2 text files as the source. The first is the header file which
hasthe SOP Doc Number and other fields. The second is the detail file, and
has the SOP Doc Number, item qty, date site etc.
I am joining them by SOP Doc Number in the query relationships window, and
checking Option 3 in the relationship type window.
The destination is Sales Transactions and I am using the
Dynamics/eEnterprise 7.0 adapter. (Not the SQL optimized)
When I run the integration, only the first recor...Integration Error The TTL has expired any clues?????
my orders are not making it to integration
in the status description i am getting "the TTL has expired" any clues
Is this in the application event log?
You could try to increase the time out value by going to
Look for value "Timeout" Increase the value and see if it fixes the issue.
Default is 240 seconds.
"Integration Error The TTL has expir" <Integration Error The TTL has
email@example.com> wrote in message
> ...Allocating Tips in Payroll
In one of the forums, someone asked me several questions regarding tip
allocation using GP Payroll. I posted an article to my blog that goes
through the entire calculation, but now I cannot find the thread where the
question was posed.
So, if you are still out there. . . the article was posted to :
...IM and GP close on Payables Integration
GP10 (Ver 10.00.1193) and Integration Manager both close after executing
integration that has destination of Payables Transaction. It will run for a
few minutes then close and no error messages. FYI, I can successfully run an
integration that has destination as general journal. I login to GP thru
Check the event logs on the citrix server. I've seen this once before, and
the event log error related to .Net Runtime 2.0. Sorry, I can't remember
what resolved it - I think it may have been a repair install of .Net
> GP10 (Ver 10.00...GP MRMS integration
We have GP and MRMS installed.
Due to specific business requirements, we need to keep inventory in GP and
use MRMS only for sales.
This means that POs and Receiving has to be in GP and these need to pushed
into MRMS. For sales it is vice versa.
Any suggestions for this?
Thanks in advance
Your best bet for integrating the two applications is to use eConnect and
eConnect Requester. The former will allow you to integrate data from the MRMS
application to GP, the latter allows you to specify XML documents that are
published to an MSMQ queue, where they can be retriev...CRM integration #2
Hi, CRM is quite new (well very new!!) to me - and I am
playing with Data Integration. I have the following to ask:
I have a SQL Server Table with Customer Account Details. A
master application feeds this table with information form
a mainframe system. This SQL Table contains the master
source of the data.
The problem is that I need to do integration between this
SQL Account table and CRM. Thus, I have to consider 3
operations that might be exercised on the Records namely:
If Data is inserted into the SQL Table,
a ...Payables Setup
In the Payables Setup Options window, I use an ALL DETAILS tax schedule for
the Tax Schedule IDs as I use a range of tax details. However, this is a bit
of a problem as tax details are often added and not assigned to this tax
schedule. Is there a way to have all details allowed without creating an ALL
DETAILS tax schedule?
thats the only way I am aware of
Richard L. Whaley
Author / Consultant / MVP
Documentation for Software Users
Get our Free Tips and Tricks Newsletter and check out our books at
> ...PAYROLL TAXES
I have Microsoft Money 2004 and cannot figure out how to
enter a payroll expense. I need to have gross pay- taxes
and net pay showing as the actual amount of check.
Please help- email firstname.lastname@example.org
Have you tried the special category Paycheck? Look in the sample file or
read in help about Paycheck.
<email@example.com> wrote in message
> I have Microsoft Money 2004 and cannot figure out how to
> enter a payroll expense. I need to have gross pay- taxes
> and net pay showing as the actual amoun...Payroll corrections after Payroll Year is closed
I have a client who closed their payroll year and issued W2s. Now,
they've realized that because the last payroll of 2008 was printed on
12/31 but not distributed until January 2nd, it needs to fall into
2009 for wage reporting purposes.
My first thought to correct this was to void the checks from the last
payroll and re-issue them but I've discovered GP won't let you do this
once the payroll year has been closed.
Has anyone ever run into this scenario and if so, how was it
MCP-GP, MCT, MVP
East Coast Dynamics
blog: www....Payroll Error
My client's payroll hung up when doing a build, she isn't sure why as she had
run one earlier in the day and it was fine. We deleted all the files listed
in the knowledgebase article, and did check links. She can now build the
batch but when she tries to calculate it she gets and error "UPR Temp Post 1
failed, path does not exist", then an "incorrect record length error". I
can't find anything on either of these other than deleting the activity files
and work files of the company database and system.
Any other ideas? There were none of the temp files ...Error with Transfer in PO with QB2004 Integration
LOG ERROR TEXT:
The following purchase order(s) could not be posted to QuickBooks:
Purchase order '00001' in batch 9 does not have a supplier. Add a
supplier to this purchase order before posting this batch.
Purchase order '0000002' in batch 9 does not have a supplier. Add a
supplier to this purchase order before posting this batch.
A. Normal PO post fine to Quickbooks
B. Since this is a single <Store Supplier> button cannot be selected on
C. Have tried jus...No Distribution for Payroll Check
My company just started using GP 10 after the first of the year. I
have one employee whose check distribution did not balance. Their
deductions and unemployment taxes were deducted from their check but
it was not distributioned to a G/L account. What should I be looking
at to correct this so that it doesn't happen again?
...Integrating Patient Refund Checks
A client processes 1000 refund checks per month for patients who have
overpaid their co-pays in a medical practice. They currently enter these
payables manually setting up a vendor each time and the vendor database is
enormous. They do get this information in an Excel spreadsheet so it could
be integrated. Is there a way to integrate these instead (preferably using
one integration in Integration Mgr) and use the temporary vendor feature? I
am sure that separate integrations for the vendor and payables transaction
will work but I am just trying to make things easier and do one...Canadian Payroll vs US Payroll
Can someone tell me the differences in the tables and fields which are
populated and updated in Canadian Payroll vs US Payroll?
The quick answer: Everything!!!
In Canadian Payroll, there are over 200 tables all with their physical
names prefixed by CPY. I wouldn't even hazard a guess at the number of
fields in there let alone guess at the number of tables and fields in
the US Payroll which is totally separate.
They are all listed under Tools > Resource Descriptions > Tables if you
have those products installed.
Good luck on your count and in deciding what is populated and/or
How to change the Soc.Sec Number format in Payroll module.
>How to change the Soc.Sec Number format in Payroll module.
>How to change the Soc.Sec Number format in Payroll module.
What do you want to change it to?
> How to change the Soc.Sec Number format in Payroll module.
We have setup Avaya integration with CRM 1.2 but when the sreen pop is
supposed to run it asks for the CRM username and password everytime!
I am assuming this is because it pops a new IE windows everytime a call
comes in therefore requiring you to login. Is there a way round this?
Does it ask for the username and password when you just try to open CRM in a
web browser as well? If so, then you could try shutting off the prompt for
username in IE.
I'm not sure if this will work, but you can give it a try:
In IE on one of the client machines
1) Goto Tools-->Internet Op...CDN Payroll and HR
Are there any companies out there...actually running
We have just upgraded to 8.0
We have just started the HR side however we are using 7.5 still working out
the bugs. We won't be upgrading to 8.0 not until those bugs are worked out.
> Are there any companies out there...actually running
> this ..successfully???
> We have just upgraded to 8.0
Be very carefull updating as it caused one of our
companies not to upgrade properly.....CRM Solomon Integration
I just had a client call me and say that there is some new
news circulating out there that says Microsoft is not
going to release the integration piece for CRM and Solomon
integration. Any confirmed news out there, I can not find
ask this company about their CRM to solomon bridge. I have not heard any
official statement yet from Microsoft regarding their own integration
Microsoft CRM MVP
"Carrie" <firstname.lastname@example.org> wrote i...