Tuesday, July 28, 2015

Delete/Unassigned bulk items from Sites or Assign bulk Items to Sites

Few days before I was having client requirement to unassigned around 50K + items from specific sites. There were several help available on web one of is from MVP Mohood (http://mahmoudsaadi.blogspot.com/2013/11/delete-item-site-assignment.html) . I followed his sql query to delete all those items from sites.

But recently I found new feature in Dynamics GP 2013. From Navigation-->Click on Inventory --> Click Items. You have option to add filters base on your requirements.  Check mark items you want to unassigned from sites.  Click on Unassigned Site icon. Select Site and click Unassigned.

You have option to to add site with same screen.

Thanks much
Sandip Jadhav

Tuesday, July 14, 2015

Bank Deposit Slip from Dynamics GP.

I want to document one of forgotten feature in Dynamics GP i.e. printing Bank Deposit Slip from Dynamics GP.

User can print Bank Deposit Slip right from Dynamics GP.

Goto--&gtTransactions-->Financial--> Bank Deposits

Select your transactions-->Click on Print button to print Deposit Slip.

Depend on yours transactions report has all details – Checks #, Cash Details etc . User can take this form to Bank.

I have updated this forms as per customers bank preprinted format.

Thanks much for reading !!!

Until Next Post!!!

Monday, July 13, 2015

Dynamics GP SQL Password - Something Interesting must test it !!!

Dynamics GP – SQL Password.
While working one of my colleague here I found something unusual in Dynamics GP2013 R2 and even GP2015 R2.

We have asked our IT department to create VM with SQL server. They have installed SQL server with ‘sa’ password ‘sql2k12@myowncompany’.

When we were trying to install GP. Utilities ran successfully with 'sa' user id and above password, we was able to create Production Company through Dynamics GP utilities but not able to login to Dynamics GP.

Spend almost 2 days to see why we are not able to Login GP. Asked IT team to reformatted server reinstalled SQL but again they given same ‘sql2k12@myowncompany’ password.  Again same story able to login GP Utility but not able to login GP. DYNSA user ID and password is working. Even we have checked all other security screen in Dynamics GP and log file was not showing any error.

Somehow I saw GP user login screen not taking password more than 15 character….!!! Whereas I can type password more than 15 characters in GP utility...!!! We got issue.

Now question is how come Dynamics GP Utility allow to enter password more than 15 character and GP Login screen user password restricted to 15 characters only.

Until Next Post!!!

Saturday, June 13, 2015

Inventory Cycle Count

Stock count requirements:
Before you set up and use stock counts, you should be aware of the requirements and restrictions. Item types Only Sales Inventory or Discontinued items can be assigned to a stock count. “Freeze” inventory when starting a stock count It’s a good business practice to restrict access to the inventoried items that are being counted during a stock count.

     Create Stock Count Schedule

Goto --> Dynamics GP-->Inventory-->Stock Count Schedule

Stock Count Schedule 

When you’re ready to begin work on a stock count at a specific site, create a stock count schedule-  specify which item-site combinations are to be included in this stock count. (If you’re using multiple bins, you specify which item-site-bin combinations are included.) You can save the stock count schedule or you can choose to start it. You also can reuse stock counts.

To create a reusable stock schedule, mark the Reuse option.

If you need to add many items in your stock count click on “Mass Add” button.  
Stock Count Mass Add

You have many option to add Mass Items base on Range you have selected. Like Item Number or Class or by Site ID.

Once Item Range is selected then click on Add Button

In my example I have selected one Item: SUGAR.

Stock Count Schedule with Item

When you’ve finished, choose Save and close the window. Need to call back Stock Count ID again to start Stock Count.

Starting a stock count schedule
Use the Stock Count Schedule window to start a stock count. If the stock count can be started—if there are no exceptions—the status of the count will be changed to Started, stock count forms will be printed and information about the on-hand quantity of each item-site combination will be captured.

Choose Start Count.
When you start a stock count schedule, the quantity on hand for each line in the stock count schedule is captured. Later, the actual count number quantities will be compared to the captured values to create default variance transactions. 

The report destination window for the Stock Count Exceptions report appears. Choose the destination for the Stock Count Exceptions report.

Stock Count Schedule

Please select Print on Hand Quantities and Print Item Lot or Serial Number if you need to count by Tracking Option then Click on OK.

Below report will print if there is no exceptions.

Stock Count Form

Use this report to do your physical stock count.
Open Stock Count Entry
Got--> Dynamics GP-->Transaction>>Inventory-->Stock Count Entry

Stock Count Entry

Select Your Stock Count ID
It will display all items. If Item is Lot/Serial --> Click on Serial/Lot button and can enter count quantity.

Stock Lot Count Entry Screen

Click Okay to go main screen- Stock Count Entry.

On Stock Count Entry screen:
1)      Distribution- It will show each Items GL Distributions.
2)      Serial/Lot- Enter Inventory count by Lot or Serial as explained above.
3)      Unposted Transaction Button- To display if there is unposted transaction are   
         considered in stock count or not for specific item.
4)      Trx History- It display total historical transactions for specific item

Once you have enter Count system will enter Variance for you.  
e.g. Stock Count Lot Number Entry screen.

Stock Count Lot Entry Screen

Click Okay to goto Main screen.

If you’re using autoposting options for stock count variances,variance transactions will be posted and reports will be printed when you process a stock count. If you’re not using autoposting, variance transactions are saved in a batch; you’ll need to post the batch.

Once you are satisfied with result click “Process” button.
System will prompt for following Reports:

1)  Exception Report

Effects of processing a stock count
When you process a stock count, several things happen:
  • Variance transactions are created. If the Autopost Stock Count Variances option is marked, the transactions also will be posted.
Cost information for variance transactions will be based on the cost of the items at the time of the stock count. Cost information is based on the item’s cost trends, so variance transactions might not match the true cost of the items. 

  • New Next Stock Count Dates are calculated for the items in the stock count schedule. 
  • History information about the results of the stock count is stored. History is kept to be the basis of the Accuracy Comparison report, which helps you monitor the accuracy of your stock counts over time.
  • If the stock count wasn’t marked to be reused, it’s deleted. If it was marked to be reused, the stock count results are cleared and the status of the count is set to Available.
  • The exceptions report for processing a stock count is printed. The report lists the problems, if any, that prevent the stock count information from being processed. Even if a stock count is successfully processed, the exceptions report is printed. If the stock count had no variance transactions that is noted in the exception report; otherwise, the report lists the batch number and variance transaction numbers used.

Goto --> Inquiry-->Inventory-->Inventory Transaction.

Inventory Adjustment

Until Next Post.. !!!!

Friday, December 27, 2013

Smart Lookup for Dynamics GP

This http://lnkd.in/b_uhEqY will change your views about Dynamics GP Lookup. Contact me for free demo copy or additional information.

Please feel free to call/email me if you need more information.

Sandip Jadhav

Thursday, August 8, 2013

Error: This document has been removed from Sales Order Processing history Or Sales Transaction Inquiry drill down show different Invoice No.

When I goto -->Inquiry-->Sales-->Transaction by Document or Customer and try to lookup that invoice it was showing me different invoice and on some invoice it was  throwing  “This Document has been removed from Sales Order Process history” even though invoice is open.

I have tried everything but it didn't resolve issue and at last open support request with Microsoft and found very strange issue that if in  Transactions-->Sales-->Edit Transaction Information “Description field” was not same as Invoice No e.g. if your Invoice # is : INV000324354  Description must match INV000324354 otherwise you get same error. In our production environment somehow in Description shows other Invoice no and that’s reason it was drill down to wrong invoice no.


Note: If Description is blank it work perfectly but if Description is other than Invoice No then it act differently.
Good news is that Microsoft confirms that it is “Bug” and already reported but don’t know when Microsoft is going to resolve this issue.
Until Next Post !!!


Saturday, April 14, 2012

Next Document Number Web Service using eConnect

Below is sample code for creating custom Web Service using eConnect for Next Document Number.

using Microsoft.Dynamics.GP.eConnect;


public string NextSopDocumentNumber(string TransactionType, string salesDocID)


GetNextDocNumbers sopTransNumber = new GetNextDocNumbers();

string nextTransactionNumber = string.Empty;



///string sConnectionString = ConfigurationManager.ConnectionStrings["GpeConnectConnectionString"].ToString();

string sConnectionString = ="server=YourServerName;database=YourDatabaseName;Integrated Security=SSPI;persist security info=False

switch (TransactionType)


case "SalesQuote":

nextTransactionNumber = sopTransNumber.GetNextSOPNumber(IncrementDecrement.Increment, salesDocID, SopType.SOPQuote, sConnectionString);


case "SalesOrder":

nextTransactionNumber = sopTransNumber.GetNextSOPNumber(IncrementDecrement.Increment, salesDocID, SopType.SOPOrder, sConnectionString);


case "SalesInvoice":

nextTransactionNumber = sopTransNumber.GetNextSOPNumber(IncrementDecrement.Increment, salesDocID, SopType.SOPInvoice, sConnectionString);


case "SalesReturn":

nextTransactionNumber = sopTransNumber.GetNextSOPNumber(IncrementDecrement.Increment, salesDocID, SopType.SOPReturn, sConnectionString);


case "SalesBackOrder":

nextTransactionNumber = sopTransNumber.GetNextSOPNumber(IncrementDecrement.Increment, salesDocID, SopType.SOPBackOrder, sConnectionString);



return nextTransactionNumber;


catch (Exception ex)

{// If an error occurs, diplay the error information to the user

throw ex;






Below are eConnect schemas to get other transaction type Next Doucment Number.

To Rollback Transactions Number:



        public void RollBackMyDocumentNumber(string strTransactionType, string strDocNumber)


           DocumentRollback TransRollback = new DocumentRollback();


           string sConnectionString = ConfigurationManager.ConnectionStrings["GpeConnectConnectionString"].ToString();




                switch (strTransactionType)


                        case "SOP":

                                    TransRollback .Add(TransactionType.SOP, strDocNumber);


                    case "Adjustment": //Adjustment

                        TransRollback.Add(TransactionType.IVTrans, strDocNumber);


                    case "IVTransfer":

                        TransRollback.Add(TransactionType.IVTransfer, strDocNumber);


                    case "POPReceipt":

                        TransRollback.Add(TransactionType.POPReceipt, strDocNumber);





            catch (Exception ex)

            {// If an error occurs, diplay the error information to the user

                throw ex;





Below is more details on RollBackDocument

Feel free to email me if you need any further assistance or please share your code for same.

Happy coding!!!