Installing, Troubleshooting Dynamics GP Smart Tag

Dynamics GP Smart Tag really work “smart” and after installing users was very excited to see inquiry window from Word, Excel and Outlook.


Below are steps I followed to installed Smart Tag on Production Environment and it working successfully.

1) Created Windows Security Group for each type of Security e.g.

 
 
 
 
 
 
 
 
Make sure one user should not available in another group e.g. if you think user “abc” is having access of Accounts Receivable and Accounts Payable do not assign that user in both group instead of create another group call “Dynamics GP_APnAR” and assigned to it.


If user is exist in more than one group in Smart Tag Configuration window on client machine you will not see Entities.

2)   a) After creating Window Security Group installed Smart Tag Server on Dynamics GP Database Server, run Dynamics GP Utilities to get require table populated. Make sure take good backup of Dynamics and Production DB.
     b) Add Group in Smart Tag Manager Enable respective Entities, Action and most important Companies 
for each Windows Group.

Now ready to install Smart Tag on Client Machine before that do the following setup or check following important task in Word, Excel and Outlook.


1) In Word, Excel and Outlook -->Goto-->Tools-->Macros-->Security In Security Level Select “Medium” and in Trusted Publisher tab select “Trust all Installed add-ins and templates”

2) Goto--> Auto Correct options-->Smart Tag mark “Label data with smart tag”

Installed Smart Tag client version , Goto--> Administration page you should see “Entities” and verify on Word or Excel smart tag is working or not.

If not then follow below steps:-

a) windows Security for user is assigned or not

b) User should not be duplicate in other Groups

c) Check Company is enable or not for windows group in GP Server “Manage Groups” screen.

d) Close Smart Tag Manager and then Goto --> C:\Program Files\Office Smart Tag Manager\temp and Delete/Rename “stConfig” and “Stterms” files. “stConfig” is hidden file. Reopen Smart Tag Manager and verify Entities in Administration. Type any Smart Tag word in Word or Excel to recreate above files.

e) If above option didn’t work reinstalled smart tag Manger.

f) Generate Debug Report to understand issue.

        1. Click Start, click Run, type Regedit, then press ENTER.
        2. In Registry Editor, locate the following registry subkey: 
            HKey_Local_Machine\Software\Microsoft\BusinessSolutions\Office Smart Tag Manager\9.0
            \Administration
       3. Set the Debug key to ON. Then, re-create the issue. After the error occurs, set the Debug key to
           OFF.
       4. Submit the OXPSTMAdminDLL-DebugLog.txt file to Support.

g) If Smart Tag is not recognizing in Word or Excel in my case in Excel Smart Tag was not working. Detect and Repair utility in Excel help me to resolve issue.It will repair Ms-Office application.
    Goto--> Help-->Detect and Repair Select both options and start repairs. You may need to do setup again for Outlook. Remove and reinstalled smart tag again. After detect and repairs check security and AutoCorrect options and mark “Label data with smart tag” in smart tag tab before installing Dynamics GP Smart Tag.


To change Update Rate for Smart Tag :-
    1. Click Start, click Run, type regedit, and then click OK.

    2. Expand HKEY_LOCAL_MACHINE.
    3. Expand Software.
    4. Expand Microsoft.
    5. Expand Business Solutions.
    6. Expand Microsoft Office Smart Tag Manager.
    7. Expand 9.0.
    8. Click Engine.
    9. Right-click LOADREFRESHRATE, and then click Modify.
    10. Change the value in the Value data field.
Note: The change is instant and does not require that you restart the computer.

Thanks

Sandip

Common mistake by Payable Clerk with POP transactions

1) Purchase Order-->Received Inventory . When Invoice is received instead of matching Invoice created Payable Transaction with same invoice no. PO which is has Inventory Receipt didn't matched with Invoice. PO Status is still show open.


2) Purchase Order created --> Receipt with Landed Cost . Invoice Matched without Landed Cost.

3) Purchase Order created-->Receipt with Landed Cost. matched Invoice for Receipt , AP Clerk forgot to matched / Apply Landed cost in Purchasing Invoice. After receiving separate Invoice for Landed Cost Expenses AP clerk created Payable Transaction for Landed Cost Invoice and paid.

4) Purchase Order -->Partial Receipt with Vendor Confirmation that he is not going to ship other Item. Instead of cancelling other Line Items in Receipt. AP Clerk Received Item --> Matched Invoice. As line Item for those PO is not cancelled PO status still show open.



All above mistake can cause Purchase Order status open and Accrued Purchase Account will show balance. Make sure to check when you will do edit PO it will create some GL Transaction for cancelled/closed PO Line Items.

For landed cost Invoiced adjustment which is not matched, to closed PO user must need to matched Landed Cost and create Credit Memo with proper GL Account and apply Landed Cost Invoice to avoid Voiding all payment and payable transactions.

Customers Item same like Vendor Items ???

Do we have same option like Vendor Item in Dynamics GP for Customer Items? Yes. How it useful in Purchasing Module when user select “Vendor Item Option” it shows only those items which is assigned to Vendors and it help user for smooth data entry. Same option is available in Dynamics GP called “Customer Items Maintenance”

Once user assigns Customer Items in Customer in Sales Transactions it will display only those Items which is assigned to customer.

How to assign – GOTO --> Cards-->Sales-->Customer Items

 
 
 
 
 
 
 
 
 
 
 
 
 
 

 
 
In Sales Transaction Entry
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Select Customer Items in Item Lookup and it will display only those Items which assigned in Customer Items Maintenance window.



Thanks

Sandip

There was a problem ascertaining product version information. Microsoft Dynamics GP Utilities will now exit. Check DUinstall.log for more information

Okay, So I was upgrading Dynamics GP 9.0 installed service pack 4 and Payroll Year end 2009 but I was getting error.. "There was a problem ascertaining product version information.. ..... check Duinstall.log for more information"

When I checked for Duinstall.log file it was showing Error for product id 0 and 309 that is Dynamics GP and Fixed Assets Module. Spend 4 days almost to research on this issue but no luck. There were several blogs about above error but nothing was helping me and Microsoft KB article 952054 was not just enough to resolve issue it didn't give any resolution.

Decided not to leave this issue and not to open support request with Microsoft. After going through Microsoft Knowledgebase on Dynamics GP 9.0 upgrade path it says if Upgrading GP9.0 or other older version for Dynamics GP10.0 need to install Patch.. it installed and upgrade went to very smoothly.



** Link to upgrade path.

  https://mbs.microsoft.com/Cms/Templates/document/General.aspx?NRMODE=Published&NRNODEGUID={300CEDF2-CB9E-4934-BAB8-FC2ABED28439}&NRORIGINALURL=/customersource/support/knowledgebase/hottopics/hot_topic_updatingmicrosoftdynamicsgp10.htm?printpage=false&NRCACHEHINT=Guest&printpage=false

I try to list all blogs and other links reference to above error. Hope it will help you.

1) http://www.microsoft.com/communities/newsgroups/en-us/default.aspx?dg=microsoft.public.greatplains&tid=7f497181-9aad-4745-9b87-d3452b951ab4

2) http://dynamicsconfessions.blogspot.com/2009/02/problem-ascertaining-product-version.html

3) http://www.keyongtech.com/5254080-upgrade-failure-release-10-0-a

4) http://www.keyongtech.com/3603302-product-0-does-not-support

5) https://community.dynamics.com/forums/p/34451/60089.aspx

May be one of them will help you to resolve this error.. I got it resolved by GP10 hotfix.

Until next post !!!

Sandip

Types of Integration methods with Dynamics GP

1)   Integration Manager-To import Masters and Transactional data from excel sheet, Tab Delimited or comma delimited files. Integration Manager can used to import opening balances. It required user interfere but can schedule integration manager.

Microsoft allowed 90 days free use of Integration Manager

2)   eConnect- One of the another way to integrated Data into Dynamics GP, required programming experience to used eConnect API. user can do VB,VB.NET or C# coding to use eConnect. Required license for Developer Toolkit to used eConnect.

Pro-eConnect used windows login id that means user need not to be Dynamics GP user.

Cos-Need to install eConnect on every machine where it required to used.

3)   Dynamics GP Web Services- Web Services created using behind the screen eConnect API, again user need to have programming experience to create integration utility using web services. Dynamics GP Web Service Management Console offer user level integration rights where it can assigned specific user certain right e.g. to only import purchasing information or Receiving Transaction only.

4)    Rapid Implementation Tools- Used to copy existing data from one company to another with all setup information. useful to migrate data from QuickBooks and version 2.0 can migrate from Peachtree.

5)   SQL Query (Insert statement)- again need to be very careful need to follow all Dynamics GP logic to run Insert statement against table. Need to verify and populate all related table.. risky process !!!

6) Macro's - Macros can also used to create integration in Dynamics GP and it follow all GP Logic

7) Table Import-Dynamics GP utility that allow to import data from file directly into Dynamics GP table which I don't recommend because if you miss a related table it will be problem or must need to populate those table also or must run checklinks after table import in mostly it created required data in related table.

8) Copy Company Utility-This utility allows you to set up new company from existing company and can import all master records as well as transactional data also.

Do you know any other way to integrate data into Dynamics GP ?

Chage Item Option from "None" to "Lot" or "Serial"

To change Item tracking option from None to Lot Number Item Qty on hand must be zero.


















Click on Option

Following steps to change Item tracking option from "None" to "Lot"

1) Create negative Adjustment Entry from Transactions---> Inventory ---> Transaction Entry for those Item you want to change to "lot item"

2) Post Transaction.

3) Goto Item Maintenance-->Option, make Changes in Item Maintenance from None to Lot.

 
 
 
 
 
 
 
 



 
 
4) Add Adjustment Entry for "On Hand" Qty with Lot information

Creating Test Company

Several time user want production data in Test company. Once you create Test Company and Restore Production database on Test Company please make sure to cover following two important point.

1) Make sure your test company name will end with "<TEST>" i.e. “MY Dummy Company <TEST>"

Advantage :

a) System will understand this is test company as well as user will get prompt that your login in test company

b) If user create test company and assigned company name without word "<TEST>" and Payroll module is installed system will count total number employees from Production Company + Test Company. But if test company name  is created "<TEST>" word  it won’t count Employee of test company.

If you are changing existing Test company Name with word "<TEST>" do not forget to run check link on Employee Maintenance to get correct employee count.

Again it’s very small but important "<TEST>" word to avoid all future confusion after creating test company.

2) Run Microsoft SQL Script after restoring Production Data into Test Company its available in KB872370