Microsoft Dynamics GP Integration Manager Error: “Are you sure you want to delete this customer record?”

 Trying to integrate customers from integration manager and received the above error?

Try creating a customer maually, then saving and see if you experience any errors there. That would assist in guiding you to the reason for same. 

Mine was due to collections management not being installed on the brand new company that was added to an existing instance. As this client did not renew the module, I just removed CM from the dynamics set file and this resolved the error. 

Integrating data to Dynamics GP from KingswaysSoft which sits on SSIS

Scenario: 

You create a map and the resulting errors are to be written to a sql table via use of the OLE DB connector, so that triggers can be executed in SQL so other records can be updated to remove your failed lines as necessary due to KingswaySoft not playing by the rules of GP. 

 

Issue:  

SQL Table Trigger does not run when the records are inserted from Kingswaysoft. 

SQL Table Trigger only runs when the records are inserted through SQL. 

 

Resolution: 

Right click on the Ole DB output,  Go to the Advanced Editor , navigate to Component Properties of the OLE DB connector and change Access Mode from "OpenRowset using FastLoad" to "OpenRowset" 

Dynamics GP Error - Cannot drop the index 'taErrorCode.AK2taErrorCode' because it does not exist or you do not have permission

So you are upgrading GP and get the below error.

This is due to a missing index.

Script one out from a working machine and script into your 'troubled' environment. Be sure to also script in the primary key as well in case it is also missing.

Error: the stored procedure smgrantaccessonaccountmstr returned the following results dbms:0 Microsoft Dynamics GP

So you receive the above error on doing an update/upgrade.

You have re-run the grant sql script, change db owner, etc, multiple times.

Even reviewed the stored procedure.

Reason for issue:
-There is a mis-named table. Possibly with a period in the name.

Resolution:
- Just rename the table.
-Continue to utilities.

Voila!

Analysis Cubes Creating Pivot Error - Cannot access file

So you are creating a pivot after upgrading and then when you save the file, you get an error that the file cannot be accessed and it refers to an excel file in the folder of the older version of Dynamics GP.



What to do:
- Change the Server name in the Pivot window which is Microsoft Dynamics GP>> Tools>> Analysis Cubes>> Create PivotTable Reports.
- Pick back the module/cube
- Click Save.
-This will generate the pivot to the new GP version.
-Now you can click excel icon to open your Pivot.

Analysis Cubes Upgrade Dynamics GP Error in Cube - Unhandled Object Exception Class not registered

So you have upgraded Analysis Cubes for Dynamics GP and then go into GP to Microsoft Dynamics GP>> Tools>> Analysis Cubes>>Create Pivot Reports and when creating a new pivot, you click save and get an unhandled object exception: class not registered.

This is due to not having excel on the machine you are trying to deploy on. Use another machine.

GP Web Client First Log in - Error Received "A get/change operation on table 'syUserDefaults' failed accessing SQL data dynamics gp"

So you set up web client
Try to log in for the first time and get:

"A get/change operation on table 'syUserDefaults' failed accessing SQL data dynamics gp"
More Info : "The server principal "(username)" is not able to access the database "DYNAMICS" under the current security context."


To Resolve:
- Run grant scripts against Dynamics and Company Databases
-Give your web client sql user account DYNGRP access to DYNAMICS database.

Analytical Accounting Error - Assigned amount does not equal the distrbution amount

So you are posting a journal and get the error only when posting not when you print an edit list.

What is wrong? The distributions in the AA Work tables are mixed up.

Review these tables and manually update where you see the credit and debit or even the percentage allocation is incorrect.

Tables:

• AAG10000
• AAG10001
• AAG10002

Revalue vs Non Revalue Items

When an item is not set to be revalued the following happens.

Scenario A with Non Revalued Item:

• Item Purchased and Received into stock at $500.
• Some of the item is subsequently sold
• Item is Invoiced through purchasing at different unit cost say $550.

End Result for Scenario A of Non Revalued Item:

• GL Updated with Inventory value of $500 from the Purchase Receipt
• GL reduced with the Inventory and Cost of sale based on the purchase receipt i.e. $500.
• Sub-ledger reflects the purchase receipt cost i.e. $500.
• Invoice difference is reflected in the purchase price variance account. This does not affect inventory sub-ledger as the cost remains the receipted cost and the inventory account matches this value in the sub-ledger as the difference is posted to the purchase price variance account instead of inventory.
• In the end the sub-ledger and GL balances but at the Receipt Cost.

When an item is set to be revalued the following happens.

Scenario B with Revalued Item

• Item Purchase and Received into stock at $500
• Some of the item is subsequently sold
• Item is Invoiced through purchasing at different unit cost say $550.

End Result for Scenario B with Revalued Item

• GL Updated with Inventory value of $500 from the Purchase Receipt
• GL reduced with the Inventory and Cost of sale based on the purchase receipt i.e. $500.
• Sub-ledger reflects the purchase receipt cost i.e. $500.
• Purchase Invoice difference Debits the Inventory sub-ledger for the $50 as well as the GL (instead of the purchase price variance account used in Scenario A). 
• The system automatically creates a journal to update the cost of sale and inventory where sales transactions were posted from this receipt layer. 
• In the end the sub-ledger and the GL balances but at the Invoice Cost.

In the end it is all dependent on what you want to see in your General Ledger. 

And no - Revalue Inventory does not result in your sub ledger to general ledger being out of balanced.

Note the snip below is for the Revalued Item at 600 and not 500 as listed in the example scenario above.

A get/change first operation on table 'ASI_MSTR_Explorer_Favorites' cannot find the table.

Error when opening GP:
A get/change first operation on table 'ASI_MSTR_Explorer_Favorites' cannot find the table.


Possible reason for issue:
The Dynamics.dic file may not be synchronized with the account framework.

To Fix:
To resolve this problem, resynchronize the Dynamics.dic file to the account framework. To do this, follow these steps:

1. Locate the Dex.ini file on the computer. To locate the file, follow the appropriate step:
   
   • If you are using Microsoft Dynamics GP 10.0 or Microsoft Dynamics GP 2010, the Dex.ini is in the Data folder of the installation folder. By default the installation folder is C:\Program Files\Microsoft Dynamics\GP.
   • If you are using Microsoft Dynamics GP 9.0, the Dex.ini is in the installation folder. By default the installation folder is C:\Program Files\Microsoft Dynamics\GP.
2. Open the file in Notepad.
3. Change the Synchronize parameter as follows:
   Synchronize=TRUE
4. On the File menu, click
   Save.
5. On the File menu, click
   Exit.
6. To start the synchronization process, start Microsoft Dynamics GP Utilities.

Integration Manager Error - "Please check and reenter date"

Ok, so you are importing transactions in Integration Manager.

The integrations keep failing and saying the captioned error.

The Possible Issue:
- Date Format on Computer is different from that in GP and that from your data file.

My issue:
- GP date 2018-01-31
-System date 2018-Jan-31

To Fix:
- Change the date setting in the system to match GP  i.e. 2018-01-31

Voila!

Dynamics GP workflow emails

To tie a windows login to an email address you need to:
- Go to Active Directory.
-Open the user
-Go to the general tab
-Fill in a name as well as email account

-Voila!

Integration using stored procedure and smartconnect

So you run your integration file which is using a stored procedure instead of a table.

Then you get error messages in the form of a number. You check Event Viewer and find nothing.

For example '7' or '50997'.

To figure out what this means you have to run the below select statement:

SELECT * FROM DYNAMICS..taErrorCode

The remote server returned an error: (407) Proxy Authentication Required.

So you are installing Management Reporter Application and Process Service in the environment. Clean install. No reports or anything else exists. Then.... you get the above error! It looks like everything was installed though. :s

What next?
- Remove the Application and Process Service.
-Delete the Management Reporter database in SQL that was just made by the process.
-Go into Internet Explorer and turn off the Proxy Service.
-Re-run the install for the Application and Process Service.
-Voila!

Login failed for user smartview

This happens after restoring a backup.

The passwords are basically screwed.

To resolve, Go to tools>>Smartview>>Smartview setup.
Change the password.

Go to SQL> Security>Logins.
Change the password for smartview user here as well to match the new password in GP.

Voila!

Re-open Fixed Asset Year to un-do disposal (unofficial steps)

1.  Run a Select * from FA40200 and note the CURRFISCALYR of the books.
2.  From SQL studio, update the FA40200 table and set the CURRFISCALYR to the year that the asset was retired in.
3.  Go back into GP and undo the retirement.  Interface the transactions to the GL and delete or post them as necessary. 
4.  Go back to SQL studio and update the FA40200 to set the CURRFISCALYR to what is was before you updated it the first time.
Voila.

SSRS Trial Balance not sorting account numbers

So you try to print a GL Trial Balance but when you select the from and to accounts they are not sorted correctly.

Easy fix - change the sort order in stored procedure.

Edit the stored procedure that populates the drop down list (seeglSRSAccountListing in the company database) to end with this:
select * from #accountsegment order by segmentlisting

Originally it does not sort.

Also, you can technically change the drop down lists to text boxes and type in account segments instead of using that pre-populated drop down list if you want.

Workflow error Dynamics GP

I had Workflow working in Purchase Requisition processing up to the last time i used my vm.  Started using it today and when I submit a purchase requisition for approval I get the error below.  Note no changes had been made and this error appears now where everything worked previously:

"[Microsoft][SQL Server Native Client 10.0][SQL Server]A .NET Framework error occurred during execution of user-defined routine or aggregate "SendWorkflowCompletionEmail". System.IO.FileLoadException": Could not load file or assembly 'System.DirectorSer[..." Error gets cut off at the end.

Resolution:

STEP 1:

Go to Microsoft Dynamics GP>> Maintenance>> SQL

Scroll to User Messages in the DYNAMICS db, insert and click 'create stored procedure'.

STEP 2:

Go to SQL and run the following script against DYNAMICS (system database)

exec wfDeployClrAssemblies

A save operation on table PM_Transaction_Open has created a duplicate key

So you post a batch and it gets stuck in batch recovery. Try to clear it and it cannot come out. When you click 'more details' on the error it tells you about the save operation creating a duplicate key.

What to do?

Backup company and system database and then run checklinks on the Payables Logical and Vendor tables. Run this twice and the keys will be recreated, you may have to delete the batch after if the transaction was posted and resulted in an extra record.

Dynamics GP - Sales Order has been removed

So you tried saving a sales document, lost connection, forced to exit the system. Sign back in and cannot access the document.

Do an item inquiry and see the stock allocated.

What next?

In this order:
Run Checklinks on Sales Work
Run Reconcile on Inventory for the specific item.

Then run both a second time, the first time the sales order will correct itself, the second time the stock will be corrected. So yes, you have to run checklinks on sales work, then inventory reconcile then checklinks on sales work and then inventory reconcile again, in this order.