How to correct Dynamics GP Errors Lab Exercises

Transcription

1 How to correct Dynamics GP Errors Lab Exercises Matt Mason

2 Fixing GP Errors Lab Exercise 1 Running Check Links Screen: (From Toolbar). Microsoft Dynamics GP Maintenance Check links. Choose Purchasing Series. Click All button. Click OK. BE SURE TO PRINT ERROR LOG TO SCREEN. Minimize Dynamics GP for later use.

3 Fixing GP Errors Lab Exercise 2 Running Reconciles Purpose: Matches summary records to the total of transaction details in specific places in GP. Screen: Sales Utilities Reconcile Choose Current Customer Information. Click Process. Print Output to screen.

4 Fixing GP Errors Lab Exercise 3 Backing up GP company This is done by accessing SQL Management Studio Upon launching, you ll need to access the SQL server by using sa login. Password is access Click Connect button. Goal: to back up the TWO database (Fabrikam, Inc.) On left side, click the + next to Databases folder in the Object Explorer panel. Right click on the TWO database. Then click Tasks. Then click Back Up

5 You will see the following screen: Click Remove button to get rid of latest backup. Click Add Click Elipsis button (the one with 3 dots).

6 Click the + next to TWO folder. Then, click ON the TWO folder. In File Name field, type TWO.bak. Then click OK. Click OK 2 more times. You re backing up. When you re done, you ll see the following message:

7 Click OK. Minimize SQL Management Studio for later use.

8 Fixing GP Errors Lab Exercise 4 Clearing Stuck Batches Bring up minimized SQL Management Studio Click New Query on top left of window Change database from master to TWO

9 In the big white space, type in the following: SELECT * FROM SY00500

10 Click the Execute button above the white space. Results of this Query will appear at the bottom of the screen Search BCHSTTUS column for batches with status other that 0. There should be 2 batches: PETTY AND UPTOWN TRUST Change Query Statement to: SELECT BCHSTTUS, * FROM SY00500 WHERE BACHNUMB = PETTY Click Execute button. You will see only one record now.

11 Change Query Statement to: UPDATE SY00500 SET BCHSTTUS = 0 WHERE BACHNUMB = PETTY Click Execute button. You should see one row affected. Type in the query statement again SELECT BCHSTTUS, * FROM SY00500 WHERE BACHNUMB = PETTY

12 You should see that BCHSTTUS = 0, which means the batch is available

13 Fixing GP Errors Lab Exercise 5 Deleting and Rebuilding the PM Key file Step 1 Delete: Do this in SQL Management Studio Click New Query button Type the following Query Statement: SELECT * FROM PM00400 Click the Execute button. Examine results at bottom on window. There should be a lot of records. There should be Control Numbers and Vendor ID s.

14 CHANGE (don t type new statement) EXISTING STATEMENT TO: DELETE PM00400 Click the Execute button. You should see lots of rows affected.

15 Step 1 Delete: Do this in Dynamics GP Bring up Dynamics GP. Run check links just like in Exercise 1, EXCEPT ONLY CHOOSE TWO FILES: Payables History Logical Files Payables Transaction Logical File Screen: (From Toolbar). Microsoft Dynamics GP Maintenance Check links. Choose Purchasing Series. Choose Payables History Logical Files. Click Insert button. Choose Payables Transaction Logical File. Click Insert button. Click OK. BE SURE TO PRINT ERROR LOG TO SCREEN. You ll see a record added for each line of Key file. Don t bother printing, just close.

16 A Short Primer on Dynamics GP Tables Each GP table name is 7 or 8 characters. The first 2 or 3 characters are letters; the last 5 are numbers. An example is: UPR30300 Microsoft SQL Every character (almost) means something. The letters denote which module they are a part of. Names and Modules Table Name AF BM CM GL IV IVC MC PM POP RM SOP SY TX UPR Others Module Advanced Financial (Dinosaur module) Bill of Materials Bank reconciliation (formerly Cash Management) General Ledger Inventory Invoicing Multicurrency Payables Management better known as Accounts Payable Purchase Order Processing Receivables Management - better known as Accounts Receivable Sales Order Processing System Manager Taxes United States Payroll (as opposed to Canadian Payroll) 3 rd Party programs have their own file names The numbers denote what kind of table it is. The most important number is the first one that tells what series it s in. Numbers and Table Types Number Type of Table 00 s Master (card) files s Work (unposted) files s Open files s History files s Setup files Other Don t worry about them So, the table UPR30100 is a payroll history table. If you want to know EXACTLY what kind of table it is, you can find this out in the Resource Table Descriptions inside Dynamics. Screen: Tools => Resource Descriptions => Tables

17 Click the next to the Table: Product: Dynamics Series: Choose module View by: By Table Physical Name In this case, you find that the UPR30100 is the Payroll Check History Table. But it goes even farther to find out what each field is in the table, double-click on the line. You will be able to see the Physical Field Name (very important for SQL Management Studio), the type of each field, and what the key fields are.

18 But there s EVEN MORE double-click on a particular field and you will see more information on that field, such as field size, and formatting. And finally a list of common tables that you ll find a lot of fields useful in SQL Reports.

19 Physical Name GL00100 GL00105 GL20000 GL30000 PM00200 PM20000 PM30200 RM00101 RM20101 RM30101 SOP30200 SOP30300 UPR00100 UPR00400 UPR00500 UPR00600 UPR30100 UPR30300 IV00101 IV30200 IV30300 IV30301 IVC30101 IVC30102 Display Name Account Master (Chart of Accounts) Account Index GL Year-to-Date Transactions GL Account Transaction History (prior years transactions) Vendor Master (Vendor Maintenance) A/P Open Transactions (open invoices) A/P Paid Transactions (paid invoices and checks) Customer Master (Customer Maintenance) A/R Open Transactions (open invoices) A/R Paid Transactions (paid invoices and checks) Sales Order Processing Transactions Header file Sales Order Processing Transactions Line file (Inventory items) Employee Master (Employee Maintenance) Pay Code Master (What everyone gets paid) Deduction Master Benefit Master Check History Transaction History Inventory Item Master (Item Maintenance) Inventory Transaction History Header file Inventory Transaction History Line file Inventory Transaction History Line file Invoicing Transaction History Header file Invoicing Transaction History Line file