Customer Combiner and Modifier

I was looking for information for a client and also found a post on Community asking for help with changing Debtor ID’s.

After some investigation I found that from Dynamics GP 2013, PSTL no longer has the ability to edit Debtor ID’s since this is now built in to Dynamics GP as the ‘Customer Combiner and Modifier’.

You can get to this functionality by going to Sales >> Utilities >> Customer Combiner and Modifier.

 

 

Once here, you can select Customer Modifier and fill out the table with the left hand column with the current ID and the right hand column with your new ID.

Alternatively if you would like to import your changes to bulk change the ID’s you can use a CSV file with column A as the old ID and column B as the new ID.

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Dynamics GP Word Template Generator

I was working on some word templates for a client and came across a snag. Some of the layouts such as RM Statement do not have a standard word template and would normally require you to make one completely from scratch.

One of the problems with that is that if you don’t have all the correct tables in word relating to the right sections in the report writer report, this will often not work.

However, when looking around for an easy solution to this I found the Word Template Generator. This came in on Dynamics GP 2010 and is also in 2013 & 2015..

  • Print the report writer layout that you would like to have a word template version of. This needs to be in XML Data File format.

  •    Once you have the XML File, browse to the TemplateGenerator.exe file which will be in the Dynamics GP installation directory.

  • Next, drag the XML file onto TemplateGenerator.exe

  • Once you have done this, TemplateGenerator.exe will save a docx file in the same location as your XML.

  • You can now open the template and edit this as needed.

This is not always perfect, but is a good basis for a layout and is more convenient than having to create one from a blank word document.

 

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First post…

Ah, the infamous first post of a blog.

This is difficult, because at the moment I’m still trying to decide exactly what the content of this blog might be.

I’ve been meaning to set something like this up for some time and moving to my new role as a Microsoft Dynamics GP Consultant has spurred me on to do it.

This is the first time I’ve used wordpress, I was quite surprised and pleased that it was so easy to get installed. It seems incredibly customisable and setting this up and getting it to a state that I am happy with may take some time and iterations… but I can live with that.

I want this blog to have quite an informal feel to it I think, which may change over time; I’d like it to have content on a range of topics that I may be interested in, from my own experiences in the world of Dynamics GP, to other topics such as posts based on my quest to develop my skill set and adding tools to my arsenal such as VB and more.

Well, after getting this installed and a few bits and pieces set up it’s late; time to log off for the night.

Until next time!

Jamie

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