David Morinello@mttsvc.com
Forum Replies Created
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This turned out to be a mapping and value transformation issue with Wipfli ExpenseConnect. We are in the process of fixing the configuration with the help of Wipfli Support.
We have this implemented in multiple GP companies and ExpenseConnect was incorrectly selecting one of the other companies and using the next available Journal number from that smaller company.
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A month is a long time, but does your SQL Admin keep regular backups going back that far?
I have both a DEV and UAT GP copies. When someone occasionally does something like this, I restore the closest backup to the deletion to our test environment and either bring it up in GP there or just query the data from the GP SQL tables.
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Have your seen this article? It walks through the steps and does mention “…This will change the Report Type default back to Standard. Users can still select Template as an option if needed.”
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I had this older SQL Script in my toolbox from many years ago. Will this do what your need?
P.S. I always try to leave the original creator’s info in the script.
/*———————————————————————————-
Creation Date: 23, November, 2015
Created by: Mahmoud M. AlSaadi
The main purpose of the script is to retrieve vendor EFT Bank details.
Revision History:
Revision No. Revision Date Description
1 11/23/2015 Original Version
2 04/12/2024 DPM-Joined the Vendor Master for changed data
———————————————————————————- */
— Tables Included:
— SY06000 EFT Bank Setup Information
/*- Purchasing Series*/
SELECT S6.SERIES AS Series,
S6.ADRSCODE AS ‘Address Code’,
S6.VENDORID AS ‘Vendor ID’,
PM2.VENDNAME,
CASE FRGNBANK
WHEN 1 THEN
‘Yes’
WHEN 0 THEN
‘No’
ELSE
”
END AS ‘Additional Information’,
CASE INACTIVE
WHEN 1 THEN
‘Yes’
WHEN 0 THEN
‘No’
ELSE
”
END AS Inactive,
S6.BANKNAME AS ‘Bank Name’,
S6.EFTBankAcct AS ‘EFT Bank Account’,
S6.EFTBankBranch AS ‘EFT Bank Branch’,
S6.IntlBankAcctNum AS IBAN,
CASE EFTAccountType
WHEN 1 THEN
‘Checking’
WHEN 2 THEN
‘Savings’
WHEN 3 THEN
‘General Ledger’
WHEN 4 THEN
‘Loan’
ELSE
”
END AS ‘EFT Account Type’,
CASE EFTTransferMethod
WHEN 1 THEN
‘Not specified’
WHEN 2 THEN
‘Business Account’
WHEN 3 THEN
‘Corporate Account’
WHEN 4 THEN
‘Personal Account’
WHEN 5 THEN
‘Foreign Account’
ELSE
”
END AS ‘EFT Transfer Method’,
CASE GIROPostType
WHEN 1 THEN
‘Pure’
WHEN 2 THEN
‘Impure’
ELSE
”
END AS ‘GIRO Post Type’,
S6.SWIFTADDR AS ‘Swift Address’,
S6.CustVendCountryCode AS ‘Vendor Country Code’,
S6.DeliveryCountryCode AS ‘Delivery Country Code’,
S6.BNKCTRCD AS ‘Bank Country Code’,
S6.CBANKCD AS ‘Central Bank Code’,
S6.ADDRESS1 AS AddressLine_1,
S6.ADDRESS2 AS AddressLine_2,
S6.ADDRESS3 AS AddressLine_3,
S6.ADDRESS4 AS AddressLine_4,
S6.RegCode1 AS RegulatoryCode_1,
S6.RegCode2 AS RegulatoryCode_2,
S6.EFTTransitRoutingNo,
S6.CURNCYID AS CurrencyID,
S6.EFTPrenoteDate AS ‘EFT Pre Note Date’,
S6.EFTTerminationDate AS ‘EFT Termination Date’
FROM SY06000 S6
INNER JOIN PM00200 PM2 ON S6.VENDORID = PM2.VENDORID
WHERE S6.EFTBankType IS NOT NULL
–WHERE (S6.SERIES = 4) AND MODIFDT >= GETDATE() -7
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We built up a GP Security Task for SmartList access using GP Power Tools. Create a Role with these and the DEFAULT Task and assign it to a test user. If your users use the drill-back functionality of the lists, you will likely need additional access.
If you have GP Power Tools, it has a feature to start a Security Trace, click what you need them to access, then stop it and build a new GP Security Task.
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I have also worked with GP for quite a while, since GP 8.0. From what I have seen, GP installations might just outlive us all! Take a look at how many older versions of GP are sitting out with end-users happy with what they have.
The pool of GP Admins may dwindle, but I suspect you could find users needing GP support for the next 10-15 years easy.
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Given that, if you have a desire to branch out, by all means go for it!
Many ERP products sit on top of SQL and your experience will give you a leg up over new administrators.
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SmartConnect 21 REST Service Setup for Concur?
We purchased SmartConnect but it is taking them a very long time to schedule the support hours we paid for.
I am in the process of mapping those large Concur files to GP, but I would really like to use the SmartConnect 21 REST Service and bypass the whole file moving process.
Does anyone have a JSON file I could import to Create a Concur REST Service? Strip out the company specific password bits, but the setup structure is kicking my butt. I am trying using OAUTH2 and get as far as a sign-in prompt when trying to authenticate but I haven’t figured where the token is supposed to come back and get used. The SmartConnect documentation either walks through the old legacy REST Connector or the online SmartConnect 21 screens, but I haven’t found many examples using the SmartConnect 21 on-prem config, and I can’t figure what is supposed to go where.
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REST is a blackhole I have never had to dive into, the terminology seems inconsistent and depends on the document and the flip of a coin. Any directions would be a big help to get me started.
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Have your looked at these reports? Kind of the first line Go To for useful reports.
Victoria Yudin | SOP SQL Views
victoriayudin.com
Dynamics GP Sales Order Processing SQL Views All SOP Line ItemsĀ Ā All line items from both posted and unposted SOP transactions. All SOP Line Items with Serial Numbers and Comments Ā All line items ā¦
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Just following up on your issue. I asked about Memory because Enterprise can utilize more of the Server’s RAM if available. Varies a bit by SQL Version. Look at the Scale Limits …
Editions and supported features of SQL Server 2019 – SQL Server | Microsoft Learn
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Good to know. I am trying to get SmartConnect approved for purchase now. I am comfortable with this tool and can use it for many projects.
We haven’t purchased Wipfli yet. The Finance team with me on the demo were discouraged by the lack of a Concur PO to GP path. I read some vague mentions on an Armanino solution. Know anything about that?
In your experience, what are the top two or three Wipfli issues to avoid/plan around?
