From the Microsoft Dynamics GP Blogs: Encumbrance management; Sales order processing; SQL SRS; DBA field

April 23 2021

In this week's Microsoft Dynamics GP blog roundup:

  • Encumbrance management and blanket purchase orders
  • Dynamics GP SOP orphaned transactions and allocated items
  • SQL Server Reporting Services reports for Dynamics GP permissions explained
  • Dynamics GP tip: how to add a DBA field to the vendor maintenance window, reporting, and 1099s

Encumbrance management and blanket purchase orders

Writing on Dynamics GP Support and Service Blog, Angela Eckman Ebensteiner stated that since the team has been receiving more questions on enabling encumbrances, she noticed that there wasn't a whole lot of information about how blanket purchase orders work with this feature. 

So in her blog post, she offered some details on how the tables look and how Microsoft Dynamics GP validates against the budget and encumbers when using blanket purchase orders since that's different than how it works with a standard purchase order. 

Dynamics GP SOP orphaned transactions and allocated items

On the Encore Business Solutions blog, Don McNulty noted that the Dynamics GP sales order processing (SOP) lets users enter quotes, orders, invoices, returns, and back orders.

These documents can fulfill and allocate product, reserving the items from other documents using the on-hand inventory. It operates most times with little intervention from support, however, it does sometimes leave orphaned records in the database that the firm needs to remove.

User who want to know how to correct this first have to understand the reason these records exist in the first place, McNulty said.

In his blog, McNulty explained the reasons for these records. After explaining the reasons for the orphaned records, he then discussed the steps necessary to find the underlying records so the items can be released for allocation to other orders.

SQL Server Reporting Services reports for Microsoft Dynamics GP permissions explained

Also writing on the Dynamics GP Support and Services Blog, Derek Albaugh noted that a number of people have asked about the permissions needed to allow users access to the SQL Reporting Services (SRS) reports deployed from Dynamics GP as well as to view the data the SSRS reports are pulling from the GP databases.

As as result, he decided to put the information out as a public resource to help when you're setting up and deploying the SQL SRS reports for Dynamics GP.

The first thing I'd point out is that permissions to the SQL SRS reports for Microsoft Dynamics GP are given to a user's Windows account, not their Dynamics GP login. This allows them to access the SSRS reports whether inside the Microsoft Dynamics GP application or outside of it.

Albaugh said there are three parts to the permissions a user needs to access the SQL SRS reports for Dynamics GP and view data: permissions to the SQL Reporting Services site itself where the reports are deployed; the folders and report files themselves; and then the GP data that is pulled by these SSRS reports.

He then explained in detail how to set up these permissions.

Dynamics GP tip: how to add a DBA field to the vendor maintenance window, reporting, and 1099s

An author writing on the Trinsoft blog, pointed out that with the 2020 release of Dynamics GP, users now have the ability to add a DBA (doing business as) field to the vendor maintenance window, reporting, and 1099s.

The author explained what the DBA is and noted that a vendor that has a DBA name in addition to the legal company name, and can now have the DBA name appear on the 1099 that is issued to the company.

The author then provided instructions as to how to add a DBA field to the vendor maintenance window, reporting, and 1099s.

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