We are doing a trial period with Concur for Invoice Capture. I can create a csv file with fields necessary for creating an AP Voucher in Dynamics SL , but I am not aware how to create an upload or template to bring into SL. A simple copy and past would be fine, as we only close payables of Concur once or twice a week. Does anyone have a suggestion?
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Forum Post: AP Uploader-Template
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Forum Post: Dynamics SL 2015: After installation, WRKSTN only has 1 file in it
I installed Dynamics SL 2015, and the WRKSTN directory only has a single file in it, called INSTALL.TXT. That file seems to indicate that I need Visual Studio 2008, since it starts out with the following message: SDK Information... The SDK was installed as part of the Microsoft Dynamics SL Server Install but will NOT be installed on this workstation because: Visual Studio ( 2005 or 2008 ) is NOT installed on this machine I don't see how I can install clients without the contents of this directory. Do I need to uninstall Dynamics, install Visual Studio 2008 and then reinstall Dynamics? Thanks, Dan
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Forum Post: Transaction import automation
Hi All, My question is not new, but I'm l struggling to find a right solution. What we need it's to run TI automatically, according to SystemManager.pdf it could be done by running it from a command line, however if there are any validation errors - log file would be generated in a "silent" mode, nobody will got a notification. I'm wondering if somebody has a working solution in place and what was the approach, how difficult it was? How stable it is? What are the issues with it? Thanks!
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Forum Post: RE: Add new calculated field in grid
Hi Alex You should try to create a temporary field or table to store calculated data by Solomon customization tool. You should read Solomon help document about how to do it
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Forum Post: RE: AP Uploader-Template
The best way to handle this is by using Transaction Import feature in Dynamic SL. That process will read a csv file (in the proper format) directly into the AP voucher and adjustment screen as if you were hand entering the data. In order to do this, you will have to create the control file for the voucher and adjustment screen (03.010). You do this using the Control Macro Generator found on the Utilities menu found under Administration. Once you create the control file, view it using NotePad or a similar screen. the contents will tell you how your csv file needs to be structured. To do the actual import, utilize the Transaction Import screen (also found in the Utilities menu) to import the csv file. For more detailed information, refer to the Dynamics SL User Guides on Transaction Import.
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Forum Post: RE: System Message 6909: Another process has already added the cursor=DefaultCreated
This again the reply from the person who entered the info: Check batch 1747 for $5,000 can be viewed under GL post transactions as unposted. I never select the check number for these wire payments. I only enter 1 and the system automatically assigns the next available number. I was processing two separate payments for two different dates for the same voucher 001563. Both AP batches were through edit/select document for payment process. The AP aging shows the $5000 payment. Periods are correct.
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Forum Post: RE: System Message 6909: Another process has already added the cursor=DefaultCreated
Even with the added information, my question still stands as to whether you tried to use the same payment reference number (check number) in both batches. I understand that the system, on the check screen, displays the next available check number and that you did not change what it presented. However, the system determines the next available check number by looking for the largest check document in the system and then adds 1 to that number. The check documents are not created until you do the keep checks action on the check update screen that is presented after the checks are printed. So, if the first check printing presented the check update screen and you did not process the check update but, rather, just closed the screen and then ran the second check process, I believe the next available check number would be the same as it was on the first run because the checks from the first run had not yet been kept and this problem might happened under that scenario. All of this is assuming the payment were selected using either the payment selection screen or the edit/select documents screen and then the checks processed using the check screen (that assumption is based on the last piece of information supplied). However, you have stated that these are wire transfers and not actual checks which makes me wonder if something was done differently on these payments away from your normal check processing steps. So, we are back to trying to determine why both check batches are trying to use the same check number. Further, it still sounds like the first payment is not showing in all the places it should (e.g., the check register). We need to look at the APDoc table to see if there is a check document for that batch using that check number. To take this further, it sounds like you need someone to do a remote session with you that knows all the pieces to look for. You stated you are the end-user. Do you have a Dynamics SL partner that you are active with? If so, they are you first choice. If not, you could open an incident with Microsoft. As a last resort, I may be able to assist you depending on your location.
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Forum Post: RE: Dynamics SL 2015: After installation, WRKSTN only has 1 file in it
Dan, If you are trying to install the SL SDK feature then you must have Visual Studio installed on the workstation that is to run the SDK. What I cannot tell from your post is whether you intend to run SDK or not and whether this issue is only an issue on one workstation. If this issue occurs on any workstation install then it sounds like SL wants Visual Studio on all those workstations because you installed it on the server. I do not know whether that is correct or not because I have never installed SDK at a client. I do have SDK installed on my system but I also have VS 2008 installed on my workstations since we develop SL applications using the SDK.
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Forum Post: Change default Site ID depending on type of sales order entry
We would like to add logic to the order entry process (SL 2011) so that if a return type sales order, RFC, is created then the default side ID is XX but in other cases the default site ID is YY. Is this possible ? Thank you Tom D
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Forum Post: RE: System Message 6909: Another process has already added the cursor=DefaultCreated
Hello! Here is what we have in APDoc: Batnbr vendid Doctype Refnbr Rlsed Docbal origdocamt curydocbal curyorigdocamt selected 001748 SML001 VC 000357 0 0 3922 0 3922 0 Thanks again for taking time
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Forum Post: RE: System Message 6909: Another process has already added the cursor=DefaultCreated
That is what is there for batch 001748 (the second batch) which shows the check 000357 as voided which makes some sense given the issue you had releasing that batch. Does apdoc have any records for batch 001747 (the first batch where you used that same check number)? How about records in aptran for batch 001747? this is why I believe you need someone doing a remote session with you that can look at the various data tables involved.
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Forum Post: Generate Inventory Tags problem
Hello All, I have a customer who cannot generate inventory tags. When they enter the PIID and set up the Item Selection for Locations and Cycle Count, then select User Specified List of Items/Locations, the Location ID they want shows the CountStatus as "In Progress." After they run the process, the event log shows no error, only noting that the "Number of Tags Created = 0". FYI, there is no PIID showing a Status of In Progress (I). I'm operating on the assumption that there is a corrupt Physical Count process hung somewhere that is causing the problem. I searched our SQL DB and found that the CountStatus column is in several tables: Inventory ItemSite Location LocTable The only table that has CountStatus values of 'P' is ItemSite, but that table does not contain the WhseLoc column, so I fail to see how it could be the source of the "In Progress" Count Status value in the User-Specified Locations (10.395.02) lookup screen. Any/all suggestions welcome. Thanks, Bill
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Forum Post: RE: Generate Inventory Tags problem
Forgot to mention that customer is running SL 2011 FP1.
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Forum Post: RE: Generate Inventory Tags problem
Forgot to mention that customer is currently on SL 2011 FP1.
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Forum Post: RE: Generate Inventory Tags problem
Solution: Determined that the rows in ItemSite that were set to CountStatus = 'P' (in progress) were preventing the inventory tags from being generated. Ran a SQL update statement to change those to CountStatus = 'A' and the tags were generated without error. We are assuming (but do not know for sure) that an earlier failed PIID creation attempt via Generate Inventory Tags caused the CountStatus value change. Hope this saves someone a lot of head scratching. Bill
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Forum Post: RE: Sub-Account Segments
Thanks again. It works well now. Excellent. We struggled to fix. now it works well. Appreciate your time and response.
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Forum Post: RE: System Message 6909: Another process has already added the cursor=DefaultCreated
ApDoc doesn't have any entries for 001747, APTran is below: Batnbr vendid Trantype Refnbr DRCR Tranamt CuryTranamt Rlsed 001747 SML001 CK 000357 D 5000 5000 1 Thank you
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Forum Post: RE: System Message 6909: Another process has already added the cursor=DefaultCreated
This is very odd. Batch 001747 should have 1 apdoc record and 2 aptran records once the batch is released. When a batch is not released then there is just the one aptran record but there still should be an apdoc record. You also said that you have what appears to be a valid batch on the GL side which suggests that the batch was released. The fact that the apdoc record is missing explains why the next batch got assigned the same check number. The fact that you got the error on releasing the second batch indicates that the first batch also has records in the apadjust table. So, something very odd happened during the release of the first batch. This is not something I have ever seen in my 20+ years of supporting Solomon/Dynamics SL. It appears that what needs to be done is to add back in the missing apdoc record for the first batch and change the reference number in the second batch to the next check number and release the second batch. This is not something that I suggest the end user attempts to do. You need an experienced SL partner or Microsoft support to help you with this one. One last thing, can you provide what you find in apadjust for both batches 001747 and 001748 just so I can confirm that apadjust looks like I think it does?
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Forum Post: RE: System Message 6909: Another process has already added the cursor=DefaultCreated
APAdjust has only 001747: adjbatnbr vendid adjamt adjdrefnbr adjgrefnbr curyadjdamt curyadjgamt AdjAmt AdjBatNbr 001747 SML001 5000 001563 000357 5000 5000 5000 001747
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Forum Post: A/R Check needs to be returned
We have deposited a check in A/R and afterwards realized that the check did not belong to us (long story and not relevant). We need to cut a check from A/P to return this to the customer. In A/R I can reverse the payment using the Void Selected Application (NSF Check). When I cut the check in A/P, where does this get expensed? Not sure how I will balance both A/R and A/P. Thank you!
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