Integration Manager: Rounding Issue

While testing an integration, debits and credits didn’t add up. Then I noticed all the the debit amounts have decimal places on the source file but not in GP. I looked at the options for the Debit and Credit fields in the Distribution mapping, there was no option to Not Round. I opened up a ticket with Microsoft, and Lucas Miller from Microsoft support showed me a simple fix but its very not obvious.
In IM, Go to the Source Properties window by double clicking on the Source, Go to Columns tab, make sure the field that's mapped to your Debit or Credit (whichever one has the rounding issue) has Currency for Datatype as shown in the screen shot below. Mine had Long Integer originally so after I changed to currency and click Apply and OK issue was resolved.


I hope this helps.

Excel Smartlist Export breaks or appears blank


We got this email from a student: “I am having trouble exporting Smart Lists to Excel. I am using Internet Explorer 11 and have Microsoft Office 2016. The data will not export to Excel no matter how I manipulate the data. I even tried using Office 365 and it still shows a blank screen in Excel with no data imported. This is a screen shot of the error Microsoft Dynamics is showing me:”


We could get back to him fast enough over the weekend, but he was able to figure it out on his own.


I was finally able to get it to work by setting Excel as a default program for the file types.

Thanks for your 'help'

Eddie McLain

Rounding off budget numbers for Dynamics GP Excel import wizard

blog pictureOver the years certain people in my family have accused me of being lazy. I’m not going to name names but I would imagine it is easy to guess who the accusers might be for those of you who are similar in nature to myself.

My counter argument is I’m just efficient. Why do things that aren’t necessary? Why not do things the easiest way possible?

I’m not sure if what I’m going to show you is necessary or even efficient but I thought it was a fun solution to making sure budget numbers are even on an Excel spreadsheet before importing into GP.

A client came to me with a problem: After importing budget numbers where a total number is divided by twelve to get even numbers throughout all periods this leaves a decimal place on each individual period. When the number is not divisible by twelve GP doesn’t have whole dollar amounts in the total because each period is only allowing for two decimal places.


For example, the numbers circled above all have infinitive decimal ranges and when they imported, because the decimals were cut off at two digits, the totals come out not in whole numbers.

Here’s the solution we came up with. We copied over the spreadsheet to a new worksheet and made the budget numbers a fixed two decimal places. This made the totals go off by around four cents higher or lower for the total.


Formula copied to each cell: =FIXED('2015-1'!D8,2)

That didn’t get us fully what we needed either so we took this same spreadsheet and threw in another couple of columns as shown below:


Column Q has a nice little formula that rounds off the total (column P) to whole numbers and Column R give a new value we replaced Period 12 numbers with.

Column Q formula: =IF(ABS(SUM(C10:O10)-TRUNC(SUM(C10:O10))) > 0.95, INT(SUM(C10:O10)) + 1, IF(ABS(SUM(C10:O10)-TRUNC(SUM(C10:O10))) < 0.05, INT(SUM(C10:O10)),SUM(C10:O10)))

Column R formula: =IF(ABS(SUM(C10:O10)-TRUNC(SUM(C10:O10))) > 0.95, O10 + 0.04, IF(ABS(SUM(C10:O10)-TRUNC(SUM(C10:O10))) < 0.05, O10 - ABS(SUM(C10:O10)-TRUNC(SUM(C10:O10))), O10))

These formulas were in the Q10 and R10 cells.

This took a little Excel work but since we could drag down cell references it was way easier than manipulating the period twelve numbers manually.

Now the real confession: Some of you may be saying to yourself “I thought you said you were efficient (Lazy)?” You’re right, It would have taken me a very long time to figure out these formulas myself (or even at all). What I really did was pass this over to my developer and he figured it out for me.

How’s that for being efficient?

Undoing a bank reconciliation after it’s already been posted for Dynamics GP

blog pictureWhen I was a freshman in a U.S. college I hung out with a group of friends from my little hometown in Canada. We were appalled by the lack of knowledge of our American roommates (and most of our fellow student body) about our beloved homeland. On October 13th that year we decided to celebrate Canadian Halloween. We dressed up in costumes and went around trick or treating (mostly around girls housing complexes.)

There is no special Canadian Halloween (unlike Canadian Thanksgiving, Independence Day, Remembrance day, Family Day etc.) but my recollection is that most of the people we trick or treated to were quite open to our Canadian culture when we announced it was Canadian Halloween. If they didn’t have candy we said we’d take canned soup or any type of food. I don’t think we had to go shopping that week and we met a ton of girls. Although I’m sure most of the girls we met decided that they would never date a Canadian after meeting our motley crew.

What does this have to do with opening back up a bank reconciliation after it has already been posted? I’m going to discuss a method below that some of our consultants use to open back up a bank reconciliation. You can believe me without question or you can test this out first on a test company.


SQL queries:

1) Determine the Recon# of the reconciliation to be un-done (replace XXXXX with the appropriate Checkbook ID):

select * from CM20500 where CHEKBKID = ‘XXXXX’

order by RECONUM

2) Change the transactions in that recon to not reconciled (replace the ##.##### with the exact RECONUM determined in #1 above):

update CM20200 set Recond = 0 where RECONUM = ‘##.#####’

update CM20200 set ClrdAmt = 0 where RECONUM = ‘##.#####’

update CM20200 set clearedate = 0000-00-00 where RECONUM = ‘##.#####’ update CM20200 set RECONUM = 0 where RECONUM = ‘##.#####’

3) Remove the Recon from history (replace the ##.##### with the exact RECONUM determined in #1 above):

delete CM20500 where RECONUM = ‘##.#####’

4) Update the Checkbook Master with the revised Last Recon Date and Last Recon Amount (Replace MM with the desired Month and DD with desired day. Repace #######.## with the appropriate amount – no commas. Replace XXXXX with the appropriate Checkbook ID):

update CM00100 set Last_Reconciled_Date = ‘2010-MM-DD 00:00:00.000′ where CHEKBKID = ‘XXXXX’

update CM00100 set Last_Reconciled_BALANCE = ‘#######.##’ where CHEKBKID = ‘XXXXX’


Although I’ve told anyone that asks for the past several years that you can’t unpost a bank reconciliation that’s not entirely true. The above method works great. It just takes a little SQL knowledge and you can be re-reconciling in no time.

But don’t just take my word for it. I once swindled a whole apartment complex out of all their precious chocolates and candy.

Happy Canadian Halloween.

Modified Word Template won’t email


A client wanted to email purchase orders out of GP using their modified POP Purchase Order Blank Form. Everything worked fine no errors, except the email never got sent or received even though GP gives the message that email has been sent. Also the purchase order prints fine without issues to the screen and to the printer.

Solution: check Section Option settings in Report Writer

Thanks to Microsoft Support for this solution. First of all, try switching the Alternative Modified Form back to Original Report and then try the email again. If it works, then your modified report needs to be adjusted. To do this, log into GP with poweruser access, click on Administration, under Setup click on Alternate/Modified Forms and Reports follow the screen shot below then click Save


Now test your email again, if it works then your modified report needs more fixing. Open up your modified report in Report Writer. Click on Microsoft Dynamics GP>>Tools>>Customize>>Report Writer, select Microsoft Dynamics GP and select OK, click on Reports menu, look up your report on the right panel, double click then click on Layout to open it up.

Check your Section Option’s window. Click anywhere on the layout of the report, click on Tools menu>>Section Option, select PO Header and select Open. Go through each report section and mimic the settings that are on the original report.The easiest way to do this is to have two report writer windows up side by side so you can compare and make the necessary changes.


Save your changes, revert back to Alternate/Modified Forms and Reports to the modified report and test your email again. It should work.

Hope this helps!

Dennis Mataia

Outlook Error sending GP emails

image You can click allow on this error and it will let you send your email. However, when you’re sending a mass email to all customers, it becomes a pain to click allow on every single email. This is an outlook security error. I’ve followed blogs and tried to change security settings within Outlook and nothing seemed to work until I came across this article: This company developed a tool that will click allow for you in the background. Its so cheap, simple install and most important thing, IT WORKED!! I highly recommend this product. Now there might be real fix out there, but you’ll pay more to have a consultant try and resolve it. This little tool will save you time and money. Dennis Mataia

MR Datamart integration failing or not starting after a new installation or upgrade. Error “Tracking is not enabled”

Related Article:

Although issue should have been resolved already in SQL 2008R2 SP1RU4 I still received this with later versions.


Method 1: Open up Sql server management studio and change tracking on each of the tables below.

GL00100, GL00102, GL00200, GL00201, GL10000, GL10001, GL10100, GL10101, GL12000, GL12001, GL20000, GL30000, GL32000, GL40000, GL40200, MC00200, MC40000, MC40600, SY00300, SY40100, SY40101.

Right click on the table>>Properties>>Change Tracking, Click on Change Tracking on the right side of the window, change from False to True, Click OK.

Repeat this for all tables.



Method 2: Run the scripts below

Run the script below against the Company database

Run the script below against the Dynamics database


If after running the above scripts and issue still persists, then there might be other tables that you need to change tracking on. The best way to find this is to open up the Data Mart Integration logs.

Open Management Reporter Configuration Console, on the left panel under Logs, click on Data Mart Integration. Go through the logs on the right side of the window to find out what other table you need to change the tracking on.


Hope this Helps!

Dennis Mataia

Enable Silverlight in Chrome for Dynamics GP Web Client

This Blog Post is taken from documentation written by Steven Loflin of Georgia Regents University for classroom instruction.

Thanks for detailing this out for everyone Steve.


Enable Silverlight in Chrome

The purpose of this document is to provide instruction on how to re-enable the Microsoft Silverlight plug-in in the Google Chrome Web Browser. Starting with Chrome version 42, Google disabled the Netscape Plug-in API (NPAPI), which is used by the Silverlight Plug-in.

Consequently, those students using Google Chrome 42+ may run into an error when logging into DynamicsCloud, and be asked to install Silverlight (again).

If so, the screen will look like this:


If a student follows the steps to download and reinstall Silverlight, nothing will happen and the same message will appear again when trying to log into DynamicsCloud.

Before proceeding, it is recommended that you try using either the Mozilla Firefox or Internet Explorer web browser to continue your work in Dynamics Cloud. Although the text recommends Google Chrome for Windows PCs, other students have communicated that they have used Firefox and Internet Explorer to complete the project with no issues.

If needed, please download Firefox and/or Internet Explorer using the following links:


Internet Explorer (if you previously uninstalled it):

(If you desire to continue using Google Chrome for your DGP assignments, instructions continue on the next page.)


The steps below use the chrome://flags feature in Google Chrome. The flags function allows enabling/disabling functionality in Chrome.

If used incorrectly, the flags function can render your Chrome browser unfunctional. Therefore, please follow all instructions below exactly as listed.

Step 1: Open your Chrome web browser and type: “chrome://flags/” in the address bar. Press the [Enter] key.

Step 2: The screen below will open. Look for the experiment “Enable NPAPI” and click the blue “Enable” hyperlink below it.


(Continued next page)

Step 3: You will see the “Enable” hyperlink change to “Disable”. NPAPI is now re-enabled in Chrome.


Step 4: Close Google Chrome and restart your computer.

Step 5: Open Google Chrome and log in to Dynamics Cloud. The Silverlight plug-in will now run normally.

Extender Fields within Calculated Fields in Report Writer

Thanks to Josh from Microsoft for helping me figure this one out. Thought I'd share it to brighten someone else's day. Objective

  1. Pull 2 Extender Fields to display side-by-side on a report
  2. Use the  Extender fields in 3 different calculated fields involving rounding and IF statements within in IF statements. To make it more fun, calculated field 1 is referenced in calculated field 2 and so forth.
Solution 1. Pull 2 Extender Fields to display side-by-side on a report Follow this article to pull the 2 Extender fields then drag/drop and format them onto the report. Here’s what my calculated expression looked like for one of the extender fields. image 2. Use the 2 Extender fields in 3 different calculated fields involving rounding and if-statements within another IF statements. To make it more fun, calculated field 1 is referenced in calculated field 2 and so forth. Here’s the formula in simple English: IF Ext. Field Case <=0, then put 0; otherwise, do (QTY Allocated / Case Pack) rounded Here’s how it looks in report writer: image Here’s what it says in the False Case box: SOP_Line_WORK. QTY Allocated / STR_LNG(FUNCTION_SCRIPT(rw_TableHeaderString 3107 '”CONTAINERQTY” IV_Item Number 0 2))) Some key things to remember: 1.Result Type for Extender fields always have to be String 2.When you reference an Extender filed in a calculated field -Convert the extender field to an integer utilizing one of the STR_Integer functions -Result type always have to be with a currency or an Integer. -If you need to reference this calculated field in another calculated field, then make sure that your Result type is Currency GOOD LUCK!

End of year report for auditors for Dynamics GP

blog pictureIt’s getting hard to find all the blog posts I once did a long time ago. I need these things so I don’t have to figure everything out again.

Here is a post I have used often in the past.


I often have the request to get all the journal entries for a particular period of time. Usually this request comes from auditors. You can export the GL detail report but formatting is usually an issue. You can export all the transactions from a Smartlist (account transactions) but that usually takes a long time if you want the data for a long date range, say 6 months to a year.

Here is a script I’ve used in the past to export the data straight from SQL. It includes the user who posted the transaction and the actual date it was posted on. You will have to change the bolded red date and year for your particular needs. You will also need to add GL00100.ACTNUMBR_X to include however many account segments you have in your GL account.

When running the query in SQL have the output results set to file.

Note this is for open year transactions. If you want data from a historical year, find and replace the table from GL20000 to GL30000 and OPENYEAR to HSTYEAR.

Open Year Query

SELECT GL20000.JRNENTRY AS Journal_Entry_Number, GL20000.SOURCDOC AS Module, GL20000.TRXDATE AS Date,
GL00100.ACTNUMBR_1 AS Account_Segment1, GL00100.ACTNUMBR_2 AS Account_Segment2, GL00100.ACTNUMBR_3 AS Account_Segment3, GL20000.OPENYEAR AS Year,
GL00100.ACTDESCR AS Acct_Description, GL20000.DEBITAMT AS Debit, GL20000.CRDTAMNT AS Credit,
GL20000.TIME1 AS Time, GL20000.USWHPSTD AS User_Who_posted
GL00100 ON GL20000.ACTINDX = GL00100.ACTINDX
WHERE (GL20000.OPENYEAR = ‘XXX‘) AND (GL20000.TRXDATE => ‘11 / 30 / 2015’) AND (GL20000.TRXDATE <= ‘12 / 31 / 2015’)

Historical Year Query

SELECT gl30000.JRNENTRY AS Journal_Entry_Number, gl30000.SOURCDOC AS Module, gl30000.TRXDATE AS Date,
GL00100.ACTNUMBR_1 AS Account_Segment1, GL00100.ACTNUMBR_2 AS Account_Segment2, GL00100.ACTNUMBR_3 AS Account_Segment3, gl30000.HSTYEAR AS Year,
GL00100.ACTDESCR AS Acct_Description, gl30000.DEBITAMT AS Debit, gl30000.CRDTAMNT AS Credit,
gl30000.TIME1 AS Time, gl30000.USWHPSTD AS User_Who_posted
GL00100 ON gl30000.ACTINDX = GL00100.ACTINDX
WHERE (gl30000.HSTYEAR = ‘2014’) AND (gl30000.TRXDATE <= ‘01 / 01 / 2014’) AND (gl30000.TRXDATE <= ‘12 / 31 / 2014’)

Happy Exporting.

Error Registering Table GL_Account_MSTR

I had this happen to me again and ran across an old blog post I did years ago.

A lot of people think I just blog so I can live the rich and famous lifestyle but in all honesty it’s because I have a bad memory and I know I’m going to come across issues like this again.

Here’s the old post I wrote:


I don’t usually like posting on break/fix type issues. It’s pretty hard making GL_Account_MSTR posts entertaining and most of the usual Dynamics headaches are documented on the knowledge base or someone else’s blog. But for some reason I couldn’t find this error anywhere.

So instead of giving you the answer right off I need to at least tell a story to make this a little more interesting.

Most of the time I work directly with our clients to fix a wide range of issues.  Over the weekend our CEO came in to work but was met with a whole litany of errors when running reports in Dynamics. Dealing with a client is one thing but I always feel added pressure to resolve issues quickly when dealing with the big boss lady.

Hoping to impress I jump into action thinking maybe, just maybe, if I do this right I can secure a pay raise or something. Much to my chagrin not a single soul has posted about this error. I did find posts of similar errors and one was from my most trusted and famous Steve Chapman.

After a bit of hymning and hawing I dusted off the cobwebs from way before the weekend and remember our most excellent payroll guru applied the new HIRE Act update for payroll to our own system late last week.

Now, my number one rule for doing any type of update or upgrade is torecreate the reports.dic file. It never fails (well, at least 50% of the time) Reports.dic gets corrupted. Don’t even say it David Musgrave. I know you are right about shared reports.dic files.

After recreating the reports.dic file everything was peachy keen. In the recreation process I found the 3 reports that had issues were:

  • Tax Schedule List
  • Trial Balance Detail
  • Trial Balance Detail by Period

I’m still waiting to hear about that pay raise.


I ran this recreation process for the customer and it solved all of her problems. I’m not kidding. Every problem she had in life was gone. It’s amazing what recreating the reports.dic file can do for you. It even solves memory problems so I’m told.

I think I’ll try it on my system to see if it helps me gain some richness and famousness. Heck, I’d settle for my memory back.

Frequently asked questions for students using DynamicsCloud

This FAQ sheet is intended for students but professors may find this useful as well.

1. Signing up for DynamicsCloud

Please read the initial chapter in your book for detailed instructions on this. In summary navigate to and choose the Signup. You will be taken to the signup sheet where you should enter your Name, email address, University  and book publisher. If you choose No Book you will be directed to a PayPal page where you will be asked to pay for a semester hosting fee.

If you’ve purchased a book you should not pay anything extra as the hosting fee is included in your book cost.

The book code serial number can only be used once and after submission you will receive your login credentials by email by 9 am PST the next working business day.

Please email if you do not receive an email within that time frame.


2. Logging into DynamicsCloud

You can go to and choose login or you can go directly to You will have two login credentials. The first login always has a dynamicscloud\ in front of the user name where the second login is just the user name. An email will be sent outlining credentials and login instructions after submitting the book code serial number on the front of your book.

3. Not all required fields error in Dynamics GP- This is the most common question asked by students when using Dynamics GP. Please look at this blog post outlining how to overcome this persistent warning message:

4. Sending reports to screen error, especially with financial statements – Another common issue where GP crashes and makes the user log out of the system:

5. Error in communicating with server

This usually means your internet connection is too slow to reach the server. If you are on a wireless internet connection try plugging in with an Ethernet cable. We often see this where classrooms have everyone connected via wireless or at homes with slow internet connections.

Another common issue with slow internet connect includes some kind of variable of error like the following. The error itself is kind of pointless and the only thing you can do is to X out of the browser. Try connecting via an Ethernet cable to see if performance improves.


6. Can't login -

7. Should I create a new session or connect to an old session?

In most cases you should select Create a New Session. You will be asked in GP to view your current sessions where you can delete your old session and reenter the company as desired.

If you get an error when you try to navigate around the GP system (Sales homepage for example) you should log out and try creating a new session.

If you try connecting to an existing session and it errors out it may cause issues as you try to login to certain homepages and this script will need to be run on the backend by DynamicsCloud support before you can navigate to these homepages again:


Error when logging into area pages (financials, Sales, etc.)


8. How do I properly log out of DynamicsCloud?

If you don’t want stuck sessions you should use the Exit GP option at the top right of your window as shown below.


9. Unexpected Error

This often occurs when the user ID is not entered correctly. Common variation are a space at the front of the user id (caused from copying and pasting in the username incorrectly) or a / instead of a \ between dynamicscloud\username.

Example – incorrectly putting in dynamicscloud/username will not work. It needs to be a backslash.

Spelling the user name incorrectly is another common thing that will cause this error. Example – dynamiccloud\username wont work. Neither will dynamicsclouds\username will not work.

We’ve seen some students have workstation issues.

Try clearing your browser history and deleting temp files. Enable Silverlight if you haven’t already. Otherwise email and we will refresh the GP Session Services.


10. Changing passwords

Your initial password will always be the same but you can change your second password (login to GP). Navigate to Home page>>user preferences>>password.

If you forget your GP password you can contact your professor who can reset it or email

11. How do I start over?

Choose the database restore option and when you choose submit it will prompt you for a $10 restore fee through paypal. You will then need to let us know what your user ID is so we know which database to restore.


12. What if I don’t have a PayPal account?

You can pay with a debit or credit card by choosing the option “Don’t have a PayPal Account?” as shown below.


13. Can I sell my book after I'm done with it?

No. The book validation code can not be used more than once.

14. How do I contact support and what are the support hours?

Email Office hours are 5:30 am PST to 5 PM PST. Please email support and we will do our best to respond during the same day as the support request is generated.

15. Can I use my Mac?

Yes. Please use Firefox with Silverlight enabled.

More details - You will have to download and install Silverlight (click on blue down arrow as shown in screenshot below and install Silverlight). After Silverlight is installed click on the tools button at the top right hand of the screen and choose Add-ons. Go down until you see Silverlight and choose Always Activate.


16. Can I use Dynamics with my own business ventures?

You cannot use this service for your own personal business. You can contact if you would like to discuss hosting fees for your own business venture. Typical monthly hosting fees are anywhere between $165 –$300 per user per month. You read that right. Students get a screaming deal to learn Dynamics in an academic setting.

17. Can I go to Microsoft Convergence?

Yes, please consider investing the time and money to attend. Microsoft Convergence is the premier customer conference where any one who’s anyone in the Dynamics community attend. This is a great time for students to get in front of perspective employers as well as have many learning opportunities throughout the week. Contact and we can put you in touch with the Microsoft representatives who can provide guidance and discounts for students wanting to attend.

See for more information.

18. If I retake the course to improve my grade can I use the same book?

With professor approval (email from the professor is sufficient) the student can go to the DynamicsCloud website and choose the “Course Retake with Professor email” as shown in the picture below. After paying for the $30 semester hosting fee we'll send out a fresh set of credentials.

Here is the page to pay for the semester hosting fee:

It's not intended to let students sell the book however. The book publisher won't allow us to reissue hosting credentials except for the case of retaking a course.

The fee is $30 for the semester and the student will be sent to a PayPal site to make the payment after filling out the course retake option.

See above about paying through PayPal if you don’t have a PayPal account.


19. Careers students can work towards in the Dynamics world

There are many exciting careers focused on ERP implementation, support, consulting, and training. With the right initiative students can find Microsoft partners willing to train and mentor newly graduated students all over the country. We usually work with professors who recommend candidates and team up with partners looking to hire resources.

Drop us an email with the subject “I want a Job” and include location, university you attend, and resume and we can pass your information on to hiring employers. Recommendations from professors go a long way in this pursuit.

20. I can’t see any options when I log into GP

This is most likely security related. Please try this:

If that doesn’t work please email with your user ID and university you attend and we will fix.

21. I can’t save files on my workstation

For some actions, the Silverlight application that is used for the Microsoft Dynamics GP web client must access resources on the local machine.

For example, when a user generates a report that uses a Microsoft Word template, the Microsoft Word document that is created must be stored locally so that it can be viewed. Users also need to access the local file system, such as when using the attachments feature in Microsoft Dynamics GP.

By default, the Silverlight application for the web client runs in “sandboxed” mode, which restricts the access the application has to local machine resources. In this mode, prompts are displayed to the user each time that local resources are accessed. You can find out if the web client is running in sandboxed mode by looking at the status bar. If you see the padlock icon, then you are running in sandboxed mode.

The local machine can be configured to allow the Silverlight application to be run in “trusted” mode, which allows the application to access local system resources with fewer prompts for the user. An installer file named DynamicsGPTrustedApp.msi is provided on the web site for the Microsoft Dynamics GP web client installation. Users can download and run this installer, which configures the local system to trust Silverlight applications that run in the web browser. It also installs a security certificate that is used to sign the Silverlight application. This is also necessary so the application can be run in fulltrust mode. The easiest way to access this installer is to click on the padlock icon, which displays an information dialog about trusted applications. In sandboxed mode, prompts like this are displayed each time local resources are accessed. This icon in the status area indicates that the web client is running in sandboxed mode. Click this link to launch the installer.Click the Install Trusted Configuration link to run the DynamicsGPTrustedApp.msi. Elevated privileges are required to run this installer. After you have completed the installation, you will have to restart any web client session on the machine. In some cases, you may not be able to click on the padlock icon. Another way to access this installer is to open Internet Explorer, and begin entering the URL that you typically use to access the web client site. At the end of the URL, append the following: /DynamicsGPTrustedApp.msi As an example, the following is the full URL to access this installer file for the Contoso sample web client installation:

22. Silverlight won’t enable but I swear I’ve installed it


Please follow this blog post or try using Internet Explorer or Firefox:

23. When I run a Smartlist it flashes then nothing shows up

This is a known issue In the Web Client version we are running. Go into Smartlist | click on Smartlist next to Help | Go to Favorite Pane | uncheck Enable Auto-hide.



This FAQ sheet will be updated from time to time as other issues and questions arise. Please let us know if other issues need to be added to this list.

You don’t have security privileges to this window. Contact your system administrator for assistance

This error sometimes happens when a user is not assigned the proper security rights. If you log into another company and go to Administration>>user security you can add the proper role and reports ID to the user as shown below.



If you are not able to navigate to any of these windows you will have to contact for assistance.

Error when installing Dynamics GP Service Pack “Access to the path 'C:\Program Files (x86)\MicrosoftDynamics\GP\ Dynamics.exe.config’ is denied”

image This might be common sense to IT people. Otherwise, this will save you a lot of headache. By now, you’ve probably clicked on  Program Files (x86) a few times and wonder why you cannot give yourself Full Control security to this folder, and the answer is you cannot by design.


1.Double click to open Program File (x86) 2.Right Click on Microsoft Dynamics folder, click on Security Tab>>Edit>>select the correct Group or usernames. 3.Give yourself Full Control security to the Microsoft Dynamics folder, click OK 4. Try installing your Service Pack again If Error still persists, check these:
  • Repeat steps 1-4 above and make sure that you selected the correct Group or usernames in step 2
  • Double click on Microsoft Dynamics folder, right click on GP folder and make sure you have Full control under the security tab.
image image Good Luck!

Error When Changing Decimal Places for Inventory :[You cannot complete this process while invoices are being processed]

This can be very frustrating when you’ve already confirmed that there are no pending transactions in the activity tables. You already cleared DEX_LOCK, DEX_SESSION, ACTIVITY, SY00800, SY00801 and it still doesn't fix the issue.  I know how it feels.


This error is referring to the SOP/POP documents that remain in the OPEN tables even after they are posted. Here’s a great article on how documents move from Work to Open to History regarding the core modules of GP.


You need to run the 'Paid Transaction Removal' and “Remove Completed Purchase Orders” routine in order to move transactions to History. Nothing automatically moves to history. This routine will only move fully applied, closed and cancelled  documents to history. So if you still have a balance on an invoice it stays in the Open Table. If a credit memo or receipt has not been applied to an invoice, it will stay in the Open table. The fact that the customer's net balance is zero does not impact whether the document moves to history. 1. Make a backup 2. Tools>Utilities>>Sales>>Routine>Paid Transaction Removal image 3. Tools>Utilities>>Purchasing>>Remove Completed Purchase Orders image 4. Now you should be able to go through and change your decimal places. If the error still persists, then there are probably Sales documents remaining in the open table. You need to close them before they can be moved to history as shown in step #2 above. Good luck!

Sign Up2

[formidable id=22]

Thank You!

We will contact you Shortly.

User ID __ is already logged in to company _____. Would you like to view your current logins.

Do the following

Click Yes


Click Delete to remove the current session.


It'll take you back to the login window, then go ahead and click OK to log in.



Email for more information.

Printing Financial Statement with the Web Client

Most Dynamics GP users use Management Reporter to print financial statements. As a student using DynamicsCloud we have setup the system so you can print financial statements using a tool called Advanced Financial Analysis.

To print Financial statements you will need to make sure reports are set as a standard report as outlined below.

Sending reports to screen - financial statements

-Click on the Financial

-Under Reports, click on Financial Statements


Choose a report


Click Modify or New to open the Financial Statement Report Options window.


Click on Destination


You can print to the Screen. Make sure the Report Type is listed as Standard. Click OK.


Last step is to click OK.

If your system errors out when trying to print you probably set the report type as Template. That is not available for this tool so it will error out.

Not all required fields have been entered. Required fields appear in bold black type

If you are looking at this post you are probably cussing and swearing about how terrible Dynamics GP is. You are also probably a student learning GP or are trying to enter PO’s or Invoices for the first time.

This is a very common error. You can get this in Sales Transaction entry or Purchase Order Entry windows. The error will look like this:

Not all required fields have been entered. Required fields appear in bold black type


To Resolve the error do the following:

-Click to extend the view

-Click on the magnifying glass next to Site ID

-Select a site.


Required fields are normally in bold black type but in this particular window, Site ID is also

required even though it’s a different color bold. If you come across this same error in other GP

windows, go through and make sure to populate all empty fields.

Believe it or not this is not a system issue. When it says not all the required fields are filled out it really means you should fill out all the required fields.

Here is another window like that:


I hope that helps you in your studies and if not maybe it will help you stop swearing out loud in the library.

Logging in to DynamicsCloud

After you have signed up for DynamicsCloud you and have received your credentials you are now ready to log in to the system. This process is easy if you read these instructions. Please open an INTERNET EXPLORER browser. That's the internet browser with the IE initials. Please do not use Chrome, Firefox, or any of the other internet browsers available. Step 1. Once you've opened INTERNET EXPLORER browse to and under the Student tab select Login. Once there you can click on the Login button which takes you to this location

login button

Or you can just browse out and go to this location directly: Step 2. Once you are there you can fill out your user name but please remember to put the word dynamicscloud before the user name just like this: dynamicscloud\Your_user_name I'm sure you got it but just in case you didn't you put in the Your_user_name spot the user name you were give by DynamicsCloud. An example is shown below.

login user name

Step 3. After signing in you will see another login prompt. This is to get into Dynamics GP. You will enter your credentials again but this time you should not put in the dynamicscloud\ part.

So something like the example below: msu.01

gp login

When this works you will then be asked which company you want to log in to. Choose the company you have been instructed to login to from your professor. Often it will be Fabrikam but occasionally it may be a different company.

fabrikam login

You may get this window pop up that states this is a sample company. That is supposed to happen. No worries.

sample company

The first time you login you will be asked what you want your industry and role to be. You can choose whatever you want or are instructed to do. I usually choose Education and Accounting Manger.

home page accountThe last startup window you will see is the manufacturing window. You can choose OK with the Don't display on Startup button checked if you don't want to see it again.


You are now in the system and ready to go.

If you have trouble logging in please email or call 858-480-7020.

Hope you have a great semester.

Signing up for DynamicsCloud

Thank you for reading this documentation on signing up for DynamicsCloud. It's amazing to find out how easy things are by reading the documentation before doing. This overview is generic but applies to most university students that have been directed to this site with the instructions to pay for your semester fee for Dynamics GP. There are three steps to this process. Step 1. Navigate to and choose Signup or go directly there by clicking this link signup   Step 2. Fill out the form with your first and last name, email address, and the university you attend. Depending on the configuration your professor has selected this will calculate the semester fee price, usually $30 per semester. NOTE: Please make sure you fill out the correct university from the university drop down list. You will be directed to that universities system when your credentials are sent. Fill out the reCaptcha field and choose Submit signup2   Step 3. Upon clicking submit you are then directed to a PayPal site where you can pay for your semester fee.   signup3 signup4 signup5 If you do not have a PayPal account you can choose this option and it will lead you through paying with a credit or debit card. signup6 After you have made this payment DynamicsCloud will send your user credentials in a follow up email. This is not currently automatic so please be patient. You should receive your credentials by 9 am the next morning if not sooner. If you have questions please email  

Technical Support

Scroll through our Blog if you haven't done so. We have provided solutions to most frequently asked questions that you might find helpful and will save you a lot of headache. Our support hours are 5:30 am until 4:00 pm PST. Often we are available outside of regular business hours so please send us an email and we will respond to you as soon as we can. Email Support: What to include in your email: 1. Please state your assigned user id if you have one 2. State which University you belong to if applicable 3. Include a screen shot of the error or issue you are experiencing 4. A short description of the issue

Coming online

Glad to be here.


Welcome to the DynamicsCloud student portal. You are moments away from accessing Microsoft Dynamics GP, one of the premier accounting software packages used by countless small, medium, and large businesses throughout the world. If your university has signed up for DynamicsCloud you can go to our sign up page and get started. [aio_button align="left" animation="none" color="blue" size="small" icon="none" text="Sign up" relationship="dofollow" url=""] Dynamics is used extensively throughout the world and there are many opportunities for a career. Microsoft has a great website that highlights a few customers using Dynamics. Check it out. [aio_button align="left" animation="none" color="purple" size="small" icon="none" text="Dynamics Customer Success Stories" relationship="dofollow" url=""]      

About Us

Originally we came from a well established hosting company in the Dynamics community. After several years of hosting universities with that company we decided to spin off and focus significant efforts on educational hosting. We host over 50 universities and thousands of students each year. Some of the universities we host are included below. IU Aurora mississippi belmont GRU  butler ndsu UW stout Montana state wichita state utah valley university of hawaii auburn university of montanatowson university of wisconsin superior boreal franklin mercy catawba concordia lora washington state wake waynegeneseo Westbury hennepin anoka central washington university alabama UMDearborn UNC     Microsoft Dynamics

Curriculum Resources

There are many Dynamics resources for new and intermediate users. Please pass on your resources and I'll make sure they are credited on this site. Professor Curriculum Resources Title: Business Process Automation with Microsoft Dynamics GP2013 Web Client Url   Microsoft Microsoft CustomerSource - Dynamics GP GP Text Books: Computer Accounting Essentials with Microsoft® Dynamics GP® 10.0, 2/e Computerized Accounting - Using Microsoft Dynamics GP 10.0 - 6th Edition (2012) Dynamics AX   Dynamics NAV   Dynamics CRM   Dynamics Blogs Victoria Yudin - Mariano Gomez - Mark Polino - David Musgrave - Steve Endow and Christina Phillips - Doug Pitcher - (formerly Rose Business Solutions)


After you have gone through the sign up process and have received your user credential you can login to the system by clicking the button below. Please make sure you are using INTERNET EXPLORER when you login to this site. [aio_button align="center" animation="none" color="blue" size="medium" icon="hand-right" text="Login" relationship="dofollow" url=""] If you have not signed up and paid for your semester hosting fee please click on the button below to complete that process. [aio_button align="center" animation="none" color="red" size="small" icon="thumbs-up" text="Sign Up Now" relationship="dofollow" url=""]

Contact form 1

Your Name (required)
[text* your-name]

Your Email (required)
[email* your-email]

[text your-subject]

Your Message
[textarea your-message]

[submit "Send"]

[your-subject] [your-name] <[your-email]> From: [your-name] <[your-email]> Subject: [your-subject] Message Body: [your-message] -- This e-mail was sent from a contact form on DynamicsCloud ( 0 [your-subject] [your-name] <[your-email]> Message Body: [your-message] -- This e-mail was sent from a contact form on DynamicsCloud ( [your-email] 0 Your message was sent successfully. Thanks. Failed to send your message. Please try later or contact the administrator by another method. Validation errors occurred. Please confirm the fields and submit it again. Failed to send your message. Please try later or contact the administrator by another method. Please accept the terms to proceed. Please fill the required field.

Sign up

Thank you for signing up for DynamicsCloud. After you choose Submit you will be directed to a PayPal site to make your semester fee payment. User credentials will be sent by 9 am the morning after you pay the invoice to the email listed below. Please note if you make the payment on the weekend your credentials will not be sent until the following Monday morning at 9 am. If you are using Armond Dalton Microsoft Dynamics GP 2013 book, the registration process has changed just recently. Please click on this link to register [formidable id="4"]


Why Hosting? Although Microsoft will give academic institutions Dynamics software registration keys for free if they are signed up for the Microsoft Dynamics Academarchiveic Alliance with their institution, the hardware and implementation costs are the responsibility of the school. These costs can be significant especially when adding in the labor costs for IT staff. Added on top of hardware is the time and  effort it takes to implement and maintain a Dynamics system. CostsUsing a hosting model is less expensive, easier to maintain and support, and lets professors focus on instruction and curriculum development. Usually the costs of a system can be managed in a few ways:

  1. The school can pay for the per student per semester fee
  2. The student can be sent an invoice directly, usually via paypal
  3. Depending on setup requirement there can be a mix of the two options above where the school pays for setup and students pay the per student per semester fee
How do I sign up? You can start by filling out the form below. You can also contact to sign up with the Microsoft Dynamics Academic Alliance. [formidable id=13] DYNAA

Contact Us

Please contact us. We are waiting to help. (858) 480-7020 [formidable id=10]