How to Create Attachments to Posted Journal Entries

During an often hectic month-end closing, some journal entries are posted before the necessary supporting documents are attached. When attempting to create the attachment to a posted journal entry, the “New” button isn’t active.

How to Create Attachments to Posted Journal Entries

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Your system administrator can fix this issue related to posted journals and allow for attachments at the batch and line level.

Initial default setup of the Active document tables will be empty. Adding a couple of tables and marking the tables as always active will allow for attachments to posted journals. The Active document table form is found in the “Document management” section of the “Organizational administration” module.

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Note the table name in the application object tree (AOT) for 9007 Journal lines is LedgerJournalTrans. The table name in the AOT for 9615 Ledger journal table is LedgerJournalTable.

Once these tables are marked “always enabled,” you can navigate back to your posted journal and create your attachment as normal.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on January 19, 2018 at 11:51 by admin · Permalink · Leave a comment
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What’s New in Dynamics GP 2018?

Join BKD for a complimentary webinar covering the new Dynamics GP 2018 functionality. Through a series of demonstrations, attendees will see the new functionality and learn how it works.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on January 11, 2018 at 06:46 by admin · Permalink · Leave a comment
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Use Product Configurator to Obtain Total Price Without User Input

The Product Configurator configures products. The configuration’s setup drives the configured product’s price and delivery date. After this setup is complete, a user can open an order and add a default product to it. The user then configures the product using the PCRuntimeConfigurator form. When the user completes the configuration, Dynamics 365 places the final price and delivery date on the order line. Have you ever needed to calculate a configured product’s total price without user input? This blog post will help you.

When a user is configuring the product, the Product Configurator is modifying an XML document that stores all of the user’s selections. Unfortunately, getting the XML document is the easy part. We need to parse through the XML document to obtain any useful information. Wouldn’t it be nice if some tool already existed to do this for us? Fortunately, there is.

The tool is a library that Microsoft ships with Dynamics 365 and its full reference is Microsoft.Dynamics.AX.Frameworks.ProductConfiguration. We can use the Object Browser in Visual Studio to see the namespaces, classes and methods packed into this assembly.

Suppose we can obtain the XML document that has the configured product information. We want to find the configured product’s total price from the XML document without any user input. The key is to use the Product Configurator interface. We’ll write an X++ class that calls the Product Configurator interface and sends parameters to initialize it. Once initialized, we can add an event handler to the CalculationSummary event to find the configured product’s total price.

First, we create the interface with the XML document, which is passed into the below method as _xmlModel, and add the event handler. We then set the solver strategy and some parameters for the configurator, load some attribute values and start the configurator session:


Once the Product Configurator completes the parsing process, it will raise the CalculationSummary event. We loop through the calculation results and sum up the total price in the totalPrice variable.

Once you have these key ingredients, you can create a method to return the totalPrice variable to show the configured product’s total price without any user input. The class variables and other helper methods are shown below for completion:

For more information on importing data, contact BKD’s Microsoft Dynamics GP support center.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on November 17, 2017 at 18:30 by admin · Permalink · Comments Closed
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How to Fix the Error: ‘A Reference Is Required to Compile This Module’

One of the most common errors encountered while building a project is the reference required error. It’s something like:

Error:		A reference to 'Dynamics.AX.ApplicationFoundation, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null' is required to compile this module.	PINDashboard (VAR) [PIN]

This error indicates we’re trying to modify/reference code from a model (Application Foundation) other than the current model (PIN) and a reference isn’t set up between the two. To fix this error, navigate to Dynamics 365 > Model Management > Update model parameters.

Select the current model. The model name is “PIN” in this case. The details related to the model will get populated on the “Update model parameters” form.

Now click Next and select the model that needs to be referenced.

Once all the related models are selected, click Next.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on November 10, 2017 at 06:47 by admin · Permalink · Comments Closed
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BKD Recognized by Accounting Today as a Top VAR in 2017

BKD Technologies has been recognized as a top value-added reseller (VAR) of enterprise resource planning (ERP) software among top-tier accounting firms and practices across the U.S., ranking 27th. The annual recognition report ranks top resellers in the accounting space and analyzes key issues these organizations face as well as their strategies for addressing them. Several factors were used to determine the organizations and rankings for this year’s list.

The top VARs ranked in this year’s VAR 100 are focused on hiring top talent to keep up with promising growth. They’re also committed to educating clients who are ready and willing to move their financials and business processes to the cloud.

As a VAR for several ERP software solutions, BKD Technologies also specializes in cloud-based offerings. BKD Technologies recently became a certified direct Microsoft Cloud Solution Provider, allowing BKD Technologies to be a one-stop, full-service Microsoft cloud provider. BKD Technologies also offers Sage Intacct as a cloud-based ERP software solution.

Download the report for more information on this year’s VAR 100 list.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on October 26, 2017 at 11:59 by admin · Permalink · Comments Closed
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On the Buy Side – Requisitions & Purchase Orders in Dynamics GP

Dynamics GP provides requisition management and purchase order processing for companies that need to track purchases. In addition, companies may have employees in multiple locations who need to enter and approve transactions remotely. This complimentary webinar will dive into these two areas of Dynamics GP to show you how your company can be “on the buy side.”

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on October 16, 2017 at 11:44 by admin · Permalink · Comments Closed
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Technology Solutions for Family Offices: Bridging the Gap

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on October 3, 2017 at 05:49 by admin · Permalink · Comments Closed
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How to Create a Model in Dynamics 365 for Operations

A model, which is a collection of elements that represent a distributable software solution, can be created using a wizard.

To create a model, navigate to Dynamics 365 > Model Management > Create Model.

It’ll open a wizard for creating a model. In this window, we can specify the model name. For this example, the model is called “AirlineReservation.”

For the “publisher,” we type in our name or the publisher’s name.

Give a short description in the model description.

Give the “model display name.” This is the name that’ll be seen in the Application Explorer in the Application Object Tree (AOT).

Click “Next.”

Here, a page will open with two options.

If “Select existing package” is chosen, that means we’ll be using our over-layering or customization development approach. In this, we must select a model that contains the elements we wish to customize as a referenced model in the wizard. In this way, our new model has access to those elements.

If “Create new package” is chosen, this implies we’re going to use the extension model approach. Developing this way allows us to access the elements from any models we selected as referenced models. We can create new elements and add functionality to the existing code.

In the “AirlineReservation” model, we’re going to create a new package (we’re using the extension development approach). Select the “Create new package” option and click “Next.”

Now we’re going to select our referenced models. This means we’re choosing the other models our “AirlineReservation” model can see, or which elements it’ll have access to.

Here, we’ll only select “Application Platform” and then choose “Next.”

This will open a summary window of our model name, display name, publisher and the referenced packages.

Select the options “Create new project” and “Make this my default model for new projects.”

Click “Finish.”

This will open a screen to create a project. Here, give the project name—in this case, “AirlineProject”—and click “OK.”

This finalizes the model and project creation. It’ll open the project in the solution explorer, displaying the project and model names.

We can now add new elements to this project.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on September 14, 2017 at 11:51 by admin · Permalink · Comments Closed
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It’s Raining Data! Business Intelligence in the Cloud with BI360

Cloud-based computing is trending up for consumers and businesses alike. Cloud computing has been with us since the 1960s and continues to grow.

The post It’s Raining Data! Business Intelligence in the Cloud with BI360 appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 23, 2017 at 11:53 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , , , , ,

It’s Raining Data! Business Intelligence in the Cloud with BI360

Cloud-based computing is trending up for consumers and businesses alike. Cloud computing has been with us since the 1960s and continues to grow.

The post It’s Raining Data! Business Intelligence in the Cloud with BI360 appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 23, 2017 at 05:31 by admin · Permalink · Comments Closed
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