Posts by David Youngquist
Tech Thursday: Working with Flexicoder Modules
This week’s article is all about modules Fleixcoder works with. I get quite a few questions about the capabilities of Flexicoder and what modules it works with, and exactly what some of the recording options are for Flexicoder Modules. This article will try and explain all the modules and options that Flexicoder offers.Flexicoder is designed…
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Importing Federal Filing Status with SmartConnect into Dynamics GP
In the latest payroll tax updates available from Microsoft, there are 5 new federal filing statuses that were added for the new 2020 federal tax laws. Originally there were 4 statues which were:ExemptSingleMarriedNon-Resident AlienThe 5 new filing statuses that were added for the 2020 tax year are:Head of HouseholdHead of Household Higher WHMarried Higher WHNon-Resident Alien…
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Tech Tuesday: Issues to be aware of when creating maps that use text ODBC drivers
I get a lot of calls from people saying that SmartConnect isn’t working right. It’s either not reading their data correctly, or it’s not reading all the columns from their source file, or it’s actually saying that the source file is completely blank, when in fact it does have data in it. Most of these…
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Tech Tuesday: Unable to retrieve the next number in the sequence
SmartConnect makes use of stored procedures in each company database to retrieve default document numbers from GP. If these stored procedures are not present, you will receive errors saying, “Could not retrieve the next number in the sequence.” The stored procedures get created when you run the system maintenance in SmartConnect. Normally the solution to…
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Tech Tuesday: Why Extender Security is Company Specific
I talk to many people who have issues setting up security for Extender windows. The main thing that people must remember when setting up security for Extender is that Extender security is always company specific. Therefore, you need to setup a security task per company and not globally. Standard GP security is global, the same…
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Tech Tuesday: How to manually activate and deactivate SalesForce Apex Triggers
Real time SalesForce data sources make use of what are called Apex Triggers. When you register the map, it creates an Apex Trigger, when you unregister the map, it removes the Apex Trigger. However, on occasion, you might want to activate and deactivate these triggers manually instead of going into SmartConnect and registering and unregistering…
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Tech Thursday: Resetting the web client password in SmartConnect
One question I’ve seen come in a few times recently is “how do I reset the web client password in SmartConnect?” It’s easy. Simply follow my steps below and you’ll be well on your way. Open SmartConnect, hit the “Setup” tab, and then click on the “Security” button. Highlight the user you want to change the password…
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Tech Tuesday: Automatically set the 1099 amount on a payables transaction
I often run into people importing payables transactions using SmartConnect where some of the vendors are 1099 vendors and some are not. When you import a transaction for the 1099 vendor, the 1099 amount needs to be the same as the transaction amount. However, people don’t typically know which vendors are 1099 vendors before they…
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Tech Tuesday : Using Binary Stream eConnect procedures with SmartConnect
I quite often talk to customers using Multi-Entity Management from Binary Stream. They have written some eConnect procedures that you can utilize from within SmartConnect. Typically there are 2 steps to getting these nodes installed. You first need to get the installer from Binary Stream. They have an installer that creates their eConnect procedures in all…
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Tech Tuesday: How to add the Cash Receipts Apply node to the Cash Receipts Import destination.
I talk with a lot of people that use SmartConnect to import and apply cash receipts. The first issue you normally run into is that the cash receipts node and the apply transactions node are entirely different destinations in eConnect. So typically you have to create one map to import the cash receipts, and a…
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