Good day, Customer accounts (charge accounts) are setup to use the cash account as per checkbook. At the point of entering a payment can it be regarded as a good practice to change the cash account to another checkbook account? I am asking because this is currently done and we are looking at implementing the Bank Rec Module. Regards Rosemary
Forum Post: Default GL Accounts
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Forum Post: GP interfacing with Shopify and ShipStation
We have a client with 75 stores using Shopify and ShipStation. The data comes in via eConnect. They are looking for a support group to assist with the Shopify/ShipStation portion of the interface. Being familiar with the GP database would be required. I can assist with the eConnect portion of the project but this project would best be handled by a team. Please send me a PM if interested.
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Forum Post: Fixed Asset Year End Close
I have 3 Fixed asset books and our year end is June 30th. Can I just close one book when I close the year and go back and close the other 2 books at a later date? Thanks.
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Forum Post: Need to have full access control to GP application folder to perform payment activities in GP
Back story for context purposes - GP End Users uses RDS for their daily GP activities - A customization was deployed and prior to deployment the GP folder was backed up by copying the existing GP application folder and giving it a backup name - Due to unforeseen circumstances, a rollback was performed in the production deployment Issue Prior to customization deployment, the users don't have full control access to GP folder. After the GP folder backup restoration, users are not able to perform some activities within Dynamics GP unless they are given full access control to the GP folder. The message they are getting is Access Denied when performing Credit Card Payment in Sales Transaction Entry. They have Nodus and it is the one triggering the access denied message. I was able to confirm that the security task/role assigned to the GP user has access to the Nodus window Questions Any reasons behind making users full access control to GP when before making any changes/deploying the new customization, it is not setup to be as such How can we revert it back to Non-Full Access control and still able to perform payments integrating with Nodus product (eTransaction entry window) Moving forward, any suggestions for better rollback plans and things to consider when creating backups?
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Forum Post: RE: 3 status of documents in Receivables and Payable - Work, Open, History
Thanks. Is there a way I can run a report for the documents with work status?
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Forum Post: RE: customer credit card in GP
Moved the question to the Dynamics GP forum.
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Forum Post: RE: Need to have full access control to GP application folder to perform payment activities in GP
This is odd since the Access Denied message is coming from GP. Would it be possible to uninstall the entire GP application and then reinstall it into a folder other than under C:\Program Files (x86)? I am wondering if some work files need to be created and that is what is causing the access denied message.
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Blog Post: SQL Scripts for Microsoft Dynamics GP: Check Posting Type for Account (Segment 2)/Account Category Combinations
This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP. This script was created to allow a client to check combinations of account (segment 2) and category combinations to make sure all accounts with those combinations had the same posting type assigned. /* Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */ SELECT DISTINCT GL100.ACTNUMBR_2 AS 'Cost Account' ,GL102.ACCATDSC AS 'Category' ,CASE WHEN GL100.PSTNGTYP = 0 THEN 'Balance Sheet' ELSE 'Profit and Loss' END AS 'Posting Type' FROM GL00100 AS GL100 WITH (NOLOCK) -- Breakdown Account Master (GL00100) INNER JOIN GL00102 AS GL102 WITH (NOLOCK) -- Account Category Master (GL00102) ON GL102.ACCATNUM = GL100.ACCATNUM Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index SQL Scripts for Microsoft Dynamics GP Sales Transactions (Work) Against a Specific Site Update Site Descriptions From CSV Select All Primary Keys and Generate ALTER Script Export Open/History PM Transactions After a Specified Date Migrate Vendor Emails from Active Docs to Standard Email Fields Update Inventory Accounts from Item Class Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup Update Inventory Distribution on Work Status Purchase Orders from the Item Card Update Accrued Purchases Distribution on History Receipts from Posting Account Setup Insert National Accounts from CSV Import Site Bins From CSV Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup Assign All Items to All Site Bins SQL Trigger on PO invoice Insert to Change GL posted Date PO Receipt History View Workflow Assignment Review Sales Invoice Query Assembly Transaction Quantities Required Generate Standard Cost Update Macro from Text File Import Validate and Insert/Update Vendor Emails from a Text File Update Min Order Qty and Average Lead Time on Vendor Item From Text File Update Mfg Cost Accounts from Mfg Item Class Setup Create Macro to Delete Items Update Item Resource Planning on Item Quantity Master from Text File Update Item Engineering File from a Text File Insert Mfg BOMs from Text File Insert Manufacturing Routings from Text File Return Top Level BOM for Manufacturing Orders Simple RMA Audit Allow Workflow Originator to be an Approver Change Web Service URi Prefix Companies Names with System Designator Purchased Items With Serial Numbers and Linked Sales Transactions Script to Set Transactions as Included on VAT Daybook Return Get Alpha Characters from an Alphanumeric String Get Numeric Characters from an Alphanumeric String Select Next Temporary Creditor ID Compare Ship To Address on Work Sales Trx Against Customer Update Ship To Name on Work Sales Transactions to Match the Customer Name Table Function to Split String on Delimiter Payment Run Apply Query Remove Multicurrency from Sales Transactions Delete Corrupt Extended Pricing Data Insert Extended Pricing Price Sheet Header Insert Extended Pricing Price Sheet UofM Work Insert Extended Pricing Price Sheet Assignments Update Item Replenishment Method for Manufacturing Round Extended Pricing Price Sheet Item Value Select Duplicate Extended Pricing Price Sheet Work Records Check for Corrupt Extended Pricing Records Return Items with Incorrect Quantities List of PM Invoices for Vendors with POs PO Commitment Detail Custom Purchase Order Email Notification to Originator on Workflow Final Approval Change Vendor Change Approvals Joins and Fields Add Joins and Fields to PM Document Approval Notification Emails SQL View to Return Quantity Available SQL View to Return Category Linked to Segment 3 in COA SQL View to Return Purchase Orders SQL Script to Return PO Receipts SQL View to Create Division Tree for Management Reporter SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter Select a List of Vendor Addresses SQL View to Return PO Commitment Detail SQL View to Return List of Posted Vendor Document Numbers Verify PM Batches Exist SQL Function To Return Approver Insert Creditor Item Numbers Change Email Notification Assignment List Bank Accounts with Linked GL Accounts Set Account Categories To User-Defined Field 2 Check Posting Type for Account (Segment 2)/Account Category Combinations Read original post SQL Scripts for Microsoft Dynamics GP: Check Posting Type for Account (Segment 2)/Account Category Combinations at azurecurve|Ramblings of an IT Professional
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Forum Post: RE: GP Canadian Payroll
Yes - in the income paycode , select Vacation Pay Applicable = No
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Forum Post: Cannot launch MR Designer or Viewer due to User Profile Service
Client reported that for one of their users when she tries to launch either MR Designer or Viewer as a Citrix Published application she immediately is greeted with this message: The User Profile Service service failed the sign-in. User profile cannot be loaded. I tried setting her as an admin and granting her access to all companies but that did not help.
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Forum Post: RE: Constant Printing Problems Since Year End Updates and Recent Windows Updates
What was your band-aid? We are having the same issue except we have different error code 0x80010105 We were told to import this into Registry Windows Registry Editor Version 5.00 [HKEY_CURRENT_USER\SOFTWARE\Microsoft\Print\UnifiedPrintDialog] "PreferLegacyPrintDialog"=dword:00000001
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Forum Post: European address
Hello, We have been using this program since about 2018. Our company has recently expanded into the European market. We are having a hard time putting EU addresses into a US address template. Is there a way that we can create other address templates for GP?
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Forum Post: RE: Need to have full access control to GP application folder to perform payment activities in GP
I will try do your suggestion in a test machine and let you know how it goes
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Forum Post: Question about GP and SFTP Service
Customer was wanting to know if GP has any kind of built in SFTP service or the best way to work with one
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Forum Post: RE: Question about GP and SFTP Service
GP does not have any builtin SFTP functionality. I use WinSCP for this with a combination of Powershell scripts and C# applications.
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Forum Post: RE: Duplicate Entry in ACH file and direct deposit history tables
Hi Terry - I have a similar issue with a client, but I am not sure what you mean by by the next step. Are you referring to the bank accounts in the direct deposit window or some other account field? Next for this employee, take a screen shot of the current accounts you have active or want in there. Then delete all the employee accounts and save out of the window so it is blank. Now go back in and key your active accounts, run the next payroll and see if this now works for you. Thank you, Jackie
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Blog Post: Microsoft Dynamics GP 2023 Mid-Year Update Released
It is mid-June, and we all know what that means, time to release the mid-year update for Microsoft Dynamics GP!! This update includes tax changes for Canadian Payroll for Manitoba and Quebec. T4127, Payroll Deductions Formulas effective July 1, 2023. There are many fixes in this update that you may want to review below and see if this is an issue you are experiencing, then you may want to install this update. Any Dynamics GP customer can install this update no matter if they are using Canadian Payroll or not! Microsoft Dynamics GP (version 18.5.1661) Canadian Payroll specific version 18.5.1669 These modules also changed versions in this update: VAT, Human Resource, Analytical Accounting, Project Accounting and Encumbrance Direct links to download: English – MicrosoftDynamicsGP18-KB4602600-ENU.msp Spanish – MicrosoftDynamicsGP18-KB4602601-ESLA.msp–TBD French – MicrosoftDynamicsGP18-KB4602602-FRCA.msp–TBD Changes in this update: You may notice you have setup Payroll MASK SSN on reports but some of them print the number on the form. Payroll SmartList Search does not function correctly when you restrict by the Federal Filing Status field. Deleted dependents may appear when you create the year-end wage file due to stranded data in the ACA tables. The SSRS Inventory Purchase Receipts shows #Error in the Quantity Received column when ran in summary. When Payables EFT is setup for ‘Use Check Numbers’ for the EFT Payment number and you Sort Check By field is set to ‘Name’ in the Print Payments window, only the first check in the batch will get a check number and all other checks will not have a check number and get a message, ‘Duplicate check numbers are not allowed. This transaction contains errors. It won’t be posted’ You may encounter the Unit account balance does not get cleared in AAG30002 table during year-end close. When you have Encumbrance Management installed there is a loop that happens in the PO Entry window, the account is missing for this line item. PTE Employee Expense Pending Approval Navigation List is not displaying Employee Expenses that delegated by approvers to someone who is not a WF manager or delegate of the employee. During an upgrade, the Australian install 18.5 does not contain the correct dictionary version for Fixed Assets Enhancements Product 5967. When you upgrade to 18.5 it is requiring user SA to submit the VAT Return – install updated VAT DLL for the fix. **There are no table changes in this update. Enjoy the rest of your summer, Microsoft is working on Fall 2023 release planning, there are some great user features in-store for you!! If you are a CAL Dynamics GP customer and need assistance with anything, please contact us to schedule a time with our consultants to complete this. By CAL Business Solutions, Connecticut Microsoft Dynamics GP/365 BC & Acumatica Partner, www.calszone.com Read the original post at: https://community.dynamics.com/gp/b/dynamicsgp/posts/microsoft-dynamics-gp-2023-mid-year-update-released The post Microsoft Dynamics GP 2023 Mid-Year Update Released appeared first on CAL Business Solutions-Acumatica, Microsoft Dynamics 365 BC, Dynamics GP & SalesPad Partner .
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Blog Post: #GPPT GP Power Tools Build 29.5 hotfix released
Over the last six months since GP Power Tools Build 29.4 was released , we have been making a concerted effort to get our customers updated onto supported versions of our products. In fact, only the last two builds numbers for each of our products can renew their subscriptions, and any older versions will stop functioning when they expire and cannot be renewed without updating to the current build. While you are allowed to register the previous build numbers of our products, you will be missing out on over 2 years of development and all the new features and fixes your subscription entitles you to. You will also be subject to the Security Vulnerability discovered . For this reason, we are requesting that all customers ensure they are on the very latest code for their version of Dynamics GP. Talking of very latest code, today we are releasing GP Power Tools Build 29.5 with lots of enhancements, some new features and a few fixes. Highlights of build 29.5 include: Enhancements and Fixes to the Resource Explorer windows, including Find and Find Next and Redisplay options, and better support for local fields. Addition of a Table Usage feature to Resource Information and Resource Explorer to show which dictionary forms are using a particular table. Additional Dex.ini settings for working with Integration Manager and maintaining use of the Legacy Print Dialog. Fixes and enhancements to the Company Login Filter to warn if a new user will be denied access to a company when granting access at the Dynamics GP level. Enhanced the automatic activity cleanup functionality to remove transaction level real-time posting and voiding sales batches. Added 8 new Helper functions, including easy access to the GP Power Tools Mail API and functions to retrieve displayed data in a SQL Results window (which can then be emailed). New SQL Goto Scripts which can be executed after a query has been executed and before the window is closed. These can use the new Sort column helper functions to add memory to the sort column used. Updates to Database Validation to enhance account framework fixing for the GL_Account_MSTR table. Database Validation can now recreate logins on a new server with same passwords as old server as long as the server’s name has not changed. Numerous fixes throughout the product. Build 29.5 hotfix of GP Power Tools is available for the following Microsoft Dynamics GP versions: Microsoft Dynamics GP 2015 and GP 2015 R2 (v14.0) Microsoft Dynamics GP 2016 and GP 2016 R2 (v16.0) Microsoft Dynamics GP 2018 and GP 2018 R2 (v18.0) Microsoft Dynamics GP Modern Lifecycle (v18.2) Microsoft Dynamics GP Modern Lifecycle (v18.3) Microsoft Dynamics GP Modern Lifecycle (v18.4) Microsoft Dynamics GP Modern Lifecycle (v18.5) The build 29.5 hotfix includes the following changes: Updated Resource Explorer Form Explorer window to show control types of local fields if the form containing the local fields is open. Updated Resource Explorer Menu Explorer window to show control types of local fields if the form containing the local fields is open. Added Redisplay function to the Options menu of all windows of the Resource Explorer. Added Find and Find Next functions with settings to control behaviour to the Options menu of all windows of the Resource Explorer. Added Table Usage Lookup window to Resource Explorer to show the dictionary forms and reports a table has been used on. Added Table Usage Button to Resource Information window to open new Table Usage Lookup window and jump to selected form or report. Updated Dex.ini Settings window to add Integration Manager debugging Dex.ini settings: ShowDynamics and DoUIRedraw to Other tab. Updated Dex.ini Settings window to add Legacy Print Dialog registry setting for Windows 11 22H2 or later to Reports tab. Updated Product Version Validation window to make the left hand pane smaller by default. Updated ScreenShot System Status report to include the ODBC Data Source Server Name. Updated Administrator Settings window to set default timeout for Report Writer Screen Output window to 15 minutes rather than 5 minutes. Updated automatic activity cleanup script to remove empty transaction level realtime posting batch headers when the user is not logged in. Added new Company Login Filter Check window which displays what Per User Settings could cause a user to be unable to log into a specific company. Added button to open Company Login Filter Check window from the Company Login Filter window. Added automatic opening of the Company Login Filter Check window when saving from Company Login Filter window, if settings are likely to lock current user out. Added Additional menu to open the Company Login Filter Check window to the User Company Access window. Added automatic opening of the Company Login Filter Check window when adding company access for a user, if there are settings likely to deny access to that user. Fixed Resource Explorer Form Explorer window to show fields not visible in Visual Studio Tools such as Radio Buttons, ListViews and TreeViews. Fixed Resource Explorer Menu Explorer window to show fields not visible in Visual Studio Tools such as Radio Buttons, ListViews and TreeViews. Fixed Additional User Information window so that it recorded the created and last modified audit trail data. Fixed previously applied fix for the Apply button on the User Display Preferences window as Microsoft have fixed the issue with clicking Apply twice in v18.4. Fixed Administrator Settings window where changes to Additional User Information Settings were not getting saved. Fixed Company Login Filter not working correctly when using per User Settings on first login when it works for switching companies. Needed to use User ID from window. Updated Project Setup window to allow ID fields to expand with the window to make it easier to see long ID values. Updated Trigger Setup window to allow ID fields to expand with the window to make it easier to see long ID values. Updated Runtime Execute Setup window to allow ID fields to expand with the window to make it easier to see long ID values. Updated Runtime Executer window to allow ID fields to expand with the window to make it easier to see long ID values. Updated SQL Execute Setup window to allow ID fields to expand with the window to make it easier to see long ID values. Updated SQL Executer window to allow ID fields to expand with the window to make it easier to see long ID values. Updated .Net Execute Setup window to allow ID fields to expand with the window to make it easier to see long ID values. Updated .Net Executer window to allow ID fields to expand with the window to make it easier to see long ID values. Updated Parameter List Maintenance window to allow ID fields to expand with the window to make it easier to see long ID values. Updated Message Setup window to allow ID fields to expand with the window to make it easier to see long ID values. Updated Trigger Setup window to handle when a trigger is loaded for product dictionary that is not currently loaded. Updated Runtime Execute Setup window to handle when a script is loaded for product dictionary that is not currently loaded. Updated Runtime Executer window to handle when a script is loaded for product dictionary that is not currently loaded. Updated Trigger Setup window to automatically enable showing of the runtime engine when a trigger using the runtime is loaded. Updated Runtime Execute Setup window to automatically enable showing of the runtime engine when a script using the runtime is loaded. Added Goto Mode to SQL Execute Setup Window to add ability to run Goto scripts After Query displayed and Before Closing the window instead of from the Goto menu. Updated SQL Execute Setup window to support new After Query and Before Close Goto Script Modes. Updated SQL Executer window to support new After Query and Before Close Goto Script Modes. Updated SQL Results window to support new After Query and Before Close Goto Script Modes. Updated SQL Results 2 window to support new After Query and Before Close Goto Script Modes. Updated Developer Tools maintenance windows to allow for SQL code longer than 32767 characters when checking if object is used by other objects in the system. Added Copy To Trigger Setup option to the Copy Button on the Resource Information window to speed up creation of triggers based on selected resources. Updated Trigger Setup window for Focus Triggers on global fields to not include the if empty() check if the field does not have a value (Push Buttons, ListViews, TreeViews). Updated Trigger Setup window for Focus Triggers on local fields to not include the if empty() check for fields without a value if the form containing the local field is open. Added check for Radio Button fields when selecting fields for Focus Triggers on the Trigger Setup window as triggers cannot be registered against Radio Button, use the Radio Group instead. Updated Project Setup window so that it automatically saves when changing default project, if required fields have are entered. Added Helper Function MBS_subtext to expose custom subtext() function to Developer Tools scripts, a version of substring() that works for text variables and fields. Added RW_GetUserMasterAdditionalPrompts() Report Writer Function to retrieve User Defined Prompts for use with RW_GetUserMasterAdditionalData() Report Writer function. Added MBS_UserAddInfo_Get Helper Function to retrieve data from the Additional User Information window’s table. Added MBS_UserAddInfo_GetPrompt Helper Function to retrieve the prompts for the six user defined fields on the Additional User Information window. Added MBS_UserAddInfo_Set Helper Function to write data to the Additional User Information window’s table. Added MBS_SQL_Sort_Get Helper Function to get the current sort column and mode from a SQL Results data set. Added MBS_SQL_Sort_Set Helper Function to set the current sort column and mode for a SQL Results data set. Added MBS_SQL_Export_Data Helper Function to Export all rows or selected rows from a SQL Results data set to Tab Delimited, Comma Delimited or HTML table text field. Updated Helper Functions window to add support for new MBS_subtext Helper Function. Updated Helper Functions window to add support for existing MBS_Email_API Helper Function to make it easy to find and use from Dexterity, C# and VB.Net scripts. Updated Helper Functions window to add support for new MBS_UserAddInfo_Get Helper Function. Updated Helper Functions window to add support for new MBS_UserAddInfo_GetPrompt Helper Function. Updated Helper Functions window to add support for new MBS_UserAddInfo_Set Helper Function. Updated Helper Functions window to add support for new MBS_SQL_Sort_Get Helper Function. Updated Helper Functions window to add support for new MBS_SQL_Sort_Set Helper Function. Updated Helper Functions window to add support for new MBS_SQL_Export_Data Helper Function. Fixed Reject Script not working for Focus Triggers before original when Modified was marked. This situation is not actually required as Modified should not be marked for an original resource. Fixed Helper Function window so that when it automatically inserts parameter lists, it only includes active parameters. Fixed MBS_Arguments_Set_Value Helper Function where setting a text field which caused it to increase in length from less than 255 characters (string) to more than 255 characters (text). Fixed Project Setup window so that Open Form and Reports button correctly opened the form or report of the selected trigger or resources and not the form specified on the project header. Fixed error when exporting objects with large scripts. Now scripts of maximum length of 32,000 characters can still export to XML successfully. Fixed MBS_SQL_Lookup Helper function to add workaround for issue with Dexterity return to functionality not working across 3rd party dictionaries. Fixed MBS_SQL_Lookup_Parameter Helper function to add workaround for issue with Dexterity return to functionality not working across 3rd party dictionaries. Fixed MBS_Return_By_Field Helper function to add workaround for issue with Dexterity return to functionality not working across 3rd party dictionaries. Fixed MBS_Return_By_Reference Helper function to add workaround for issue with Dexterity return to functionality not working across 3rd party dictionaries. Updated Database Validation to show Account Number Length information on the Fix Account Framework window. Updated Database Validation to show actual used characters for each segment in the account framework of each company on the Fix Account Framework window. Updated Database Validation to add an Edit Account Framework window to the Fix Account Framework window, this can be used to change the system Account Framework settings. Fixed Database Validation to recreate the Dexterity Auto Stored Procedures, re-grant access and re-bind defaults when a table has failed to convert. Fixed Database Validation to handle updating the structure of the GL_Account_MSTR (GL00100) table which needs special handling as it is a filtered table. Fixed Database Validation to drop and recreate additional Auto Stored Procedures relating to filtered tables such as the GL_Account_MSTR (GL00100) table. Added dialog to recommend running the Database Maintenance Utility (DBMaintenance.exe) after the GL_Account_MSTR table has been updated. Fixed Database Validation to ensure that Minimum Segment size is at least 1 character when editing the Account Framework. Added feature to Database Validation Options Menu to create a Password Hash File containing the password hashes from the old server so they can be restored on a new server. Added new option to the Database Validation Fix Users window to load a previously created Password Hash File to so that passwords from the old server can be restored to a new server. Please download this new build and update your systems. You can just install over the top of the existing installation, but must update all workstations and servers which have Dynamics GP installed at the same time. Check out these articles and links: #GPPT: Updating GP Power Tools #GPPT Setting up GP Power Tools GPPT Portal: http://winthropdc.com/GPPT Download: https://www.winthropdc.com/products_GPPT.htm#Downloads Enjoy David This article was originally posted on http://www.winthropdc.com/blog .
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Forum Post: SmartConnect - Change Dynamic Occurrence on Clients Midway
Hello, SmartConnect - Change Dynamic Occurrence on Clients Midway(For example through Gathering Strategy or Powershell) For SmartConnect does anybody has any idea how to "Set Dynamic example" to one of the other accessible midway through Gathering Strategy or PowerShell? I realize I can do it from the 'SmartConnect Design' page on every client gadget however we have a prerequisite to bob about. :)
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Forum Post: Deals Request Preparing
Hello, I have another issue with Kindly assistance! Might anybody at any point suggest a decent instructional class (ideally on the web) which centers around the deals request module of GP Elements?
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