iDrive tip: Using Mass Apply Receivables by Icon software

Today’s tip is about a product that simplifies and expedites payment application in Microsoft Dynamics GP accounts receivable.  Ican software offers Mass Apply Receivables.  Organizations that deal with a large number of unapplied payments or credit memos realize how much effort it is to manually apply large numbers of such documents.

Mass Apply Receivables automatically applies credit memos and payments with the ability to restrict the apply function to a specific range of customers and dates.  Additionally, it allows the user to restrict the operation to run only on those credit memos or payments having a link field populated which defines the invoice against which to be applied.  For credit memos, this field is the PO Number field.  For payments, this field is the Comments field.

The automatic apply process can be based on an import file specifying the credit document to debit document relationships including a sequence number for order of apply.  Alternatively, the automatic apply can be based on the mass apply logic defined in the Setup window (either by document date or document number).

MAR allows the user to apply credit memos and payments automatically based on due date, document number, or a linked invoice field.  Applications can be restricted by customer, customer class, and date range.  With a CSV file with only four fields, users can import one-to-many credit to debit document relationships for automatic application based on the imported apply file.

If you’re interested in learning more about this time-saving module, please let us know.

iDrive tip: The benefits of using the Smartlist Builder tool

Today’s tip is a refresher on the Smartlist Builder tool for Microsoft Dynamics GP.  This tool takes the highly popular, easy-to-use Smartlist tool and dramatically increases its power and range so that you can create your own, custom Smartlists.   These  Smartlists can include data from many sources and can also included calculated fields.

Easy Information Sharing
Create new SmartList objects by linking up to 32 tables, including those from third-party vendors. You’ll be able to combine information from work, open, and history files.

Smartlist Groups
Organize SmartLists more effectively by adding them to groups, matching the functionality of report grouping in Microsoft Dynamics GP.

Real-time Data Manipulation
Create calculated fields for SmartLists to analyze profits, calculate commissions, and more. View summary information such as sum, count, minimum, or maximum.

Integrated Intelligence
Add restrictions to show only specified records. Control the display of numbers, formatting them as negative values based on the value of another field. Display the notes or account representative for specified fields. New user-specific restrictions can be applied to all users or specific users.

Go To Buttons
Create “Go To” buttons to drill down to a window—including windows from any third-party product—or to open other SmartLists, Web sites, and files.

If you don’t already own this tool, now is a great time to buy!  Due to the addition of Navigation List Builder capabilities to Smartlist Builder with upcoming releases of GP, the price of the Smartlist Builder license will increase from $1,550 to $1,950 on May 1, 2010.  If you buy today, you will get the enhanced functionality when it is released.

Please let us know if you’re interested in seeing more of this great tool!

iDrive tip: Help features available in Dynamics GP

Today’s tip is a review of the various Help features available to you for Dynamics GP.  Printable Manuals are a great resource for general learning.  Go to Help – Printable Manuals to pull up a list.  Manuals are sorted by module. Click on the link to open the appropriate pdf.
 Other Help information is available from the Help menu as well.  Help – Contents brings up a searchable list of all the help documents available.  This help documentation provides info about each setup or task in GP.  Use the Contents tab to see all content.  Use the Index tab to look at an index.  Use the Search tab to search for the information you’re seeking.

Help – Orientation Training takes you to a website that provides an introduction to GP.

Help – What’s New takes you to information regarding new features and enhancements in your version of GP.

One of my favorite Help features in GP is the context-sensitive help.  Let’s use Account Maintenance as an example.  You want to set up or edit a general ledger account, but you’re not sure what some of the fields mean.  Open the Account Maintenance window – Cards-Financial-Account – and press F1.  Alternatively, from the window, you may select Help – About this Window.  The Help information specifically for this screen appears.  The Overview tab provides a general description of the purpose of the screen and related help topics that you might want to explore to learn more.

The Fields tab provides a field-by-field description of the meaning/use of every field on the screen.

The Buttons tab provides details about every button on the screen.

iDrive tip: Preview of Dynamics GP – 2010

Today’s tip is a brief preview of the next version of Dynamics GP – GP 2010 – scheduled for release later this year.

Microsoft Dynamics GP 2010—The new way to do business
Today’s world demands a new way to do business. Organizations continue to wrestle with complexity in a difficult business environment. They face the dual challenge of reducing operating costs while responding to greater customer needs and ultimately increasing profitability. Microsoft Dynamics® GP 2010 strengthens the ability of people and organizations to face these ongoing challenges, so that their businesses can remain competitive and grow.

This latest release of Microsoft Dynamics GP extends the reach of insight, productivity, and collaboration across the entire business, helping to ensure that people—an organization’s most powerful asset—and the different ways they work continue to drive business success. New capabilities deliver faster access to personalized business intelligence, enhanced ways to streamline business processes, and new ways to build stronger business relationships.

Microsoft Dynamics GP 2010 makes it easier for people to work faster and smarter. Employees can make rapid, informed decisions and take action with enhanced insight that is personalized, simple to access, and extended across the organization through familiar Microsoft Office applications. In addition, this release continues to remove barriers that get in the way of working effectively to better connect people, information, and processes across applications and systems.

Microsoft Dynamics GP 2010 continues to deliver on the promise of a comprehensive ERP solution that goes beyond basic business management and extends easily to meet unique business needs. Simple to implement and use, the solution delivers innovation that enables all people in an organization to work with information in ways that are familiar to them—today and into the future. It’s the new way to do business.

Enhance Insight
Bring personalized business insight to key roles in your organization and extend access to information to everyone in your company

Deliver role-tailored insight 

  • Stay connected, speed planning, and fuel performance with role-based, personalized dashboards and KPI’s that include charts, graphs, and gauges relevant to people’s roles.
  • Drill-back views enable fast access to of the right level of data, from a KPI down to the specific record source.
  • Leverage additional reports with the enhanced library of built-in Microsoft® SQL Server® Reporting Services and Office Excel® reports.

Speed access to information 

  • Turn everyone into a power user—even if they’re not Microsoft Dynamics GP users—with the ability to directly access and share information through the Office SharePoint® Server 2007 Reports Library.
  • Give people a centralized, Web-based source for viewing consolidated resources—and reduce administrative work—by deploying SQL Server Reporting Services Reports to Office SharePoint Server 2007.
  • Enhance the user experience within easy-to-use Action Panes and List Pages by connecting multiple data sources, such as ISV or custom fields.
  • Tailor information access and delivery to meet specific user and business needs with enhanced Web Services.
  • SQL Server views make it easier to retrieve data for simplified report creation. Extender views create SQL Server views that link Dynamics GP, ISV, or custom application for simplified reporting.

iDrive tip: FRxbuzz.com

Today’s tip is actually a link to some very valuable information on FRx. The website, FRxbuzz.com, provides great tips and tricks for optimizing your usage of FRx for your financial reporting. We especially like FRx Best Practices Laundry List. We hope you will find some of these tips useful. Finance – please discuss with your IT staff to ensure that proper backups are being made of your valuable FRx reports.

http://www.frxbuzz.com/frx-best-practices-laundry-list/

iDrive tip: Copying Microsoft FRx Specification Set Information

How to Copy Microsoft FRx Specification Set Information from One Location to Another Location
This article describes two different methods of moving your specification sets from one location to another.

Method 1
Copy the .F32 file or files to the new location.

  1. Copy the *.F32 file from the shared SysData folder in the first location to the same directory in the second location. Make sure that you rename any .F32 files in the new location to *.OLD before you copy them.
  2. Start Microsoft FRx at the second location, and then create a new specification set with exactly the same name as the specification set at the first location. To view the Specification Sets window, click Company, and then click Specification Sets. You do not have to do this step if only the Default specification set is used. Make sure that you point each specification set to the correct .F32 file in the drop-down box.Note specification sets are uniquely identified by the corresponding specification set name and the corresponding .F32 file.
  3. In the Specification Sets window, click New.
  4. Type the name of the specification set in the Name box.  The name must be exactly the same as the specification set name at the original location.
  5. In the Location box, click the drop down arrow and browse to the .F32 file.
  6. Click Save.
  7. Assign the specification set to the company by clicking Company and then clicking Information.  Select the new specification set from the drop down list.

Method 2
Export and import building Blocks, whole specification sets, or individual reports.

  1. In the first location, click Company, and then click Specification Sets to view the Specification Sets window.
  2. Select the specification set that contains the reports to be exported.
  3. Click the Export button. To select the desired components from the List of Catalogs, click to select the Mark Related Rows, Columns, and Trees check box. The building blocks that make up the catalog are automatically selected.
  4. When all the selections are made, click the Export button.
  5. The default location for the output file opens to the IO_DATA directory. The default file name is frxexp.tdb.  Both the file location and the file name can be overwritten. However, the .TBD file extension must be used.
  6. At the second location, open the Specification Sets window to locate an existing specification set, or create a new specification set.
  7. Click Import.
  8. Select the .TDB file from the appropriate location to start the import. As soon as the import is complete, the building blocks that are imported are available when the Company Information record is set to use that specification set.

Note When catalog IDs are exported from a company and imported to a system where that company does not exist, the following warning message occurs:
Company does not exist, setting to default Company
When this message occurs, the system sets the current catalog to the default company.

 

iDrive tip: Planning for year-end tax reporting

Today’s tip is a reminder that the end of the year is approaching.  It’s time to think about ordering forms you will need for year-end tax reporting.  Microsoft offers business forms that are 100% guaranteed to be compatible with your Dynamics software.  Offerings include computer forms, manual forms, tax forms, envelopes, stamps and more.  Visit www.microsoftbusinesschecks.com to see what is available and to order.  Please use Referral Code MM4708 when you place your order.  Search by your accounting software to find forms that are compatible.

It’s also time to start planning for year-end tax reporting.  Remember to verify that you have gathered 1099 information like tax ID numbers and entered everything in the system correctly for your vendors.  Verify that you’ve updated addresses and collected social security numbers for employees as required.  Schedule a call with your accounting firm to ensure that you adequately prepare for any special year-end tax provisions like expiring credits or depreciation calculations.

And it’s also time to plan for the year-end close for your accounting system.  Mark your calendar for key dates like the last payroll of the year.  Consider running system maintenance if you don’t regularly do that so you can identify and correct any issues early.  Gather checklists required for your system.

We hope these year-end planning tips are helpful.  Please let us know if you have questions.

iDrive tip: Using Excel

Today’s tip includes some helpful tips for using Excel.

Subtotaling
It’s easy to create sums of columns using the AutoSum tool but what about subtotals? Creating these needn’t be hard either. Just use the function =SUBTOTAL (9,B2:B10). The 9 is a function number, representing SUM, and you should replace the cell references with the ones from your own worksheet. You could place it in cell B11 and then repeat it with figures below, say =SUBTOTAL (9,B12:B20), in cell B21. If you then used the AutoSum tool in cell B22 it would just display the sum of the subtotals, from cells B11 and B21. See Excel help for other function numbers to represent Average, Count, Max, Min, and more.  This method is a bit different from using the Data Subtotaling/Totaling features.

Deleting Comments
You can delete all the comments from your worksheet at once, for instance if you have finished the sheet and want to distribute it without annotations. Press Control, Shift and O at the same time, and this will select all the cells in the worksheet that contain comments. Right-click on one of them and select Delete Comment, then click anywhere on the sheet and all the comments will have vanished.

Delete vs. Clear
There two ways to remove information from cells: Delete and Clear. Clicking on a cell and selecting Delete (or pressing Del or Backspace) will remove the cell’s value or formula, but any formatting and comments will remain in place. If you want to return the cell to its original state, with no formatting, choose Clear instead.

Locking Columns and Rows
If you want to freeze a row of titles or categories so that you can keep them in sight as you enter data further down your spreadsheet, Microsoft Excel has a handy Freeze Panes function. “I keep the results budget projections locked in one pane so I can see the bottom-line impact of expense and revenue forecasts I make in another pane,” says Lyn Mason Green, founder of CanadianActor Online, an information Web site for aspiring and veteran actors.

To lock a pane, use your mouse to select the row below or the column to the right of where you want to freeze. On the Window menu, click Freeze Panes.

Forcing Line Breaks
If you enter a lot of data into one cell and then move to a new cell and enter further data, you may notice that the original information gets covered up. The solution is to force line breaks. To do this:

Click on a cell.
Type the first line.
Press Alt + Enter.
Type the second line.
Repeat step 3 to enter additional lines.
Press Enter when finished.

Here are a couple of websites that provide these tips and more for Excel.
http://www.msofficetuneup.com/2008/02/06/15-microsoft-excel-xp-hot-tips/
http://www.microsoft.com/athome/moredone/4exceltips.mspx

Hope these are helpful!

iDrive tip: CustomerSource

Today’s tip features CustomerSource – your website for a wealth of information and resources for your Dynamics product.  We’ve talked about CustomerSource before, but it’s worth reviewing again.

Microsoft Dynamics™ CustomerSource is an essential benefit of your enhancement plan, a valuable connection to your relationship with Microsoft® and an efficient way of accessing information that can further your business, 24 hours a day.   As one of the benefits of being on a service plan for Microsoft Dynamics, CustomerSource empowers you with tools and information that can help you increase efficiency and productivity.   Through self-help resources, such as Knowledge Base and technical documentation, CustomerSource can help you reduce support costs.

Around-the-clock access to downloadable training and interactive E-Learning courses provides you opportunities to learn at your convenience.   The Microsoft Dynamics Communities offer a unique opportunity for you to share hard-won tips, to get answers to tough questions, or to broaden your understanding of your business management software.   CustomerSource can save you time by providing a one-stop resource for quick and easy access to information that helps you maintain and expand your business management solution.

CustomerSource Features
Keep current on the latest developments for your solution and future technology to maximize returns on your investment.

  • Products and services: get the latest information about your microsoft dynamics solution and the maintenance and support plans to keep your solution up to speed.
  • Communities: participate in product- and role-tailored discussion forums and exchange ideas and solutions with other customers.
  • Product feedback: submit a suggestion for a new product feature and support other users’ suggestions through the use of newsgroups.
  • Solution finder: search for information about third-party software products.
  • Customer service plans: read about the policies of your service plan, such as investment protection and the support life cycle.
  • News and events: read articles about business issues from industry experiences, view news affecting your business and solution with information on special offers, new products and press releases. Plan to attend an upcoming seminar, conference, or webcast to interact with your peers and improve your business success with microsoft dynamics.

Access self-help tools, training, and support around the clock to keep your solution running smoothly.

  • Documentation: download installation guides, setup guides, user guides, system requirements, technical white papers, and updated help files.
  • Searchable knowledge base: find answers to the most common technical questions, including troubleshooting steps, solutions to common problems, and how-to articles.
  • Product roadmaps: get educated on future product roadmaps and information about ongoing innovation through major version releases.
  • Certification: view classroom training schedules, access online training, read information about certification options and how to take exams, view lists of training materials, and find a microsoft certified partner for learning.
  • Training: receive the new benefits of unlimited access to online training, including e-learning–classroom-equivalent online training on specific topic areas; training materials–a study tool or a desktop reference; learning plans–a training roadmap that outlines every training and certification option available for each module.

Accessing CustomerSource
If your company is not currently using CustomerSource, follow these directions:

Step 1: Have Microsoft or your Partner add you as a Professional to your organization’s CustomerSource account.
The first person added to the CustomerSource account from your organization will be the CustomerSource Administrator. Be sure to provide your Partner with a valid e-mail address; this is e-mail address where you will receive an invitation e-mail to access CustomerSource.

Step 2: Create a Microsoft Live ID if you do not already have one.
If you don’t have a Windows Live ID, if you’re not sure if you have one, or if you forgot your Windows Live ID password, visit the Windows Live ID site. Once you’ve completed the creation of the Windows Live ID, close the browser window. This will be the username and password you use to log in to CustomerSource in the future.

Step 3: Open received e-mail.
First, make sure you are logged in to Microsoft Live ID; if you have multiple Windows Live ID accounts, please be sure to log in with the ID you would like to have associated to CustomerSource. Then go to the e-mail Inbox of the e-mail address you gave your Partner to access the CustomerSource invitation e-mail. (Note: If you don’t find the invitation e-mail in your Inbox, please check your Junk mail folder.)
Next, follow the instructions given in the invitations e-mail to associate your Microsoft Live ID with your CustomerSource account.

Step 4:  Enter Windows Live ID.
You may be prompted again for your Windows Live ID. Again, if you have multiple Windows Live IDs, please log in with the ID you would like to have associated to your CustomerSource account.

Step 5:  Success Message.
You will get a message saying you have successfully associated your Windows Live ID with your Microsoft Dynamics profile.

Step 6:  Access CustomerSource.
Go to CustomerSource at https://mbs.microsoft.com/customersource. When you use CustomerSource in the future, you’ll only need to use this Windows Live ID username and password to log in.

If your company is already using CustomerSource, the specified Administrator can follow these directions to add other employees:

  1. Sign in to CustomerSource.
  2. Navigate to My Account | Our CustomerSource Accounts.
  3. Click the Add New Professionals button.
  4. Enter the required profile information.
  5. Check the box at the bottom of the form to send invitation e-mail to this CustomerSource user to associate their Windows Live ID to this profile.
  6. Click Save.

We hope this information is helpful, and we encourage you to take advantage of this valuable resource!

iDrive tip: Advanced Security vs Standard Security

Today’s tip compares Advanced Security and Standard Security in Dynamics GP Versions 8 and 9.  This does not apply in Dynamics GP Version 10, since security is managed very differently – by tasks and roles – in that version.

In GP 8 or 9, you can choose to manage security by using Standard Security or by using Advanced Security.  The two tools provide different user interfaces, but they accomplish the same tasks; Advanced Security does not extend the GP security model in any way.  Standard Security uses separate dialog boxes that let you control security for a single user or for a user class. Standard Security uses a third dialog box to set access to SmartList favorites. To change security for a dialog box, you must know the exact name of the dialog box and the exact name of the series to which the dialog box belongs. To set security for modified, alternate, or modified alternate windows, you must change views.

Advanced Security provides an explorer-style interface that lets you control different types of security at the same time in the same dialog box, including security for multiple users, companies, and classes and Smartlist security.  Advanced Security provides multiple views that include the By Menu view. The By Menu view lets you set security by using the navigation model. Additionally, changes at upper levels of the tree are automatically rolled down to child resources. You can access modified, alternate, or alternate modified resources by clicking the dictionary that you want to use. And you can do this without changing views.

So why choose Advanced Security instead of Standard Security?

Advanced Security enables security to be set up for multiple users, companies, and classes at the same time. When class changes are made, Advanced Security does not overwrite user-level changes.
Advanced Security lets you set security based on the navigation model.
Advanced Security has a By Alternate, Modified, and Custom view that displays security only for customized resources to make it easier to control access to customizations. When security is granted back to resources, Advanced Security gives you the option to automatically select alternate and modified resources if they exist.
Advanced Security lets you quickly show the resources to which the selected user and company have access. At the same time, Advanced Security lets you show which other users in the company have access to the selected resource.
Advanced Security lets you copy security settings to other companies or users.
Advanced Security lets you roll down class security settings to selected users of a class by using the option to overwrite user-level changes. You can do this by clicking to select the Revert First option.
Advanced Security can roll up a user’s security settings to a class.
Advanced Security can change user security settings back to their initial state.
Advanced Security can verify security settings to make sure that they are valid and that all customizations that are pointed to actually exist.
Advanced Security can export and import security settings between systems or for backup purposes by using .xml files.
Advanced Security can selectively print the security settings for a user and company or for a class.

Here’s a bit more info about Advanced Security:
Q: What is the difference between the views in Advanced Security?
A: The views in Advanced Security let you see the different areas of the system for which security can be controlled. The By Menu, By Dictionary and By Alternate, Custom and Modified views all derive their displays from the same data. A change that you make when you are in any one of these views will be reflected when you are in any one of the other views.

The By Menu view is based on the navigation model of Microsoft Great Plains and of Microsoft Dynamics GP. The By Menu view is a good view to use when you change security, because you cannot easily deny access to system resources or to lookups by mistake.
The By Dictionary view shows all resources in the system. In this view, system resources are sorted by dictionary, by type, and by series. The By Dictionary view can be used to fine-tune security for resources that are not in the navigation model.
The By Alternate, Modified and Custom view shows only the resources that have been customized. Following is a list of resources that can be customized:

• Alternate forms and reports. These resources are created by a developer.

Note In this view, an alternate window will appear under the dictionary for which the window exists instead of under the original dictionary.

• Modified forms and reports. These resources are created by an end user.

• Custom reports. These resources are created by an end user.

Q: Where do I find my alternate and modified windows and reports?
A: Alternate and modified windows are displayed under the original window in the tree structure. To find them, find the original window in the By Menu or By Dictionary view, and then expand the window to display the dictionaries in which the window exists. You can then select which version you want to use. Another way to view alternate and modified windows and reports is to change the view by clicking the down arrow and then clicking By Alternate, Modified and Custom.

Note If a product has no windows of its own and it only has alternate windows or reports, the product will not be displayed in the By Dictionary view.

Q: How do the “Grant Security: All Alternate windows and reports” and “Grant Security: All Modified windows and reports” options work?
A: These options are enabled when access is being granted back to a resource after the access was denied. If there is a single alternate window or report, it will be chosen instead of the original dictionary if the Alternate option is chosen. If there is more than one alternate window or report, Advanced Security keeps to the original version. After Advanced Security chooses a dictionary, a modified version of the window or report is chosen if there is a modified version of the window or report and if the Modified option is chosen.

Q: How can I select classes in Advanced Security?
A: By default, the list in the lower-right section of the Advanced Security dialog box shows only users only. You can change the view by clicking View and then clicking Users and Classes or Classes Only. The default view can be changed in the Advanced Security Options window.

Q: How can I speed up changes by User Class?
A: When you change the security settings by User Class, you are not required to select a company. The changes that you made for the User Class are automatically applied to all the companies of all the users who are assigned to that Class. The performance can be improved while you make the changes by clicking to clear the Display class changes on affected users check box in the Advanced Security Options window. If you do this, you will not see the changes that you made for the Classes as you make them. However, the changes will still be applied if you click OK or Apply. The time to apply the changes will still be the same. However, the changes are not applied to the users while you make the changes to the Class.

Q: How can I use Advanced Security to quickly give access to customizations?
A: To use Advanced Security to quickly give access to customizations, follow these steps:

1. In the Advanced Security Options dialog box, click All alternate windows and reports and All modified windows and reports in the Grant Security section.
2. In the Default Resource View box, click By Alternate, Custom and Modified.
3. Remove access to the resources that are shown in the view, and then grant access back. Removing access and then granting access back grants access to the customizations where they exist.

Note You must look for situations where more than one alternate window or report exists. In these situations, you may want to manually select a resource to use.

Q: Can I hide menu items to which a user does not have access?
A: In Microsoft Great Plains 8.0 and in Microsoft Dynamics GP 9.0, users do not see menu items to which they do not have access.
Note Make sure that security is active for all companies within Microsoft Great Plains and Microsoft Dynamics GP. To verify this, click Tools, point to Setup, point to Company, and then click Company. Make sure that the Security option is selected.

Q: Why do I lose access to my customizations when I click Revert?
A: The Revert option is designed to restore the security to the state in which it was when a user was first created. The Revert option grants access to the unmodified version for all resources except for advanced lookups. Advanced lookups are automatically selected from the Smartlist dictionary. In other words, access to alternate or modified versions of forms and reports is removed, and access to the original is granted back.

Q: What does the Revert Security First option do?
A: The Copy, Rollup, and Rolldown features of Advanced Security include the Revert security first option. If this option is selected, the target entity is granted access to the unmodified version for all resources before the copying occurs. When the copy process starts, only non-default security is copied. A resource that has non-default security is granted access unless you specifically deny access. If you grant access to the original resource, no record is stored in the table for that resource. Therefore, if Revert security first is selected, the target entity grants access back to all resources, and then the denied security and alternate or modified security are applied. This process duplicates the source security.

If Revert Security first is not selected, all the security for the target entity is maintained, and all the denied security and alternate or modified security from the source entity is overwritten. This process actually combines the security records for the target with the records for the source. Remember that the process combines only the non-default security. Therefore, if access is granted to one entity but is denied to another, the result is denied.

Note Default security is used to grant access to the original resource. Non-default security is used when access has been denied or access has been granted to a modified, alternate, or modified alternate version of a resource.

Q: What are some tips and tricks for setting up security within Advanced Security?
A: Following are some tips and tricks for setting up security within Advanced Security:

To reset security to give a user access to all resources, revert the user.
To give access to custom resources, use the By Alternate, Custom and Modified view.
To remove access to sections of the navigation menus in Microsoft Great Plains 8.0 and in Microsoft Dynamics GP 9.0, use the By Menu view.
To fine-tune access to windows that are not directly on the menus, use the By Dictionary view.

Note In Microsoft Great Plains 8.0 and in Microsoft Dynamics GP 9.0, users do not see the menu items to which they do not have visual access.
Note Make sure that security is active for all companies within Microsoft Great Plains and Microsoft Dynamics GP. To verify that this is the case, click Tools, point to Setup, point to Company, and then click Company. The Security option should be selected.

The Knowledgebase, accessible to you on CustomerSource, has a great article that discusses all of the above aspects of security management plus many more.  It’s Article 894705.

Hope this security overview was helpful.  Please let us know if you have any questions.