Setting up Test and Historical Companies

David Meego - Click for blog homepageThis is a reposting of an article I originally wrote on my Developing for Dynamics GP blog.

I did not start this thread, but I thought I would give a bit of insight into the subject.

Vaidy Mohan on his blog posted about Test Company Message while logging on to Dynamics GP.

I initially thought he was talking about the sample company date dialog which is discussed in my post Hiding the Fabrikam sample company date dialog.

After some discussion with my good friend Robert Cavill (previously a GP consultant, now GP Administrator at a customer site), I realised that the dialog Vaidy was talking about was not the date dialog, but a separate dialog entirely.

That got me curious and so I opened Dexterity and a source code dictionary. I then used the resource explorer to search for “<TEST>” in the messages.  It was found as message ID 1877.  Using the references button, I found the uprconvhistory global procedure which is called by the OK Button change script on the Switch Company form.  This procedure was changed in Feb 2004 (for v8.00 onwards) to look at the Company Name to see if it contains message 1877 “<TEST>” or message 1878 “<HISTORICAL>” and will then display one of two warning dialogs:

  • Warning Dialog 1734: This company is set up for testing only. Do not use this company when processing live data.
  • Warning Dialog 1735: This company is used for storing historical information only. Do not use this company when processing current-year data.

Robert tested this on his system and said that this is really useful and should be a Knowledge Base (KB) article. So I searched the Knowledge Base system and found the following article.  It is “hidden” by the fact it refers to Payroll, which is not used outside of North America, but the concept of changing the Company Names works well.

How to create a test or historical company in Payroll or in Canadian Payroll in Microsoft Dynamics GP (KB 885542)

I think having a dialog after login in conjunction with the colour coding for Test and Historical companies would be the ideal solution.  Both the colour coding and login messages are supported by GP Power Tools.

So thanks Vaidy for bringing this to our notice and to Robert for prompting me to investigate further.

David

This article was originally posted on the Developing for Dynamics GP Blog and has been reposted on http://www.winthropdc.com/blog.

7 thoughts on “Setting up Test and Historical Companies

  1. I was quite curious to see this message on one of clients and probed by creating more companies with different name patterns.
    Finally zeroed in to this tag <TEST>. Well, quite a bit of time it took to confirm this.
    Thanks David, for explaining this with more important information.

    Like

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