Microsoft Dynamics GP SmartList Default Visible To Company

● Ian Grieve ●  ● 2 Comments   ● 

In July, as part of his weekly MS Connect suggestion series, Mark Polino raised the issue of SmartList Favourites and the default Visible To which is set to System.

Mark’s suggestion was to have the default changed to User which would leave a generally tidier list. To be honest I’d rather have a setting which allowed the default to be chosen by each client. The reason for this is we’re currently in the middle of an upgrade project where a few Microsoft Dynamics GP systems will be merged into one and it would be good to have the default Visib le to set to Company.

Following on from my recent post on a fixed width SmartList left pane I decided to have a fiddle and see if I could force the default to something else. And it turns out with some simple VBA that you can do exactly that;

SmartList

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MDGP 2013 Feature of the Day: Copy AA Trx Dimensions For POP, SOP And GL

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty second feature they’ve announced is Copy AA Trx Dimensions for POP, SOP And GL.

In Microsoft Dynamics GP 2013 when you copy a Sales Transaction (SOP) or Purchase Order (POP), you can now include the Analytical Accounting Transaction Dimension information;

Copy a Sales Order

Continue reading → MDGP 2013 Feature of the Day: Copy AA Trx Dimensions For POP, SOP And GL

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Microsoft Dynamics GP 2013 SmartList Fixed Width Left Pane

● Ian Grieve ●  ● 5 Comments   ● 

In July last year, Frank Hammelly posted a SmartList customisation for Microsoft Dynamics GP 2010 on his blog gp2themax.

I’ve recently been taking a look at Microsoft Dynamics GP 2013 and decided to see if I could use Modifier to reproduce this customisation for GP 2013 (I have no reason to believe the customisation posted by Frank won’t work with 2013, but I wanted to dabble with Modifer and this seemed a good starting point); the customisation can be downloaded at the bottom of this post.

The screenshots below show SmartList in both it’s default size and maximised with the left pane remaining a static size and the right pane occupying the rest of the window;

SmartList

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MDGP 2013 Feature of the Day: Shipping Address Overrides Remain In Service Call

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty first feature they’ve announced is Shipping Address Overrides Remain In Service Call.

When you override the shipping address on a part line with a miscellaneous address ID, that shipping address is used throughout the service call process for that part. A tax schedule ID is added to the Misc. Address Maintenance window, so that when that shipping address override is used on the part, the tax schedule assigned to the address is used to calculate the tax on the invoice in Sales Order Processing.

Service Call Entry/Update

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VBA Customisation To Microsoft Dynamics GP 2013 Login Window To Display Desktop Alert If Caps Lock On

● Ian Grieve ●  ● 5 Comments   ● 

In 2009 Patrick Roth, on the Developing for Dynamics GP blog, posted a customisation for the Microsoft Dynamics GP login window which displays a message box if the caps lock is on when the user goes to enter their password.

Then, back in July, Aaron Berquist on his blog High Dynamic Range, posted an article on using VBA to create a desktop alert to users which doesn’t take focus away from the application.

I decided to take a look and see if I could combine these two ideas into one and have a desktop alert displayed when the user has caps lock on when logging in, which is far less intrusive than the message box approach by Patrick.

The result is a customisation of the login window (which you can download at the end of the post) to display an alert if the user has the Caps Lock on using the desktop alert code Aaron posted.

The code displays a message to the user if they have Caps Lock on when the login window displays, or when they tab into the Password field if they haven’t already seen the message;

Desktop Alert

The customisation was created in GP 2013 and has only been tested in this version of GP but has been tested on Windows Server 2008 R2 and Windows 8. As with everything I post here, it is supplied entirely without warranty and you use it at your own risk.

However, if you do have problems let me know and I’ll see what I can do to fix them.

[wpdm_file id=2]

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MDGP 2013 Feature of the Day: Search by Contract in Revenue Recognition

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixtieth feature they’ve announced is Search by Contract in Revenue Recognition.

In Dynamics GP 2013, a new filter by Contract Number field is added to the Contract Revenue Recognition window. You can select a single contract number and view only the un-posted revenue entries for that contract for all periods up to and including the fiscal year and period selected. You can then post the revenue for the single contract.

Contract Revenue Recognition

This new feature is targeted at the following roles:

  • Accounting Manager
  • Controller
  • CFO
  • Customer Service Manager
  • Customer Service Rep
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MDGP 2013 Feature of the Day: RMA Sales Order Consolidate

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifty ninth feature they’ve announced is RMA Sales Order Consolidate.

In Dynamics GP, the creation of the cross ship order is per RMA line. If there are multiple lines on an RMA, each line generates a new SOP order.

Now with Dynamics GP 2013, you can optionally consolidate multiple cross shipped lines on an RMA onto a single SOP order document. As long as the SOP order is open, any additional lines cross shipped for that same RMA will be added to the same sales order.

Service Setup Returns

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MDGP 2013 Feature of the Day: Reprint Payables Management Remittance

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifty eighth feature they’ve announced is Reprint Payables Management Remittance.

Now, in Microsoft Dynamics GP 2013, you can reprint the vendor check stub or remittance form after you’ve processed the payment. You can see invoices that were paid, credits that were applied and other information that displays on the check stub or remittance.

Re-create Check Stub is available on the Payables Payments Zoom window;

Payables Payments Zoom

Check Remittance

This new feature is targeted at the following roles:

  • Accounts Payable
  • Bookkeeper
  • Certified Accountant
  • Accounting Manager
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MDGP 2013 Feature of the Day: Consolidate Revenue Recognition to Single GL Entry

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifty seventh feature they’ve announced is Consolidate Revenue Recognition to Single GL Entry.

The contract revenue recognition process creates a General Ledger batch named LIABI which contains the account information from all marked contracts to be posted. Prior to this change, a journal entry was created for each unique contract number. Now, this batch will contain one journal entry consolidating the account information by fiscal period and year, and you will still be able to see the account detail for each contract line within the single transaction.

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MDGP 2013 Feature of the Day: Item Description From RMA

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifty sixth feature they’ve announced is Item Description from RMA.

In prior versions of Microsoft Dynamics GP, the SOP document that was generated from an RMA had an item description that was a concatenation of the return item, RMA number and RMA type. Most customers would have to edit each line. Now the item description will contain the actual returned item’s description. This will happen for any SOP Return document generated from RMAs. Also, a SOP invoice generated from RMA closing for any final charges will now use the invoice item’s description.

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