Prevent Change Of User Date

Fred Webb posted a question on the Dynamics GP Community Forum asking if it was possible to prevent the User Date being changed in Dynamics GP 2010.

One response was to use Field Level Security which would work but seems a little excessive. I had a think on alternatives and, because we’re dealing with GP 2010, the one I came up with was to prevent the User Date window being opened by using a little VBA.

The package for Microsoft Dynamics GP 2010, which also works for Microsoft Dynamics GP 2013, can be downloaded at the bottom of the post.

The VBA I used was:


Private Sub Window_BeforeActivate()
   Me.Close
End Sub

Private Sub Window_BeforeOpen(OpenVisible As Boolean)
   Me.Hide
End Sub

Me.Hide causes the UserDate window to be hidden from the user as it starts to open, and Me.Close forces it to close.

I could have put both the Me.Close and Me.Hide in the sub Window_BeforeOpen, but I found the main GP window didn’t get focus back. By splitting the Me.Close into Window_BeforeActivate focus was returned to GP when the UserDate window was closed.

The downside of using VBA asa solution is that it will not work with the Microsoft Dynamics GP 2013 Web Client, although it will work with the standard 2013 client.

[wpdm_file id=5]

Hands On With The Management Reporter 2012 Web Client

These days I find that time passes far too quickly. Turns out it was on the 14th November that RU3 of Management Reporter was released and I said I’d do some posts on the web client part of it. Well, time flies but I’ve finally found the time to do the post I promised.

When I downloaded Management Reporter 2012 Rollup 3 I did what quite a few people seem to have done and looked for the web client installer within the setup utility. Well, it turns out there isn’t one as it is all handled by the server install. To view a report in the MR 2012 web client all you need to do is output the file to a network location or SharePoint. I’ve gone the easiest route and output the file to a network share.

In the Report Designer, open a Report Definition and switch to the Output and Distribution tab and change the radio button to Generate to multiple report library locations. In this case my report is being output to Library/P&L and if I click on it I can then choose to set a Related Report Link Location which I have set to the shared Dynamics Central location on my server;

Report Definition - PL Dtl CurYtd

Continue reading

MDGP 2013 Feature of the Day: Web Management Console

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

The ninety first feature they’ve announced is Web Management Console.

The management console is a web application that gives you the control you need to manage your web client environment; you can manage users, sessions, initiate session logging and manage application tenant configuration through the two included snap in modules, Session Manager and Tenant Manager.

Web Management Console

The extensible snap in model of the console also gives ISVs and application developers the opportunity to create custom snap ins to give you even more control of your web client environment.

This new feature is targeted at the following roles:

  • IT Manager
  • Hosting Partner

MDGP 2013 Feature of the Day: Web Client Interface

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

The eighty ninth feature they’ve announced is Web Client Interface.

The Microsoft Dynamics GP2 013 Web Client is browser based; it uses Silverlight and runs in Internet Explorer. While most of the user interface will be familiar to existing users of the application, Microsoft did enhance it to take advantage of capabilities in the browser.

The two biggest changes you will notice is the addition of Ribbons to most of the forms in the application and the consolidation of some child windows into a Window Group or tab on its parent window.

Web Client Interface

Continue reading

MDGP 2013 Feature of the Day: Web Client

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

The eighty eighth feature they’ve announced is Web Client.

The Microsoft Dynamics GP 2013 Web Client gives you the freedom to work from anywhere you have a PC with Internet access. You can get your work done while maintaining your busy lifestyle, do sales orders on the road, purchase orders in your hotel or general ledger adjustments over the weekend at home.

The web client also gives customers the ability to extend access to remote offices without the expense and setup of terminal services and, best of all, it does it by using the same familiar user interface so there’s no extra training required to use it.

All it requires is Internet Explorer with the Silverlight plugin. You simply point to the URL for your web client service that is provided to you by your IT staff or hosting partner and login to the system.

From that point on your using the Microsoft Dynamics GP application you already know with the same familiar windows and fields:

Web Client

This new feature is targeted at the following roles:

  • All Roles

MDGP 2013 Feature of the Day: Manual Prepayments

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

The eighty seventh feature they’ve announced is Manual Prepayments.

This feature allows the management of the prepayment amount from Purchase Order creation through the creditor invoice by using the Manual Payment process in Payables Management while allowing the purchaser to control the prepayment amount.

The user has the ability to pay the prepayment at the time of creating the Purchase Order by using a check or credit card. GP tracks prepayment amounts separately from the vendors account balance which means creditor aging is not affected by prepayment transactions;

Purchasing Prepayment Entry

Continue reading

Microsoft Dynamics GP 2013 19th December Release

Yeserday Errol Schoenfish, on the Inside Microsoft Dynamics GP blog announced the release of Microsoft Dynamics GP 2013 on 19th December.

“Our December product releases deliver significant value to customers through simple-to-use and easy-to-implement business solutions,” said Kirill Tatarinov, president, Microsoft Business Solutions. “This wave of new Microsoft Dynamics’ capabilities, together with Microsoft’s innovative social, mobile, collaboration, productivity and analytics resources, inspires people to do their best work and transform their businesses.”

I’m looking forward to this release of Dynamics GP as there ae many new features included which clients have been asking about for a long time. For Partners there is also the mutli-tenant database and web services architecture as well as the web client (complimented by a web client for Management Reporter 2012 that was made available with Rollup 3).

I’ve been tracking the Feature of the Day announcements made by Pam Misialek, and team, and you can read about them by following the MDGP 2013 Feature of the Day tag.

MDGP 2013 Feature of the Day: Computer Prepayments

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

The eighty sixth feature they’ve announced is Computer Prepayments.

This feature allows a user or multiple users to process a Purchase Order Prepayment using a computer check or EFT (Electronic Funds Transfer). The process is managed from the creation of the purchase order with the prepayment through the consumption of the prepayment when the vendor invoice is posted.

When raising a purchase order, there is now a field for entering the Prepayment amount (which can be printed on the PO);

Purchase Order Entry

Continue reading

MDGP 2013 Feature of the Day: Encumber General Journal Transactions

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

The eighty fourth feature they’ve announced is Encumber General Journal Transactions.

In Microsoft Dynamics GP 2013 you can integrate Encumbrance Management with General Ledger. When you enter a General Journal Entry, the system will look at previously posted amounts, previously encumbered amounts, and the amount of the transaction to determine if there is budget available for the transaction.

Transaction Entry

Continue reading