Microsoft Dynamics GP Directory Updated for Microsoft Dynamics GP 2018

Microsoft Dynamics GPI only discovered the Microsoft Dynamics GP Directory existed back in March this year, but I’ve been keeping a bit of an eye on it since.

Even then, I’d missed the addition of Microsoft Dynamics GP 2018 information to the page; it was the announcement of the new feature series on Dynamics GP which told me the links had been added.

It is worth visiting the Microsoft Dynamics GP Directory occasionally to keep up to date.

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Microsoft Dynamics GP 2018 New Feature Blog Series Schedule Announced

Microsoft Dynamics GPMicrosoft’s Terry Heley today published a blog post outlining the schedule for the Microsoft Dynamics GP 2018 New Features blog series.

This blog post series is from the Dynamics GP Support and Services Blog which usually covers in depth the new features after launch; usually there is a series of posts by the Inside Microsoft Dynamics GP blog which precedes the launch of the new version which I am still hoping will happen this year.

There are five key areas of new functionality in Microsoft Dynamics GP 2018:

  1. Comprehensive Doc Attach
    Today, we introduce the next evolution with comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.
  2. User Experience
    Giving users easier and faster ways to get to and find the data they are looking for to make decisions based off the information stored in Microsoft Dynamics GP.
  3. Optimize Financials & HRP
    Recognizing the voice of our customers, you’ve provided the feedback, we’ve optimized your Financials and HR/Payroll experience in Microsoft Dynamics GP 2018
  4. Workflow
    With the release of Microsoft Dynamics GP 2018, we continue to extend the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, we’ve added workflow capabilities like copy step and reminder emails.
  5. Power “Suite” Evolution
    Support Paging and Filtering in OData Services, Support OData V4 and what you all have been waiting for GP Power BI Content Pack.

I’ll not list the detailed schedule, but the new features blog series will run from 5th December through to 15th February.

The post can be found here.

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MS Connect Suggestion: On Purchase Stop Summarising PR Lines

Microsoft Dynamics GPThis suggestion came about from an issue raised by a client while I was working with them to implement Purchase Order Processing with Workflow for approvals of purchase requisitions (PRs).

The issue encountered, is that when multiple lines for the same product at the same cost are added to the PR, approved and converted to PO, these lines are consolidated. This results in loss of information as only one item description or comments are pulled through to the PO.

To illustrate this, I created the following example.

First, create a PR with at least two lines. I have used the 2-A3284A product and changed the description on both rows:

Purchase Requisition Entry

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Windows Suggestion: Allow choice of how many/which monitors RDP uses

Windows 10I occasionally work from home (I don’t really like doing so as I prefer to keep work and home separate). My problem is that at home I have a four monitor setup (2 x 27″ @ 2560×1440, 1 x 23″ @ 1920×1080 and 1 x 19″ @ 1280×1024) and when I am connecting to work I want to use two of the monitors for the remote system I am connecting to and two for local programs or files.

However, the Windows remote Desktop Connection only allows you to use a single monitor or to mark a checkbox to use all monitors:

Remote Desktop Connection

I added a suggestion via the Windows Feedback Hub asking for this to be amended to allow a choice over the number of monitors to use. I’d appreciate it if people would up vote so we can get RDP enhanced/

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Hands On With the GP Power Tools – Administrator Tools: Conclusion

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

In this series on the Administrator Tools module of GPPT, I’ve taken a look at the tools provided and how they can be used. Overall, I think there are some very useful tools available in this module. I was sceptical of the Deny Based Security one when I first heard of it, but it seems to be quite easy to use and doesn’t add the complexity I feared.

For the tools available in this module, I’d say this was one to purchase.

I’m going to take a break from GPPT for a bit, but will return another time with some more posts on its functionality.

Click to show/hide the Hands On With the GP Power Tools – Administrator Tools Series Index

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Hands On With the GP Power Tools – Administrator Tools: Window Position Memory

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Window Position Memory window is used to specify which windows in the Microsoft Dynamics GP application should remember their position, size and state on a per user basis; any window (form) in any dictionary can be added to the list and all sub-windows on selected window (form) will be remembered.

GPPT ships with a small selection of windows pre-configured to be remembered (these are the main transaction and card windows for each module), but more can be added and already selected ones removed using the Window Position Memory window (GP Power Tools area page >> Setup >> Window Position Memory).

When opened, the window takes a few moments to load as it scans all dictionaries. Once loaded the right pane shows the windows which have already been selected; the checkboxes next to them can be unmarked to deselect them:

Window Position Memory - showing already selected windows

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Hands On With the GP Power Tools – Administrator Tools: Company Login Filter

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Company Login Filter window (GP Power Tools area page >> Setup >> Company Login Filter) is used to set up filtering of the companies available in the Company Login window for a user depending on the instance of the application environment currently being used. This is useful functionality as, on a system with different customization dictionaries or different custom forms and reports for different companies, you can ensure that the correct companies can only be used with the appropriate application client.

This is a scenario used by a number of my clients, so I was interested in doing some testing of this function. The way we’ve dealt with it in the past it to giev the client two shortcuts, looking at different launch files.

There is two ways of configuring this tool, but I am only looking at one of them. I have a single Dex.ini file and two launch files in the application folder; the default DYNAMICS.SET and a DYNAMICS-UK.SET which is pointing at different report and forms locations.

To configure the company login filters, launch the window and enter a Profile ID and Profile Name.

The left scrolling window will populate with the profile ID and a branch for Default Filter when no Path matched. Select this and then mark one (or more) of the companies listed in the right window:

Company Login Filter - select companies for no filters.

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MS Connect Suggestion: Bring Letter Writing Assistant Up To Date and Allow Emailing

Microsoft Dynamics GPBelinda Allen brought my attention to a suggestion on MS Connect asking that the Letter Writing Assistant be updated to allow debtors and creditors (customers and vendors to my US readers) be emailed directly from the Letter Writing Assistant based on the email address on the Primary Address.

I think this would be a very good feature to add. I’m sometimes reluctant to show people the Letter Writing Assistant due to having to print the letters rather than emailing them. I often end up showing them how to export a SmartList and use Word to mail merge and email the letters instead, but having the feature included would be far better.

Please vote for this suggestion here so we can get Microsoft to include this update.

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Hands On With the GP Power Tools – Administrator Tools: Dictionary Control

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Dictionary Control (GP Power Tools area page >> Setup >> Dictionary Control) window is useful for troubleshooting issues with third party products as you can effectively remove the dictionaries one-by-one until the problem has been identified.

All of the loaded products are listed in the scrolling window:

Dictionary Control

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Hands On With the GP Power Tools – Administrator Tools: Dex.ini Configuration

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Dex.ini Configuration (GP Power Tools area page >> Setup >> Dex.ini Configuration) window can be used to automate changes to the Dex.ini settings for all workstations. This is a very useful tool, especially when there are either a lot of desktop clients installed or a lot of Citrix/terminal servers:

Dex.ini Configuration

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