MDGP 2018 RTM Feature of the Day: Human Resources and US Payroll Enhancements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The nineteenth Feature of the Day is a set of enhancements to the HR and Payroll modules. I did think about splitting this post apart as I did for the Purchase Order Processing Feature of the day Posts, but these modules are not targetted at the US and Canada, so I have nothing to add to them.

Therefore they’re all in this one post.

There are six new features across HR and Payroll:

Turn off Garnishments Reports in Posting Setup

The Garnishment reports (Garnishment Detail Report and Garnishment Detail Report now default to Ask Each Time, but can be controlled via the usual options:
Posting Setup

Roll down payroll setup options from setup to inactive records

A new option to roll down changes to all records, including inactive ones, has been introduced to the following windows:

  1. Pay Code Setup
  2. Deduction Setup
  3. Benefit Setup
  4. Shift Code

Deduction Setup

Change department code in all files

Allow the user to select an existing department code and modify it to a new department code (all files including history tables are updated):
Payroll Code Modifier

Restrict Inactive Deduction and Benefit Codes in Lookups

This is a per User setting which adds an option to restrict inactive records. The following windows are affected:

  1. Setting for Company Deductions, Company Benefits
  2. Setting for Employee Deductions, Employee Benefits

Deductions
Payroll Transaction Entry - Employee Transaction Required Deductions

Reprint Distribution Detail and Summary reports

You can now print posting journals anytime, even after posting which can enable you to identify wage reconciliation issues more easily:

Reprint Payroll Posting Journals

Advanced Human Resource Wellness and Health Insurance Integration

Track discount incentives like an employee is a non-smoker or if they go to a gym on their insurance premium?



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Working With the Fabrikam, Inc. Sample Company in Microsoft Dynamics GP 2018

Microsoft Dynamics GPFollowing Fabrikam Day back on the 12th April this year, Microsoft are winding the date forward 10 years

This was announced by Pam Misialek on the Inside Microsoft Dynamics GP blog, in a post with a more theatrical title than this post of mine: Hey, where is the #GP2018 sample data? 4/12/2017 isn’t working!.

The Fabrikam date has been wound forward once before, back in 2007, but I that was the year I was moving from being a support analyst to being a consultant so I only really started using the sample company after the change of date. It therefore had little impact on me.

However, over the last 10 years, typing 120417 has very much become a habit and I think this change is going to hurt quite a bit.

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Hands On With MDGP 2018 RTM: Series Index

Microsoft Dynamics GPOn the 1st of December, Microsoft Dynamics GP 2018 RTM is due for release. I am, as I usually do, running a series of “Hands On” posts where I step through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

These posts will be posted over the coming days and weeks, and may be interspersed with posts on other subjects, so make sure to check back regularly.

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How to Install Microsoft SQL Server 2017: Install SQL Server Reporting Services

Microsoft SQL ServerIn this short series of posts, I am going to be covering the installation of Microsoft SQL Server 2017; the installation process for this version is somewhat different to previous ones, in that SQL Server Management Studio and SQL Server Reporting Services have been separated out from the main installer.

The series index can be found here. I am not a SQL expert and this series of posts is intended only for use on demo or test environment and not production ones.

Microsoft Dynamics GP ships with some Reporting Services Reports by default, so this componenbt of SQL Server also needs to be installed. As with SSMS, SQL Server Reporting Services (SSRS) is not installed by the main installer, but, again like SSMS, it is available via a download accessible tyhrough the setup utility.

To install SSRS, laucnh the main setup utility of SQL Server, click Installation and then select Install SQL Server Reporting Services:

SQL Server Installation Center - Installation

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How To Install Microsoft SQL Server 2017: Install SQL Server Management Studio

Microsoft SQL ServerIn this short series of posts, I am going to be covering the installation of Microsoft SQL Server 2017; the installation process for this version is somewhat different to previous ones, in that SQL Server Management Studio and SQL Server Reporting Services have been separated out from the main installer.

The series index can be found here. I am not a SQL expert and this series of posts is intended only for use on demo or test environment and not production ones.

The next component to be installed, is SQL Server Management Studio (SSMS). This was the first of the components which Microsoft removed from the main installer. However, to install it, we can launch the download page from the Setup utility.

Once launched, click Installation and then select Install SQL Server Management Tools:

SQL Server Installation Center - Installation

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MDGP 2018 RTM Feature of the Day: Print Purchase Requisition

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The eighteenth Feature of the Day is actually a set of distinct feature enhancements to the Purchase Order Processing module around the handling of purchase requisitions and orders. I am breaking this down into three separate posts, as the changes are not related beyond being about purchase requisitions and orders.

The final enhancement is the addition of a print button to the Purchase Requisition Entry window which allows the requisition to be printed:

Purchase Requisition report

I’d say I have very mixed feelings on this one, but, to be entirely honest, my feelings are actually very much on the negative side. One of the reasons for using requisitions is to have approval workflows. With a requisition needing to be approved before being purchased, there is no way for a PO to be emailed or printed; I realise this print option doesn’t print a PO, but it does print the requisition. This opens the system to potential abuse.

This can be limited through the creation or modification of security tasks which do not give access to this window; or the report could be customised to be in a format which could not be presented as if it was a PO.

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MDGP 2018 RTM Feature of the Day: Make PO Number Visible to Requisition Originator

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The eighteenth Feature of the Day is actually a set of distinct feature enhancements to the Purchase Order Processing module around the handling of purchase requisitions and orders. I am breaking this down into three separate posts, as the changes are not related beyond being about purchase requisitions and orders.

The second of the changes, is making the purchase order number easily visible to the requisition originator.

The PO number has been made available in two places. The first of them is on the Dynamics GP home page. The Procurement panel has been updated too have a new PO Number in the Requisition List:

Home page

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MDGP 2018 RTM Feature of the Day: On PO Generation Show Purchase Order Transactions Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The eighteenth Feature of the Day is actually a set of distinct feature enhancements to the Purchase Order Processing module around the handling of purchase requisitions and orders. I am breaking this down into three separate posts, as the changes are not related beyond being about purchase requisitions and orders.

The first of the three features is a new option to the Purchase Requisition Entry window on the generation of a purchase order which will pop up the Purchase Order Transactions navigation list and show the generated orders:

Purchase Order Transactions Navigation List

From the screenshots supplied by Microsoft, it isn’t apparent how the option works, but this is potentially very useful, in that it will allow the originator to convert the requisition to an order and then, from the navigation list, be able to email or print the purchase order.

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How to Install Microsoft SQL Server 2017: Install the Database Engine Services

Microsoft SQL ServerIn this short series of posts, I am going to be covering the installation of Microsoft SQL Server 2017; the installation process for this version is somewhat different to previous ones, in that SQL Server Management Studio and SQL Server Reporting Services have been separated out from the main installer.

The series index can be found here. I am not a SQL expert and this series of posts is intended only for use on demo or test environment and not production ones.

In this, the first post of the series, I am going to install the core part of Microsoft SQL Server 2017, which is the Database Engine Services. To do this double click the Setup.exe on the installation media.

Click Installation and then select New SQL Server stand-alone installation or add features to an existing installation:

SQL Server Installation Center - Installation

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How To Install Microsoft SQL Server 2017: Series Index

Microsoft SQL ServerWith a new version of Microsoft Dynamics GP about to be released, it’s time to refresh my test environment; as well as the upcoming release of Microsoft Dynamics GP 2018, Microsoft SQL Server 2017 is also now available.

In this short series of posts, I am going to cover the installation of the SQL Server components needed for an installation of a demo/test Microsoft Dynamics GP 2018 (not including SSAS or SSIS).

I am not a SQL expert and this series of posts is intended only for use on demo or test environments and not production ones.

How to Install Microsoft SQL Server 2017
Install the Database Engine Services
How To Install Microsoft SQL Server 2017: Install SQL Server Management Studio
Install SQL Server Reporting Services
Configure SQL Server Reporting Services
Avoiding Max Request Length Error in SSRS
SSRS 2017 Not Supported on a Domain Controller
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