Hands On With Microsoft Dynamics GP 2018 R2 New Features: Vendor Document Number Added to Purchasing All-in-One View

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The eighth new feature is Vendor Document Number added to Purchasing All-in-One View. This feature adds the Document Number to the Payments and Credits column of the Purchasing All-in-One View (Purchasing area page » Enquiry/Inquiry » Purchasing All-in-One View):

Purchasing All-in-One View

This feature is a good feature which will provide additional information to users that they have found the correct information.

Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

(Visited 5 times, 5 visits today)

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Transaction Level Post Through General Ledger

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The seventh new feature is .When transaction posting is enabled, this feature allows users to perform posting through the General Ledger at a transaction level. The following is a list of supported transactions for this feature:

  • Invoice Entry
  • Receivables Apply Doc.
  • Receivables Cash Receipts
  • Receivables Sales Entry
  • Sales Deposits
  • Sales Trx Entry
  • Voided Trx Maintenance (Sales)
  • Payables Trx Entry
  • Payment Entry
  • Purchasing Invoice Entry
  • Purchasing Prepayments
  • Receivings Trx Entry
  • Returns Trx Entry
  • Assembly Entry
  • Transaction Entry (Inventory)
  • Transfer Entry
  • Manual Checks (Payroll)
  • Project Accounting Transaction windows except Project Closing

To enable post through for transactions, open the Posting Setup window (Administration area page » Setup » Posting » Posting), and mark the Post Through General Ledger checkbox below the Allow Transaction Posting one:

Posting Setup

In theory this is a great addition to Dynamics GP, as many clients want to do transaction level posting, although more these days are wanting to use workflow for approvals which still requires batches.

However, in my testing so far, all Sales transactions which I post using post through work fine, but nothing on Payables posts through at transaction level regardless of the settings.

I need to do additional testing, but so far this feature isn’t looking good.

Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

(Visited 7 times, 3 visits today)

Migrating to ClassicPress: Backup Before Running the Migrate Plugin

ClassicPressThis post is part of a series on migrating to ClassicPress from WordPress.

Before running the migration plugin, it’s recommend to make a complete backup of your site; both files and database should have a good backup made. This isn’t particular to migrating to ClassicPress; I make the same recommendation for any process which is going to impact on files and/or database.

By a good backup, I mean verifying that the backup has worked (e.g. all the expected files are downloaded and the database backup file contains the relevant tables. Without this you won’t be able to restore in case of need.

Click to show/hide the Migrating to ClassicPress Series Index

(Visited 10 times, 1 visits today)

Migrating to ClassicPress: ClassicPress Migration Plugin Now Supports WordPress 5

ClassicPressThis post is part of a series on migrating to ClassicPress from WordPress.

I mentioned yesterday that the ClassicPress migration plugin was not ready yet for WordPress v5, but was coming soon.

Apparently I should have waited a day and posted today, as the migration plugin is now supported with WordPress 5.

Click to show/hide the Migrating to ClassicPress Series Index

(Visited 4 times, 1 visits today)

Migrating to ClassicPress: Run ClassicPress Migration Plugin

ClassicPressThis post is part of a series on migrating to ClassicPress from WordPress.

With the migration plugin installed, the next step is to complete the site migration.

The activated plugin is available from the Tools menu in the sidebar; select Switch to ClassicPress:

Migration Plugin on Tools menu - Switch to ClassicPress

Continue reading “Migrating to ClassicPress: Run ClassicPress Migration Plugin”

(Visited 10 times, 1 visits today)

Migrating to ClassicPress: Install ClassicPress Migration Plugin

ClassicPressThis post is part of a series on migrating to ClassicPress from WordPress.

With the migration plugin downloaded, the next step is to install the plugin.

To do this, log into your WordPress site’s admin panel and select Plugins from the navigation pane and then click the Upload Plugin button at the top of the page, next to the Add Plugins header:

Add Plugins - Upload Plugins button

Continue reading “Migrating to ClassicPress: Install ClassicPress Migration Plugin”

(Visited 8 times, 1 visits today)

Migrating to ClassicPress: Migrating from WordPress 5 to ClassicPress

ClassicPressThis post is part of a series on migrating to ClassicPress from WordPress.

In the last post, I downloaded the migration plugin. If the site you’re migrating is on WordPress 4.9.x then you are good to proceed; if your site is on WordPress 5, then you’ll need to wait a little time.

ClassicPress are about ready to release a version of the migration plugin which will allow migration of a WordPress 5 site. Once this updated plugin is released, all WordPress sites could be migrated to ClassicPress.

Click to show/hide the Migrating to ClassicPress Series Index

(Visited 7 times, 1 visits today)

Migrating to ClassicPress: Download ClassicPress Migration Plugin

ClassicPressThis post is part of a series on migrating to ClassicPress from WordPress.

The easiest way to migrate an existing WordPress site to ClassicPress, is to use the ClassicPress migration plugin available from here:

ClassicPress migration plugin available at https://www.classicpress.net/migrate/

The file downloaded is a zip file, but, as the download page says, this does not need to be extracted; the zip can be uploaded directly via the WordPress plugin upload function.

Click to show/hide the Migrating to ClassicPress Series Index

(Visited 6 times, 1 visits today)

Migrating to ClassicPress: Why Migrate to ClassicPress?

ClassicPressThis post is part of a series on migrating to ClassicPress from WordPress.

As mentioned in the series index post, ClassicPress is a fairly recent fork of WordPress which has announced itself as ready for use on live sites. Initially as a response to the inaccessible Gutenberg, they are now positioning themselves as a CMS business-focused CMS which is modified and enhanced version of WordPress (without Gutenberg) that serves the business website market.

From the About ClassicPress page, ClassicPress styles itself as a community-led fork of the WordPress content management system who wants to get back to basics and focus on open dialogue and democratic decisions. This is reflected in the mission statement and the Petitions site.

Like WordPress, ClassicPress is released under the GNU General Public License version 2 (GPLv2) (or later) license from the Free Software Foundation.

I’ve been a user of WordPress for almost 8 years and have been developing plugins for WordPress for quite a while. I’ve known about Gutenberg for a while, but only really delved into it farily recently.

If you’re hearing about it now for the first time, I did a post recently which might be useful: What is Gutenberg (for WordPress)?

I also did a post WordPress and the Problem With Gutenberg and why it is unusable to me. Some of my friends use WordPress5 now and are happy with the new Gutenberg block editor, as are many people online, but there are also many people who are unhappy with the new Gutenberg block editor.

One of the other issues with the development of WOrdPress, is the lack of transparency and development direction which appears to be completely controlled by Automattic. WordPress.org is, in theory, the independent open source project. However, the creation of Gutenberg appears to have been decided upon and drbvien by Automattic to benefit Automattic’s wordpress.com site.

The ethos of ClassicPress, is that the community will decide the development direction by way of the Petitions site.

ClassicPress v1 is fully compatible with WordPress 4.9.x and will remain so; ClassicPress v2 will potentially start to diverge from WordPress, but this will be by the petitions logged and voted upon by the community.

ClassicPress appears to align better to the type of sites I run, and the democratic structures for development offers the best opportunity for this to continue to be true going forward.

Click to show/hide the Migrating to ClassicPress Series Index

(Visited 64 times, 2 visits today)

Migrating to ClassicPress: Series Index

ClassicPressClassicPress is a fairly recent fork of WordPress which has announced itself as ready for use on live sites. Initially as a response to the inaccessible Gutenberg, they are now positioning themselves as a CMS business-focused CMS which is a modified and enhanced version of WordPress (without Gutenberg) that serves the business website market.

In this short series of posts, I’m going to take a quick look at what is involved in migrating an existing WordPress site to ClassicPress.

Migrating to ClassicPress
Why Migrate to ClassicPress?
Download ClassicPress Migration Plugin
Migrating from WordPress 5 to ClassicPress
Install ClassicPress Migration Plugin
Backup Before Running the Migrate Plugin
Run ClassicPress Migration Plugin
ClassicPress Migration Plugin Now Supports WordPress 5
(Visited 9 times, 1 visits today)