Report Used for the Reprint Check Remittance

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2013 saw the introduction of the ability to reprint the check remittance report. This feature was a very nice one to see, as numerous clients, if not all of them, had been asking for.

At some point after this, and I am not sure in which version, the ability to email the reprinted remittance was introduced:

Payments Payable Zoom

Continue reading → Report Used for the Reprint Check Remittance

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Enabling the PO Email Document Without an Exchange Account.

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPI am very much an advocate for using the Microsoft Dynamics GP application for making changes to configuration or data rather than jumping straight to the SQL database. However, sometimes needs really must.

I was onsite with a client a few weeks ago to assist them in implementing Purchase Order Processing and, as part of this implementation, I needed to enable the emailing of the purchase order. Typically, I would do this through the Company E-mail Setup (Administration >> Setup >> Company >>
E-mail Setup
)) window, but the client is configured to use Exchange for emails and I don’t have an Exchange account on their system.

Due to my location compared to the users, it was quicker to create an SQL script to enable the email rather than trying to locate a user with the relevant permissions to screen share with:

UPDATE
	SY04903
SET
	EmailDocumentEnabled = 1
	,EmailMessageID = 'PO'
WHERE
	EmailDictionaryID = 0
AND
	EmailSeriesID = 4
AND
	MODULE1 = 12
AND
	EmailDocumentID = 1

The highlighted section is the name of the Message ID for the PO.

As always before running a script, ensure you test the script and have a good backup of your company database.

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Microsoft Dynamics GP Table Reference: Products Added

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GP Table ReferenceOn Thursday last week, I introduced the new Microsoft Dynamics GP Table Reference I was in the process of creating and said I’d be adding new products soon.

Well, I got it done a bit quicker than I thought, and now have all of the Microsoft Dynamics GP modules loaded.

I will be adding ISV products through time, but if there are any in particular which you want to me to progress sooner, then please drop me a note using the contact form.

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Customising Dynamics GP Workflow Emails: Not Just Workflow Emails

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPOne point I forgot to make when writing the other posts of this series, which was perhaps obvious to all, is that the formatting I have shown in this series, applies not only to the workflow emails, but also to the standard emails sent by Microsoft Dynamics GP. This would include the emails sent to vendors with a PO or remittance or to a customer with an invoice or statement.

While I haven’t gone much beyond what I have covered in this series, it should be possible to do a lot more in formatting terms to the emails. One thing I have thought of, but not tried yet, is wrapping a table around the fields at the top of the table to align them into a neat layout.

A couple of things I have tried, and which did not work, are:

  1. Adding styles to the approval links – any style I added to these links, such as padding or line-height, was ignored.
  2. Adding a div around an image and setting float: left – the image did not float in Outlook.

The final point I would make around formatting the emails, is that just because you can, doesn’t mean you should. If you do format the emails, keep it simple.

Click to show/hide the Customising Dynamics GP Workflow Emails Series Index

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Microsoft Dynamics GP Table Reference

● Ian Grieve ●  ● 6 Comments   ● 

Microsoft Dynamics GP Table ReferenceThere are a fair number of really good resources out there on Microsoft Dynamics GP, but, unfortunately, some of them disappear through time.

One of the casualties was the GP Table Reference, which closed down a while ago. I’m not sure who was behind the site, but it has been missed.

To that end, I have started building a new site to live alongside this one; the Microsoft Dynamics GP Table Reference. The site is a work in progress, and will likely always be.

At present it has the main Microsoft Dynamics GP products tables along with the tables for Fixed Assets (product 309), Purchase Order Enhancements (product 2277) and Revenue Expense Deferrals (product 1045).

I will be adding products soon and will continue adding them until I have all of the first party products and will then look to start adding some of the more popular/common ISV ones.

I’ll also be adding some further explanations and to the fields, such as the one already added to the LOCNCODE field in Purchase Order Line (POP10110).

I hope people find the site useful; if you do use it and spot any issues, or want anything adding, please get in touch and let me know.

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Workflow Notification View/Edit Link Doesn’t Work on Outlook 365 Online

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThis post is a PSA regarding an issue we encountered for a client recently while implementing Workflow approvals for Purchase Order Processing.

When the user received and opened the email notification with a View/Edit link, for some users the link displayed as a standard blue hyperlink, but it was not clickable, and for other users it just displayed as black text:

Task assignment email in Office365

When I took a look at the source of the email, the a tag was empty:

<a href="">PR0000025</a>

After doing some testing on this, the problem appeared only to be the web based Outlook in Office 365; opening the same email in a desktop based Outlook client allowed the link to work correctly:

Task assignment email in Outlook

We logged this as a call with the Dynamics GP Support team, who were able to confirm out findings. The issue does not lie with Microsoft Dynamics GP; if it did the desktop Outlook client would not work either.

The issue is that Office 365 is stripping the link; I am assuming this is because it is not recognised as a valid link. It does not start http as a normal web link does, but with dgpp.

I have advised the client of this and suggested they speak to their Office 365 partner about logging this call with the 365 team and see what can be done in that area.

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Customising Dynamics GP Workflow Emails: Creating a Hyperlink

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPI’ve been showing how to format the Microsoft Dynamics GP Workflow notification emails in this series. I’ve covered some formatting to change the font size or weight in the previous posts, but I want to show how you can apply other html tags to a Workflow email.

The example below shows how we could contruct a hyperlink to a web page using the Vendor ID field to make the link unique:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Creating a Hyperlink

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Customising Dynamics GP Workflow Emails: Extending Styles to Other Elements

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPIn this series of posts, I am showing how the email notifications sent by Microsoft Dynamics GP Workflow can be formatted using HTML text formatting tags. In this post, I’m going to show how we can appyl formats to mutliple elements within the email by building on the embedded stylesheets I covered in the last post.

In Message Setup (Administration area page >> Setup >> Company >> Workflow >> E-mail Message Setup), I added a new span class of title to the stylesheet at the top of the message body (this time setting the font-weight to 900, which is a bold font), and then wrapped all of the field headers in span tags with a class of title:

Message Setup

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Customising Dynamics GP Workflow Emails: Applying an Embedded Stylesheet

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPIn this series of posts, I’m taking a look at the formatting of emails sent by the Microsoft Dynamics GP Workflow module. In the first post I showed how the font-size could be changed on the email, and in the second post how an embedded style sheet can be used to format the document line fields.

It is best practice not to use different methods of applying styles within a single page, or in this case email. So with both normal fields and the document line fields needing to be formatted, I revisited the email message and changed the original span tags to use a class and added the format of this to the embedded stylesheet:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Applying an Embedded Stylesheet

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Customising Dynamics GP Workflow Emails: Increasing the Font Size in the Document Line Fields

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPAs I mentioned in the series index, on a recent Workflow project I had a few users comment to me that the text on the emails was a little too small to read. My initial reaction was that it was not possible to change the font size. However, while driving a little later, I had a thought of how I could tackle this.

In the first post of this series, I covered increasing the font-size of the email by wrapping a span test formatting tag around the text, but I found when doing this with the task assignment email which had the Document Line Fields mail merge on it, the formatting didn;t work correctly.

On this email I wrapped the span tags around all of the message body:

Message Setup

Continue reading → Customising Dynamics GP Workflow Emails: Increasing the Font Size in the Document Line Fields

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