Security Views For Use In SmartList Designer: Populating Security Resource Descriptions

Microsoft Dynamics GPIn this post I’m taking a slight diversion and not posting a SQL view. The reason is that the next view I will be posting requires that the security resource descriptions be available which, by default, they’re not. However, they can be made available, which is what I will be covering in this post.

SY09400 is the Security Resource Descriptions table which is, by default, empty as the names are stored within the Microsoft Dynamics GP client itself. However, this table can be populated, perhaps somewhat counter-intuitively, by using the Clear Data window (Microsoft Dynamics GP menu >> Maintenance >> Clear Data).

To populate the table, open Clear Data, click on Display and then select Physical:

Clear Data

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MDGP 2015 R2 Feature of the Day: SmartList Designer Create View

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The thirteenth Feature of the Day is SmartList Designer Create View .

Within SmartList Designer a user can send a SmartList through workflow to create a SQL view based on the SmartList query.

This SQL view can then be used outside of GP for such purposes as creating reports using SQL reporting services or Power BI reports in Excel.

The view will also allow the user to publish the SmartList as a refreshable excel report from inside of Dynamics GP.

SmartList Designer

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MDGP 2015 R2 Feature of the Day: Self Service User Tasks and Roles

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twelfth Feature of the Day is Self Service User Tasks and Roles.

In the Microsoft Dynamics GP 2015 R2 release a Self Service user type was added; this user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.

This feature also includes Employee Self Service Security Roles and the ability to filter on security tasks available for each user type, which will make the task and role assignment more efficient.

Security Role Setup & Security Role Setup

Nice to see that the new user type is also getting some easing of the setup of the roles and tasks. This is one area that, despite the default roles and tasks available, seems to daunt a lot of new users to the system.

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MDGP 2015 R2 Feature of the Day: Self Service User Type

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The eleventh Feature of the Day is Self Service User Type.

Microsoft Dynamics GP 2015 R2 sees a Self Service user type added.

This user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.

User Setup

This new user type is going to be a really useful addition. I have one client who has been looking for a POP add-on to allow online creation of orders for more than 400 users and all the old options were looking quite pricey.

This Self Service user type used in conjunction with the web client should give them the functionality they want, at a price point they can accept.

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MDGP 2015 R2 Feature of the Day: Document Attachment Workflow

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The tenth Feature of the Day is Workflow – Document Attachment.

When a document has been added to a transaction or record using the Microsoft Dynamics GP Document Attachment feature, these attachments can now be sent with the workflow task notification email.

This feature is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.

For example, you can now enter a payables invoice, scan in and attach the record from the vendor, then submit the invoice for approval. When the approver receives the email, they will get the invoice information and the attachment will show the scanned invoice from the vendor.

Workflow Maintenance

For a few of our clients this is the missing piece of the Workflow puzzle. An email action from Workflow can contain the detail lines of an order, but a few clients have been asking to be able to include the attachments, especially for invoices and quotes attached to POs, for the manager or budget holder to review before approving.

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MDGP 2015 R2 Feature of the Day: Combined General Ledger Inquiry

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The ninth Feature of the Day is Combined General Ledger Inquiry.

In Microsoft Dynamics GP 2015 R2 in General Ledger, the inquiry windows have been consolidated. Now, you can view open and historical information in the same window for Summary Inquiry, Detail Inquiry and for Account Summary.

Any GoTos or drill backs will now go to the single window instead of the user picking open or history.

Combined General Ledger Summary Inquiry

Combined General Ledger Detailed Inquiry

This particular feature is well overdue. It always feels a little embarrassing when doing user training for a new client and having to show them separate enquiry windows for open and history years.

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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Options

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The eighth Feature of the Day is Purchasing All in One Document View – Options.

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The Options button will allow users to select which columns they want to see in this window. For example, if customers do not use Purchase Orders, they can uncheck the box and the first column would be Receipts. By default the Credit Documents column does not display but with this column checked up to six columns of data can be shown.

Purchasing All in One Document View – Options

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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Filter

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The seventh Feature of the Day is Purchasing All in One Document View – Filter.

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The Filter icon allows users to select open and/or historical or saved vs. posted documents in the Purchasing All in One Document View window. The options are specific to each column and saved per user allowing users to customize what they want to see. Specific searches are also enabled in the filter window to narrow down the search results. The clear filter icon with the red x will clear all filters and reset to the defaults.

Purchasing All in One Document View – Filter

This window looks like it could be a good addition as I often end up talking clients through finding all of the transactions relating to a purchase order.

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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Checkbox

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The sixth Feature of the Day is Purchasing All in One Document View – Checkbox.

This is a newly designed window inside Microsoft Dynamics GP that enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

By selecting the checkbox for one document the window redisplays all columns with only the related documents.

For example, select a purchase order and then only the receipts, invoices, payments and returns related to that PO are displayed.

Purchasing All in One Document View - Checkbox

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The fifth Feature of the Day is Purchasing All in One Document View.

This is a newly designed window inside of Microsoft Dynamics GP 2015 R2 which enables users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The most recent documents will default into the window and to see the next set of five transactions the navigation buttons under each column can be used.

Purchasing All in One Document View

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index