MDGP 2016 R1 Feature of the Day: Automatically Batch Deposit Cash Receipts

● Ian Grieve ●  ● 0 Comments  ● 

There are some feature of the days which I look at and think “so what?”. And then there are others I look at and know they are going to be very popular.

This feature is very much one of the latter (I have one client who would be willing to upgrade to just top get this one feature). It is the ability to have Cash Receipts automatically posted in Bank Reconciliation:.

Cash Receipt Posting Journal

Bank Deposit Posting Journal

The main features of are:

  • When Automatically Post Cash Deposits is marked and you post a batch with cash receipts in it, one deposit will be created for all cash receipts in the batch.
  • If you transaction level post, each transaction will create a separate deposit.

There is one downside to this feature; if you want your deposits to show as individual deposits in bank you have to post them separately in Receivables Management. Doing one transaction per batch (transaction level posting would result in manual posting being required of the resulting GL batches) will not be as time consuming as doing all of the deposits manually, but is moving an element of the work from one part of Dynamics GP to another (and possibly from one team to another).

The client I references at the start of this post runs a number of visitor centres so will have a lot of cash receipt transactions being imported into the system, but the majority of them would hit the bank as a single deposit. I’m onsite with them soon to help integrate their new EPOS system into GP so can work with them to make sure transactions are brought into Dynamics GP in the way necessary for them to benefit most from this feature.

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MDGP 2016 R1 Feature of the Day: Named Self Serve User

● Ian Grieve ●  ● 0 Comments  ● 

There have already been a few feature of the days I have been a little puzzled by and this one is another of them. Support for named user licensing for the Self Service User Type has been added:

User Setup

User Summary

I would have sworn that this was not new, but was introduced in the last version. Unless it is showing on the User Summary window which is new.

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MDGP 2016 R1 Feature of the Day: Workflow Reassignment Notification

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GP 2016 R1 has seen other enhancements to the Workflow 2.0 module (one useful one and one I don’t understand) and this one looks to be useful.

Workflow 2.0 has been enhanced to allow email notifications to be sent when a Workflow is reassigned:

Workflow Email Notification

Email notifications can be sent to the new approver for:

  • Delegation
  • Escalation
  • Alternate Approval

This looks like it should be a useful addition to Workflow 2.0 although when configuring email notifications you do need to make sure people aren’t going to be swamped with emails.

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MDGP 2016 R1 Feature of the Day: Workflow Condition Management

● Ian Grieve ●  ● 0 Comments  ● 

As mentioned in the last post, more functionality has been added to the base Workflow 2.0 module, adding more flexibility. This second enhancement has seen the addition of new workflow conditions:

Workflow Maintenance

Two new options for what happens when step conditions are not met:

  • Continue to next step
  • Reject

While it’s nice to see new features being added to Workflow 2.0, I’m not entirely sure of the use case for this addition, although it might become clear once I can get hands on with it.

My initial thought is if the condition isn’t met why would I want to continue to the next step? If I wanted that to happen then, surely, I would have had different conditions in the first place?

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Microsoft Dynamics GP 2015 R1 Has Gone RTM

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GP 2016 R1 reached Release to Manufacturing (RTM) yesterday. This means the product is ready to ship and Microsoft will, in the next few days, finalise the shipping process and make it available for download on the 1st May 2016.

Microsoft Dynamics GP 2016 includes a new HTML5 web client with cross-browser support (including iPad, Android, and Windows).

Key additions to the All in One Doc viewers; ODATA service for Power BI, new service based architecture entities and 35+ functionality features prioritized by customers; see my feature of the day posts for more details.

If you’re going to the Amplify conference in five weeks time you’ll get to see the highlights of the Dynamics GP 2016 R1.

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Amplify Is In Five Weeks

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPThe Amplify Conference is only 5 weeks away when Microsoft will show off Dynamics GP 2016 to customers and partners.

Amplify will offer a first look at Microsoft Dynamics GP 2016 and it will facilitate direct dialogue with Microsoft on future versions of Dynamics GP. Many of the sessions will be taught directly by the Microsoft Dynamics GP Product Team so you can improve your understanding of Dynamics GP.

If you’re deciding if this event will benefit you, here are some event highlights.

At Amplify, you can:

  • Connect with Microsoft to learn about product roadmaps and the future direction of the Dynamics GP product.
  • Dive into the features and functionality of Dynamics GP 2016, the latest release, with sessions led by the Microsoft Dynamics GP Product team.
  • Bring your support questions to Microsoft to receive live help at their Support Help Desk.
  • Discover the latest ISV solution innovations and new product updates. You can view all of the sponsors who will be exhibiting, by visiting the gpugamplify.com website (under the Sponsor tab).
  • Participate in pre-conference (Sunday, May 22) or post-conference (afternoon of Wednesday, May 25) Academy instructor-led training.
  • Sit for your Dynamics GP certification exams will be available.

Registration is now open.

See you there!

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MDGP 2016 R1 Feature of the Day: Word Templates for Batch Approval Workflow

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GP 2013 R2 saw the introduction of the Workflow 2.0 (which was the subject of myfourth book. Workflow 2.0 was enhanced further in both Microsoft Dynamics 2015 R1 and R2, and is again being improved in Dynamics GP 2016 R1.

This time, the enhancement is a twofold one. Firstly, the Batch Edit lists have a default Word Template and, secondly, this can be emailed to the workflow approver:

Workflow Maintenance

Edit List Report

The main features of are:

  • Workflow Batch Approvals now have a default Word Template for the following edit lists:
    • Gneeral Ledger Batches
    • Payables Batches
    • Receivables Batches
  • Can be emailed to approver for complete information before approving

I think this feature will prove to be popular with those clietn using Workflow approvals as an approver will always want s much information before approving as possible. This will likely be of great interest when Workflow approvals are being used.

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MDGP 2016 R1 Feature of the Day: SmartLists from Favorites

● Ian Grieve ●  ● 0 Comments  ● 

As mentioned in the previous post, Microsoft Dynamics GP 2013 SP2 saw the introduction of SmartList Designer and have been gradually improving it since. This new feature allows a user to create a new SmartList from a favourite, instead of just from a SmartList Object:

SmartList

SmartList Designer

The main features of are:

  • A user can create a new SmartList from a favourite using Designer
  • The user doesn’t have to remove all extra columns from the default SmartList

This new feature will ease the creation of a SmartList Object simialr to an existing favourite instead of a copy of the default SmartList Object to which the favourite belongs.

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MDGP 2016 R1 Feature of the Day: Export/Import in SmartList Designer

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GP 2013 SP2 saw the introduction of SmartList Designer. It was reasonably useful, but nowhere near as useful as SmartList Builder. Little by little Microsoft are making SmartList Designer more useful. Microsoft Dynamics 2016 R1 actually makes it quote a bit more useful by adding the ability to export and import SmartLists:

Export/Import in SmartList Designer

Import in SmartList Designer

Export in SmartList Designer

One f the problems with SmartList Designer was that you had to create the SmartList on the server on which you wanted it; you could not develop it on a test system or development system and if, as a partner, you wanted to give it to another client you had to recreate it. This is why I often created SQL Views and plugged them in rather than creating the SmartList in the Designer.

I’ll need to do some testing to see how good the export/import functionality is, but this feature may allow us to put together SmartLists on our development system and then export them for clients.

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MDGP 2016 R1 Feature of the Day: Analytical Accounting User Access Settings

● Ian Grieve ●  ● 0 Comments  ● 

In Microsoft Dynamics GP 2016 R1 Analytical Accounting has been enhanced to add an option to allow users to be given access to all transaction dimensions:

Analytical Accounting User Access Settings

This is a nice simple feature but one which will make maintaining Analytical Accounting so much easier. I have more clients using the old Multi-Dimensional Analysis than AA, with maintaining access being one of the sticking points so I may have to have a chat with them and see if this changes the equation.

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