New Book On Microsoft Dynamics GP Workflow 2.0 Available Now

Microsoft Dynamics GPMy fourth book is now available to buy in eBook format from azurecure Publishing.

Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.

Microsoft Dynamics GP Workflow 2.0

As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis.
The initial release of Workflow 2.0 had workflows available for approving purchase requisitions, purchase orders and timesheets for both Project and Payroll; Microsoft Dynamics GP 2015 saw the introduction of workflow for additional areas of the system such as batch approval in General Ledger, Payables Management and Receivables Management.

Microsoft Dynamics GP 2015 R2 introduced two additional workflow types; Payables Management Invoice approval which allows individual invoices to be submitted for approval, which was the most requested workflow type on Microsoft Connect (http://connect.microsoft.com/), and SmartList View Approval.

Workflow 2.0 sends notification emails to users when they have received an action which needs to be performed and allows these actions to be performed via email without the using needing to be logged into Microsoft Dynamics GP. With Microsoft Dynamics GP 2015 R2, Email Notifications have been improved to integrate with Document Attachment and allow documents to be included on the email.

Who This Book Is For

This book is aimed at Dynamics GP users, partners and consultants who intend to utilize Workflow 2.0 to gain more control of the approval process.
This book assumes you have very basic knowledge of Windows Server, Active Directory for creating users and groups and a basic knowledge of Microsoft Dynamics GP. The final chapter is aimed at a more technical user than the rest of the book.

eBook Format

The initial release is in PDF format only; ePUB and MOBI formats will be added soon. If you buy the book now, the ePUB and MOBI formats will be made available to you when available for NO EXTRA cost. Simply leave a note during checkout that you want the additional formats or contact us through the Contact Us page using the email address used when placing your order.

What This Book Covers

This book introduces the concepts of workflow and moves onto Workflow 2.0. It covers the creation of both simple and complex document based workflow processes, a non-document based workflow, how users interact with the workflow process, including email notifications and email actions, before wrapping up with a step-by-step install and verification of the Web Services for Microsoft Dynamics GP.

How This Book Is Structured

Chapter 1, Introduction to Microsoft Dynamics Workflow 2.0, introduces the basic concepts of workflow and then the functionality of Microsoft Dynamics GP Workflow 2.0.
Chapter 2, Setting up Microsoft Dynamics GP Workflow 2.0, covers the setup of Workflow 2.0.
Chapter 3, Workflow Maintenance, introduces the Workflow Maintenance window and how a workflow process is created and activated.
Chapter 4, Creating a Simple Batch Approval Workflow, covers the creation of a simple General Ledger Batch Approval workflow process.
Chapter 5, Interacting with the workflow process, covers the ways of interacting with the workflow process including E-mail for Workflow and E-mail Actions.
Chapter 6, Creating a Complex Purchase Requisition Workflow, covers the creation of a complex purchase requisition workflow process.
Chapter 7, Creating a Vendor Approval Workflow, covers the creation of a vendor approval workflow..
Chapter 8, Installing Web Services for Microsoft Dynamics GP, covers the installation, configuration and verification of the Web Services for Microsoft Dynamics GP which are required if E-mail Actions are going to be used.

How much does it cost?

The book will cost $19.99 for the PDF eBook version; when the MOBI and ePUB formats are ready these will be added to any placed order at no extra cost.

Enter coupon code WFLAUNCHWEEK in the Checkout for 15% off until the first Sunday in June.

Will there be a paperback format

Yes, this is wending through the approval process, but should be available on Amazon and other retailers in the next week or so.

Where can I buy the book?

Right here.

Security Views For Use In SmartList Designer: Security Roles With Tasks & Operations

Microsoft Dynamics GPThe sixth SQL view in this series does not include users, but instead shows the security roles, tasks and also the operations. To use this view you will need to have populated the Security Resource Descriptions table.

CREATE VIEW [dbo].[uv_PI_SecurityRolesWithTasksAndOperations] AS
SELECT
	['Security Roles Master'].SECURITYROLEID AS 'Security Role ID'
	,['Security Roles Master'].SECURITYROLENAME AS 'Security Role Name'
	,['Security Role Task Assignment'].SECURITYTASKID AS 'Security Task ID'
	,['Security Task Master'].SECURITYTASKNAME AS 'Security Task Name'
	,['Security Resource Descriptions'].Series_Name AS 'Series Name'
	,['Security Resource Descriptions'].DSPLNAME AS 'Security Operation Name'
	,['Security Resource Descriptions'].OwnerSTR AS 'Security Operation Owner'
FROM
	SY09100 AS ['Security Roles Master']
INNER JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
INNER JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
INNER JOIN
	SY10700 AS ['Security Assignment Task Operations']
		ON ['Security Assignment Task Operations'].SECURITYTASKID = ['Security Task Master'].SECURITYTASKID
INNER JOIN
	SY09400 AS ['Security Resource Descriptions']
		ON ['Security Resource Descriptions'].SECURITYID = ['Security Assignment Task Operations'].SECURITYID
			AND ['Security Resource Descriptions'].SECRESOwner = ['Security Assignment Task Operations'].SECRESOwner
GO

GRANT SELECT ON uv_PI_UserAccessAndGrantedSecurityRolesWithTasks TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

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

Continue reading

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

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

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.

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

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.

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

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.

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

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.

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 – 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

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 – 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.

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