MS Connect Suggestion: Allow Workflow Steps to Have Multiple Parents

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPI have another Workflow related MS Connect Suggestion I’d like you to vote for.

I have worked on a number of projects for clients implementing Workflow 2.0 where being able to set one step with multiple parents would greatly reduce the work involved in creating the workflow.

For example I have recently worked with a client who has a Function segment in the chart of accounts, which requires approval by the Function Approver, which is a different person for each Function, and then a second level of approval by a Finance Panel, which is always the same five people.

When we create the workflow for POs we need to create forty Steps, one for each Function with it’s set of approvers, and then forty Finance Panel Approval Steps after each of the Function approval steps.

For example:

Step for Function = "IT"
	followed by a Finance Panel approval step.
Step for Function = "HR"
	followed by a Finance Panel approval step.
Step for Function = "TRAINING"
	followed by a Finance Panel approval step.
Step for Function = "SALES"
	followed by a Finance Panel approval step.
Step for Function = "ADMIN"
	followed by a Finance Panel approval step.
Step for Function = "OPERATIONS"
	followed by a Finance Panel approval step.

If we could define the Finance Panel step and assign it to follow multiple steps instead of only the one parent which can be assigned at the moment, it would save so much time and effort when creating and maintaining the workflow.

You can vote on the suggestion here.

● Categories: Dynamics, GP, Microsoft, Microsoft Connect, Workflow ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

MS Connect Suggestion: Allow Parenthesis in Workflow Step Conditions

● Ian Grieve ●  ● 0 Comments   ● 

MS Connect Suggestion: Allow Parenthesis in Workflow Step Conditions

Microsoft Dynamics GPI have a Workflow related MS Connect Suggestion I’d like you to vote for.

I would like to request the facility to use parenthesis in Workflow Step Conditions in order to simplfy the creation of the conditions.

For example, currently a condition may need to be entered as:
VendorClass = “EU” and ItemClass = “IT” and CostCentre = “NEWCASTLE”
or
VendorClass = “EU” and ItemClass = “IT” and CostCentre = “LONDON”
or
VendorClass = “EU” and ItemClass = “IT” and CostCentre = “EDINBURGH”

And that is with only an or clause on one of the parameters. I might have 6 VendorClasses and 20 ItemClasses; it gets real big, real quick.

If parenthesis could be used, as in a mathematical equation, I could enter the condition as:
VendorClass = “EU” and ItemClass = “IT” and (CostCentre = “NEWCASTLE” or CostCentre = “LONDON” or CostCentre = “EDINBURGH”)

This would shrink the amount of work required to create anything but the simplest of workflow processes enormously.

You can vote on the suggestion here

● Categories: Dynamics, GP, Microsoft, Microsoft Connect, Workflow ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

MS Connect Suggestion: Include Multicurrency Vouchers in Select Checks Window

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThis suggestion is one from MVP Mariano Gomez to improve the payment run process by allowing multicurrency invoices to be included.

Currently, the payment selection process only allows vouchers issued in the batch currency to be selected and added to the check run. If the user wants to add foreign currency vouchers, he/she needs to use the Edit Checks window to add such vouchers. It would be nice to be able to have an option to include functional currency vouchers in the case of a foreign currency batch, or foreign currency vouchers in the case of a functional currency batch.

This is the use case:

Vendor A Invoice 1 CA$10.00
Vendor A Invoice 2 US$20.00
Vendor A Invoice 3 US$30.00

If a payment selection is performed and the batch currency is CA$, only the first voucher will be selected. To add Invoice 2 and 3, you would have to use the Edit Checks window to include both vouchers.

Conversely, if the batch currency is US$ and the payment selection for vendor A is performed, only invoices 2 and 3 would be selected and you would have to use the Edit Checks window to include Invoice 1.

What Mariano would like to see is all invoices selected (based on selection rules) and let the user deal with the exceptions, as it should be.

As mentioned, all the logic is already there via the Edit Checks window and it would be nice to incorporate as part of the payment selection process. As others have mentioned, having multicurrency vouchers included could be a payables configuration item or simply an additional option in the Select Payments (Select Checks) window.

Mark Polino has also suggested that this functionality be optioned with Rod O’Connor further suggesting the option be on the Select Checks window itself to allow maximum flexibility. Both of these seem like a good addition to Mariano’s idea.

The suggestion can be voted on here.

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Microsoft Dynamics GP Roadmap For 2016 R2 & Later

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog recently posted the roadmap for Microsoft Dynamics GP 2015 R2, Dynamics GP 2018 and later.

RoadmapMicrosoft Dynamics GP roadmap

Following feedback from clients and partners, Microsoft are moving away from the 6 monthly releasde schedule they moved to a while ago. To be honest, that is a bit of a relief; while it was good to get new functionality, every six months was a bit much. So from now, Microsoft will be releasing new versions very 12 months.

The next release we are due is Microsoft Dynamics GP 2016 R2 which is due for release on the 1st December, which is 13 days from now. And the day I return home from a visit on client site, so I should hopefully be able to download and start playing straight away 🙂

Microsoft Dynamics GP 2018 should then be available at a similar date in 2017.

Microsoft have announced that the functionality in the next release will predominately come from the community, so please go to MS Connect to enter in your feedback on what you would like in the next release. I know from experience that Microsoft do use MS Connect as a source of new features or improvements.

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MS Connect Suggestion To Rename Five Microsoft Dynamics GP Payables Windows

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPMariano, Microsoft Dynamics GP MVP and Dynamics GP Blogster has logged a suggestion for improving Microsoft Dynamics GP on the MS Connect site.

The windows are:

  1. Select Payables Checks -> Build Payments Batch
  2. Edit Payables Check Batch -> Edit Payment Batch
  3. Edit Payables Check -> Edit Vendor Payment
  4. Print Payables Checks -> Print Payment Documents
  5. Post Payables Checks -> Post Payment Documents

Mariano has more details on his blog including screenshots of the windows in question.

Renaming these windows would be a good idea as the current names are misleading and cause confusion for new users of the system. From a partner perspective, it also looks quite bad when demoing Dynamics GP to a prospect; especially when considering that in the UK, virtually no-one uses printed cheques anymore, but instead make payments using EFT.

Please take a look at the suggestion and cast your vote.

I have two hopes; that Microsoft do make this change and that they also change it in the UK language pack.

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MS Connect Suggestion Sunday: Multiple Items To Vote Upon

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPI occasionally post suggestions from MS Connect and ask people to read the suggestion and cast their votes. Well, today I don’t have a single suggestion, or even two, but three suggestions for you to vote upon.

One Click Access to SmartList in Web Client

In the desktop client you can access SmartList from the area page, from the Microsoft Dynamics GP menu or via a toolbar icon. However, in the web client, only the first of these options are available and most users of Dynamics GP do not generally know of ways othet than the Microsoft Dynamics GP menu to start SmartList. This suggestion is to make SmartList available via one click in the web client.

Chris Dobkins submitted the suggestion and asked if SmartList can be made available by an icon next to the User Date in the web client; I don’t actually mind where the icon is, but agree that a single click method is required to make SmartList more accessible.

Vote here for this suggestion.

Hide Business Analyzer in Navigation Lists for All Users and All Lists

Business Analyzer can be a good way of seeing infromation from Dynamcis GP, but I have never liked BA being added to the navigation lists in Dynamics GP. This is why I added a recipe to the Microsoft Dynamics GP 2013 Cookbook which allowed it to be switched off globally with a SQL trigger. A Chris says, it would be better to have this functionality available via the GP client itself and allow users to switch it on when wanted.

Vote for this suggestion here.

End a corrupted Web Client Session

This is the third suggestion, suggested by Chris.

From time to time, a web client session will become corrupt. When this happens, you can reconnect to the session, but GP does not work (you may just gets lots of errors pop up in the status spinner, for example). When this happens, the user needs the ability to end the session from the screen that lists your active sessions and the tenants to which you have access to create new sessions. Users have the ability to remove their login from the activity table, and have had for many versions. Ending a hung web client session is the web client version of removing your user from the activity table so that you can log back into GP.

Vote for this suggestion here

● Categories: Business Analyzer, Dynamics, GP, Microsoft, Microsoft Connect, SmartList, Web Client ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

MS Connect Suggestion: Add Workflow To Receivings Transaction Entry and Enter/Match Invoice

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPThis has come up from a couple of different clients in the last few weeks. It would be good if approval workflows could be added to Receivings Transaction Entry and also the Enter/Match Invoices windows.

While there is workflow on the PO, a PO might not be fully received/invoiced so it would be good to have approval of the receivings document or the invoice.

The MS Connect suggestion can be found here.

Please take a look and cast your vote.

● Categories: Dynamics, GP, Microsoft, Microsoft Connect, Workflow ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

MS Connect Suggestion Sunday: Fix Print Icon In Print Payables Checks

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMark Polino posted a suggestion to the MS Connect site asking for the print icons on Print Cheques (or Print Checks for our American readers). The details of the suggestion are:

When you select a batch of checks to print in the Print Payables Checks window GP 2013 R2 shows 2 icons labeled “Print” in the center of the Action Pane. The left icon has a printer with a document behind it that resembles a report. The right icon displays a plain printer. It’s very confusing to users to decided which icon to pick to print checks.

The left most icon, the one with an apparent report behind it actually prints checks. The right icon, the one with a plain printer, prints reports. This is not intuitive at all. Neither the icon nor the label indicate which print icon does which. Since the primary function of this window is to print checks it needs to be very obvious to users what to do.

Please clarify both the icon and label to make this easier to use.

This suggestion can be found here; please take a look and add your vote.

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MS Connect Suggestion Sunday: PTE Approval Workflow

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPWorkflow 2.0 was a fantastic addition to Microsoft Dynamics GP; I’ve expressed before my delight at the retirement of Business Portal. Workflow 2.0 was introduced in Dynamics GP 2013 R2, was then further enhanced in GP 2015 and the roadmap shows further enhancements will be coming in future.

However, there is always room for user suggestions for improvements to functionality which is where the MS Connect site. Penny Compton has logged a suggestion that the workflow for PTE Timesheets be expanded to allow individual lines to be approved by the relevant project manager.

The suggestion can be found here where you can also cast your vote.

If you have an MS Connect suggestions you want publicised, contact me with details.

● Categories: Dynamics, GP, Microsoft, Microsoft Connect, Project Accounting, Workflow ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

MS Connect Suggestion Sunday: Navigation List Doesn’t Allow Sales Documents Printing In Currency

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis recently came up at a newly implemented client who makes extensive use of the Sales Order Processing module and sells across the world. Some of the sales orders and invoices printed off were coming off in the originating company and others in the functional.

We discussed with the users how the documents were being printed and established that some users were printing from the Sales Transaction Entry window, others from Print Sales Documents and others were using the Sales Order Transactions navigation list.

The documents printed through the navigation list were the ones which were always in the functional currency. The reason is that Sales Transaction Entry and Print Sales Documents have an option to select the Currency to Print whereas the navigation list print button doesn’t.

To remedy this, I have created an MS Connect suggestion to have the Currency to Print added to the print dialog on the navigation list which I would appreciate people voting for:

Navigation List Print Sales Document

If you have an MS Connect suggestions you want publicised, contact me with details.

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