MDGP 2018 RTM Feature of the Day: DocAttach Available on More Windows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The first Feature of the Day is Document Attachment available on more windows.

Five additional windows now have Doc Attach available via a button on the action pane:

It is nice to see Fixed Assets getting some Doc Attach functionality; quite a few clients have documentation or images relating to their assets, so this offers a good way to keep these with the asset.
Continue reading “MDGP 2018 RTM Feature of the Day: DocAttach Available on More Windows”

MDGP 2018 RTM Feature of the Day: Series Index

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

Technically, this series of Feature of the Day blogs posts contains multiple features in each post, but only because the same functionality has been introduced to mutliple windows, and in past series these would often have been posted as individual features, whereas in this series they are being combined.

Continue reading “MDGP 2018 RTM Feature of the Day: Series Index”

SQL Script to Update Web Services Server in Workflow Setup When Copying Live To Test

Microsoft Dynamics GPAll clients will at some point copy their live company into a test one, whether or not the test system is on the same server or a different one. If on the same machine, they will usually use an automated process to perform the backup and restore.

There is usually other tasks which will need to be undertaken such as changing the output location of the EFT Payment Register Report or prefixing email message subjects with “TEST” or setting all email addresses to internal ones.

I’ve recently encountered a couple more fields which need to be reset to avoid problems when copying live to test. The one prompting this script, was when the live company was copied to the standalone test system, the Web Services server needed to be changed to a different value:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
UPDATE WF00100
	SET
		Web_Service_Server = '{servername}'
WHERE
	SETUPKEY = 0
GO

The highlighted section, above, needs to be changed to your Web Services server.

In addition, a repair needed to be run using the Web Services Configuration Wizard, but at least the script removes one manual step.

As always with scripts, please make sure you have a good backup before using the script.

Security Views For Use In SmartList Designer: Group Based Company Access In Management Reporter

Microsoft Dynamics GPA while ago, I did a series of views on the Microsoft Dynamics GP security model. Well, a little after that I wrote a couple of scripts to allow the security configuration of Management Reporter to easily be enquired upon.

This, the second Management Reporter security script, shows security for users as granted by their Group membership. the previous post, on Friday, showed the user based company access.

The view is configured to read the security from a database called ManagementReporter and assumes the user who runs the report has select permissions on this database and relevant tables.

IF OBJECT_ID (N'uv_AZRCRV_GetManagementReporterGroupBasedSecurity', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GetManagementReporterGroupBasedSecurity
GO
CREATE VIEW uv_AZRCRV_GetManagementReporterGroupBasedSecurity AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['Security User'].UserName AS 'Username'
	,['Security User Principal'].Name AS 'Domain Name'
	,['Security User'].LastLoginAttempt AS 'Last Login Attempt'
	,CASE ['Security User'].RoleType
		 WHEN 2 THEN
			'Viewer'
		 WHEN 3 THEN
			'Generator'
		 WHEN 4 THEN
			'Designer'
		 WHEN 5 THEN
			'Administrator'
		ELSE
			'None'
		END AS 'Role'
		,['Security Group Principal'].Name AS 'Group Name'
		,['Security Group Principal'].Description AS 'Group Description'
		,['Control Company'].Code AS 'INTERID'
		,['Control Company'].Name AS 'Company Name'
 FROM 
	Reporting.SecurityUser AS ['Security User'] WITH (NOLOCK)
INNER JOIN
	Reporting.SecurityPrincipal AS ['Security User Principal'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security User Principal'].ID
LEFT JOIN
	Reporting.SecurityGroupUser AS ['Security Group User'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security Group User'].UserID
LEFT JOIN
	Reporting.SecurityPrincipal AS ['Security Group Principal']  WITH (NOLOCK)
		ON
			 ['Security Group User'].GroupID = ['Security Group Principal'].ID
LEFT JOIN
	Reporting.SecurityCompanyPermission AS ['Security Company Group Permission'] WITH (NOLOCK)
		ON
			['Security Group Principal'].ID = ['Security Company Group Permission'].PrincipalID
LEFT JOIN
	Reporting.ControlCompany AS ['Control Company'] WITH (NOLOCK)
		ON
			['Security Company Group Permission'].CompanyID = ['Control Company'].ID
GO
GRANT SELECT ON uv_AZRCRV_GetManagementReporterGroupBasedSecurity TO DYNGRP
GO

Security Views For Use In SmartList Designer: User Based Company Access In Management Reporter

Microsoft Dynamics GPA while ago, I did a series of views on the Microsoft Dynamics GP security model. Well, a little after that I wrote a couple of scripts to allow the security configuration of Management Reporter to easily be enquired upon.

This first script returns the security based on how the user is configured; the view I will post on Monday shows Group based security.

The view is configured to read the security from a database called ManagementReporter and assumes the user who runs the report has select permissions on this database and relevant tables.

IF OBJECT_ID (N'uv_AZRCRV_GetManagementReporterUserBasedSecurity', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GetManagementReporterUserBasedSecurity 
GO
CREATE VIEW uv_AZRCRV_GetManagementReporterUserBasedSecurity AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['Security User'].UserName AS 'Username'
	,['Security User Principal'].Name AS 'Domain Name'
	,['Security User'].LastLoginAttempt AS 'Last Login Attempt'
	,CASE ['Security User'].RoleType
		 WHEN 2 THEN
			'Viewer'
		 WHEN 3 THEN
			'Generator'
		 WHEN 4 THEN
			'Designer'
		 WHEN 5 THEN
			'Administrator'
		ELSE
			'None'
		END AS 'Role'
	,['Control Company'].Code AS 'INTERID'
	,['Control Company'].Name AS 'Company Name'
FROM 
	ManagementReporter.Reporting.SecurityUser AS ['Security User'] WITH (NOLOCK)
INNER JOIN
	ManagementReporter.Reporting.SecurityPrincipal AS ['Security User Principal'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security User Principal'].ID
LEFT JOIN
	ManagementReporter.Reporting.SecurityCompanyPermission AS ['Security Company Permission'] WITH (NOLOCK)
		ON
			['Security User Principal'].ID = ['Security Company Permission'].PrincipalID
LEFT JOIN
	ManagementReporter.Reporting.ControlCompany AS ['Control Company'] WITH (NOLOCK)
		ON
			['Security Company Permission'].CompanyID = ['Control Company'].ID
GO
GRANT SELECT ON uv_AZRCRV_GetManagementReporterUserBasedSecurity TO DYNGRP
GO

Microsoft Dynamics GP Directory Updated for Microsoft Dynamics GP 2018

Microsoft Dynamics GPI only discovered the Microsoft Dynamics GP Directory existed back in March this year, but I’ve been keeping a bit of an eye on it since.

Even then, I’d missed the addition of Microsoft Dynamics GP 2018 information to the page; it was the announcement of the new feature series on Dynamics GP which told me the links had been added.

It is worth visiting the Microsoft Dynamics GP Directory occasionally to keep up to date.

Microsoft Dynamics GP 2018 New Feature Blog Series Schedule Announced

Microsoft Dynamics GPMicrosoft’s Terry Heley today published a blog post outlining the schedule for the Microsoft Dynamics GP 2018 New Features blog series.

This blog post series is from the Dynamics GP Support and Services Blog which usually covers in depth the new features after launch; usually there is a series of posts by the Inside Microsoft Dynamics GP blog which precedes the launch of the new version which I am still hoping will happen this year.

There are five key areas of new functionality in Microsoft Dynamics GP 2018:

  1. Comprehensive Doc Attach
    Today, we introduce the next evolution with comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.
  2. User Experience
    Giving users easier and faster ways to get to and find the data they are looking for to make decisions based off the information stored in Microsoft Dynamics GP.
  3. Optimize Financials & HRP
    Recognizing the voice of our customers, you’ve provided the feedback, we’ve optimized your Financials and HR/Payroll experience in Microsoft Dynamics GP 2018
  4. Workflow
    With the release of Microsoft Dynamics GP 2018, we continue to extend the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, we’ve added workflow capabilities like copy step and reminder emails.
  5. Power “Suite” Evolution
    Support Paging and Filtering in OData Services, Support OData V4 and what you all have been waiting for GP Power BI Content Pack.

I’ll not list the detailed schedule, but the new features blog series will run from 5th December through to 15th February.

The post can be found here.

MS Connect Suggestion: On Purchase Stop Summarising PR Lines

Microsoft Dynamics 365 Business CentralThis suggestion came about from an issue raised by a client while I was working with them to implement Purchase Order Processing with Workflow for approvals of purchase requisitions (PRs).

The issue encountered, is that when multiple lines for the same product at the same cost are added to the PR, approved and converted to PO, these lines are consolidated. This results in loss of information as only one item description or comments are pulled through to the PO.

To illustrate this, I created the following example.

First, create a PR with at least two lines. I have used the 2-A3284A product and changed the description on both rows:

Purchase Requisition Entry

Continue reading “MS Connect Suggestion: On Purchase Stop Summarising PR Lines”

Hands On With the GP Power Tools — Administrator Tools: Conclusion

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

In this series on the Administrator Tools module of GPPT, I’ve taken a look at the tools provided and how they can be used. Overall, I think there are some very useful tools available in this module. I was sceptical of the Deny Based Security one when I first heard of it, but it seems to be quite easy to use and doesn’t add the complexity I feared.

For the tools available in this module, I’d say this was one to purchase.

I’m going to take a break from GPPT for a bit, but will return another time with some more posts on its functionality.

Click to show/hide the Hands On With the GP Power Tools – Administrator Tools Series Index

Hands On With the GP Power Tools — Administrator Tools: Conclusion

Hands On With the GP Power Tools – Administrator Tools: Window Position Memory

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Window Position Memory window is used to specify which windows in the Microsoft Dynamics GP application should remember their position, size and state on a per user basis; any window (form) in any dictionary can be added to the list and all sub-windows on selected window (form) will be remembered.

GPPT ships with a small selection of windows pre-configured to be remembered (these are the main transaction and card windows for each module), but more can be added and already selected ones removed using the Window Position Memory window (GP Power Tools area page >> Setup >> Window Position Memory).

When opened, the window takes a few moments to load as it scans all dictionaries. Once loaded the right pane shows the windows which have already been selected; the checkboxes next to them can be unmarked to deselect them:

Window Position Memory - showing already selected windows

Continue reading “Hands On With the GP Power Tools – Administrator Tools: Window Position Memory”