MDGP 2018 RTM Feature of the Day: Doc Attach Notes on Inquiry 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 as well as adding my own commentary.

The series index for this series of posts is here.

The second Feature of the Day is Notes on Inquiry windows. The maintenance windows have long allowed notes to be recorded against the window key field (e.g. Vendor ID on the Vendor Maintenance window):

Vendor Maintenance

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MDGP 2016 R2 Feature of the Day: Project Accounting Line Distributions Edited By Item

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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 eighteenth Feature of the Day is Project Accounting Line Distributions Edited By Item.

Distributions can be edited by line item, but Summary cannot be edited.

Timesheet Entry

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MDGP 2016 R2 Feature of the Day: New Project Accounting Timesheet Status Report

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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 seventeenth Feature of the Day is a new Project Accounting Timesheet Status report.

This feature provides a report for PTE Timesheets which gives visibility into all timesheets including missing timesheets and can be printed by status or approver:

Project Accounting Timesheet Status Report

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New Microsoft Dynamics GP Sample Data

Microsoft Dynamics GPMicrosoft have been adding quite a lot of new functionality to Microsoft Dynamics in recent versions, but the sample data has not been getting updated.

To remedy this, Terry Heley on the Dynamics GP Support and Services Blog has shared some macros, for Dynamics GP 2016, which add sample data into the Fabrikam sample data.

The new sample data focuses on a few modules:

  • Advanced Human Resources
  • Analytical Accounting
  • Workflow for HRP
  • Project Accounting Time and Expense
  • PTO Manager
  • Employee Self Service

Terry points out that this is a run at your own risk macro built on GP 2016, although it would probably be usable on Dynamics GP 2015 as well.

There are instruction documents with each macro as macros can crash based on the menu bar selected in user Preferences.

Also note that there is no support for these macros so no cases can be logged if issues are found.

The download link is available at the end of the post.

MDGP 2016 R1 Feature of the Day: Project Accounting on Requisitions

Microsoft Dynamics GP 2013 R2 saw the introduction of the purchase requisitions and they are being enhanced further with integration with Project Accounting:

Project Accounting on Requisitions

The main features of are:

  • Project Number and Cost Category ID fields available in Purchase Requisition Entry window
  • Requisitions with project and cost category can still go through workflow process
  • Project and cost category will flow to Purchase Order

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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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MS Connect Suggestion Sunday: PTE Approval Workflow

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.

MDGP 2015 Feature of the Day: Project Employee Expense Report Entry

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirty second Feature of the Day is Project Employee Expense Entry. Project Accounting employees can create expense reports for any projects to which they are assigned. Employees can also be set up to allow delegates to enter expense reports on their behalf.

Workflow approvals and task assignments are defined for expense reports; workflow actions are executed on the documents from the Expense Entry window or from the Navigation lists.

Employee Expenses navigation list

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MDGP 2015 Feature of the Day: Project Employee Expense Report

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The fifth Feature of the Day is Project Employee Expense Report.

Project Accounting employees can create expense reports for any projects to which they are assigned and employees can also be set up to allow delegates to enter expense reports on their behalf.

Workflow approvals and task assignments are defined for expense reports; workflow actions are executed on the documents from the Expense Entry window or from the Navigation lists.

PTE Expenses navigation list

Continue reading “MDGP 2015 Feature of the Day: Project Employee Expense Report”

MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-fourth Feature of the Day covered is Purchase Order Prepayment Additions. In Microsoft Dynamics GP2013 R2 the Purchase Order Prepayments functionality has been extended:

  1. Enter a prepayment for a project accounting purchase order
  2. Include analytical accounting transaction dimension codes
  3. View PO number on Payables Payments Zoom
  4. Prepayments paid and applied will be included in the PO document amount on the Cash Flow Calendar

As mentioned above, the Project Accounting version of Purchase Order Entry has been updated to allow Prepayments to be entered:

Payables Payments Zoom

This feature is targeted at the following roles:

  1. Purchasing Agent
  2. Purchasing Manager

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type