This 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.
From now until the 5th January 2016 the ebook versions of Implementing the Microsoft Dynamics GP Web Client and Microsoft Dynamics GP Workflow 2.0 can each be bought for the discounted price of $9.99 using coupon code NEWYEAR2016.
Make sure you enter the coupon code NEWYEAR2016 at the checkout to get the discount.
Part of the reason I wrote Microsoft Dynamics GP Workflow 2.0 was that I expected the module to be very popular with clients, and so it has proven. It seems a robust and easy to use solution which is a vast improvement on the old SharePoint based Workflow module.
Recently, after upgrading a client to Microsoft Dynamics GP 2015, I was doing a training session with people from their IT and finance departments, or at least I was trying to. However, when trying to select a manager for the Workflow Type we received the following error:
Microsoft Dynamics GP
[Microsoft][SQL Server Native Client 11.0][SQL Server]A .NET Framework error occurred during execution of user-defined routine or aggregate "GetAssignedUsers": System.IO.FileLoadException: Could not load file or assembly...
I switched to the demo system on my laptop to continue the training until we took a short break when I did some investigation. I couldn’t see anything apparent on the client’s system so I did a quick online search.
I quickly found this post where someone had the same error and Microsoftie Jonathan Fear recommended running the following SQL:
Once I had run this in SQL Server Management Studio, the error in Workflow Maintenance went away and we were able to complete the training on the clients system.
Select the server you want to connect to and click Connect
If you followed the last post you should have the hMailServer password window on screen. If not start the hMailServer Database Setup utility from the start menu.
Enter the admin password configured during the installation and click OK:
on the Welcome step, click Next:
Choose the database server Owner; as I am installing this on a Dynamics GP test system which has a full SQL Server installation, I have selected the Use external database engine (MSSQL, MySQL or PostgreSQL) radion button. Click Next:
This is a new installation of hMailServer so leave the Create a new hMailServer database and click Next:
Leave the Microsoft SQL Server option selected and click Next:
Enter the Database server address (this can be either the Server Name or IP Adress), enter a Database name and choose your Authentication method.
During an installation, I typically select Use server authentication and enter the sa username and password. I do this to ensure the user I am using has all of the necessary permissions to create a database and all objects.
Click Next to proceed:
You can then configure the hMailServer service dependency if the mail server is the same machine as the SQL Server (which in this example it is not).
Click NMext to proceed:
On the Finish stage, click Next to start the installation:
Once the installation is complete, click Close:
A final step allowing the hMailServer to be run will be displayed:
I’ll be covering the hMailServer Administrator in the next post in this series.
When demoing Microsoft Dynamics GP it is often necessary to demonstrate a few functions which integrate with email. With the email document functionality introduced in Microsoft Dynamics GP 2010 R2, being able to have the email appear in an Outlook client without a mail server connected was sufficient because you could still open the email and show the attachment.
However, with the introduction of Workflow 2.0 in Microsoft Dynamics GP 2013 R2 it is actually necessary for Workflow 2.0 to be able to connect to an SMTP server to send an email and also for the logged in user to receive the email.
We typically do the demo using a virtual machine with everything required installed; because of Workflow 2.0 this now also includes a mail server. The VM already has SQL Server, Dynamics GP, Web Services, Web Client, Management Reporter and other services and applications installed so I don’t want to use something like Microsoft Exchange which is far larger and resource heavy than is needed.
Instead I have started using hMailServer which is a small and lightweight mail server with both POP3 and SMTP.
This is short series of posts where I’ll cover the installation, configuration and connection of an Outlook client, but please bear in mind this is for a self-contained test system and not a production one.
Initially it was available only as an eBook in PDF format, but now the paperback format is available from Amazon UK and Amazon US.
I have also added Mobi and ePub formats to the eBook download on azurecurve Publishing. If you have previously bought the eBook and want the new formats, send me an email with the email address used for the original order and I’ll despatch the new formats as soon as I am able.
The ebook will also become available from other retailers too (including the Apple Store) in a few days once it has passed through the approval process.
Initiallially it was available only as an eBook in PDF format, but now the paperback format is available from Amazon UK and Amazon US.
I will be adding ePUB and MOBI formats to the existing eBook format which you will receive free of charge, should you request, after buying the PDF version. I hope to have them available very soon (I am working on the format at the moment and will add them as soon as they are complete).
The book will also then become available from other retailers too (including the Apple Store).
Microsoft 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 fourteenth Feature of the Day is SmartList Designer View Workflow Type.
Within SmartList Designer a user can send a SmartList through workflow to create a SQL view based on the SmartList query. One active workflow will need to be setup in order for the SQL view to go through the approval process. SmartList workflows will be setup under the Administration series within the Workflow Maintenance window.
I’m interested in seeing this one in practice, but I am sceptical of the utility as there are not that many clients with technical users who would be able to do this type of thing who would also not be part of the IT Department with the ability and permissions just to create a view for SmartList.
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.