MDGP 2018 RTM Feature of the Day: Save Select Payment Settings

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 eleventh Feature of the Day is Save Select Payment Settings.

A new Payment Batch ID field has been added to the Build Payment Batch (formerly Select Cheques (or Checks)) window (Purchasing area page >> Transactions >> Build Payment Batch):

Build Payment Batch

This option allows you to save the entered restrictions for easy recall at a later date. I have mixed feelings on this one; my initial impressions was that this feature would be really useful, but when I thought more I can;t see many of my users making much use of this functionality.

Most of them only build a batch based on due date and there is no benefit saving the due date as the selection is for a specific date only.

If you do more complex batch building, such as using Vendor Class, Payment Priority, or a combination of restrictions, then this new option could save you a little time on every payment batch created.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

MDGP 2018 RTM Feature of the Day: Sorting

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 tenth Feature of the Day is Sorting. This feature adds sorting options to five windows in Purchasing, Sales and Bank Reconciliation:

I like this feature a lot. Clients have been asking about being able to reorder the enquiry windows for a long time; it’s nice that I’ll soon be able to tell them that they can now sort the data.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

Microsoft Dynamics GP Macros: Recording A Macro

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Recording a macro is a fairly simple task, but I strongly recommend knowing the exact series of steps to be recorded, before starting to record the macro. I usually take a couple of practise runs before hitting record.

One of the common uses of macros for clients is to reset passwords when upgrading Microsoft Dynamics GP; due to versions of Windows and SQL Server supported by Dynamics GP, new servers are involved so these have different names (and the server name is used during encrypting the passwords.

So, in this series of posts, I am going to use resetting passwords as the example.

Macros are capable of opening and closing windows, but when resetting passwords this isn’t necessary so, before starting to record the macro, open the User Setup window (Administration >> Setup >> System >> User).

To record this macro, I am going to perform the following steps:

  1. Type a User ID.
  2. Type a new Password.
  3. Repeat this password in the Confirm Password field.
  4. Click Save.

To start recording the macro, click the Tools button on the action pane, then expand the Macro menu and click Record…:

User Setup

Continue reading “Microsoft Dynamics GP Macros: Recording A Macro”

MDGP 2018 RTM Feature of the Day: Rename Payment Run 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 ninth Feature of the Day is a feature requested by Mariano Gomez and that is to rename the payment run windows.

So instead of them being named Check or Cheque, depending on the installed language pack, they will now be named Payment:

Purchasing menu

The windows which have been renamed are:

  • Select Payables Checks -> Build Payments Batch
  • Edit Payables Check Batch -> Edit Payment Batch
  • Edit Payables Check -> Edit Vendor Payment
  • Print Payables Checks -> Print Payment Documents
  • Post Payables Checks -> Post Payment Documents

In the UK, virtually no-one uses cheques anymore; payments are made by BACS which is a form of EFT. Renaming these windows

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

Microsoft Dynamics GP Macros: Limitations of Macros

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Macros can be a quick and easy way of inserting or updating information in Microsoft Dynamics GP, but there are some limitations to macros which need to be considered before using them.

A macro works by recording the exact series of actions taken by the user after clicking record; this means it is best to practise the series of steps the macro should record before clicking record.

When the macro is played, it repeats the exact steps as recorded. The way I typically explain this to clients, is to say that the macro pretends to be them typing very quickly. Which is a fair description of what the macro does; it records any typing and then plays back the typing; depending on what actions were recorded in the macro, you will see windows open and close and fields typed into.

This means that when a macro is being played back, Microsoft Dynamics GP must retain cursor focus or the macro will crash.

A macro plays back the exact steps as recorded and does not tolerate any deviation; this means that if the macro plays back and encounters a difference, such as a popup message dialog, the macro will crash and stop running. Any data updated will remain updated, so restarting the macro will likely require updated data to be removed from the macro file.

A frequent question asked by users is if they can build in conditions within the macro. The short answer is no, you can’t as macros simply play back a series of steps. There is a longer answer which I will cover when in the posts on producing a macro from a macro template using Excel and SQL.

When recording a macro which will open windows, it is best to use the drop down menus at the top to open the window, as using the area page menu will often fail as this used the exact mouse position; when users using the same macro have different access configured, the menu option will be in different locations and therefore cause the macro to fail.

Click to show/hide the Microsoft Dynamics GP Macros Series Index

MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reporting for Workflow

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 eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The third piece of new functionality is the reporting for Workflow. This report is located on the Administration area page, under reporting as Workflow History.

Users can filter by the following:

  • Workflow type.
  • Workflow approvers.
  • Workflow status
  • Approval date
Workflow Maintenance

Workflow comments can optionally be included on the report.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Copy Workflow Steps

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 eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The second piece of new functionality is the ability to copy a Workflow step; this is one of the suggestions I made on MS Connect, so it’s nice to see it added in this version.

This piece of new functionlity enabled the Copy button on the Worklflow Maintenance window when a step is selected:

Copy Workflow Step

In the Copy Workflow Step window, you are able to select a new step for the Workflow Step as well as marking a box to copy the Sub Steps.

This will save so much tiem when creating a new Workflow process. With the lack of parenthesis in Workflow Step Conditions (please vote on my MS Connect Suggestion to add them) creating steps with complex, or even just numerous, conditions can be a lengthy process; having to do this for multiple steps can make the creation of workflow a real chore, but this new functionality, especially with the abilty to include sub steps (which goes beyond my suggestion and is a great idea so kudos to Microsoft for that) will save so much time.

You can easily copy steps and then edit the step condition which is different between the steps (often somthing like a cost centre).

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reminder Emails

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 eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The first of the new functionality, are reminder emails. Reminder emails can be configured on a per step basis in a similar way to the Time Limit:

Workflow Maintenance

Continue reading “MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reminder Emails”

Microsoft Dynamics GP Macros: Series Index

Microsoft Dynamics GPUsually when integrating data into Microsoft Dynamics GP we will use Integration Manager, but sometimes this tool is either not available or suitable. Not all clients have a licence for the Customisation Pack (which includes the licence for Integration Manager) or the data to be imported does not have an available adaptor in Integration Manager; examples of the latter which I’ve done work with recently include Bill of Materials and Extended Pricing.

The alternatives to using Integration Manager include other tools such as SmartConnect or Scribe (which have their own price tags attached), direct SQL inserts (which do not respect business logic in the application) or the use of GP macros to play back actions.

This latter method is what I am going to cover in this series; I will cover the recording and playback of macros and how data can be loaded in bulk by using the recorded macro as a template.

Microsoft Dynamics GP Macros
Limitations of Macros
Recording A Macro
Playing A Macro
Playing A Macro Quickly
Macro By MailMerge
Macro By SQL

Missing Security Roles In Microsoft Dynamics GP 2018 RTM

Microsoft Dynamics GPThe Dynamics GP Support and Services Blog has a post on the missing security in Microsoft Dynamics GP 2018 RTM; this is the new security roles and tasks created for the new functionality.

For features which are being enhanced, the new security tasks may be being added to roles which already exist and are assigned to users, the security is not automatically updated with the upgrade, but instead scripts are made available to add the missing security; this places the onus on the client to determine if the roles should be updated or not.

I have updated my original post with the new script, but you can also download it here.