MDGP 2018 R2 Feature of the Day: Email Customer Statements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The thirteenth Feature of the Day is Email Customer Statements.

This Feature of the Day is all about convenience of sending customer statements. In Dynamics GP 2018 R2 users can email customer statements directly from a button on the action pane in the Customer Maintenance window (Sales area page » Cards » Customer). This new E-mail option will automatically send the statement to the email address setup for the customer:

Customer Maintenance

This feature builds on the Single Customer Statement new feature from Dynamics GP 2018 RTM; the original feature of the day post from Microsoft said “print”, but the linked PowerPoint dsaid “email”.

I believed the email part and when I got hands on with the feature was disappointed to find it was only a print.

I’m assuming this feature for 2018 R2 is in response to my, and others, feedback on the print option. I’m very happy to see this has been expanded to an email option now as this will make this feature usable to quite a few of my clients.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

Enabling Email for All Master Records

Microsoft Dynamics GPIf when Microsoft Dynamics GP is implemented, you know that email documents is going to be used, the functionality can be enabled alongside the rest of the system, but for clients who were not, for example, using Purchase Order Processing from the start it needs to be switched on after the fact.

When first discussing it with the client, my initial thoughts were to use a macro to enable merged from the supplier list to step through the vendors/creditors and enable that way.

However, just before I started to explain this, I remembered a feature tucked away on the Vendors/Creditors navigation list. If you click the button, in the Modify section of the area pane, of two chevrons pointing to the right you get a pop-up menu containing an Email Settings option:

Creditors navigation list

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Hands On With MDGP 2018 RTM New Features: One Payment Per Vendor/Invoice Setting on Vendor Card

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-third new feature of the day is One Payment Per Vendor/Invoice Setting on Vendor Card. In older versions of Dynamics GP, you could, on the Select Checks window (Purchasing area page >> Transactions >> Select Checks), select to produce one payment per vendor or invoice; in Dynamics GP 2018, the same options exists in the Build Payment Batch window (Purchasing area page >> Transactions >> Build Payment Batch), which is a renamed Select Checks window, along with the option to read the setting from the Vendor Maintenance window.

To set the option on the vendor, open Vendor Maintenance window (Purchasing area page >> Cards >> Vendor Maintenance), select a vendor and click the Options button.

The option is a pair of radio buttons half way down the page which is defaulted to Vendor; this default will apply to all existing vendors when you upgrade to Dynamics GP 2018:

Vendor Maintenance

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Hands On With MDGP 2018 RTM New Features: Print Single Customer Statement

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The nineteenth feature of the day, is Email Single Customer Statement from the Customer Maintenance window (Sales >> Cards >> Customer), or at least that is how it was originally billed by Microsoft.

However, now that I’ve had the chance to get hands on with it, it is not the ability to email a statement, but only the ability to print one using the old Standard report. This is very disappointing as this new functionality doesn’t even allow the printing to the Word Template version of the template.

To print the single statement, open the Customer Maintenance window, load a customer, click the Print button to display a small menu, click Statement:

Customer Maintenance

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MS Dynamics World Article: Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

Microsoft Dynamics GPYesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Microsoft Dynamics GP 2018 Vendor Change Workflow EFT Bug

Microsoft Dynamics GPThe last post I did was on Hands On With MDGP 2018 RTM New Features: Workflow Additional Fields, which included details on some errors I was encountering with the EFT fields. When Dynamics GP 2018 was announced, I heard that not only were these fields being added to the notification email, but that a user changing them would force the vendor to be resubmitted to workflow for approval.

The testing I did suggested this wasn’t happening. So, I wrote up a bug report with details of the errors and effect and sent it to Microsoft. This has now been written up as a bug for the development team to look into.

Nice to know that a fix is being looked into, it’s just a shame that it’s going to be a little which before this feature will be available; EFT payments is how 95%+ of supplier payments are made by my clients.

Hands On With MDGP 2018 RTM New Features: Workflow Additional Fields

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The seventh feature of the day is Workflow Additional Fields. Back when I posted the feature of the day post, I mentioned that I submitted an MS Connect Suggestion asking for the ability to add additional fields; I’d hoped for the ability for users to decide what fields were available to the emails, but Microsoft instead opted for adding a range of new fields themselves rather than giving users the choice.

Two of the workflow types have had extra fields added where they available in both the Workflow Condition Editor and Message Setup windows allowing you to build workflow steps and notification emails with them.:

  • Payables Transaction workflow has the following fields:
    • Vendor Account
    • Comment 1
    • Comment 2
    • Vendor Class ID
    • Payment Priority
  • Vendor workflow has all of the fields from the Address Electronic Funds Transfer Master (SY06000) table.
  • Two other workflow types have had the Account Description made available at the line level. These two workflow types are:

  • Purchase Order
  • Purchase Requisition

The fields are available to the email messages in exactly the same way. In Message Setup (Administration area page >> Setup >> Company >> Workflow >> Message Setup) load in the Message ID and mark the Additional Fields checkbox; this will make more fields available in the drop down list:

Message Setup

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Hands On With MDGP 2018 RTM New Features: New Workflows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

One of my favourite new features in Microsoft Dynamics GP 2018 RTM, are the new workflows which were introduced:

  • General Ledger Account Approval
  • Receivings Transaction Approval
  • Purchasing Invoice Approval

I’ve had a number of clients and prospects ask if it is possible to have approvals of goods receipt notes and invoices in POP, so it’s good that I can now say that there are. These workflows are likely to be fairly complicated, so, in this post, I am going to be giving a test to the General Ledger Account Approval workflow.

The workflow process is created and maintained just like any other via Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

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Hands On With MDGP 2018 RTM New Features: DocAttach Available on More Windows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The first of the features announced by Microsoft was the introduction of DocAttach on more windows: the DocAttach button on the action pane makes the function more accessible to users. The windows updated for this are:

  • General Ledger Transaction Entry
  • Receivables Transaction Entry
  • Asset General Information
  • Employee Entry
  • I-9 Form (Payroll)
  • Journal Entry Enquiry
  • Payables Transaction Entry Zoom
  • Receivables Transaction Entry Zoom

I quite like the DocAttach function in Microsoft Dynamics GP, although I am careful to be clear with clients and prospects that is is document attachment and not document management.

While it’s good to see DocAttach getting wider exposure across Microsoft Dynamics GP on the action panes, it’s especially nice to see Fixed Asset Management getting some DocAttach improvements as many of my clients have images of their assets to store:

Fixed Asset General

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MDGP 2018 RTM Feature of the Day: One Payment Per Vendor/Invoice Setting on Vendor Card

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 won commentary.

The series index for this series of posts is here.

This delayed Feature of the Day (I think I missed the official post when it was posted) is One Payment Per Vendor/Invoice Setting on the Vendor Card which allows the user to decide, on a per vendor basis, if one payment should be produced per vendor or invoice:

Vendor Maintenance Options

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