Dynamics GP Transaction Search v1.0 is Available! For FREE!

Microsoft Dynamics GPMVP Steve Endow, on the Dynamics GP Land blog, has announced the release of a new Dynamics GP Transaction Search window for all versions of Microsoft Dynamics GP from version 2013 onwards.

The intention of the new window is that it replaces the Transaction by Document (Purchasing >> Enquiry >> Transaction by Document) window; the default version can be very slow and only allows you to search by one criteria (Document Number).

In contrast, Steve’s new PM Transaction Search window allows you to search on a date range, Vendor ID, Vendor Name, Document Number and range of values, all at the same time:

PM Transaction Search

The new window is also available from Additional menus on several windows including Vendor Maintenance (Purchasing >> Enquiry >> Vendor)

The initial release includes the PM Transaction Search, but Steve has intentions that more search windows are added to other modules and series in Dynamics GP.

Best of all, this new search is absolutely free.

Steve also plans to open source the window so that other people in the Dynamics GP community can contribute.

The Precipio Services website will be updated, but, until then, you can download it from Steve’s blog.

Hands On With MDGP 2018 RTM New Features: New DocAttachs Available Via Inquiry 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 third feature I’m going to take a look at is the enhanced DocAttach feature in the Inquiry windows. This feature ties in with the new security options introduced for DocAttach on Inquiry windows.

The enhancement made to the inquiry windows, is the ability to add new attachments to a posted document. This is a most welcome addition, but one which always surprised my by its omission.

I am using a purchase order invoice as the example. Before you can add new attachments, you need to enable the security. If you don’t enable security, you’ll see the Document Attachment Inquiry window when clicking the Attach button:

Document Attachment Inquiry

Continue reading “Hands On With MDGP 2018 RTM New Features: New DocAttachs Available Via Inquiry Windows”

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 2015 Feature of the Day: Intercompany Journal Entry Inquiry

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 first Feature of the Day is Void Intercompany Journal Entries. In Microsoft Dynamics GP 2015, one of the improvements to the intercompany functionality is the ability to view the intercompany distributions of a journal entry from another company.

Having the Intercompany Journal Entry Inquiry window eliminates the need for users to switch between companies to view all originating- and destination-company distributions of an intercompany journal entry. All distributions can be viewed from one company.

The Intercompany Journal Entry Inquiry window is launched from the Journal Entry Inquiry (Financial area page » Inquiry » Journal Entry) using the Intercompany button at the bottom of the window:

Journal Entry Inquiry

Continue reading “MDGP 2015 Feature of the Day: Intercompany Journal Entry Inquiry”

MDGP 2015 Feature of the Day: Void Intercompany Journal Entries

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 twenty ninth Feature of the Day is Void Intercompany Journal Entries.In Microsoft Dynamics GP 2015, users will have the ability to void an intercompany journal entry, including entries posted in destination companies, by voiding the original entry in the originating company. This eliminates the need to void an entry in both the originating company, and individually in each destination company as separate steps. When the user voids the entry in the originating company, intercompany entries are also created automatically in destination companies to void the original intercompany entries.

Void Open Payables Transactions Posting Journal

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

VBA Compile Error – Expected: expression

Microsoft Dynamics GPI realise that the use of VBA in modifications and customisations is something that needs to be carefully considered with Microsoft Dynamics GP 2013 including a Silverlight based Web Client which cannot use VBA. I had a requirement from a client for a modification to the Debtor Enquiry (Customer Inquiry to the Americans reading) to include the sum of the displayed transactions on the window and as this was a small client with GP installed locally on each PC there is no requirement for the web client, I felt able to perform this change using Modifier using some VBA.

I added the required fields to the VBA project but encountered an error message when writing the VBA code to concatenate the fields into the SQL statement I was going to use to get the data;

Microsoft Visual Basic: Compile error: Expected: expressionMicrosoft Visual Basic: Compile error: Expected: expression

Continue reading “VBA Compile Error – Expected: expression”

MDGP 2013 Feature of the Day: Update Item Allocation Inquiry In Field Service

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty third feature they’ve announced is Update Item Allocation Inquiry In Field Service.

In the Item Allocation Inquiry window, Field Service now appears in the Module Restrictions box. You can now view item quantities allocated from Service Calls, RTVs and Depot work order documents. You can also use the Document Number field zoom to open the Field Service series inquiry window displaying the original document;

Service Call Entry/Update

Continue reading “MDGP 2013 Feature of the Day: Update Item Allocation Inquiry In Field Service”

MDGP 2013 Feature of the Day: Journal Entry History Inquiry

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty first feature they’ve announced is Journal Entry History Inquiry.

In versions prior to Microsoft Dynamics GP 2013, the only Journal Entry Inquiry was on open year journals. Microsoft Dynamics GP 2013 introduces the ability to perform an inquiry on historical years.

This feature modifies the Journal Entry Inquiry window to display information for both open and historical year journal entries;

Journal Entry History Inquiry

In the past I’ve directed users to the SmartList for doing a lookup on historical year journals, but this amended inquiry provides a quick, and much simpler, way for users to do this lookup.

This new feature is targeted at the following roles:

  • CFO
  • Accounting Manager
  • Controller
  • Accountant

MDGP 2013 Feature of the Day: Fixed Assets Batches

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty third feature they’ve announced is Fixed Assets Batches.

This feature provides a significant change to the process of posting Fixed Assets transactions to the General Ledger. Up to Microsoft Dynamics GP 2010 there was no way to review the batch of postings from Fixed Assets to the General Ledger; with this new GP 2013 feature, users are now able to build and review Fixed Assets batches prior to posting to the GL which provides for much greater control, accuracy and flexibility;

Fixed Assets General Ledger Posting

Continue reading “MDGP 2013 Feature of the Day: Fixed Assets Batches”

MDGP 2013 Feature of the Day: Print on Picklist Shortage Enquiry

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fourth feature they’ve announced is Print on Picklist Shortage Enquiry.

Continue reading “MDGP 2013 Feature of the Day: Print on Picklist Shortage Enquiry”