Hands On With MDGP 2018 RTM: Deploy Excel Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

The deployment of the Excel Reports is is done via Reporting Tools Setup (Administration area page >> Setup >> System >> Reporting Tool Setup). Click the Excel Reports tab.

Change the Location to Network Share. Reports Directory can be set at both the System Level (for the out of the box reports) and User Level for customised reports.

You can also set a subfolder for where the reports are to be deployed; this is useful when you have more than just the Microsoft Dynamics GP reports deployed onto the report server.

Make sure the checkboxes in the Deployment Options section are checked and click the Deploy Reports button.

Reporting Tool Setup

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Microsoft Dynamics GP 2016 R2 Financial Dashboard Error

Microsoft Dynamics GPWhen reviewing some dashboards with a client a while ago we encountered an error launching the Financial Dashboard:

Microsoft Excel - We found a problem with some content in 'T16R2 Financial Dashboard.xlsx'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes.

Microsoft Excel

We found a problem with some content in 'T16R2 Financial Dashboard.xlsx'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes.

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SQL Function To Return Workflow Approval Status

Microsoft Dynamics GPIf you have been paying any sort of attention, you will know that I do quite a lot of work with the Workflow 2.0 module of Microsoft Dynamics GP.

We have created a number of reports in the past which allows the status of transactions or card going through a Workflow Approval process; to simplify matters somewhat, I created a SQL function which can be called with the Workflow Type Name and the Workflow Business Object Key and have the approval status returned.

CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalStatus(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
	RETURNS VARCHAR(14)
AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).

Returns Workflow Approval status of a specified workflow item.

Requires input parameters of WorkflowTypeName and WfBusObjKey

Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
	General Ledger Batch Approval
	Receivables Batch Approval
	Payables Batch Approval
	Payables Transaction Approval
	Purchase Order Approval
	Purchase Requisition Approval
	Vendor Approval
	Employee Profile Approval
	Employee Skills Approval
	Payroll Direct Deposit Approval
	Payroll Timecard Approval
	Payroll W4 Approval
	Expense Report Approval
	Timesheet Approval
	Smartlist Designer View Approval
*/
BEGIN
	RETURN ISNULL((
		SELECT TOP 1 
			CASE WHEN ['Workflow History'].Workflow_Action = 1 THEN
				'Submitted'
			WHEN ['Workflow History'].Workflow_Action = 2 THEN
				'Resubmitted'
			WHEN ['Workflow History'].Workflow_Action = 3  THEN
				'Approved'
			WHEN ['Workflow History'].Workflow_Action = 4 THEN
				'Task Complete'
			WHEN ['Workflow History'].Workflow_Action = 5 THEN
				'Rejected'
			WHEN ['Workflow History'].Workflow_Action = 6 THEN
				'Delegated'
			WHEN ['Workflow History'].Workflow_Action = 7 THEN
				'Recalled'
			WHEN ['Workflow History'].Workflow_Action = 8 THEN
				'Escalated'
			WHEN ['Workflow History'].Workflow_Action = 9 THEN
				'Edit'
			WHEN ['Workflow History'].Workflow_Action = 10 THEN
				'Final Approved'
			END
		FROM 
			WF30100 AS ['Workflow History']
		INNER JOIN
			WFI10002 AS ['Workflow Master']
				ON
					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
		WHERE
			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
		AND
			['Workflow Master'].WfBusObjKey = @WfBusObjKey
		ORDER BY
			['Workflow History'].DEX_ROW_ID DESC)
	,'Not Submitted')
END
GO

GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalStatus TO DYNGRP
GO

This view can be called from a SmartList created using either SmartList Designer, SmartList Builder, via a Reporting Services or Excel Report or any other type of report.

Fixing Reports Not Implemented Error After Upgrade

Microsoft Dynamics GPWe’ve been doing a number of upgrades recently and I encountered an old error when trying to deploy the SQL Server Reporting Services (SSRS) and Excel Reports through the Reporting Tools Setup window (Administration >> Setup >> System >> Reporting Tools).

This particular client is being upgraded from Microsoft Dynamics GP 2013 SP2 to 2016 R2.

The problem is that some of the companies are showing as Not implemented. The companies showing this way are the oldest; TEST2016… is actually the main company renamed for testing.

Reporting Tools Setup

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Historical Excel Reporting Price Increase Coming

Microsoft Dynamics GPMark Polino has a set of Historical Excel Reports available for sale. The reports available are as follows:

  • Receivables Management Historical Aged Trial Balance
  • Payables Management Historical Aged Trial Balance
  • Historical Inventory Trial Balance
  • Historic Stock Status Report

Now is the ideal time to buy them, as the price is increasing on 1st April 2017.

Hands On With Microsoft Dynamics GP 2016 R1: Create Company

Microsoft Dynamics GPIn the last couple of posts in this series, we have deployed the system database and Fabrikam sample database. In this post, I’m going to create a new company using GP Utilities.

Enter the user and password and click OK to log in:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With Microsoft Dynamics GP 2016 R1: Deploy Sample Company

Microsoft Dynamics GPWith the system database deployed it is now time to deploy the sample company. This is done by launching GP Utilities.

Enter the user and password and click OK to log in:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With Microsoft Dynamics GP 2016 R1: Deploy System Database

Microsoft Dynamics GPNow that we have the first client installed, we can deploy the system database. By default the system database is called DYNAMCIS, but i have chosen to use one called D16R1. To deploy the system database, hit the Windows start button, search for and launch GP Utilities.

While I do try to minimise the use of the sa account as it is the SQL Server system administrator account, the initial implementation of Dynamics GP does require its use. So, on the Welcome to Microsoft Dynamics GP Utilities window enter sa in the User ID field and enter the relevant password.

Once done, click OK:

Welcome to Microsoft Dynamics GP Utilities

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MDGP 2015 R2 Feature of the Day: Display Debits before Credits

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released 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 twenty second Feature of the Day is . A top suggestion on the MS Connect site, this feature moves the Debit column to display before the Credit column by default in account transaction reporting options in which the Credit column previously displayed before the Debit column.

This applies to SmartLists and Excel Reports, as well as the database tables and views on which the reports are based.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: SmartList Designer Create View

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 thirteenth Feature of the Day is SmartList Designer Create View .

Within SmartList Designer a user can send a SmartList through workflow to create a SQL view based on the SmartList query.

This SQL view can then be used outside of GP for such purposes as creating reports using SQL reporting services or Power BI reports in Excel.

The view will also allow the user to publish the SmartList as a refreshable excel report from inside of Dynamics GP.

SmartList Designer

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index