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.

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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.
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SQL View to Return Budgets By Month

Microsoft Dynamics GPThe budget functionality in Microsoft Dynamics GP isn’t the strongest with reporting being particularly weak. The ability to report on budgets in Management Reporter does somewhat redeem this area of functionality.

However, the absence of a SmartList Object for budgets is quite a big issue, as SmartList is a very nice flexible reporting tool which the majority of my clients know well. For those with SmartList Builder, it was easy enough to create a SmartList Object for them.

With the introduction of SmartList Designer, we were able to roll out the SmartList budget report to all of the clients who wanted it.

The script is below and returns the budget information with the beginning balance, 12 hard-coded periods and total horizontally across the page.

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SQL Script To Activate Horizontal Scroll Arrows

Microsoft Dynamics GPThe Account field in Microsoft Dynamics GP is of a fixed width, but the maximum width of the account string themselves can be much longer than the field.

The solution Microsoft have supplied is an option which activates horizontal scroll arrows in the Account field:

Acount Maintenance

This is activated, on a per user basis, via the User Preferences window (Microsoft Dynamics GP menu >> User Preferences) by marking the Horizontal Scroll Arrows:

User Preferences

However, if you have a lot of users, this can sometimes be a difficult message to disseminate.

An alternative I came up with for a client a wile ago was to create a trigger on the Users Master (SY01400) table which updates the field after a new user is created:

/*
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).
*/
CREATE TRIGGER
	utr_AZRCRV_UpdateSY01400ActivateHorizontalScrollArrows
ON
	SY01400
AFTER INSERT AS
	UPDATE
		['Users Master']
	SET
		HSCRLARW = 1
	FROM
		SY01400 AS ['Users Master']
	INNER JOIN
		inserted AS INS
			ON
				INS.USERID = ['Users Master'].USERID
GO

If users have already been created, then the following script can be used to activate the horizontal scroll arrows for them:

/*
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).
*/
UPDATE
	SY01400
SET
	HSCRLARW = 1
WHERE
	HSCRLARW = 0
GO

We actually decided to remove the trigger and apply the update script via a SQL Server Agent scheduled job which runs on a period basis (if I recall correctly, it was configured to run each evening at 2100 (avoiding backup jobs).

SQL Script To Update EFT Payment Register Report

Microsoft Dynamics GPPretty much every client we have of Microsoft Dynamics GP uses the EFT Payment Register Report; a number of the save the file instead of printing it as the report has been customised to generate the EFT payment file for upload to the bank.

The clients who do this are either those whose installations of Microsoft Dynamics GP predate version 10 when the EFT for Payables Management module was made available to the UK market or they implemented before the EFT File Format was enhanced to allow a CSV output.

While some clients have created or amended a file format since the above, not all of them have been willing to spend the time (or money) to make the change.

As such, when they copy live to test they need to amend the path to which the report is being output, to ensure that a live file is not accidentally overwritten.

To faciliate this for users who have automated the live to test restore I created a script they could build into the process:

/*
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).
*/
UPDATE
	SY02200
SET
	FILEXPNM = 'C:\BACS OUTPUT\BACS.TXT'
WHERE
	PTGRPTNM = 'EFT Payment Register'

The highlighted section is the path name which needs to be changed depending on where the test file is to be output.

Hands On With Microsoft Dynamics GP 2016 R2: Save Fixed Assets With Suffix

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

in this post, I am “hands on” with the Save Fixed Assets With Suffix Feature of the Day, which was the fifteenth feature.

When this feature was announced, I said I was puzzled by it as I thought you already could, but when testing found that in GP 2016 R1, you could change the Suffix, but GP wasn’t happy and produced a number of errors.

Mark Polino also thought this was not a new feature, but the return of a , possibly inadvertently, removed feature.

The Asset General Information window (Financial >> Cards >> Fixed Assets >> General) now allows you to overtype the Suffix field (to the right of the Asset ID field:

Asset General Information

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Hands On With Microsoft Dynamics GP 2016 R2: POP To FA Link Includes Taxes

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The thirteenth Feature of the Day I am going “hands on” with is POP to FA Link to Include Taxes.

This feature will be popular with some of our clients who deal with non-recoeverable VAT (VAT is a UK sales tax charged at a standard rate of 20%) as non-rec VAT means they would need to depreciate the gross value of the asset including VAT where in previous versions the asset would be created net and need to be amended.

To use this feature, the Include Tax in Acquisition Cost checkbox on the Fixed Assets Company Setup window (Financial >> Setup >> Fixed Assets >> Company) under the Purchasing Options:

Fixed Assets Company 	Setup

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Hands On With Microsoft Dynamics GP 2016 R2: Bank Reconciliation Tracks History

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The tenth Feature of the Day I’m going “hands on” with is the Bank Reconciliation Tracks History one which introduced a new window on the Financial Routines menu:

Reconciled Transaction Maintenance

To use this feature, decide if all, a range or one Checkbook should have its reconciliation history moved to history.

Mark the checkbox next to the type of transactions which should be moved and enter a Cut Off date; although the date field is aligned with the Reconciled Deposit Transactions, it apples to all of the transaction types.

Click Process to perform the move of reconciled transactions to history.

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Hands On With Microsoft Dynamics GP 2016 R2: Link Credit Card Invoices To Original Invoice

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The eighth Feature of the Day, which I am “hands on” with in this post, was Link Credit Card Invoices To Original Invoice.

To test this feature, I entered, posted and paid an invoice for Attractive Telephone Co. for $1,000:

Payables Transaction Inquiry - Vendor

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Management Reporter Error: “The operation could not be completed due to a problem in the data provider framework”

Microsoft Dynamics GPA bit like Integration Manager, Management Reporter often presents highly generic meaningless error messages to users. The error message below was provided to me by a client a while ago (but I have just stumbled across the screenshots again), which I was then able to reproduce just be ruunning the report:

Management Reporter: The operation could not be completed due to a problem in the data provider framework

Management Reporter

The operation could not be completed due to a problem in the data provider framework.

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