Hands On With MDGP 2018 RTM New Features: Rename Payment Run 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 eleventh feature of the day was the renamed payment run windows; this feature saw all of the references in the names of the payment run windows renamed to have Payment in the name isntead of Check (or Cheque for those who use proper English):

Purchasing area page Transactions section

This feature was requested by MVP Mariano Gomez, and I can’t express hjow much I like it. It’s a relatively small change, but makes so much sense. In the UK virtually all payments are EFT payments; virtually no-one still uses cheques for payment so it was always a harder sell than it should have been when the windows all had cheque in the name.

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Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow

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 tenth feature of the day was Reporting for Workflow which saw the addition of some Workflow Reports accessible from the Reports section of the Administration area page:

Administration area page Reports section

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Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Copy Workflow Steps

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 ninth feature of the day is the ability to copy workflow steps. This is one of those features which is a very good enhancement; in fact, it is one which I requested from Microsoft on the old Microsoft Connect website.

Microsoft took my suggestion, of being able to copy workflow steps, added this functionality, but then extended it further than I had asked for, by including the ability to copy the child steps too.

This makes the function even more useful than I envisaged.

If you’re a regular reader, you will be aware by now that I am very involved with Workflow and a big advocate of using the module. One of the issues we had in the past, was when building a large workflow process, the branches are often similar to each other with, perhaps, only the amount, cost centre or site in the conditions being different between the different branches.

In prior versions, all of these steps had to be manually created; when there were multiple conditios in a first level step this could means lot of duplicated effort. This new cipy function does away with that effort as you can now create a single branch and then copy this entire branch and sdimply change the relevant values in the condition. So much less effort and therefore time required.

To copy a workflow step, open the step in the Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) and click the Copy button on the action pane:

Workflow Maintenance - Copy button

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Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reminder Emails

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 eighth feature if the day was Workflow Reminder Emails. This feature allows the WOrkflow manager to define a time after which a reminder email should be sent to the approver.

The Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) has has the Workflow Step pane amended to have a Reminder field which allows a number and type of duration to be defined; this field is linked to the Time Limit field:

Workflow Maintenance

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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: 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

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Hands On With MDGP 2018 RTM New Features: DocAttach Security Setup

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.

I am going to do this feature of the day a little out of order. The third Feature of the Day post from Microsoft was Doc Attach Security Setup for Attachments on (In|En)quiry windows.

Two new fields have been added to the Document Attachment Setup window (Administration area page >> Setup >> Company >> Document Attachment Setup):

Document Attachment Setup

I said in the Feature of the Day Post on this feature, that I couldn’t really see a use case for the additional security. In the, almost, three months since, I still haven’t come up with a scenario where I think the security is useful.

For those clients using DocAttach, they want users to be able to attach documents to any record; there is no requirements for security around the enquiry windows, and certainly not to the extent of requiring a password.

For setup purposes, there is another checkbox which will need to be marked when enabling the feature, but little more impact, so it’s not like the security is onerous.

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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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