MS Connect Suggestion: Include Multicurrency Vouchers in Select Checks Window

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThis suggestion is one from MVP Mariano Gomez to improve the payment run process by allowing multicurrency invoices to be included.

Currently, the payment selection process only allows vouchers issued in the batch currency to be selected and added to the check run. If the user wants to add foreign currency vouchers, he/she needs to use the Edit Checks window to add such vouchers. It would be nice to be able to have an option to include functional currency vouchers in the case of a foreign currency batch, or foreign currency vouchers in the case of a functional currency batch.

This is the use case:

Vendor A Invoice 1 CA$10.00
Vendor A Invoice 2 US$20.00
Vendor A Invoice 3 US$30.00

If a payment selection is performed and the batch currency is CA$, only the first voucher will be selected. To add Invoice 2 and 3, you would have to use the Edit Checks window to include both vouchers.

Conversely, if the batch currency is US$ and the payment selection for vendor A is performed, only invoices 2 and 3 would be selected and you would have to use the Edit Checks window to include Invoice 1.

What Mariano would like to see is all invoices selected (based on selection rules) and let the user deal with the exceptions, as it should be.

As mentioned, all the logic is already there via the Edit Checks window and it would be nice to incorporate as part of the payment selection process. As others have mentioned, having multicurrency vouchers included could be a payables configuration item or simply an additional option in the Select Payments (Select Checks) window.

Mark Polino has also suggested that this functionality be optioned with Rod O’Connor further suggesting the option be on the Select Checks window itself to allow maximum flexibility. Both of these seem like a good addition to Mariano’s idea.

The suggestion can be voted on here.

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Historical Excel Reporting Price Increase Coming

● Ian Grieve ●  ● 1 Comment   ● 

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.

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Hands On With Microsoft Dynamics GP 2016 R2: Configure & Use OData Service

● Ian Grieve ●  ● 1 Comment   ● 

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; the index for this series can be found here.

I am not going to cover the configuraion and use of OData in this post, as it is not an area with which I have much experience. However, I know a man who does and I wrote a book with him in 2016:

Microsoft Dynamics GP Cookbook

Mark Polino is one of the three top people for reporting from Microsoft Dynamics GP and, in Chapter 13: Modern Business Intelligence for Microsoft Dynamics GP of the Microsoft Dynamics GP 2016 Cookbook, Mark covered how to configure and use the GP OData Service.

The full outline of topics covered by Mark is as follows:

  • Introduction
  • Activating OData for better external analysis
  • Secure OData to control access
  • Connecting OData to Excel for Business Intelligence
  • Connecting GP to Power BI with OData
  • Adding Power BI to the home page in Dynamics GP

Click to show/hide the Hands On With Microsoft Dynamics GP 2016 R2 Series Index

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Microsoft Dynamics GP 2016 Cookbook Now Available

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMark Polino and I have been working on a new version of the Microsoft Dynamics GP Cookbook for Dynamics GP 2016. Originally, it was scheduled for publication in January 2017.

However, Mark and I were able to proceed a tad ahead of schedule, meaning the Cookbook is now available:

Microsoft Dynamics GP Cookbook

Despite being early, the quality of the book is as high, if not higher, than previous versions as this book is a genuine collaboration between Mark and I. By splitting the work in this way, we were each able to focus on particular areas in which we had strengths.

We also received good feedback, to guide improvements, from fellow MVPS Leslie Vail and Jivtesh Singh.

You can order the book from Packt Publishing.

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Microsoft Dynamics GP 2016 Cookbook Now Available In August

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPMark Polino and I have been working on a new version of the Microsoft Dynamics GP Cookbook for Dynamics GP 2016. Originally, it was scheduled for publication in January 2017.

However, Mark and I were able to proceed a tad ahead of schedule, meaning the Cookbook is now slated for release in August:

Microsoft Dynamics GP Cookbook

That’s right; scheduled for release this month. Five months ahead of schedule. Don’t worry though, the quality is as high, if not higher, than previous versions as this book is a genuine collaboration between Mark and I. By splitting the work in this way, we were each able to focus on particular areas in which we had strengths.

We also received good feedback, to guide improvements, from fellow MVPS Leslie Vail and Jivtesh Singh.

You can pre-order the book from Packt Publishing, and very soon your pre-orders will be shipped. From what I gather the book should be available to order, as opposed to pre-order, in the next week or so, so you won’t need to wait long to receive your copy.

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Microsoft Dynamics GP 2016 Cookbook Available In January 2017

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPMark Polino and I are working on a new version of the Microsoft Dynamics GP Cookbook for Dynamics GP 2016.

The book is currently scheduled for release in January 2017 and can be pre-ordered now from Packt Publishing:

Microsoft Dynamics GP Cookbook

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Preorder Real-world Business Intelligence with Microsoft Dynamics GP

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPI was just browsing the Packt Publishing website (as you do) and found that there is a new book about Microsoft Dynamics GP being released next month.

Real-world Business Intelligence with Microsoft Dynamics GP by Dynamics GP MVPs Belinda Allen and Mark Polino:

Real-world Business Intelligence with Microsoft Dynamics GP

Continue reading → Preorder Real-world Business Intelligence with Microsoft Dynamics GP

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azurecurve Included in Dynamics101 Top 25 Dynamics GP Blogs

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThe recently launched Dynamics 101 training site has announced their first annual list of Top 25 Dynamics GP Sites.

The list includes the usual suspects of Victoria Yudin, Leslie Vail, Mark Polino, Mariano Gomez, David Musgrave and more.

Click the image below to see the rest of the list:

Top 25 Dynamics GP Blogs

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MDGP 2013 R2 Feature of the Day: Dashboards

● Ian Grieve ●  ● 0 Comments   ● 

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twentieth Feature of the Day covered is Dashboards. Four new reporting dashboards have been added to the Excel Reports in Dynamcis GP 2013.

The new dashboards are for the Financial, Sales, Purchasing and Inventory series and are deployed with the other Excel Reports. These refreshable reports can deployed to a shared network drive, SharePoint or SharePoint Online.

The Financial dashboard:

Financial dashboard

Continue reading → MDGP 2013 R2 Feature of the Day: Dashboards

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Sales Analytics Dashboard Available Now From DynamicAccounting.net

● Ian Grieve ●  ● 1 Comment   ● 

In what looks to be the first in a set of analytics dahsboards, Mark Polino has released a Sales Analytics dashboard on his DynamicAccounting.net site.

The dashboard builds on the ideas covered in Mark’s recent Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 and can provide a really good shortcut to getting started using an Excel dashboard rather than rolling your own from scratch.

Continue reading → Sales Analytics Dashboard Available Now From DynamicAccounting.net

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