MDGP 2016 R1 Feature of the Day: OData Service

● Ian Grieve ●  ● 0 Comments   ● 

The previous feature of the day introduced the OData Service installation. This one gives a brief overview of how the service works:

OData Service

The main features of the OData service are:

  • Ability to define end points for the service
  • View GP data with any tool that supports OData feeds

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MDGP 2016 R1 Feature of the Day: OData Service Deployment

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GP 2016 R1 is seeing the introduction of a new complimentary product: an OData service which will allow reports on Dynamics GP data using any reporting tool (such as PoweBI) to be created:

OData Service Deployment

The main features of are:

  • Separate install under Additional Products
  • Use GP Security to control access to data
  • Supports tables, views and stored procs as data sources

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MDGP 2016 R1 Feature of the Day: PowerBI Reports on the Home Page

● Ian Grieve ●  ● 1 Comment   ● 

In February 2014 Microsoft launched PowerBI for Office 265 and are now bringing it to the Microsoft Dynamics GP 2016 R1 home page (but only the home page of the desktop client):

PowerBI on the Microsoft Dynamics GP 2016 R1 home page

The main features of are:

  • New part on Home Page to display Power BI Reports.
  • Click on the report to take you out to your Power BI site.

I’m not entirely sure how to feel about the addition of PowerBI to Dynamics GP; it almost feels like a scatter gun approach is being used for reporting with Dynamics GP. There are standard reports, Metrics, Excel Reports, SSRS Reports (which for most clients replace the Metrics to the extent I had to lookup the name of Metrics), Management Reporter (with an unknown roadmap/future) reports and now PowerBI reports.

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MDGP 2016 R1 Feature of the Day: Budget Import Duplicate Accounts Import Exception Report

● Ian Grieve ●  ● 1 Comment   ● 

I was a little surprised to see Microsoft announce Display Duplicate G/L Accounts on Budget Exception Report as a separate feature of the day as it looks to be part of the Budget Import Exception Report which is a new feature in Dynamics GP 2016 R1 itself:

Budget Import Exception Report

The original feature of showing accounts the budget which don’t exist in Dynamics GP is going to be fabulously well received; this one is a very good addition which I think may not be fully understood by some.

I have had to explain to a few clients that having the same account on the file more than once will result in only the final value ending up in Dynamics GP as it will overwrite the previous entries. If you want to load values in multiple times and have the cumulative values, you need to load multiple budgets and then use the Consolidate Budgets feature.

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MDGP 2016 R1 Feature of the Day: Manage or Edit Attachment Flows

● Ian Grieve ●  ● 0 Comments   ● 

Document Attachment was introduced in Microsoft Dynamics GP 2013 R1, was improved in subsequent versions and is being improved again in Dynamics GP 2016 R1 to allow attachments to be managed after they have flowed down to the transaction:

Document Attachment Management

The main features are:

  • Edit attachment information that flowed from master record.
  • Enable Flow and email checkboxes for flow attachment options.

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MDGP 2016 R1 Feature of the Day: Automatically Batch Deposit Cash Receipts

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThere are some feature of the days which I look at and think “so what?”. And then there are others I look at and know they are going to be very popular.

This feature is very much one of the latter (I have one client who would be willing to upgrade to just top get this one feature). It is the ability to have Cash Receipts automatically posted in Bank Reconciliation:.

Cash Receipt Posting Journal

Bank Deposit Posting Journal

The main features of are:

  • When Automatically Post Cash Deposits is marked and you post a batch with cash receipts in it, one deposit will be created for all cash receipts in the batch.
  • If you transaction level post, each transaction will create a separate deposit.

There is one downside to this feature; if you want your deposits to show as individual deposits in bank you have to post them separately in Receivables Management. Doing one transaction per batch (transaction level posting would result in manual posting being required of the resulting GL batches) will not be as time consuming as doing all of the deposits manually, but is moving an element of the work from one part of Dynamics GP to another (and possibly from one team to another).

The client I references at the start of this post runs a number of visitor centres so will have a lot of cash receipt transactions being imported into the system, but the majority of them would hit the bank as a single deposit. I’m onsite with them soon to help integrate their new EPOS system into GP so can work with them to make sure transactions are brought into Dynamics GP in the way necessary for them to benefit most from this feature.

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MDGP 2016 R1 Feature of the Day: Named Self Serve User

● Ian Grieve ●  ● 0 Comments   ● 

There have already been a few feature of the days I have been a little puzzled by and this one is another of them. Support for named user licensing for the Self Service User Type has been added:

User Setup

User Summary

I would have sworn that this was not new, but was introduced in the last version. Unless it is showing on the User Summary window which is new.

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MDGP 2016 R1 Feature of the Day: Workflow Reassignment Notification

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GP 2016 R1 has seen other enhancements to the Workflow 2.0 module (one useful one and one I don’t understand) and this one looks to be useful.

Workflow 2.0 has been enhanced to allow email notifications to be sent when a Workflow is reassigned:

Workflow Email Notification

Email notifications can be sent to the new approver for:

  • Delegation
  • Escalation
  • Alternate Approval

This looks like it should be a useful addition to Workflow 2.0 although when configuring email notifications you do need to make sure people aren’t going to be swamped with emails.

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MDGP 2016 R1 Feature of the Day: Workflow Condition Management

● Ian Grieve ●  ● 3 Comments   ● 

As mentioned in the last post, more functionality has been added to the base Workflow 2.0 module, adding more flexibility. This second enhancement has seen the addition of new workflow conditions:

Workflow Maintenance

Two new options for what happens when step conditions are not met:

  • Continue to next step
  • Reject

While it’s nice to see new features being added to Workflow 2.0, I’m not entirely sure of the use case for this addition, although it might become clear once I can get hands on with it.

My initial thought is if the condition isn’t met why would I want to continue to the next step? If I wanted that to happen then, surely, I would have had different conditions in the first place?

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MDGP 2016 R1 Feature of the Day: Word Templates for Batch Approval Workflow

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GP 2013 R2 saw the introduction of the Workflow 2.0 (which was the subject of my fourth book. Workflow 2.0 was enhanced further in both Microsoft Dynamics 2015 R1 and R2, and is again being improved in Dynamics GP 2016 R1.

This time, the enhancement is a twofold one. Firstly, the Batch Edit lists have a default Word Template and, secondly, this can be emailed to the workflow approver:

Workflow Maintenance

Edit List Report

The main features of are:

  • Workflow Batch Approvals now have a default Word Template for the following edit lists:
    • General Ledger Batches
    • Payables Batches
    • Receivables Batches
  • Can be emailed to approver for complete information before approving

I think this feature will prove to be popular with those clietn using Workflow approvals as an approver will always want s much information before approving as possible. This will likely be of great interest when Workflow approvals are being used.

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