MDGP 2015 R2 Feature of the Day: Document Attachment Workflow

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 tenth Feature of the Day is Workflow – Document Attachment.

When a document has been added to a transaction or record using the Microsoft Dynamics GP Document Attachment feature, these attachments can now be sent with the workflow task notification email.

This feature is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.

For example, you can now enter a payables invoice, scan in and attach the record from the vendor, then submit the invoice for approval. When the approver receives the email, they will get the invoice information and the attachment will show the scanned invoice from the vendor.

Workflow Maintenance

For a few of our clients this is the missing piece of the Workflow puzzle. An email action from Workflow can contain the detail lines of an order, but a few clients have been asking to be able to include the attachments, especially for invoices and quotes attached to POs, for the manager or budget holder to review before approving.

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MDGP 2015 R2 Feature of the Day: Combined General Ledger Inquiry

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 ninth Feature of the Day is Combined General Ledger Inquiry.

In Microsoft Dynamics GP 2015 R2 in General Ledger, the inquiry windows have been consolidated. Now, you can view open and historical information in the same window for Summary Inquiry, Detail Inquiry and for Account Summary.

Any GoTos or drill backs will now go to the single window instead of the user picking open or history.

Combined General Ledger Summary Inquiry

Combined General Ledger Detailed Inquiry

This particular feature is well overdue. It always feels a little embarrassing when doing user training for a new client and having to show them separate enquiry windows for open and history years.

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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Options

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 eighth Feature of the Day is Purchasing All in One Document View – Options.

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The Options button will allow users to select which columns they want to see in this window. For example, if customers do not use Purchase Orders, they can uncheck the box and the first column would be Receipts. By default the Credit Documents column does not display but with this column checked up to six columns of data can be shown.

Purchasing All in One Document View – Options

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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Filter

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 seventh Feature of the Day is Purchasing All in One Document View – Filter.

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The Filter icon allows users to select open and/or historical or saved vs. posted documents in the Purchasing All in One Document View window. The options are specific to each column and saved per user allowing users to customize what they want to see. Specific searches are also enabled in the filter window to narrow down the search results. The clear filter icon with the red x will clear all filters and reset to the defaults.

Purchasing All in One Document View – Filter

This window looks like it could be a good addition as I often end up talking clients through finding all of the transactions relating to a purchase order.

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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Checkbox

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 sixth Feature of the Day is Purchasing All in One Document View – Checkbox.

This is a newly designed window inside Microsoft Dynamics GP that enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

By selecting the checkbox for one document the window redisplays all columns with only the related documents.

For example, select a purchase order and then only the receipts, invoices, payments and returns related to that PO are displayed.

Purchasing All in One Document View - Checkbox

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

MDGP 2015 R2 Feature of the Day: Purchasing All in One Document 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 fifth Feature of the Day is Purchasing All in One Document View.

This is a newly designed window inside of Microsoft Dynamics GP 2015 R2 which enables users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The most recent documents will default into the window and to see the next set of five transactions the navigation buttons under each column can be used.

Purchasing All in One Document View

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MDGP 2015 R2 Feature of the Day: Analytical Accounting Transaction Lists

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 fourth Feature of the Day is Analytical Accounting Transaction Lists.

This feature provides improvements to SmartLists and Excel Reports for Analytical Accounting (AA) transaction information. The first improvement is an expansion of the amount of information available to be included as columns in the AA SmartLists and Excel Reports. AA tracks a lot of information for each record, and we’ve included more of this data in the SmartLists and Excel Reports.

Microsoft have also improved the way the AA dimension code information displays in the lists. In prior releases, the lists contained a single column for the AA transaction dimension code. Thus, if the company is tracking more than one dimension on a transaction, multiple lines were required in the list for a distribution entry.

In GP2015 R2, they have updated the SmartLists and Excel Reports to display a column for each transaction dimension, showing the code assigned for that dimension.

For example, the below SmartList shows how the list would display for a company tracking Cost Center and Project as AA transaction dimensions.

Analytical Accounting SmartList

The change in how the data displays improves readability of the report, and also improves the ease with which users can summarize and work with the data in Excel using pivot table functionality.

Analytical Accounting is one of the modules which is not much used, but can add substantial analysis without needing the chart of accounts to be overly complicated.

If you’re thinking of starting to use Analytical Accounting, more information is available in my second book, Microsoft Dynamics GP Financial Management:

Amazon.com Amazon.co.uk

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MDGP 2015 R2 Feature of the Day: Scriptable Provisioning & Management

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 third Feature of the Day is Scriptable Provisioning & Management.

A critical element in successfully delivering Microsoft Dynamics GP as a cloud offering is the ability to centralize and automate the provisioning and management of the application.

Automation speeds up delivery, minimizes human involvement which reduces costs and the possibility of human errors, and can provide self-service functionality to the end user.

This feature addS APIs and PowerShell cmdlets that will enable automated/scriptable GP provisioning and management.

The screen shot shows a list of the PowerShell cmdlets available:

<br />
Microsoft Dynamics GP 2015 PowerShell

Microsoft Dynamics GP 2013 R2 saw the introduction of some PowerShell cmdlets, to which this new set adds. At Perfect Image we have been doing an increasing amount of work with the web client and have also had a number of projects recently whereby new companies are being created on existing systems.

The cmdlets have the potential to speed up both the deployment of the web client and new companies.

It has been on my To Do list for a while to learn PowerShell, but I think I may have to move it up the list fairly quickly.

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MDGP 2015 R2 Feature of the Day: Employee Self Service – W2

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 second Feature of the Day is Employee Self Service – W2.

This was one of the top suggestions for employee self-service functionality. The new feature allows employees to view and print their own W2.

W2 - Wage and Tax Statement

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Security Views For Use In SmartList Designer: Security Roles With Tasks

Microsoft Dynamics GPThe fourth view being posted in this series takes a step back from the users and just shows the role and tasks within.

CREATE VIEW [dbo].[uv_PI_SecurityRolesWithTasks] AS
SELECT
	['Security Roles Master'].SECURITYROLEID AS 'Security Role ID'
	,['Security Roles Master'].SECURITYROLENAME AS 'Security Role Name'
	,['Security Role Task Assignment'].SECURITYTASKID AS 'Security Task ID'
	,['Security Task Master'].SECURITYTASKNAME AS 'Security Task Name'
FROM
	SY09100 AS ['Security Roles Master']
INNER JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
INNER JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
GO

GRANT SELECT ON uv_PI_SecurityRolesWithTasks TO DYNGRP
GO

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Security Views For Use In SmartList Designer
User Access
User Access & Granted Security Roles
User Access & Granted Security Roles With Tasks
Security Roles With Tasks