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

● Ian Grieve ●  ● 0 Comments   ● 

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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Hands On With Microsoft Dynamics GP 2016 R2: GL Distribution Line Display UI change

● Ian Grieve ●  ● 0 Comments   ● 

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 feature I am going “hands on” with is the seventh Feature of the Day, GL Distribution Line Display UI change.

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Hands On With Microsoft Dynamics GP 2016 R2: Display Tax Percent for Historical Sales Transactions

● Ian Grieve ●  ● 0 Comments   ● 

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’m going “hands on” with the sixth of the Microsoft Dynamics GP 2016 R2 Feature of the Day posts, Display Tax Percent for Historical Sales Transactions.

To test this feature, I created a new Tax Detail in Tax Detail Maintenance (Administration >> Setup >> Company >> Tax Details) for a Sales series Standard Rated UK VAT at 20% and created a related Tax Schedule:

Tax Detail Maintenance

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Hands On With Microsoft Dynamics GP 2016 R2: Purchase Requisition Inquiry Icon

● Ian Grieve ●  ● 0 Comments   ● 

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.

This Hands On post is going to take a look at the Purchase Requisition Enquiry Icon Feature of the Day post which follows on from the Cancel A PO Linked to a Requisition feature.

I covered this feature Hands On here.

To test the icon, I entered a purchase requisition with a quantity of 5:

Purchase Requisition Entry

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Hands On With Microsoft Dynamics GP 2016 R2: Batch Edited Message

● Ian Grieve ●  ● 0 Comments   ● 

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 feature of the day I am covering in this post, is the Batch Edited Message. If a user tries to open a batch being edited by another user they will receive a warning message containing the users name:

Microsoft Dynamics GP: This batch is being edited by laurab. Please try later.

Microsoft Dynamics GP

This batch is being edited by laurab. Please try later.

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Hands On With Microsoft Dynamics GP 2016 R2: Cancel A Purchase Order Linked To A Purchase Requisition

● Ian Grieve ●  ● 0 Comments   ● 

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 third feature I’m going to take a look at is the Cancel Purchase Orders Linked To A Requisition. For those doubting why this feature was needed, in previous versions of Microsoft Dynamics GP, when yuo tried to cancel a quantity on a purchase order you would receive a message if the remaining quantity didn’t cover the requisition quantity:

Microsoft Dynamics GP: The quantity can

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Microsoft’s Migration To A New Knowledge Base System Is Now Complete

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMicrosoft have been migrating their Knowledge Base to a new system, making some articles unavailable, but have announced the migration is now complete and the articles should now be available again.

Or at least most of them; in the post, Cheryl does say that”outdated content or rarely used content (i.e. no page views in recent years)”; I have mixed feelings about this as I have occasionally stumbled across articles for GP 8 or 9 which have still fixed an issue I’ve had with the most recent versions of Microsoft Dynamics GP.

The migration means that a link like https://support.microsoft.com/kb/915903 is now https://support.microsoft.com/help/915903.

You may need to update any bookmarks or links you have on the old pattern, but at least for the ones I have checked, the old pattern is being forwarded to the old.

This change is why the above link was unavailable when I wrote the Removing Analytical Accounting from Microsoft Dynamics GP post.

KB articles are available by either searching in PartnerSource or CustomerSource (and may the God of your choice answer your prayers for assistance) or by using the search engine of your choice.

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Hands On With Microsoft Dynamics GP 2016 R2: SmartList Favourite Protection

● Ian Grieve ●  ● 3 Comments   ● 

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 second of the new features I’m going to cover is SmartList Favorite Protection.

This feature allows the administrators to define a password which must be entered before a SmartList favorite can be modified. The password is entered in the SmartList Options window (Administration >> Setup >> System >> SmartList Options):

SmartList Options

The password impacts all SmartList favorites. Please do not use ACCESS as the password; I see far too many clients who have this as a password throughout their system. It is in all of the manuals and lots of blog posts so it is pretty much the least secure password you could use.

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Hands On With Microsoft Dynamics GP 2016 R2: SmartList Designer Favorites In Advanced Lookups

● Ian Grieve ●  ● 3 Comments   ● 

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.

This is the first of the posts where I will be covering the new functionality introduced to Microsoft Dynamics GP 2016 R2. In this post I am going to cover the addition of SmartList Designer favorites in Advanced Lookups new feature.

To use this feature, create a SmartList Designer object:

SmartList Designer

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Integration Manager Sales Order Integration – “The Sales Intrastat Entry window is open”

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPJust before Christmas I was creating an integration for a client in Integration Manager which would integrate Sales Orders, but unfortunately I was receiving an error message:

Integration Log
Integration: Eriks SO Integration (ID: 8)
Action: None
Start Time: 23/12/2016 11:05:38

  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Opening source query...
  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Initializing Source...
  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Establishing source record count...
  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Beginning integration...
1:  Order  Insert Failed 5. Seconds 
    DOC 1 ERROR: The Sales Intrastat Entry window is open. - The Sales Intrastat Entry window is open.
  23/12/2016 11:05:43 Source: FinishIntegration, Status Code: 3    Integration Failed
  23/12/2016 11:05:43 Source: FinishIntegration, Status Code: 3    Integration Results
    1 documents were read from the source query.
    1 documents were attempted:
        0 integrated without warnings.
        0 integrated with warnings.
        1 failed to integrate.

Finish Time: 23/12/2016 11:05:43

Source Total: 1
Successfully Integrated: 0
Integrated With Warning: 0
Failed: 1

Completion Status: Completed
Integration Status: No Documents Succeeded

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