Cancelling a PO Line Created From a Purchase Requisition

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPCancelling a purchase order line which came from a purchase requisition should, one would think, be a simple task. However, prior to Microsoft Dynamics GP 2016 R2, this was not necessarily the case.

This recently came back to mind when a client, who has recently implemented Purchase Order Processing with Workflow approvals on the requisitions (PO Entry window has been customised to lock a lot of the fields) raised an issue with me about not being able to cancel a line on the PO. After writing and demoing the functionality of Dynamics GP 2016 R2 a few times recently, it took a few minutes to identify a workaround for them as the client was running Dynamics GP 2015 R2 (14.00.1016).

The problem, is that you cannot cancel the link to the requisition in the same way you would a Sales commitment. If you try to cancel by entering a Qty Canceled, you get this error:

Microsoft Dynamics GP - The quantity can't be changed because the remaining quantity doesn't satisfy the commitments for this line item

Microsoft Dynamics GP

The purchase order commitment can't be deleted; an attached sales line item is in use or is in history. Line items that weren't in use or in history are no longer committed to a purchase order.

Continue reading → Cancelling a PO Line Created From a Purchase Requisition

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Microsoft Dynamics GP July Hotfix – 2017 Mid Year Tax Update Now Available

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPThe Dynamics GP Support and Services Blog blog announced the availability of the Microsoft Dynamics GP July Hotfix – 2017 Mid Year Tax Update towards the end of June.

This hotfix is available for Microsoft Dynamics GP 2013 R2, 2015 r2 and 2016 R2.

While all of them have updates for the US and Canadian Payroll systems, there were three changes in the 2016 version which caught my eye:

  • Financials

    • You may not be able to view any document attachment for any OPEN Payables Document.
    • Invoice Receipt Date field added for UK installs, click here for details.
  • System

    • Scan functionality may not function with document attach

The fixes to Document Attachment are good to see, but the Invoice Receipt Date was especially interesting as it results from new legislation which came into effect on April 1st for businesses of a certain size in the UK with a duty to report on their payment practices, policies and performance. This new requirement was introduced to protect smaller businesses that suffer from late payments, which can adversely affect their cash flow and jeopardize their ability to trade.

The new Invoice Receipt Date field is available on Payables Transaction Entry (Purchasing >> Transactions >> Transaction Entry), Receivings Transaction Entry (Purchasing >> Transactions >> Receivings Transaction Entry) and Purchasing Invoice Entry (Purchasing >> Transactions >> Enter/Match Invoice).

The Doc Attach changes only effect 2016, but the new field is available in 2013, 2015 and 2016.

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When exec wfDeployCLRAssemblies Just Isn’t Enough

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPI’ve posted a few times about errors in Workflow requiring the wfDeployCLRAssemblies stored procedure to be run again (1 2 3), but the Dynamics GP Support and Services Blog has posted an article about how this is sometimes not sufficient to resolve the problem and the procedures, functions and assemblies deployed by the wfDeployCLRAssemblies stored procedure need to be deleted.

To this end, the blog post contains a series of scripts which need to be run before thew wfDeployCLRAssemblies stored procedure is executed. There are versions of the script for Microsoft Dynamics 2013 R2, 2015 (including 2015 R2) and 2016 (including 2016 R2).

If your problem still isn’t fixed, then a support case would need to be raised.

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Microsoft Dynamics GP January Hotfix Released

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPI don’t usually post about releases, except for major version releases. However, the January Hotfix release caught my eye with a few of the included features in the 2016 R2 one.

As well as having the US Payroll updates there are updates to the following which would be of benefit to clients in the UK:

  • VAT Daybook

    • VAT Daybook Summary reports may not show correct data in boxes 1, 6 and 7 if you voided a transaction.
    • VAT detail report may show incorrect figures if you have 2 or more tax codes on a transaction.
  • General Ledger

    • The Excel copy and paste function may not calculate the credit/debit column correctly when using an allocation account.
  • Fixed Asset Management

    • Tax values may not update properly if a user marks to create multiple fixed assets in the Fixed Asset Purchase Order additional information window.
  • Bank Reconciliation

    • You may experience performance issues with the Checkbook Register Inquiry window after you install GP 2016 R2.
  • Project Accounting

    • Ability to change line distributions for time and material projects in revenue recognition.
    • Fee Accounts not available in line distributions button.
    • Purchase Receiving’s not reflecting WIP account edits from Purchase Order for non-inventory items.
  • System Manager

    • Fixed issues with Uncollated printing.

The hotfixes for Dynamics GP 2013 R2 and 2015 R2 only contain US Payroll fixes.

The post from the Dynamics GP Support and Services blog contains the download links.

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List View Action Pane Error During Upgrade

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPWe have been doing a number of upgrades for clients recently, the majority of which went fine. However, we did have one, being done by one of my team, where there was an error produced on the table List View Action Pane when upgrading to Microsoft Dynamics GP 2015 R2:

Company Detail

Continue reading → List View Action Pane Error During Upgrade

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Microsoft Dynamics GP 2016 R1 Web Client Copy & Paste Bug

● Ian Grieve ●  ● 5 Comments   ● 

Microsoft Dynamics GPI’ve recently been upgrading all of my demo and test environments from Microsoft Dynamics GP 2015 R2 to 2016 R1. Microsoft Dynamics GP 2015 R2 web client had a bug in the General Ledgers Transaction Entry windows Excel copy and paste function which prevented it from working.

It worked fine in the desktop client which meant for regular issues for those clients operating a hybrid installation with a mix of desktop and web clients. It could also cause problems when doing a demo and someone asked to see it while I had the web client open rather than the desktop client.

My understanding was that this bug was fixed in 2016, which I was really looking forward to; I also have a large client who was looking forward to this being fixed as well so they could minimise the use of Integration Manager for importing journals.

Unfortunately, after installing 2016 I did a quick test and found that copy and paste still did not work. I asked around and found that Belinda Allen had the exact same issue, she had found the issue already before I asked, which confirmed that it was not confined to my system.

Belinda raised a call with Microsoft and they have confirmed that it is a reproducible bug which has been escalated to the development team to look into.

It would be nice to have a hotfix, but I am guessing that it will be in Dynamics GP 2016 R2 at the earliest.

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Upgrading Microsoft Dynamics GP: Missing Security Roles

● Ian Grieve ●  ● 6 Comments   ● 

Microsoft Dynamics GPWhen you do a fresh install of Microsoft Dynamics GP, all of the required security roles and tasks are created. However, when Dynamics GP is upgraded, the new security roles and tasks are not automatically added. Microsoft do supply a set of scripts each time which can be run to add the roles and tasks.

This comes up every time we upgrade a client and I am tired of having to hunt out the posts from Microsoft, so I’m bringing together a list of the last few scripts and will add new ones here as each version is released.

The versions I could find again are listed below

Microsoft Dynamics GP 2015 R2 Now Available

● Ian Grieve ●  ● 10 Comments   ● 

Microsoft Dynamics GPMicrosoft appear to have snuck this one out on the quiet, as I haven’t seen any announcements.

Microsoft Dynamics GP 2015 R2 is now available to download from CustomerSource (login required).

It has a release date of 29/05/2015 so it looks to have been released on Friday. I wish I had known about it as I could have spent time over the weekend taking a look. Unfortunately, I am away for work until Saturday afternoon and then the neighbours have their 40th wedding anniversary party so it may be a while until I can download it.

I’ll be trying to download it from the hotel. But unless the hotel Wi-Fi is far better than I expect, you will have to take a look for me and report back.

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New Book On Microsoft Dynamics GP Workflow 2.0 Available Now

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPMy fourth book is now available to buy in eBook format from azurecure Publishing.

Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.

Microsoft Dynamics GP Workflow 2.0

Continue reading → New Book On Microsoft Dynamics GP Workflow 2.0 Available Now

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Roadmap for Microsoft Dynamics GP

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPI’m not sure where I got this image from, but roadmaps for Microsoft Dynamics GP seem to be fairly thin on the ground so I figured I’d do a post.

Roadmap for Microsoft Dynamics GP

Part of the reason for posting this, is that I have had a few conversations with prospects looking to move to a new ERP who have asked about the future of Dynamics GP and quoting competitors who have talked about doubts of its long term longevity.

This is all FUD (fear, uncertainty and doubt) relating back to the Project Green of 2007/2008 which was a plan to Microsoft to unify their ERPs into one product. It is also a plan that was abandoned back in 2008, but the fact it existed at one point is still used being used by competitors to try to blacken the name and future of Dynamics GP.

As you can see from the roadmap, above, there are plans for fairly rapid releases of Dynamics GP which include much new functionality (including a rewritten Web Client in HTML5 after the 2015 R2 release).

The Convergence conference also saw an announcement that Microsoft Dynamics GP 2015 R2 was due in late May or early June. As the RTM came out at the start of December 2014, this would align with the discussed 6 month release schedule.

Microsoft will soon be releasing details on the new features available in Microsoft Dynamics GP 2015 R2, so keep an eye out for that.

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