Tag: Microsoft Dynamics GP 2018 R2

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The ninth new feature is New SmartList for Deposits on Unposted Sales Transactions Has Been Created. This feature adds a new Deposits on Unposted Sales Transactions favourite to the Sales Transactions SmartList object:

When the feature of the day post was announced, I expressed some skepticism as to the value of it. It is basically a copy of the default favourite with two columns removed and the Deposit Received column added; very quick and easy to create if it is needed.

I’ve not really changed my mind. It might save you 20 seconds once to create the favourite if you wanted it, but nothing more.

I’d have been happier if it was a new SmartList Object, such as a Budget SmartList, instead of just a new favourite.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The eighth new feature is Vendor Document Number added to Purchasing All-in-One View. This feature adds the Document Number to the Payments and Credits column of the Purchasing All-in-One View (Purchasing area page » Enquiry/Inquiry » Purchasing All-in-One View):

This feature is a good feature which will provide additional information to users that they have found the correct information.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The seventh new feature is .When transaction posting is enabled, this feature allows users to perform posting through the General Ledger at a transaction level. The following is a list of supported transactions for this feature:

• Invoice Entry
• Receivables Apply Doc.
• Receivables Cash Receipts
• Receivables Sales Entry
• Sales Deposits
• Sales Trx Entry
• Voided Trx Maintenance (Sales)
• Payables Trx Entry
• Payment Entry
• Purchasing Invoice Entry
• Purchasing Prepayments
• Receivings Trx Entry
• Returns Trx Entry
• Assembly Entry
• Transaction Entry (Inventory)
• Transfer Entry
• Manual Checks (Payroll)
• Project Accounting Transaction windows except Project Closing

To enable post through for transactions, open the Posting Setup window (Administration area page » Setup » Posting » Posting), and mark the Post Through General Ledger checkbox below the Allow Transaction Posting one:

In theory this is a great addition to Dynamics GP, as many clients want to do transaction level posting, although more these days are wanting to use workflow for approvals which still requires batches.

However, in my testing so far, all Sales transactions which I post using post through work fine, but nothing on Payables posts through at transaction level regardless of the settings.

I need to do additional testing, but so far this feature isn’t looking good.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The sixth new feature is Print Invoices in Functional Currency from SOP Navigation List. This feature of the day is one I requested back in 2014 on behalf of a client; it is the ability to print an invoice in Functional, by changing the Currency to Print drop-down, from the navigation:

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: Print Invoices in Functional Currency from SOP Navigation List”

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The fifth new feature is Print and E-mail Sales Order Processing Documents. This feature changes the printing behaviour of the Sales Document Print Options window, accessible via Sales Transaction Entry (Sales area page » Transactions » Sales Transaction Entry) to both print and email the sales document:

When it was announced, I wondered if, in some way, this was related to the print remaining documents functionality, but I tested with 2018 RTM and that was how that version worked. This new feature goes against the 2013 R2 feature in that selecting both boxes will then both print and email the sales document.

I’m not sure what the use case for this feature is. If you have an email address, you’d want to email the document, otherwise you would want to print it. This is exactly what the previous versions would do.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The fourth new feature is Option to Hide Business Analyzer for all Users. This feature allows the Business Analyzer section of the home page and/or the Business Analyzer fact panes on navigation lists to be switched off for all users.

Two new options have been introduced to the System Preferences window (Administration area page » Setup » System » System Preferences).

Unmark the first, Display Business Analyzer on Home page, to remove it for all users; unmark the second, Display Business Analyzer on Navigation List pages to remove the fact pane for all users:

A few years ago I wrote a SQL trigger which would remove the fact pane for all users; this appeared in two editions of the Microsoft Dynamics GP Cookbook and was, much more recently, posted to this blog.

This new feature makes that trigger obsolete, as changing the settings in System Preferences will remove it for all users.

If they desire, users can still switch Business Analyzer back on for themselves on the home page and by individual navigation list. That sid, I don’t know of a single client who wants to use Business Analyzer in either of these ways.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The third new feature is Display Vendor Hold Status. This makes the vendor hold status more visible to users both by displaying an icon, but also by confirming with the user that the want to proceed with entering a transaction.

The red hold icon will display next to the Vendor ID field in the following windows:

• Vendor Inquiry
• Transactions by Vendor
• Purchasing All-in-One View
• Payables Transaction Entry Zoom
• Purchase Order Entry
• Receivings Transaction Entry
• Enter/Match Invoice

When the user enters a transaction and the creditor is on hold, they will be prompted as to whether they want to proceed:

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: Display Vendor Hold Status”

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The second new feature is Sales Transaction Approval Workflow. This new feature allows approval workflows to be created for all Sales Order Processing Transaction Types; credit limit checks can be included in the approvals created:

I am a big fan of workflow and this feature is one I like a lot. Not just because it is an extra workflow, but because it is one that I have been asked for repeatedly by clients and prospects alike over the last few years.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The first new feature is Monthly Recurring Batches. This feature allows a recurring batch to be created in Payables Management, Receivables Management and Inventory Control.

When creating the batch, after selecting a Frequency of Monthly, mark the new Use last day of the month; this will change the Posting Date to the last day of the month:

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: Monthly Recurring Batches”