Hands On with Microsoft Dynamics GP 2018 R2: Install Dynamics GP Client

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

With the media downloaded and unzipped, the first item I’m going to cover, is the installation of the client. The first client is also the one which I’ll be using to depoly thr server objects.

Launch the setup.exe and you will be presented with the Microsoft Dynamics GP 2018 Bootstrapper Setup; click Install to install the prerequisites:

Microsoft Dynamics GP 2018 Bootstrapper Setup

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Install Dynamics GP Client”

Hands On with Microsoft Dynamics GP 2018 R2: Installing the .NET Prerequisite

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

Before Microsoft Dynamics GP 2018 R2, or any of the related additional products, can be installed, there is one prerequisite which cannot be handled by the installer process. This is the .NET Framework 3.5 feature which is installed using the Add Roles and Features Wizard available via Server Manager on Windows Server or using Turn Windows features on or off accessible via Program and Features on Windows.

If the PC or server you’re planning to install Microsoft Dynamics GP 2018 RTM onto, has an Internet connection, then the .NET can be installed simply by using the wizard. However, if, for whatever reason, you don’t have an Internet connection available, the install process isn’t quite that smooth.

On both server and PC you can do an offline install and I have blogged about this several years ago:

  1. Offline install on Windows.
  2. Offline install on Windows Server.

Both of the above posts were for previous versions of Windows, but both are still relevant for the later versions.

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Hands On with Microsoft Dynamics GP 2018 R2: Download the Installation Media

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

Microsoft announced the release of Microsoft Dynamics GP 2018 R2 on the 2nd October. I am going to be doing a fresh install of Microsoft Dynamics GP 2018 R2 and will be using the full installation download.

The installation media is now available for download from Microsoft CustomerSource lock (CustomerSource login required).

If you’re doing an upgrade, the service pack can be downloaded from the CustomerSource service packs page lock (CustomerSource login required).

I found the download ran both quickly and smoothly, but others have reported some issues with the download. I assume this is to do with the volume of downloads just after release and should settle down fairly quickly.

Hands On with Microsoft Dynamics GP 2018 R2: Series Index

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2018 R2, it is time to get hands on again. Whenever a new version comes out, I step through installing all (or the majority) or the products available.

Over the coming days, I’ll be performing all of the installations and posting step-by-step guides to them. The series index, below, will automatically populate* as each of the posts goes live.

Continue reading “Hands On with Microsoft Dynamics GP 2018 R2: Series Index”

MDGP 2018 R2 Feature of the Day: Email POP PO Other Form

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-sixth Feature of the Day is Email POP PO Other Form.

In the Purchase Order Entry window the Email button now has both the Blank Paper and Other Form so you can choose between them when sending the purchase order to the vendor.

Purchase Order Send Email Options

I like this feature of the day. I have a number of clients who want to be able to toggle bewteen two different PO formats for the same creditor; this feature will give them the ability to do so once they have a suitabler Word template created.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

MDGP 2018 R2 Feature of the Day: Purchase Requisition Partial Purchase

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-fifth Feature of the Day is Purchase Requisition Partial Purchase.

When creating a purchase order from a purchase requisition you now have the option to change the quantity on the PO. For example, if the purchase requisition has a quantity of 100, when the PO is created you can change that quantity to a lower quantity, such as 90. The remaining quantity is then canceled on the purchase order.

Purchase Orders Preview

I’m somewhat split on whether I think this is a good addition. If you want fewer items then the purchase requisition should be raised for the smaller quantity; on the other hand, being able to purchase fewer when creating rthe purchase order, gives more flexibility.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

MDGP 2018 R2 Feature of the Day: Ship To Address Retained by Customer Combiner

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-fourth Feature of the Day is Ship To address retained by Customer Combiner.

When using the Customer Combiner tool to combine two customer records the ship to address will now be retained:

Customer Combiner and Modifier

While Customer Combiner isn’t generally used that much (at least by my clients), keeping the ship to address could potentially be very useful.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

MDGP 2018 R2 Feature of the Day: New Sort Options in Sales Order Processing Item Inquiry Window

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-third Feature of the Day is new sort options in Sales Order Processing Item Inquiry window.

The Sales Order Processing Item Inquiry window has a new Sort By option available; this lets users quickly find the information they are looking for because now they can sort, either ascending or descending, by the following fields:

  • Document Number
  • Document Type
  • Item Number
  • Document Date
  • Customer ID
Sales Order Processing Item Inquiry

This is a good addition as being able to sort by Document Date is a very common request.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2018 R2 Now Available For Download

Microsoft Dynamics GPMicrosoft have today released Microsoft Dynamics GP 2018 R2 for download.

The full installation media download for Dynamics GP 2018 R2 and all related products is available from the download page lock (CustomerSource login required).

If you only need the service pack, it can be downloaded from service pack page lock (CustomerSource login required).

As I usually do, I’ll be following up over the coming days with a Hands On With Microsoft Dynamics GP 2018 R2 series.

MDGP 2018 R2 Feature of the Day: Mass Update Master Records from Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-second Feature of the Day is mass update of master records from navigation lists.

This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

  • Accounts
  • Checkbooks
  • Customers
  • Vendors
  • Items
  • Employees

In addition, the vendor navigation list allows you to mass update the temporary status.

A visual indicator quickly lets you know the status of these records:

Vendors navigation list

Since navigation lists were introduced in Dynamics GP 10, they have grown increasingly common in usage, in particular new clients; there are some navigation lists which rarely see use, but ones for master records and transactions seem to be used a lot. There have been a few enhancements to ists over time, and I welcome even more being introduced, so it is good to see this feature.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index