Tag: Microsoft Dynamics GP 2018 RTM

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The sixteenth feature of the day, is Display Sales Hold Status, which saw the introduction of a hold flag to the Sales Transaction Entry window (Sales area page >> Transactions >> Sales Transaction Entry):

Continue reading “Hands On With MDGP 2018 RTM New Features: Display Sales Hold Status”

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The fifteenth feature of the day, is Remember System Password.

The new feature means that the system password now only needs to be entered once per session:

If you have ever needed to build a new security model for Dynamics GP, you will have become heartily sick of having to enter the system password multiple times. In fact, every single time a protected window was opened, the password needed to be entered.

This feature is a most welcome one, but has one drawback. Once entered, the system password is remembered for the rest of the session. This means if you enter it for a user, such as, for example, to give them access to the VAT Return window, they can then access any other window which is usually protected with the system password.

This shouldn’t generally be a problem as the security roles would have locked down the security windows so normal users wouldn’t see them, but it is something to be aware of and consider.

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The fourteenth feature of the day is Web Client Changes; this feature groups together three features.

The first of the features, is the extension of the AutoComplete from the desktop client into the web client. This means that when an ID has been entered once, it will be remembered and listed when the user starts to type the ID again (within the limits of the AutoComplete User Preferences:

Continue reading “Hands On With MDGP 2018 RTM New Features: Web Client Changes”

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The thirteenth feature of the day is Save Build Payment Batch Settings. This feature allows you to save restrictions for the Build Payment Batch window. The idea behind this functionality, is that it can save time building the restrictions, if yuo use the same or very similar restrictions each time.

As an example, I have added restrictions for Class ID and Payment Priority:

Continue reading “Hands On With MDGP 2018 RTM New Features: Save Build Payment Batch Settings”

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twelfth feature of the day is Sorting. Five windows inquiry windows have had the ability to change the sort order added:

• Payables Transaction Inquiry – Vendor
• Payables Transaction Inquiry – Document
• Receivables Transaction Inquiry – Customer
• Receivables Transaction Inquiry – Document
• Select Bank Transactions

Across the years I have been asked numerous times by clients if it was possible to reorder the inquiry windows into date order, but this was never possible. Until Microsoft Dynamics GP 2018 that is.

This feature of the day has seen five of the inquiry windows updated to have sort options available. For Payables Transaction Inquiry – Vendor this means you can change the sort order from Document Number to one of the following:

• Type
• Original Amount
• Unapplied AMount
• Document Date

The other windows have similar sorting options. We have already started rolling out Dynamics GP 2018 to clients and have had a few positive comments about this feature.

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The eleventh feature of the day was the renamed payment run windows; this feature saw all of the references in the names of the payment run windows renamed to have Payment in the name isntead of Check (or Cheque for those who use proper English):

This feature was requested by MVP Mariano Gomez, and I can’t express hjow much I like it. It’s a relatively small change, but makes so much sense. In the UK virtually all payments are EFT payments; virtually no-one still uses cheques for payment so it was always a harder sell than it should have been when the windows all had cheque in the name.

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The tenth feature of the day was Reporting for Workflow which saw the addition of some Workflow Reports accessible from the Reports section of the Administration area page:

Continue reading “Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow”

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The ninth feature of the day is the ability to copy workflow steps. This is one of those features which is a very good enhancement; in fact, it is one which I requested from Microsoft on the old Microsoft Connect website.

Microsoft took my suggestion, of being able to copy workflow steps, added this functionality, but then extended it further than I had asked for, by including the ability to copy the child steps too.

This makes the function even more useful than I envisaged.

If you’re a regular reader, you will be aware by now that I am very involved with Workflow and a big advocate of using the module. One of the issues we had in the past, was when building a large workflow process, the branches are often similar to each other with, perhaps, only the amount, cost centre or site in the conditions being different between the different branches.

In prior versions, all of these steps had to be manually created; when there were multiple conditios in a first level step this could means lot of duplicated effort. This new cipy function does away with that effort as you can now create a single branch and then copy this entire branch and sdimply change the relevant values in the condition. So much less effort and therefore time required.

To copy a workflow step, open the step in the Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) and click the Copy button on the action pane:

Continue reading “Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Copy Workflow Steps”

Yesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The eighth feature if the day was Workflow Reminder Emails. This feature allows the Workflow manager to define a time after which a reminder email should be sent to the approver.

The Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) has has the Workflow Step pane amended to have a Reminder field which allows a number and type of duration to be defined; this field is linked to the Time Limit field:

Continue reading “Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reminder Emails”