MDGP 2018 R2 Feature of the Day: Print Invoices in Functional Currency from SOP 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 sixth Feature of the Day is print invoices in functional currency from SOP navigation list.

This new feature will allow users to print Sales Order Processing documents from the Sales Transactions navigation list in the functional currency; previously the invoices would print in the priginating currency with no option to change.

The ribbon, which allows printing, has been updated to add a Currency to Print field which allows you to toggle between Originating and Functional. The default remains as Original so that existing behvaiour remains, but this can be toggled each time to Funcational.

I am delighted to see this option introduced as it is a feature I requested back in 2014. The client this request originally came from is starting to plan their upgrade to Microsoft Dynamics GP 2018 R2 as well, so very nicely timed.

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New GP Resource Added: Microsoft Dynamics GP Books

Microsoft Dynamics GPRather than just leaving the Microsoft Dynamics GP Book Roundup as a post, I have made it a page available from the GP Resources menu.

I will be doing my best to keep this page up to date; if I have missed any books on Microsoft Dynamics GP, please get in touch and let me know so I can add the book.

I accidentally missed the Dynamics GP 2016 Security and Field Audit book by Mark Polino and Andy Snook from the round up post, but have added it to the page.

The new GP books resource page is here.

MDGP 2018 R2 Feature of the Day: Print and E-mail Sales Order Processing Documents

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 fifth Feature of the Day is print and e-mail Sales Order Processing documents.

This new feature add a new option to print and e-mail Sales Order Processing documents at the same time. In the Sales Document Print Options window, you can now select Print Document and Send Document in E-mail at the same time:

Previously, you had to e-mail the documents and then print the remaining but now you can do both at the same time.

On the surface, this sounds like it should be a nice little time saving new feature, but I’m wondering how this ties in with print remaining documents, introduced in Microsoft Dynamics GP 2013 R2. I’ll have to wait until I can get hads on to find out.

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MDGP 2018 R2 Feature of the Day: Option to Hide Business Analyzer for all Users

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 fourth Feature of the Day is an option to hide Business Analyzer for all users.

Two new options have been introduced in the System Preferences window (Administration area page » Setup » System » System Preferences) which allows administrators to hide Business Analyzer on both the Home Page and on Navigation List pages.

The two new checkboxes for these options are:

  • Display Business Analyzer on Home Page
  • Display Business Analyzer on Navigation List pages

These are global settings to make it easier to turn off the feature if clients are not using Business Analyzer in any of their companies.

Individual users can still choose to turn on Business Analyzer using the customize home page layout options.

System Preferences

There is a definite need to switch off the Business Analyser fact panein navigation lists (I’ve previously created a script to disable it).

Being able to globally switch it off from both the navigation lists and home page is a great addition; I don’t know of any clients who actually use Business Analyzer on either the home page or navigation lists.

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Microsoft Dynamics GP Book Roundup

Microsoft Dynamics GPThere are a number of books available for Microsoft Dynamics GP which have been written by various people across a umber of years (although a few names crop up repeatedly). I thought it might be useful to list the books which are currently available for each version of Microsoft Dynamics GP; some of the books are only available for older versions of Dynamics GP, but the information within is still mostly relevant.

To avoid any appearence of favouritism, I have listed them in Dynamics GP version and author surname order (when multiple authors, the first listed author’s name is used).

Where there is no version in the name I have made by best guess as to which version it was written against.

Microsoft Dynamics GP 2018

Microsoft Dynamics GP 2016

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MDGP 2018 R2 Feature of the Day: Display Vendor Hold Status

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 third Feature of the Day is display vendor hold status.

This is similar to the customer hold status implemented in an earlier version of Dynamics GP in that it provides a visual indicator of the vendor status:

Vendor Inquiry

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MDGP 2018 R2 Feature of the Day: Sales Transaction Approval Workflow

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 second Feature of the Day is Sales Transaction Approval Workflow:

Workflow Maintenance

With this new workflow type, available in the Workflow Maintenance window (Administration area page » Setup » Company » Workflow » Workflow Maintenance) you can set approval all Sales Order Processing transaction types including approvals based on customer credit limits

Standard Workflow functionality, notification and action emails as well as visible workflow history on enquiry windows, is available for this workflow type.

If you’re reading this post, then you must be aware that Workflow is one of my favourite areas of the system. As such, I am always happy to see Workflow introduced into new areas; especially when, as with this Sales Transaction Approval Workflow, it is one I have had several customers ask about ever since Workflow was first introduced.

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MDGP 2018 R2 Feature of the Day: Monthly Recurring Batches

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 first Feature of the Day is monthly recurring batches. This new feature allows ou to, on both Monthly and Bi-monthly batches to mark a Use last day of month checkbox which will update the Posting Date to the last day of the month.

This functionality has been added to Receivables Management, Payables Management and Inventory Control:

Receivables Batch Entry

The example above, shows a receivabled batch dates 30/04/2027 which, with the new checkbox marked, will automatically set the posting date to the last day of the month. So, when the batch is posted the next posting date would be set to May 31.

My initial impression was that this would be a good addition, until I realised that it did not include the General Ledger Financial Batches. I can’t think of a single client who uses recurring batches in any of Receivables, Payables or Inventory.

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SQL Snippet: Get Dates for Accruals

Microsoft SQL ServerAs I’ve mentioned before I write a fair bit of SQL code for various projects or support calls and will be posting some of it here.

I recently created a report for a client to use to extract transaction lines to use to import as an accruals journal; as part of the extract I worked out the last day of the one month and the first day of the next to use as the transaction and reversing dates on the journal.

The scripts below has versions for both before and after SQL 2012 (with the introduction of the EOMONTH function in 2012, getting these dates became easier).

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
-- set date variable
DECLARE @Date DATETIME = GETDATE()

-- get last date of this month
SELECT CONVERT(VARCHAR(10), DATEADD(month, ((YEAR(@Date) - 1900) * 12) + month(@Date), -1), 126)

-- get last date of this month in SQL 2012
SELECT EOMONTH(@Date)

-- get first date of next month
SELECT CONVERT(VARCHAR(10), DATEADD(month, DATEDIFF(month, 1, DATEADD( month, 1, @Date )), 0), 126)

-- get first date of next month in SQL 2012
SELECT DATEADD(day, 1, EOMONTH(@Date))

SQL Collation – SQL_Latin1_General_CP1_CI_AS vs Latin1_General_CI_AS by Craig Verster via WinthropDC

Microsoft Dynamics GPOver the last few years as we have grown the ERP Practice at Perfect Image we have taken over a number of clients from other Microsoft Dynamics GP partners, both in the UK and elsewhere. Far too many of them have had Dynamics GP installed with the incorrect collation.

According to the system requirements, Microsoft Dynamics GP is supported with two collations:

  • SQL_Latin1_General_CP1_CI_AS (the recommend one as it is case insensitive).
  • Latin1_General_BIN

Whenever I install SQL Server, I am careful to ensure that I pick the SQL_Latin1_General_CP1_CI_AS collation which is supported; this is important to do, as a UK language server has Latin1_General_CI_AS as the default and you need to proactively make the change. A US server has the correct collation by default.

If I’m honest, I couldn’t have told you why this was important, but it is something I have always been very careful to do. I couldn’t have told you why this was important, until today that is, when I read a guest post by Craig Verster, Senior Microsoft Dynamics GP Consultant at Microchannel Services, on the a href=’https://winthropdc.wordpress.com/’>Winthrop DC blog.

The post by Craig explains why it is important to use the correct collation. Short version is that while both SQL_Latin1_General_CP1_CI_AS and Latin1_General_CI_AS are 1252 character collations, they handle the Þ character different which can cause incorrect data to be returned in the Reporting Service Reports; there could also be other places where this manifests.

I’d encourage everyone (especially consultants) to read and understand the post so we can stop clients having an incorrect collation installed on the SQL Server used with Microsoft Dynamics GP.