Dynamics GP Tech Conference 2017: Optimised Financials

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

The Financials modules have some enhancements coming which should be of benefit:

  • Copy user access across AA transaction dimension codes – this should make maintaining AA dimension code access easier.
  • Email single statement from customer card and enquiry – handy when you only want to send a single statement to the customer on the phone, rather than to a range of them.
  • PO Generator opens PO List with the new PO’s filter.
  • PO Number display on Requisition List for originator – getting easy access to the PO number for PR orinators will be a good new addition; it will save me writing SmartLists for everyone based off this view.
  • Print Purchase Requisition – I have mixed opinions. Workflow can handle the sending of requisition details to an approver anyway, and I can’t really think of another reason to output one?
  • Display Hold status on Sales Transaction Entry – more information is never a bad thing.
  • One check per invoice settings – allows for more granular control than the setting in the Select Payments window.
  • Save Select Payments settings – are you tired of having to configure your payment run manually every time? Well, Microsoft’s got you covered with this feature.

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Hands On With the GP Power Tools – System Module: Setup Backup and Restore

● Ian Grieve ●  ● 0 Comments   ● 

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – System Module series in which I am taking a hands on look at the various tools offered by GPPT.

The Setup Backup and Restore (GP Power Tools area page >> Routines >> Setup Backup and Restore) window can be used to make, or restore, a complete backup of the GPPT settings:

Setup Backup and Restore

This window should be used with care, as a restore will completely replace the setup with that in the xml file being restored.

There is some overlap between this and the Configuration Export/Import, but this one will do a complete export and import, whereas the Configuration Export/Import allows for a far more granular approach.

This tool, is intended to allow for full backups of the settings to be made on the system you’re working ion and restored if required; the other, is intended to be used for transferring settings between systems.

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Dynamics GP Tech Conference 2017: New User Experience Features

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

One of the areas being focused on in the 2018 version of Microsoft Dynamics GP, is the user experience. The announced enhancements are:

  • Add sort to Receivables Transaction Inquiry – by Customer
  • Add sort to Receivables Transaction Inquiry – by Document
  • Add sort to Payables Transaction Inquiry – by Vendor
  • Add sort to Payables Transaction Inquiry – by Document
  • System password is remembered for the duration of the user session – the only downside is if you need to grant access to a window such as the VAT Return to a user, but then need to monitor them to make sure they then close Dynamics GP before continuing with other work.
  • Rename of Payables windows to say Payments instead of Checks – I can;t find the post, but this was a request from Mariano Gomez and is well overdue. Pretty much all payments in the UK are by EFT, so it was getting seriously embarrassing having all the windows with Cheque in the name (UK language pack changes it from Check).
  • Autocomplete added to the web client
  • SmartList Favourites – unique password protection – this is by popular request after the password for SmartList Favourites globally was added in GP 2016 R2.
  • SmartList shortcut on toolbar in web client
  • Bank Reconciliation maximise window in web client
  • Adding additional sorting in Bank Reconciliation window
  • Update help icons to link to tagged online support documents

The enhancements to the user experience listed above should be of benefit to users of Dynamics GP, and follows Microsoft’s ethos of evolution, not revolution in the improvements they are making.

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Dynamics GP Tech Conference 2017: New Features In Workflow

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

There have been new features in other areas, which I will come back to, but Workflow is sort of “my thing”, so I’m going to mention the new features which are being added to Workflow 4.0 (I apparently missed the boat somewhere on the name change to Workflow 3.0?).

The coming new features are:

  • Reminder emails for Workflow – this is a feature which has been requested of ym by a couple of clients recently, so nice that I’ll be able to go back and tell them it will be in the next version.
  • Copy Workflow Step – nice to see this one added as it was one of my suggestions on MS Connect.
  • Reporting for Workflow – I’m not sure what is coming in this, but it would be nice to have some default reports showing the history of documents as they passed through the Workflow.
  • Payables Transaction Workflow – additional fields
  • PO Workflow Messages – additional fields – there are never enough fields available for the Workflow, so nice to know more will be available by default.
  • Add EFT/Bank Details to Vendor Approval Workflow – if this one is as it sounds, that will be fantastic as so many clients want this functionality. I think it only took so long as EFT isn’t anywhere near as big in the US as it is in the UK.
  • GL Account Workflow Approval – I have a couple of clients who can ditch some customisations with this one. And a few more who will be delighted so see this added.
  • Purchase Receiving Workflow – I have a few customers waiting for this one to be introduced.
  • Purchase Enter/Match Invoice Workflow – as above, a few clients are waiting for this one.

I know we can’t have everything we want, and the above are good additions to Workflow, but I still want more!

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Dynamics GP Tech Conference 2017: Series Index

● Ian Grieve ●  ● 12 Comments   ● 

Microsoft Dynamics GPUnfortunately, I was not able to attend the Dynamics GP Tech Conference 2017. I am following along on Twitter using the #GPTechConf hashtag and thought I’d post about some of the information which is being released; sort of a digest series of posts on the new features and anything else which strikes me as interesting enough to share.

Check back over the next few days as the conference is ongoing.

Continue reading → Dynamics GP Tech Conference 2017: Series Index

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Hands On With the GP Power Tools – System Module: Administrator Password Setup

● Ian Grieve ●  ● 0 Comments   ● 

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – System Module series in which I am taking a hands on look at the various tools offered by GPPT.

The Administrator Password Setup (GP Power Tools area page >> Setup >> Administrator Password Setup) window allows a different password than the standard Microsoft Dynamics GP System Password to be required when trying to access a GPPT Advanced Mode window:

Administrator Password Setup

Continue reading → Hands On With the GP Power Tools – System Module: Administrator Password Setup

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Hands On With the GP Power Tools – System Module: Configuration Export/Import

● Ian Grieve ●  ● 0 Comments   ● 

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – System Module series in which I am taking a hands on look at the varioues tools offered by GPPT.

The Configuration Export/Import (GP Power Tools area page >> Transactions >> Configuration Export/Import) window allows settings to be exported from once implementation of Microsoft Dynamics GP and imported into another:

Configuration Export/Import

The checkboxes are disabled when there is no configuration for that section which can be exported.

The ability to export and import settings is a good one; it allows you to create a default configuration which can then be transferred to a different system, or to transfer settings from a test system to a live one.

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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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Hands On With the GP Power Tools – System Module: Send Email

● Ian Grieve ●  ● 0 Comments   ● 

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – System Module series in which I am taking a hands on look at the varioues tools offered by GPPT.

A couple of posts ago in this series, I covered the configuration of Email Settings. The main use of these is in the ScreenShot tool which is useful for users to send error reports including screenshots to their support team.

However, there is also functionality which allows an email to be sent directly from within Microsoft Dynamics GP. To send an email, open the Send Email window (GP Power Tools area page >> Transactions >> Send Email):

Send Email

The To, Subject and Body fields will default from the Email Settings window.

Attachments can be added to the email as well as a body of text entered.

This tool is useful when working on a server and there is no email client or available as it allows information to be sent or attached to the email.

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Hands On With the GP Power Tools – System Module: ScreenShot

● Ian Grieve ●  ● 0 Comments   ● 

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – System Module series in which I am taking a hands on look at the varioues tools offered by GPPT.

ScreenShot is a tool which can capture screenshots of all the open windows in the application as well as a System Status report and then either email or save the files. Screenshot creates reduced color bitmaps (4 bits per pixel, 16 colors) to ensure that the size of the email is kept to a minimum. It can capture all open windows regardless of whether they are overlaid by other windows.

Included on the email, is a System Status report which contains information about the system including registration information, current login information, environmental information (such as operating system, database and ODBC versions), product information (including all version and build numbers) and a list of the attached screenshots.

The current downside of this report, is that the database information includes information on every database in the system. For the majority of users, this won;t be a problem, but I do have a few clients with a lot of databases. One of whom has well over 100 companies; this umber of companies takes some time to retrieve all of the required information.

I recently flagged this with Davied Musgrave of Winthrop DC, and he is looking at adding an option in a future version which will allow only information for the company the user is logged into to be included. One of the nice things about Winthrop DC, is how open they are to including new or enhancing functionality based on feedback.

The ScreenShot tool is a very useful one for user to be able to send issues to their support team or partner; the system report can be invaluable in reproducing the error as it can show exactly which products are installed and when you deal with dozens of clients it can sometimes be difficult to keep track.

This functionality is available from four places:

  1. Microsoft Dynamics GP menu >> Capture Screenshots
  2. GP Power Tools menu >> Transactions >> Capture Screenshots
  3. Capture Screenshots button on the Standard toolbar
  4. Tools menu on every window

Continue reading → Hands On With the GP Power Tools – System Module: ScreenShot

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