MDGP 2015 R2 Feature of the Day: Default SmartList Visibility

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty fifth, and last, Feature of the Day is Default SmartList Visibility. When creating a new SmartList Favorite, the user has the option to select to whom the SmartList Favorite will be visible, including the following options: System, Company, User Class, and User ID. System is the default option selected for the visibility.

Add or Remove Favorites

Continue reading

MDGP 2015 R2 Feature of the Day: Customer Credit Limit Visual

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty fourth Feature of the Day is Customer Credit Limit Visual. In Microsoft Dynamics GP 2015 R2, you have additional options that determine how and when you are notified of a customer who is over the credit limit you set for them.

In Receivables Setup, you can select to display an icon or give a warning message for a customer who is over their limit.

The existing process for an existing credit limit password will still be asked when entering a line item or saving a transaction.

The warning message:

Continue reading

Microsoft Dynamics GP Workflow 2.0 Available From Amazon

Microsoft Dynamics GPI recently released my fourth book Microsoft Dynamics GP Workflow 2.0.

Initiallially it was available only as an eBook in PDF format, but now the paperback format is available from Amazon UK and Amazon US.

eBook Paperback
azurecurve Publishing Amazon.com Amazon.co.uk

I will be adding ePUB and MOBI formats to the existing eBook format which you will receive free of charge, should you request, after buying the PDF version. I hope to have them available very soon (I am working on the format at the moment and will add them as soon as they are complete).

The book will also then become available from other retailers too (including the Apple Store).

MDGP 2015 R2 Feature of the Day: Automatically Deposit Cash Receipts

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty third Feature of the Day is Automatically Deposit Cash Receipts. This feature provides the option to have cash receipts directly update the checkbook balance without the need to manually post the cash receipt deposit in Bank Reconciliation.

This option was previously available in Analytical Accounting. In Microsoft Dynamic GP2015 R2, the option is made available in the core dictionary, expanding the option to companies not using Analytical Accounting.

To select the option, mark the “Automatically post cash receipt deposits” checkbox in the Company Setup Options window.

Company Setup - Options

When this option is marked, cash receipts entered in Cash Receipt Entry, Receivables Transaction Entry, Sales Transaction Entry, and Invoice Entry will be deposited automatically in the checkbook, updating the checkbook balance.

I have a few clients who will benefit from this one, but I have one client especially in mind for it who has asked before about if this was possible.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Display Debits before Credits

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty second Feature of the Day is . A top suggestion on the MS Connect site, this feature moves the Debit column to display before the Credit column by default in account transaction reporting options in which the Credit column previously displayed before the Debit column.

This applies to SmartLists and Excel Reports, as well as the database tables and views on which the reports are based.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Enable Email on All Sales Order Document Formats

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty first Feature of the Day is Enable Email on All Sales Order Document Formats. The Print Options for Sales Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Sales Order documents.

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Sales Documents window.

Print Sales Documents

While being able to all PO documents is a welcome feature, it is even more welcome on the Sales Order Processing side of things as I have a number of clients who need to produce a proforma invoice when the order is raised and this is typically done using one of the other document formats such as the Despatch Note Blank Form which can be emailed. It is going to be good to be able to configure the SOP Short Order Form as the proforma invoice and be able to use the despatch note for its intended purpose.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Enable Email on All Purchase Order Document Formats

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twentieth Feature of the Day is Enable Email on All Purchase Order Document Formats. The Print Options for Purchase Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Purchase Order documents.

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Purchasing Documents window.

Purchase Order Print Options

I like this addition as it has always seemed a very artificial restriction to only be able the blank paper format of the purchase order.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Mask Employee SSN on Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The nineteenth Feature of the Day is Mask Employee SSN on Reports. Feature will provide an option for a Payroll Administrator to mask the employee social security numbers on a predefined list of payroll reports. If the Payroll Administrator selects to apply the mask for a particular report, when generated, the employee social security number field on the report will appear with a XXX-XX-XXXX mask.

Report Masking

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Time Management App – Switching Companies

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The eighteenth Feature of the Day is Time Management App – Switching Companies. Within the Time Management app a user can navigate through different companies they have access to within GP. Within the navigation bar, the user can see the companies they have access to. When the user selects a company the summary panel on the right is populated with the pay codes, balances and active pay periods of the company the user selected. This functionality allows the user to easily enter timecards within different companies they may have access to within Dynamics GP.

Time Management App – Switching Companies

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Time Management App Entering Time

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The seventeenth Feature of the Day is Time Management App Entering Time. Within the Time Management App for Microsoft Dynamics GP the user that is signed into the app will be able to enter time against paycodes for vacation and sick time and benefit time codes in HR depending on what module is setup for the Accrue Type. Within the summary panel the employee can see their available balance and active timecards they can enter time against. They can see saved and submitted timecards within the active pay periods and 2 months of historical timecards.

Time Management App Entering Time

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index