MDGP 2013 R2 Feature of the Day: Email By Document Type

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-sixth Feature of the Day covered is Email by Document Type. This new functionality gives the end-user the flexibility to send emails based on the actual type of the document; for example they may want to send quotes to a different email address that the actual invoice. This now can be accomplished using a simple interface.

The Customer Maintenance email tab (Microsoft Dynamics GP menu >> Cards >> Sales >> Debtor (or Customer if in the US) >> Email tab) has been updated with a new Email Address column containing an ellipsis button:

Customer Maintenance

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MDGP 2013 R2 Feature of the Day: Print Remaining Documents

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-fifth Feature of the Day covered is Print Remaining Documents. Users will now have the ability to email and print batches or statements in one step rather than having to handle those that will be emailed or printed separately.

In the PM, RM, SOP and POP Batch windows the UI will not change; the user will simply mark both options to Print and Send Documents in E-mail.

The Print Receivables Statements form will see the introduction of a new option for use hen emailing statements:

GP windows

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-fourth Feature of the Day covered is Purchase Order Prepayment Additions. In Microsoft Dynamics GP2013 R2 the Purchase Order Prepayments functionality has been extended:

  1. Enter a prepayment for a project accounting purchase order
  2. Include analytical accounting transaction dimension codes
  3. View PO number on Payables Payments Zoom
  4. Prepayments paid and applied will be included in the PO document amount on the Cash Flow Calendar

As mentioned above, the Project Accounting version of Purchase Order Entry has been updated to allow Prepayments to be entered:

Payables Payments Zoom

This feature is targeted at the following roles:

  1. Purchasing Agent
  2. Purchasing Manager

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-third Feature of the Day covered is OLE Notes Migration Utility. The ability to attach documents to record level notes has been available in Microsoft Dynamics GP for a long time. The record notes were always stored as OLE attachments until now; in Microsoft Dynamics GP, the OLE Notes have been replaced with the Document Attachment functionality which stores the notes directly in the Microsoft SQL Server Database.

To facilitate this, a Migration Utility, which runs as a separate application, can be obtained from PartnerSource/CustomerSource. The utility will allow existing users to migrate the files that have already been attached to Notes using the existing OLE functionality into the new Document Attach functionality:

OLE Notes Migration Utility

I’ve never liked the OLE Attachment available in record level notes; if one client had a different path defined in the ini file and the user opened and saved a window the attachments then they would get corrupted. Using Document Attachment functionality removes this risk of data corruption and provides functionality which is much more robust.

This feature is targeted at the following roles:

  1. Administrators
  2. System Implementers

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

Implementing Fastpath’s Config AD: Associate AD User With GP User

In this series of posts I’m going to take a look at the Config AD product from Fastpath which adds single sign-on to the Dynamics GP desktop client; you can find my series index here.

Over the last couple of posts, Config AD has been installed and configured and it is time to get started linking AD users to Dynamcis GP ones. This can be done in one of two ways:

  1. Associate AD users to existing Dynamics GP users
  2. Create new Dynamics GP users from the AD users

In this post I’m going to associate my iang AD user with my ian.grieve Dynamics GP user; in the next post I’ll take a look at creating a new GP user from an AD one.

To assign a user, open Active Directories Users and Groups, right click on a user, which in this post is my iang one, and then click on Configure Dynamics User.

Before the Config AD window itself opens, you’ll be prompted to supply the database connection details. Ensure the correct Server and authentication method is selected: if using SQL Server Authentication enter the login and password:

Connect To Database

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Implementing Fastpath’s Config AD: Configuration

In this series of posts I’m going to take a look at the Config AD product from Fastpath which adds single sign-on to the Dynamics GP desktop client; you can find my series index here.

With Config AD installed on the domain controller, we now need to configure it to connect to the required Microsoft Dynamics GP installation. To do this open the Active Directory Users and Groups, right click on a user and then click on Configure Dynamics User:

Active Directory Users and Groups

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MS Connect Suggestion: Fixed Asset Management – Depreciate Over Longer Than 99 Years

I have submitted a suggestion to Microsoft Connect which I would appreciate people voting for. The issue is that Microsoft Dynamics GP Fixed Asset Management only supports depreciation over a 99 year life; in the UK property/land can need to be depreciated over 125 years (or sometimes even longer).

As GP doesn’t support this, clients are often reluctant to use the Fixed Assets module as they will have to handle the long-life assets in Excel and they commonly take the view that they might as well do all assets that way so that they are all stored in the same place.

Updating GP to support three character years would be of great benefit and allow assets to be depreciated over the correct life span. Please take a look and vote on this suggestion.

Implementing Fastpath’s Config AD: Installation

In this series of posts I’m going to take a look at the Config AD product from Fastpath which adds single sign-on to the Dynamics GP desktop client; you can find my series index here.

Once you have the Config AD installer extract the files and run the setup.exe on your Domain Controller server. Depending on your security setup you may see the following warning to which you should click Run:

Open File - Security Warning

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MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-first Feature of the Day covered is Replace OLE Notes‏ With Document Attachment‏. Dynamics GP has long supported the ability to record notes against records and also to attach OLE objects to the notes. However, the OLE notes were stored on a network share with only the link being stored in Dynamics GP.

This feature adds the ability to attach documents to the record level notes in Microsoft Dynamics GP 2013 R2 using the Document Attachment functionality which means the notes are stored directly in the Microsoft SQL Server database.

As Document Attachments are stored in the SQL Server database the data is backed up along with the rest of the Microsoft Dynamics GP data which reduces backup issues and will also simplify client installs as the OLE Path in the Dex.ini file no longer needs to be changed. Files that are attached to the notes using Document Attach will also be accessible from the Web Client.

As an example, notes can be added to the Creditor Maintenance window (Purchasing >> Cards >> Creditor) by clicking the Notes icon (blank white page) next to the Creditor ID field:

Creditor Maintenance

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SQL Query To Determine Quantity To Order

I recently had cause to knock together a fairly simple SQL script to determine the quantity to order based on Sales transactions in the system taking into account the Order Point Quantity and Quantity To Order for the Item/Site combination in the Inventory module:

SELECT
   SOP10200.LOCNCODE AS 'Site'
   ,SOP10200.ITEMNMBR AS 'Item Number'
   ,SUM(SOP10200.QUANTITY) AS 'Quantity Required'
   ,IV00102.ORDRUPTOLVL - SUM(SOP10200.QTYTORDR) AS 'Quantity To Order'
FROM
   SOP10200 (NOLOCK)
LEFT OUTER JOIN
   IV00102 (NOLOCK)
      ON IV00102.ITEMNMBR = SOP10200.ITEMNMBR AND IV00102.LOCNCODE = SOP10200.LOCNCODE
WHERE
   SOP10200.QTYTORDR <= ORDRPNTQTY AND SOP10200.QTYTORDR <> 0
GROUP BY
   SOP10200.ITEMNMBR, SOP10200.LOCNCODE, IV00102.ORDRUPTOLVL