The fields available to the Workflow email notifications are very limited, and there is no front end way of making them available. I’d like to see functionality added to Workflow Maintenance to flag fields as available to the notification emails; this would include fields from any tables available to the workflow type, including from an additional table joined to the workflow type through the enhanced Query Editor.
Through enabling a Dex.ini switch, an enhanced Workflow Condition Query Editor can be enabled, which allows Dexterity tables to be joined into the workflow. However, there have been a few times recently when being able to join in a SQL View would have been most beneficial. This functionality is available in SmartList Designer where Dex tables can be selected and at the bottom of the list is a node for SQL Views which displays all of the views in the database and allows them to be selected.
I’d like the same functionality made available to Workflow Maintenance to add flexibility to workflow design.
I have worked on a number of projects for clients implementing Workflow 2.0 where being able to set one step with multiple parents would greatly reduce the work involved in creating the workflow.
For example I have recently worked with a client who has a Function segment in the chart of accounts, which requires approval by the Function Approver, which is a different person for each Function, and then a second level of approval by a Finance Panel, which is always the same five people.
When we create the workflow for POs we need to create forty Steps, one for each Function with it’s set of approvers, and then forty Finance Panel Approval Steps after each of the Function approval steps.
Step for Function = "IT" followed by a Finance Panel approval step. Step for Function = "HR" followed by a Finance Panel approval step. Step for Function = "TRAINING" followed by a Finance Panel approval step. Step for Function = "SALES" followed by a Finance Panel approval step. Step for Function = "ADMIN" followed by a Finance Panel approval step. Step for Function = "OPERATIONS" followed by a Finance Panel approval step.
If we could define the Finance Panel step and assign it to follow multiple steps instead of only the one parent which can be assigned at the moment, it would save so much time and effort when creating and maintaining the workflow.
MS Connect Suggestion: Allow Parenthesis in Workflow Step Conditions
I would like to request the facility to use parenthesis in Workflow Step Conditions in order to simplfy the creation of the conditions.
For example, currently a condition may need to be entered as:
VendorClass = “EU” and ItemClass = “IT” and CostCentre = “NEWCASTLE”
VendorClass = “EU” and ItemClass = “IT” and CostCentre = “LONDON”
VendorClass = “EU” and ItemClass = “IT” and CostCentre = “EDINBURGH”
And that is with only an or clause on one of the parameters. I might have 6 VendorClasses and 20 ItemClasses; it gets real big, real quick.
If parenthesis could be used, as in a mathematical equation, I could enter the condition as:
VendorClass = “EU” and ItemClass = “IT” and (CostCentre = “NEWCASTLE” or CostCentre = “LONDON” or CostCentre = “EDINBURGH”)
This would shrink the amount of work required to create anything but the simplest of workflow processes enormously.
Currently, the payment selection process only allows vouchers issued in the batch currency to be selected and added to the check run. If the user wants to add foreign currency vouchers, he/she needs to use the Edit Checks window to add such vouchers. It would be nice to be able to have an option to include functional currency vouchers in the case of a foreign currency batch, or foreign currency vouchers in the case of a functional currency batch.
This is the use case:
|Vendor A||Invoice 1||CA$10.00|
|Vendor A||Invoice 2||US$20.00|
|Vendor A||Invoice 3||US$30.00|
If a payment selection is performed and the batch currency is CA$, only the first voucher will be selected. To add Invoice 2 and 3, you would have to use the Edit Checks window to include both vouchers.
Conversely, if the batch currency is US$ and the payment selection for vendor A is performed, only invoices 2 and 3 would be selected and you would have to use the Edit Checks window to include Invoice 1.
What Mariano would like to see is all invoices selected (based on selection rules) and let the user deal with the exceptions, as it should be.
As mentioned, all the logic is already there via the Edit Checks window and it would be nice to incorporate as part of the payment selection process. As others have mentioned, having multicurrency vouchers included could be a payables configuration item or simply an additional option in the Select Payments (Select Checks) window.
Mark Polino has also suggested that this functionality be optioned with Rod O’Connor further suggesting the option be on the Select Checks window itself to allow maximum flexibility. Both of these seem like a good addition to Mariano’s idea.
The suggestion can be voted on here.
On the Inside Microsoft Dynamics GP blog, Pam Misialek has announced the availability of Microsoft Dynamics GP 2016 R2.
You can download it from here.
You can read about the new features coming in my Dynamics GP 2016 R2 Feature of the Day series of posts.
Pam highlights that starting next week, the Support team will post additional technical content in their Blog Series
Dynamics GP is moving, following partner and customer feedback, to annual releases. There was a recent roadmap released which you can see here.
Microsoft are currently working on GP Next and this is your opportunity to help shape the future functionality using Microsoft Connect. I would recommend you use that site to request features or enhancements which you would like to have included in Dynamics GP.
I’m about to drive home from client site, so I can’t get my hands on it for another 7 hours or so 🙁
Following feedback from clients and partners, Microsoft are moving away from the 6 monthly releasde schedule they moved to a while ago. To be honest, that is a bit of a relief; while it was good to get new functionality, every six months was a bit much. So from now, Microsoft will be releasing new versions very 12 months.
The next release we are due is Microsoft Dynamics GP 2016 R2 which is due for release on the 1st December, which is 13 days from now. And the day I return home from a visit on client site, so I should hopefully be able to download and start playing straight away 🙂
Microsoft Dynamics GP 2018 should then be available at a similar date in 2017.
Microsoft have announced that the functionality in the next release will predominately come from the community, so please go to MS Connect to enter in your feedback on what you would like in the next release. I know from experience that Microsoft do use MS Connect as a source of new features or improvements.
The windows are:
- Select Payables Checks -> Build Payments Batch
- Edit Payables Check Batch -> Edit Payment Batch
- Edit Payables Check -> Edit Vendor Payment
- Print Payables Checks -> Print Payment Documents
- Post Payables Checks -> Post Payment Documents
Mariano has more details on his blog including screenshots of the windows in question.
Renaming these windows would be a good idea as the current names are misleading and cause confusion for new users of the system. From a partner perspective, it also looks quite bad when demoing Dynamics GP to a prospect; especially when considering that in the UK, virtually no-one uses printed cheques anymore, but instead make payments using EFT.
Please take a look at the suggestion and cast your vote.
I have two hopes; that Microsoft do make this change and that they also change it in the UK language pack.
I occasionally post suggestions from MS Connect and ask people to read the suggestion and cast their votes. Well, today I don’t have a single suggestion, or even two, but three suggestions for you to vote upon.
One Click Access to SmartList in Web Client
In the desktop client you can access SmartList from the area page, from the Microsoft Dynamics GP menu or via a toolbar icon. However, in the web client, only the first of these options are available and most users of Dynamics GP do not generally know of ways othet than the Microsoft Dynamics GP menu to start SmartList. This suggestion is to make SmartList available via one click in the web client.
Chris Dobkins submitted the suggestion and asked if SmartList can be made available by an icon next to the User Date in the web client; I don’t actually mind where the icon is, but agree that a single click method is required to make SmartList more accessible.
Hide Business Analyzer in Navigation Lists for All Users and All Lists
Business Analyzer can be a good way of seeing infromation from Dynamcis GP, but I have never liked BA being added to the navigation lists in Dynamics GP. This is why I added a recipe to the Microsoft Dynamics GP 2013 Cookbook which allowed it to be switched off globally with a SQL trigger. A Chris says, it would be better to have this functionality available via the GP client itself and allow users to switch it on when wanted.
End a corrupted Web Client Session
This is the third suggestion, suggested by Chris.
From time to time, a web client session will become corrupt. When this happens, you can reconnect to the session, but GP does not work (you may just gets lots of errors pop up in the status spinner, for example). When this happens, the user needs the ability to end the session from the screen that lists your active sessions and the tenants to which you have access to create new sessions. Users have the ability to remove their login from the activity table, and have had for many versions. Ending a hung web client session is the web client version of removing your user from the activity table so that you can log back into GP.
This has come up from a couple of different clients in the last few weeks. It would be good if approval workflows could be added to Receivings Transaction Entry and also the Enter/Match Invoices windows.
While there is workflow on the PO, a PO might not be fully received/invoiced so it would be good to have approval of the receivings document or the invoice.
The MS Connect suggestion can be found here.
Please take a look and cast your vote.