Hands On With Microsoft Dynamics GP 2018 R2 New Features: Skip Displaying New POs When Generating a PO

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

This hands on new feature is, as far as I am aware, an unannounced one which I stumbled across when testing the partial purchase a purchase requisition new feature. When you click the Generate button on the Purchase Order Preview from Purchase Requisition Entry window, a prompt Skip displaying the new purchase orders? will be displayed:

Microsoft Dynamics GP - Skip displaying the new purchase orders?

This is a change of behaviour from the new functionality introduced in Microsoft Dynamics GP 2018 RTM; the purpose of this original new feature was to improve visibility of the created purchase orders.

This was, and remains, a laudable goal, but unfortunately the implementation was somewhat lacking. The new purchase orders were displayed by opening a navigation list, which could be ver slow to open (especially if the Reporting Services Reports had been deployed and the fact pane visible.

The 2018 R2 new feature, to hide Business Analyser for all users would go some way to mitigate this issue, by hiding the fact pane, but this new feature of prompting the user to decide if they want to see the navigation list will go the majority of the remaining way (a global option to disable would have gone all the way).

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Mass Update Master Records from Navigation List

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The nineteeth new feature is Mass Update Master Records from Navigation List. This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

  • Accounts
  • Checkbooks
  • Customers
  • Vendors
  • Items
  • Employees
  • In addition, the vendor navigation list allows you to mass update the temporary status; a visual indicator quickly lets you know the status of these records:

    Vendors navigation list

    With one caveat I like this new feature. Since they were introduced in Microsoft Dynamics GP 10, clients have been making more and more use of navigation lists; more interactivity can only be a good thing and the indicators make it easy to see the status of creditors.

    My caveat, is the presence of the option to toggle Temporary status. This is used by almost no clients and is very risky as temporary creditors can be deleted, regardless of history.

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    Hands On With Microsoft Dynamics GP 2018 R2 New Features: SmartList Designer Favourites in Navigation List

    Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

    The seventeenth new feature is SmartList Designer Favourites in Navigation List. This feature will see favourites created for SmartList Designer SmartList objects added to the SmartList Favorites navigation list.

    As an example, I have created a Vendor EFT SmartList object in SmartList Designer and saved a couple of favourites:

    SmartList - Vendor EFT

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    Hands On With Microsoft Dynamics GP 2018 R2 New Features: Print Invoices in Functional Currency from SOP Navigation List

    Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

    The sixth new feature is Print Invoices in Functional Currency from SOP Navigation List. This feature of the day is one I requested back in 2014 on behalf of a client; it is the ability to print an invoice in Functional, by changing the Currency to Print drop-down, from the navigation:

    Sales Transactions navigation list

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    Hands On With Microsoft Dynamics GP 2018 R2 New Features: Option to Hide Business Analyzer for All Users

    Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

    The fourth new feature is Option to Hide Business Analyzer for all Users. This feature allows the Business Analyzer section of the home page and/or the Business Analyzer fact panes on navigation lists to be switched off for all users.

    Two new options have been introduced to the System Preferences window (Administration area page » Setup » System » System Preferences).

    Unmark the first, Display Business Analyzer on Home page, to remove it for all users; unmark the second, Display Business Analyzer on Navigation List pages to remove the fact pane for all users:

    System Preferences

    A few years ago I wrote a SQL trigger which would remove the fact pane for all users; this appeared in two editions of the Microsoft Dynamics GP Cookbook and was, much more recently, posted to this blog.

    This new feature makes that trigger obsolete, as changing the settings in System Preferences will remove it for all users.

    If they desire, users can still switch Business Analyzer back on for themselves on the home page and by individual navigation list. That sid, I don;t know of a single client who wants to use Business Analyzer in either of these ways.

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    MDGP 2018 R2 Feature of the Day: Mass Update Master Records from 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 twenty-second Feature of the Day is mass update of master records from navigation lists.

    This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

    • Accounts
    • Checkbooks
    • Customers
    • Vendors
    • Items
    • Employees

    In addition, the vendor navigation list allows you to mass update the temporary status.

    A visual indicator quickly lets you know the status of these records:

    Vendors navigation list

    Since navigation lists were introduced in Dynamics GP 10, they have grown increasingly common in usage, in particular new clients; there are some navigation lists which rarely see use, but ones for master records and transactions seem to be used a lot. There have been a few enhancements to ists over time, and I welcome even more being introduced, so it is good to see this feature.

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    MDGP 2018 R2 Feature of the Day: SmartList Designer Favourites in 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 twentieth Feature of the Day is SmartList Designer favorites in navigation list.

    This feature is SmartList Designer Favorites will now display in the navigation lists. Previously, only standard SmartList favourites would display in the SmartList Favorites navigation list, but with this feature all those favourites created for SmartList Designer SmartLists, will also now display:

    SmartList Favorites navigation list

    I have a handful of clients using SmartList Designer, but the majority of my clients use SmartList Builder from eOne Solutions due to functionality differences. Even those clients using SmartList Designer never, to the best of my knowledge, use the SmartList Favorites navigation list.

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    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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    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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    Hands On With MDGP 2018 RTM New Features: On PO Generation Show Purchase Order Transactions Navigation List

    Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

    I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

    The twentieth feature of the day is On PO Generation Show Purchase Order Transactions Navigation List. When I heard of this feature, I initially thought it might be quite useful, but since I’ve been hands on, I’ve changed my mind.

    The feature works by launching the Purchase Order Transactions navigation list when the purchase requisition is purchased and the purchase order created:

    Purchase Order Transactions navigation list

    My problem is that navigation lists can be quite slow to load, especially when Reporting Services Reports have been deployed. This feature would have been much better if it had been introduced with an option to enable/disable it (I’ve looked and can’t find one; if anyone knows different please let me know via the comments).

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