MDGP 2016 R2 Feature of the Day: Safe Pay File Displays Check Name From Check

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The twelvth Feature of the Day is Safe Pay file displays Check Name from Check.

This feature of the day, sets the Check Name from the check on the Safe Pay file, rather than the default from the vendor card:

Vendor Maintenance
Safepay file

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MDGP 2016 R2 Feature of the Day: Receivables/Payables Dist Line Display Expanded

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The ninth Feature of the Day is Receivables/Payables Dist Line Display Expanded.

As with the GL Distribution Line UI Change this feature of the day will default the scrolling window expanded or collapsed based on the previous display date on the Receivables Transaction Entry and Payables Transaction Entry distribution windows:

Sales Transaction Distribution Entry

Continue reading → MDGP 2016 R2 Feature of the Day: Receivables/Payables Dist Line Display Expanded

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MDGP 2016 R2 Feature of the Day: Link Credit Card Invoices to Original Invoice

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The eighth Feature of the Day is Link Credit Card Invoices to Original Invoice.

This feature of the day, updates the transaction description on the credit card vendor invoice to easily track back to the originating voucher:

Payables Transaction Inquiry

Continue reading → MDGP 2016 R2 Feature of the Day: Link Credit Card Invoices to Original Invoice

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MS Connect Suggestion To Rename Five Microsoft Dynamics GP Payables Windows

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPMariano, Microsoft Dynamics GP MVP and Dynamics GP Blogster has logged a suggestion for improving Microsoft Dynamics GP on the MS Connect site.

The windows are:

  1. Select Payables Checks -> Build Payments Batch
  2. Edit Payables Check Batch -> Edit Payment Batch
  3. Edit Payables Check -> Edit Vendor Payment
  4. Print Payables Checks -> Print Payment Documents
  5. 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.

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VBA for Integration Manager to Insert Vendor EFT Bank And Email Addresses

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPI did a SQL Script back in October 2014 which allowed Vendor EFT Details to be inserted, but, if the client is going to run it themselves, requires the assistance of the IT Department as end users don’t usually have access to SQL Server Management Studio.

For most clients, this hasn’t usually been a problem, but a number of the clients I have worked with recently have had multiple projects on the go at the same time. This has meant that while an IT representative can be available, it isn;t usually very timely and can delay UAT.

As such, I wrote some VBA script for Integration Manager which inserts both the Vendor Email and EFT Details. Continue reading → VBA for Integration Manager to Insert Vendor EFT Bank And Email Addresses

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MDGP 2016 R1 Feature of the Day: Word Templates for Batch Approval Workflow

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GP 2013 R2 saw the introduction of the Workflow 2.0 (which was the subject of myfourth book. Workflow 2.0 was enhanced further in both Microsoft Dynamics 2015 R1 and R2, and is again being improved in Dynamics GP 2016 R1.

This time, the enhancement is a twofold one. Firstly, the Batch Edit lists have a default Word Template and, secondly, this can be emailed to the workflow approver:

Workflow Maintenance

Edit List Report

The main features of are:

  • Workflow Batch Approvals now have a default Word Template for the following edit lists:
    • Gneeral Ledger Batches
    • Payables Batches
    • Receivables Batches
  • Can be emailed to approver for complete information before approving

I think this feature will prove to be popular with those clietn using Workflow approvals as an approver will always want s much information before approving as possible. This will likely be of great interest when Workflow approvals are being used.

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MDGP 2016 R1 Feature of the Day: Payables Credit Card Payment Run

● Ian Grieve ●  ● 1 Comment   ● 

This feature of the day adds a third transaction type to the payment process to allow a payment run to be made by credit card instead of cheque or EFT:

Payables Credit Card Payment Run

The main features of are:

    Option for a computer check batch to be paid by credit card
  • The credit card payment will create an invoice for the credit card vendor
  • A remittance form will print to show the invoices paid

I’ve just been doing an upgrade of a client to Microsoft Dynamics GP and had a discussion around the payment of invoices by credit card. When they upgrade again this feature will, I’m fairly sure, be quite popular with the payments team (unfortunately their next upgrade is probably a year or so away.

I already have my first upgrade to Microsoft Dynamics GP 2016 R1 booked in, so I will have to have a chat with them and see if they process many payments on credit card.

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MDGP 2016 R1 Feature of the Day: Inventory All-In-One Document View

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GP 2015 R2 saw the introduction of the Purchasing All-In-One Document View, and Dynamics GP 2016 R1 sees the introduction of an Inventory equivalent:

Inventory All-In-One Document View

The main features of Inventory All-In-One Document View are:

  • View quantity in and quantity out transactions for one item in one window
  • Accessible from Item Maintenance, many item inquiry windows, navigation lists and the home page

As with the Sales All-In-One Document View I am prepared to be underwhelmed by this feature of the day based on the Purchasing one introduced in Dynamics GP 2015 R2.

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Navigation List Error: “Cannot insert the value NULL into column ‘VENDNAME'”

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPThis came up a few days ago at a client site during an upgrade being done by a colleague and then again when I was running a training session.

When I was doing the training I was explaining what a Temporary Creditor (or Vendor for the American readers) was and why I hated them so much. As I was talking I was showing that even through the temporary creditor itself had been deleted, the history for it remained.

It was when I tried to open the Payables Transactions navigation list that I got the below error:

Cannot insert the value NULL into column 'VENDNAME'

Microsoft Dynamics GP

[Microsoft][SQL Server Native Client 11.0][SQL Server]Cannot insert the value NULL into 'VENDNAME', table 'tempdb.dbo.##181163', column does not allow nulls. INSERT fails.[Microsoft][SQL Server Native Client 11][SQL Server]Cannot insert the value

Continue reading → Navigation List Error: “Cannot insert the value NULL into column ‘VENDNAME’”

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SQL Trigger To Delete EFT Bank Information When The Vendor Is Deleted

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPA while ago I came across a bug in the Creditor (or Vendor for my American readers) Maintenance window where when a creditor is deleted the EFT information is not deleted; this has caused problems for a number of clients and I finally decided I needed to do something about it.

The result is a SQL trigger on the Creditor Master (PM00200) table; when a creditor is deleted the trigger runs and deletes all records in the Address Electronic Transfer Funds Master (SY06000) table are then deleted:

CREATE TRIGGER dbo.utr_AZRCRV_DeleteSY06000 ON dbo.PM00200 AFTER Delete AS
	/*
	Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
	This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
	*/
	DELETE
		['Address Electronic Transfer Funds Master']
	FROM
		SY06000 AS ['Address Electronic Transfer Funds Master']
	INNER JOIN
		deleted
			ON
				deleted.VENDORID = ['Address Electronic Transfer Funds Master'].VENDORID
GO

This the avoids the possibility of a new creditor record being linked to a different creditors bank details. As always with a script (especially one which deletes information, make sure it is tested and you’re happy with how it works before releasing live.

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