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

Continue reading

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: 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

Continue reading

MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions

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 twenty-eighth Feature of the Day covered is Document Attachment On Payables Transactions. The same Document Attachment functionality that was added to Sales and Purchasing in prior Microsoft Dynamics GP 2013 releases has now been added to Payables Transactions.

Documents can be placed directly on the Payables Transaction or they can be set to flow from the selected Vendor; these documents can be viewed from the entry window or inquiry window.

To add a document attachment open the Payables Transaction Entry window (Purchasing >> Transactions >> Transaction Entry ) and click the Attach button on the ribbon:

Payables Transaction Entry

Continue reading

Installing Microsoft Dynamics GP 2013 R2: First Run & First Impressions

Microsoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

Well, with Microsoft Dynamics GP 2013 R2 installed the next step is to take a look at it. Having been reading, and transposing into posts, the Feature of the Day articles from Microsoft I do have some idea of what is coming. But for those of you who haven’t been reading along, I figured I might as well do a short post.

Once you have GP installed and either the Fabrikam company deployed or a company created you can log in. To do this find the GP shortcut on the start screen. This will launch GP where it will prompt for a username and password. If you haven’t previously been logged into GP and created a user then log in as either the sa or DYNSA user:

Welcome to Microsoft Dynamics GP

Continue reading

Using SmartList Designer To Create Vendor EFT SmartList

One of the really nice new features in Microsoft Dynamics GP 2013 SP2 is the SmartList Designer. This is, to an extent, a cut down replacement of SmartList Builder, which includes much, although not all, of the functionality and is more user friendly.

It also affords the opportunity to all clients to create a report which has long been missing from Microsoft Dynamics GP; a Vendor EFT SmartList which shows the EFT details against the Vendor Remit To Address.

In this post I am going to step through the process of creating this report.

To start, open SmartList (Microsoft Dynamics GP menu >> SmartList) and you will see two new buttons at the left of the toolbar; New and Modify (ringed in red):

SmartList

Continue reading

MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks

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 thirteenth Feature of the Day covered is Default Sort Order for Checks.his feature gives users the option of defining a default sort order for printing checks in the Payables Management Setup (Purchasing >> Setup >> Payables):

Payables Management Setup

Sort Options will be:

  • Payment Number
  • Name
  • State-City
  • Zip Code

This will remove the need to manually change the sort option at the time of printing checks. However, it would have been nice to also have the Vendor ID included in the options.

This feature is targeted at the following roles:

  1. Accounting Manager
  2. Accounts Payable
  3. Bookkeeper

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

Microsoft Dynamics GP 2013 R2 Coming Soon

The next version of Microsoft Dynamics GP, 2013 R2, is going to be released soon. I can hardly wait, but, unfortunately, I have to :(

The Dynamics GP Support and Services Blog have posted an article today outlining their intended blog post schedule where they are going to run through the upgrade process and all of the new features which are due in the coming version.

  • April 29 – Lifecycle
  • May 1 – Upgrade Planning
  • May 6 – Known Upgrade Issues
  • May 8 – Version Checks & Upgrades
  • May 13 – Database Upgrade
  • May 15 – Modified Dictionary Upgrade
  • May 20 – Upgrade Troubleshooting
  • May 22 – GP is upgraded – what’s next?
  • May 27 – Upgrading Web Client
  • May 29 – Tables Changes in R2 – Review the SDK
  • June 3 – Identity Management
  • June 4 – Azure Backups
  • June 5 – New Workflow
  • June 10 – Requisition Management
  • June 11 – OLE Document Attach
  • June 12 – Human Resource Time Entry
  • June 17 – Project Accounting Time Entry
  • June 18 – General Ledger
  • June 19 – Payables Management
  • June 24 – Receivables Management
  • June 25 – Bank Reconciliation
  • June 26 – Analytical Accounting
  • July 1 – Fixed Assets
  • July 2 – Sales Order Processing
  • July 3 – Inventory Control
  • July 8 – Purchase Order Processing/Encumbrance Management
  • July 9 – Email or Print any report in Word
  • July 10 – SmartList Designer 2.0
  • July 15 – Office 365
  • July 16 –Take Company Offline
  • July 17 – Ribbons in Desktop

Cashbook Bank Management – Value Exists In The PM_Key_MSTR Table

A client had an odd error with the Cashbook Bank Management module the other day when trying to enter a deposit; the following was printed on the exception report when trying to post the transaction:

Value exists in the PM_Key_MSTR table

I did some digging around and found that the Next Voucher Number field in Payables Management Setup – Options (Microsoft Dynamics GP menu >> Tools >> Setup >> Purchasing >> Payables Setup) was blank.

I set a new value in the Next Voucher Number field and the deposit could be posted without problem.