Hands On With Microsoft Dynamics GP 2018 R2 New Features: Display Vendor Hold Status

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 third new feature is Display Vendor Hold Status. This makes the vendor hold status more visible to users both by displaying an icon, but also by confirming with the user that the want to proceed with entering a transaction.

The red hold icon will display next to the Vendor ID field in the following windows:

  • Vendor Inquiry
  • Transactions by Vendor
  • Purchasing All-in-One View
  • Payables Transaction Entry Zoom
  • Purchase Order Entry
  • Receivings Transaction Entry
  • Enter/Match Invoice

When the user enters a transaction and the creditor is on hold, they will be prompted as to whether they want to proceed:

Vendor XXXX is currently on hold. Do you want to continue?

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Monthly Recurring Batches

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 first new feature is Monthly Recurring Batches. This feature allows a recurring batch to be created in Payables Management, Receivables Management and Inventory Control.

When creating the batch, after selecting a Frequency of Monthly, mark the new Use last day of the month; this will change the Posting Date to the last day of the month:

Payables Batch Entry

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MDGP 2018 R2 Feature of the Day: Checkbook ID Defaults on Check Batch

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 eighteenth Feature of the Day is Checkbook ID defaults on check batch.

This feature is an enhancement which defaults the Checkbook ID default from the Payables Management Setup window (Purchasing area page » Setup » Payables) into the Payables Batch Entry window (Purchasing area page » Transactions » Payables Batches) when creating a Computer Checks batch. The Checkbook ID will also default in the Select Payments and Edit Payment Batch window.

Payables Batch Entry

I welcome this feature as it will somewhat streamline the creation of payment runs. A lot of clients will only use one checkbook for making payments, so it has always seemed od that the chequebook couldn’t be defauted in.

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MDGP 2018 R2 Feature of the Day: Transaction Level Post Through General Ledger

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 seventh Feature of the Day is transaction level post through general ledger. This feature is a new posting option in the Posting Setup window (Administration area page » Setup » Posting » Posting); when Allow Transaction Posting is marked, a new checkbox for Post Through General Ledger Files is now available:

Posting Setup

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MDGP 2018 R2 Feature of the Day: Vendor Document Number added to Purchasing All-in-One View

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 eighth Feature of the Day is the Vendor Document Number has been added to the Purchasing All-in-One View.

The All-in-One View is great for viewing related documents but most times the vendor document number is the one known, not the GP document number. So it has been added in the payments and credit documents columns for easy reference:

Purchasing All-in-One View

It has always been possible to filter the Invoice column based on the vendor document number, but this is a nice small addition to the window which will improve data visibility.

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MDGP 2018 R2 Feature of the Day: Display Vendor Hold Status

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 third Feature of the Day is display vendor hold status.

This is similar to the customer hold status implemented in an earlier version of Dynamics GP in that it provides a visual indicator of the vendor status:

Vendor Inquiry

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MDGP 2018 R2 Feature of the Day: Monthly Recurring Batches

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 first Feature of the Day is monthly recurring batches. This new feature allows ou to, on both Monthly and Bi-monthly batches to mark a Use last day of month checkbox which will update the Posting Date to the last day of the month.

This functionality has been added to Receivables Management, Payables Management and Inventory Control:

Receivables Batch Entry

The example above, shows a receivabled batch dates 30/04/2027 which, with the new checkbox marked, will automatically set the posting date to the last day of the month. So, when the batch is posted the next posting date would be set to May 31.

My initial impression was that this would be a good addition, until I realised that it did not include the General Ledger Financial Batches. I can’t think of a single client who uses recurring batches in any of Receivables, Payables or Inventory.

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GP Transaction Search v2: Customising the Configuration

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

GP Transaction Search is usable as soon as it has been installed, but can be customised in two ways by amending the GP.TransactionSearch.dll.config which is in the addins folder.

Firstly, you can change the SearchAsYouType valuer from True to False; I’d recommend this change for large datasets or where speed issues are detected:

GP.TransactionSearch.dll.config

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GP Transaction Search v2: Downloading and Installing

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

Now that the prerequisites are installed we can download and install the addin. GP Transaction Search can be downloaded from Precipio Services:

Precipio Services

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GP Transaction Search v2: Installing the Prerequisites

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

In version 2 there is a new prerequisite; the Visual Studio Integration Toolkit (VSIT) from Winthrop DC. In version 1, the GP Transaction Search window replaced the Transaction by Document window; in this version, VSIT has been used to allow the GP Transaction Search windows have their own menus.

VSIT is a separate download; there is a download for each version of Microsoft Dynamics GP going back to 2010. Select the correct version and download the file:

http://www.winthropdc.com/products_VSIT.htm#Downloads

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