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.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

Hands On With MDGP 2018 RTM New Features: Save Build Payment Batch Settings

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 thirteenth feature of the day is Save Build Payment Batch Settings. This feature allows you to save restrictions for the Build Payment Batch window. The idea behind this functionality, is that it can save time building the restrictions, if yuo use the same or very similar restrictions each time.

As an example, I have added restrictions for Class ID and Payment Priority:

Build Payment Batch

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Hands On With MDGP 2018 RTM New Features: Rename Payment Run Windows

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 eleventh feature of the day was the renamed payment run windows; this feature saw all of the references in the names of the payment run windows renamed to have Payment in the name isntead of Check (or Cheque for those who use proper English):

Purchasing area page Transactions section

This feature was requested by MVP Mariano Gomez, and I can’t express hjow much I like it. It’s a relatively small change, but makes so much sense. In the UK virtually all payments are EFT payments; virtually no-one still uses cheques for payment so it was always a harder sell than it should have been when the windows all had cheque in the name.

Click to show/hide the Hands On With MDGP 2018 RTM New Features Series Index

MS Dynamics World Article: Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

Microsoft Dynamics GPYesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Microsoft Dynamics GP 2018 Vendor Change Workflow EFT Bug

Microsoft Dynamics GPThe last post I did was on Hands On With MDGP 2018 RTM New Features: Workflow Additional Fields, which included details on some errors I was encountering with the EFT fields. When Dynamics GP 2018 was announced, I heard that not only were these fields being added to the notification email, but that a user changing them would force the vendor to be resubmitted to workflow for approval.

The testing I did suggested this wasn’t happening. So, I wrote up a bug report with details of the errors and effect and sent it to Microsoft. This has now been written up as a bug for the development team to look into.

Nice to know that a fix is being looked into, it’s just a shame that it’s going to be a little which before this feature will be available; EFT payments is how 95%+ of supplier payments are made by my clients.

Update: This bug was fixed in the July 2018 Mid year tax Update.

MDGP 2018 RTM Feature of the Day: One Payment Per Vendor/Invoice Setting on Vendor Card

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my won commentary.

The series index for this series of posts is here.

This delayed Feature of the Day (I think I missed the official post when it was posted) is One Payment Per Vendor/Invoice Setting on the Vendor Card which allows the user to decide, on a per vendor basis, if one payment should be produced per vendor or invoice:

Vendor Maintenance Options

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MDGP 2018 RTM Feature of the Day: Save Select Payment Settings

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The eleventh Feature of the Day is Save Select Payment Settings.

A new Payment Batch ID field has been added to the Build Payment Batch (formerly Select Cheques (or Checks)) window (Purchasing area page >> Transactions >> Build Payment Batch):

Build Payment Batch

This option allows you to save the entered restrictions for easy recall at a later date. I have mixed feelings on this one; my initial impressions was that this feature would be really useful, but when I thought more I can;t see many of my users making much use of this functionality.

Most of them only build a batch based on due date and there is no benefit saving the due date as the selection is for a specific date only.

If you do more complex batch building, such as using Vendor Class, Payment Priority, or a combination of restrictions, then this new option could save you a little time on every payment batch created.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

MDGP 2018 RTM Feature of the Day: Rename Payment Run Windows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The ninth Feature of the Day is a feature requested by Mariano Gomez and that is to rename the payment run windows.

So instead of them being named Check or Cheque, depending on the installed language pack, they will now be named Payment:

Purchasing menu

The windows which have been renamed 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

In the UK, virtually no-one uses cheques anymore; payments are made by BACS which is a form of EFT. Renaming these windows

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

Hands On With Microsoft Dynamics GP 2016 R2: Link Credit Card Invoices To Original Invoice

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The eighth Feature of the Day, which I am “hands on” with in this post, was Link Credit Card Invoices To Original Invoice.

To test this feature, I entered, posted and paid an invoice for Attractive Telephone Co. for $1,000:

Payables Transaction Inquiry - Vendor

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MS Connect Suggestion To Rename Five Microsoft Dynamics GP Payables Windows

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.