MDGP 2015 R2 Feature of the Day: Enable Email on All Purchase Order Document Formats

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twentieth Feature of the Day is Enable Email on All Purchase Order Document Formats. The Print Options for Purchase Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Purchase Order documents.

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Purchasing Documents window.

Purchase Order Print Options

I like this addition as it has always seemed a very artificial restriction to only be able the blank paper format of the purchase order.

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MDGP 2015 R2 Feature of the Day: Historical Received Not Invoiced Report

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The fifteenth Feature of the Day is Historical Received Not Invoiced Report.

A new SQL Reporting Services Report based off the current Received Not Invoiced report but add new functionality by adding a cutoff date based on transaction date or GL Post Date to allow customers to use the report for Historical purposes. This report will allow users to see what was received into inventory but not invoiced yet as of a specific date.

Historical Received Not Invoiced Report SSRS Report

These reports are becoming increasingly popular with clients as they look far better than the “very white” ones GP has traditionally shipped with. The only downside for someone who isn’t in the US is that they ship with a default language of en_US so all values come out as USD. I have some PowerShell scripts I have been working on to download, update the language and upload the reports from SQL Server Reporting Services. I need to revisit and see if I can knock them into shape to post online; I’m not experienced with PowerShell so it is taking me awhile. If someone wants to volunteer to help, I would appreciate it.

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MDGP 2015 R2 Feature of the Day: Self Service User Type

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The eleventh Feature of the Day is Self Service User Type.

Microsoft Dynamics GP 2015 R2 sees a Self Service user type added.

This user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.

User Setup

This new user type is going to be a really useful addition. I have one client who has been looking for a POP add-on to allow online creation of orders for more than 400 users and all the old options were looking quite pricey.

This Self Service user type used in conjunction with the web client should give them the functionality they want, at a price point they can accept.

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MDGP 2015 R2 Feature of the Day: Document Attachment Workflow

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The tenth Feature of the Day is Workflow – Document Attachment.

When a document has been added to a transaction or record using the Microsoft Dynamics GP Document Attachment feature, these attachments can now be sent with the workflow task notification email.

This feature is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.

For example, you can now enter a payables invoice, scan in and attach the record from the vendor, then submit the invoice for approval. When the approver receives the email, they will get the invoice information and the attachment will show the scanned invoice from the vendor.

Workflow Maintenance

For a few of our clients this is the missing piece of the Workflow puzzle. An email action from Workflow can contain the detail lines of an order, but a few clients have been asking to be able to include the attachments, especially for invoices and quotes attached to POs, for the manager or budget holder to review before approving.

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Enter/Match Invoice – “You must close the Select Purchase Order Items window before continuing.”

Microsoft Dynamics GPI had an oddity reported by a client just after an upgrade from Microsoft Dynamics GP 10 to Dynamics GP 2013 R2. After opening Enter/Match Invoice, entering the header information and clicking Auto-Invoice they received the following error:

Microsoft Dynamics GP - You must close the Select Purchase Order Items window before continuing.

Microsoft Dynamics GP

You must close the Select Purchase Order Items window before continuing.

I connected to their system and attempted to reproduce the error. My first few attempts failed and everything worked as expected. However, the problem did finally occur and I was able to see the problem happen a few times although it took a few minutes for me to realise the pattern.

The error message appeared when the cursor was in the lines scrolling window; if the cursor was still in a header field the error was not produced.

I have tested this on some of my test systems and the error appears to have been introduced between Dynamics GP 2013 SP2 and Dynamics GP 2013 R2.

The workaround is to make sure the cursor is not within the lines of the scrolling window and this message won’t appear.

MS Connect Suggestion Sunday: Return PO Number To Requisition Creator

Microsoft Dynamics GPAs the first steps of the replacement of Business Portal, Microsoft introduced purchase requisitions and Workflow 2.0 in Microsoft Dynamics GP. I think both of these are great additions to Dynamics GP, but there is a little disconnect between purchase requisitions and purchase orders.

The issue is that there is no easy out-of-the-box way of notifying the user who created a purchase requisition when it is converted into a purchase order.

Well, SMikeG has posted on MS Connect suggesting that Workflow 2.0 be enhanced to allow the purchase order number to be returned to the user who created the purchase requisition when it is converted into a purchase order. This would allow the user to know that the purchase order has been created from the purchase requisition and is to be sent to the vendor.

The suggestion can be found here where you can also cast your vote.

If you have an MS Connect suggestions you want publicised, contact me with details.

MDGP 2015 Feature of the Day: Existing Purchase Order Warning

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirty fifth Feature of the Day is Existing Purchase Order Warning. A new warning message has been added to the Payables Transaction Entry form to prompt the end-user if they attempt to post or save an invoice for a vendor that already has an available Purchase Order in the application:

This new functionality will be disabled by default on upgrades but can be enabled by selecting the Warn if Vendor has Existing Purchase Order checkbox on the Payables Management setup window. For new installs, the functionality will be enabled by default.

It has always been a bit of a debate as to how non-PO invoices should be entered into Dynamics GP; do you use Payables Transaction Entry (Purchasing area page >> Transactions >> Transaction Entry) or enter a Shipment/Invoice in Receivings Transaction Entry (Purchasing area page >> Transactions >> Receivings Transaction Entry). Most clients have opted to use Payables Transaction Entry which means this new warning message could be very useful for preventing the entry of payabes invoices when there is an outstanding PO.

The roles targeted by this feature are:

  • Payables Clerk, Accounting Manager
  • Purchasing Agent

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MDGP 2015 Feature of the Day: Employee Self Service Purchase Requisitions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirty fourth Feature of the Day is Employee Self Service Purchase Requisitions. Dynamics GP 2015 Purchase Requisitions lets a user enter a requisition which ties in with Purchase Order Processing functionality.

As part of the Employee Self Service functionality, navigation is streamlined for the requester to see a requisition status or enter a requisition.

Users are able to quickly see important information right from their Home Page using the Saved, Ready for Purchase, Pending User Action, Rejected Workflow, and Approval tiles:

Home page

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

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

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