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.

Creditor Contains EFT Bank Details For A Different Creditor

Microsoft Dynamics GPI have just recently finished the implementation of a new client on Microsoft Dynamics GP. While I was there during the go-live week, one of the finance team reported a problem whereby they opened the creditor (vendor to the American readers) record the EFT Bank details for a different creditor were displayed.

I immediately started investigating to see if I could find out why this was happening as it is not something I have seen before and was rather concerning.

Ten minutes later while I was still poking around the database, the user came back with further information. When they were originally entering the creditors whey had entered one of them under the wrong creditor ID (they were using the ones from their old system).

After entering the creditor and EFT details they had realised their mistake and deleted the creditor; they then entered the correct details, but this creditor did not have EFT details on record so the EFT details window wasn’t opened at that time.

A few days later, once the creditor supplied details they went to enter them and found the details from the original incorrectly entered creditor and reported the problem. It was only ten minutes later they remembered about the incorrect entry.

I have been able to reproduce this error with 100% success on several versions of Microsoft Dynamics GP. It appears that Dynamics GP is not deleting the creditor bank details when the creditor, or the address, are deleted.

Error Printing Batch Of Cheque Remittances

Microsoft Dynamics GPI recently assisted a client with an upgrade of Microsoft Dynamics GP 10 to GP 2013 R2. As part of the upgrade we assisted the client to create some Word Template versions of sales invoice, purchase order, and cheque remittance (or check remittance to the American readers).

Everything appeared fine during development and initial testing. Fine that is until we tried producing a batch of twenty remittances which produced the following two error messages:

Microsoft Word - The file Check Remittance~2 cannot be opened because there are problems with the contents.Microsoft Word – The file Check Remittance~2 cannot be opened because there are problems with the contents.

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Microsoft Dynamics GP 2013 R2 Very Slow Login

Microsoft Dynamics GPI recently assisted a client with upgrading Microsoft Dynamics GP to 2013 R2; after the upgrade was complete we found that logging in was incredibly slow. It would take over two minutes to log in or change company.

We did a few things such as checking that all external shortcuts were valid, checking on the Quick Links and ensuring SSRS was functioning correctly (including removing Business Anlayzer from the homepage) without effect. After spending a little time investigating I remembered a blog post from the Dynamics GP Support and Services Blog where they discussed this as being a known problem with Dynamics GP 2013 R2.

The problem is caused by the navigation lists being duplicated during the upgrade. The areas you’ll see this is in the following:

  1. Under the Purchasing area page:

    • Purchasing Requisition Transactions
    • Purchase Order Transactions
  2. Under the HR & Payroll area page:
    • Historical Timecards
    • Current Timecards

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MS Connect Suggestion Sunday: Fix Print Icon In Print Payables Checks

Microsoft Dynamics GPMark Polino posted a suggestion to the MS Connect site asking for the print icons on Print Cheques (or Print Checks for our American readers). The details of the suggestion are:

When you select a batch of checks to print in the Print Payables Checks window GP 2013 R2 shows 2 icons labeled “Print” in the center of the Action Pane. The left icon has a printer with a document behind it that resembles a report. The right icon displays a plain printer. It’s very confusing to users to decided which icon to pick to print checks.

The left most icon, the one with an apparent report behind it actually prints checks. The right icon, the one with a plain printer, prints reports. This is not intuitive at all. Neither the icon nor the label indicate which print icon does which. Since the primary function of this window is to print checks it needs to be very obvious to users what to do.

Please clarify both the icon and label to make this easier to use.

This suggestion can be found here; please take a look and add your vote.

MS Connect Suggestion Sunday: AP Invoice Approval Workflow

Microsoft Dynamics GPIt seems that quite a few of the MS Connect suggestions I am selecting to post about are in the area of Workflow 2.0 which was a fantastic addition to Microsoft Dynamics GP; I’ve expressed before my delight at the retirement of Business Portal and the original Workflow modules. Workflow 2.0 was introduced in Dynamics GP 2013 R2, was then further enhanced in GP 2015 and the roadmap shows further enhancements will be coming in future.

However, there is always room for user suggestions for improvements to functionality which is where the MS Connect site comes in. Jared Hall has logged a suggestion that approval workflow be added for individual Payables Management invoices; this is a feature that I know several of my clients would be interested in this function as invoices need to be approved by different budget holders and it isn’t always easy to separate these invoices into batches by budget holder.

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.

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

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Professional Services Tools Library – DBMS Error 4920

Microsoft Dynamics GPI ws recently doing some work for a client, one part of which was to configure Microsoft Dynamics GP to duplicate creditors created in one company into another using the PM Master Trigger functionality in the Professional Services Tools Library (PSTL).

When I tried to enable the trigger I received the following error message:

Microsoft Dynamics GP - The stored procedure failed to enable taVendorInsert returned the following results: DBMS: 4920, Microsoft Dynamics GP: 0Microsoft Dynamics GP – The stored procedure failed to enable taVendorInsert returned the following results: DBMS: 4920, Microsoft Dynamics GP: 0

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