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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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Options

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 eighth Feature of the Day is Purchasing All in One Document View – Options.

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The Options button will allow users to select which columns they want to see in this window. For example, if customers do not use Purchase Orders, they can uncheck the box and the first column would be Receipts. By default the Credit Documents column does not display but with this column checked up to six columns of data can be shown.

Purchasing All in One Document View – Options

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MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View – Checkbox

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 sixth Feature of the Day is Purchasing All in One Document View – Checkbox.

This is a newly designed window inside Microsoft Dynamics GP that enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

By selecting the checkbox for one document the window redisplays all columns with only the related documents.

For example, select a purchase order and then only the receipts, invoices, payments and returns related to that PO are displayed.

Purchasing All in One Document View - Checkbox

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Purchasing All in One Document View

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 fifth Feature of the Day is Purchasing All in One Document View.

This is a newly designed window inside of Microsoft Dynamics GP 2015 R2 which enables users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The most recent documents will default into the window and to see the next set of five transactions the navigation buttons under each column can be used.

Purchasing All in One Document View

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Payables Transaction Approval 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 pists here with a little commentary.

The first Feature of the Day is Payables Transaction Workflow. Microsoft Dynamics GP 2013 R2 saw the introduction of a new Dynamics Workflow module which replaced the old SharePoint one. This module was further extedned in Microsoft Dynamics GP 2015 and is seeing further improvements in GP 2015 R2.

On the Microsoft Connect website, one of the most requested additions to Workflow was a new Approval Workflow type for Payables Transactions. Well, we asked… and Microsoft delivered.

The Payables Transaction Approval workflow type allows each individual transaction to be submitted for approval (Microsoft Dynamics GP 2015 allowed for batches of transactions to be submitted for approval; a workflow type which remains).

Payables Transaction Approval Workflow

I am really pleased to see this Approval type introduced as we have a number of clients who, when shown the Payables Batch Approval workflow, immediately asked if they could submit individual transactions for approval instead of the entire batch.

This Feature of the Day also proves what I have been telling clients for a while; Microsoft do listen to requests for new features, so if there is something you really want, submit it to MS Connect and let me know so I can both vote for it and also publicise it on this site (while writing this I realised how long ago it is since I publicised something).

I’ll have some news on the Workflow front in the near future so keep checking back (I should have more to tell you within a couple of weeks or so).

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Corrupt POs And Receipts In Both Work and Open

Microsoft Dynamics GPI had a client report a problem with a couple of purchase orders which were showing in the PO Entry window, but which they could not open. While looking into the problem we found three things:

  1. The problem was down to corruption where the PO was on both the work and open tables;
  2. There was more than just two POs;
  3. The problem also affected receipts.

Rather than trying to identify the problems manually, I wrote a SQL script which would identify all POs and Receipts which were on both the Work and Open tables:


CREATE TABLE #POCHECK(
	PONUMBER VARCHAR(20)
	,POPRCTNM VARCHAR(20)
	,CHCKDGIT INT
	,DCSTATUS INT
)
GO

INSERT INTO #POCHECK
	(PONUMBER,POPRCTNM,CHCKDGIT,DCSTATUS)
--VALUES
	(SELECT PONUMBER,'',1,1 FROM POP10100)
GO

INSERT INTO #POCHECK
	(PONUMBER,POPRCTNM,CHCKDGIT,DCSTATUS)
--VALUES
	(SELECT PONUMBER,'',1,3 FROM POP30100)
GO

INSERT INTO #POCHECK
	(PONUMBER,POPRCTNM,CHCKDGIT,DCSTATUS)
--VALUES
	(SELECT '',POPRCTNM,1,1 FROM POP10300)
GO

INSERT INTO #POCHECK
	(PONUMBER,POPRCTNM,CHCKDGIT,DCSTATUS)
--VALUES
	(SELECT '',POPRCTNM,1,3 FROM POP30300)
GO

SELECT
	PONUMBER
	,POPRCTNM
	,SUM(CHCKDGIT) AS DCCOUNT
FROM
	#POCHECK
GROUP BY
	PONUMBER,POPRCTNM
HAVING
	SUM(CHCKDGIT) > 1
GO

DROP TABLE #POCHECK
GO

After we used the script to identify the corrupt orders, it was a case of going through the returned records and correcting errors.

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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