Hands On With Microsoft Dynamics GP 2016 R2: Purchase Requisition Inquiry Icon

● Ian Grieve ●  ● 0 Comments   ● 

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.

This Hands On post is going to take a look at the Purchase Requisition Enquiry Icon Feature of the Day post which follows on from the Cancel A PO Linked to a Requisition feature.

I covered this feature Hands On here.

To test the icon, I entered a purchase requisition with a quantity of 5:

Purchase Requisition Entry

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Hands On With Microsoft Dynamics GP 2016 R2: Cancel A Purchase Order Linked To A Purchase Requisition

● Ian Grieve ●  ● 0 Comments   ● 

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 third feature I’m going to take a look at is the Cancel Purchase Orders Linked To A Requisition. For those doubting why this feature was needed, in previous versions of Microsoft Dynamics GP, when yuo tried to cancel a quantity on a purchase order you would receive a message if the remaining quantity didn’t cover the requisition quantity:

Microsoft Dynamics GP: The quantity can

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Enabling Workflow Approvals For Both Purchase Requisitions & Purchase Orders

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPWorkflow 2.0 has workflow types for both purchase requisitions (PRs) and purchase orders (POs). When Workflow 2.0 first came out there was a bit of talk about how you could only use one or the other, but not both.

This is not true; you can have approval workflows enabled for both PRs and POs at the same time without having to approve at both stages.

This is done by building up a condition on a workflow step which include the PO line origin. Microsoft have a blog post which covers how to do this step-by-step. There is only one problem; the blog post is incorrect in one critical point:

Workflow MaintenanceWorkflow Maintenance image from the Dynamics GP Support and Services Blog

The problem with the blog, is that Microsoft show the Purchase Order Line field Line Origin being set to Manual. However, Line Origin is a numeric field which does not allow a word like Manual to be entered.

But, all is not lost; you can follow Microsoft’s blog post, but check for the numeric values for Purchase Order Line.Line Origin:

  • 1 = line manually entered on a purchase order
  • 10 = line created from a purchase requisition.

This information has come in very handy recently for two different clients where we assisted them in creating workflows which required approval of purchase requisiitons and purchase orders where lines had not come from a purchase requisition.

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MDGP 2016 R2 Feature of the Day: POP to FA Link to Include Taxes

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here.

The thirteenth Feature of the Day is POP to FA link to include taxes.

An option to include tax as part of the acquisition cost when adding a capital item in Fixed Assets from a purchase receipt.

The first change is to the Fixed Assets Company Setup window which sets the default value:

Fixed Assets Company Setup

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MDGP 2016 R2 Feature of the Day: Safe Pay File Displays Check Name From Check

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here.

The twelvth Feature of the Day is Safe Pay file displays Check Name from Check.

This feature of the day, sets the Check Name from the check on the Safe Pay file, rather than the default from the vendor card:

Vendor Maintenance
Safepay file

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

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MDGP 2016 R2 Feature of the Day: Receivables/Payables Dist Line Display Expanded

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here.

The ninth Feature of the Day is Receivables/Payables Dist Line Display Expanded.

As with the GL Distribution Line UI Change this feature of the day will default the scrolling window expanded or collapsed based on the previous display date on the Receivables Transaction Entry and Payables Transaction Entry distribution windows:

Sales Transaction Distribution Entry

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MDGP 2016 R2 Feature of the Day: Link Credit Card Invoices to Original Invoice

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here.

The eighth Feature of the Day is Link Credit Card Invoices to Original Invoice.

This feature of the day, updates the transaction description on the credit card vendor invoice to easily track back to the originating voucher:

Payables Transaction Inquiry

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MS Connect Suggestion To Rename Five Microsoft Dynamics GP Payables Windows

● Ian Grieve ●  ● 1 Comment   ● 

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.

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MDGP 2016 R2 Feature of the Day: Requisition Inquiry Icon

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here

The fifth Feature of the Day is Requisition Inquiry Icon:

Purchase Requisition Entry Inquiry

This Feature of the Day is a fairly simple one. The Purchase Requisition Entry Inquiry window will show a different icon if the purchase order created from the requisition has been updated so the requisition quantity will not be fully updated. The usual chain link icon is replaced with one which has a line striking through it.

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

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MDGP 2016 R2 Feature of the Day: Cancel PO Linked To A Requisition

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; 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.

The series index for this series of posts is here.

The third Feature of the Day is the ability to Cancel a PO Linked To A Requisition. The Purchase Order Entry (Purchasing area page >> Transactions >> Purchase Order Entry) window shows a chain link icon on a line from a purchase requisition. This feature allows the user to enter a Cancelled Quantity on these lines:

Continue reading → MDGP 2016 R2 Feature of the Day: Cancel PO Linked To A Requisition

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