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

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

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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

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

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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

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

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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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Weird Duplicate PO Issue

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis is going to be a more wordy post than usual as I have no screenshots of the issue or resolution.

When I returned to the office on Wednesday after being away at reIMAGINE for a few days and then being on holiday in Kentucky, I was asked for assistance by Jason on our service desk.

A client had logged an issue with a PO; lets say the PO Number was PO34791 for the sake of argument (I don’t actually recall what it was).

When the PO Documents Enquiry (Inquiry) window was used, the PO looked fine; the creditor (vendor) was the correct one and all other values were okay and the PO showed as received.

However, the PO was also showing in PO Entry with a different creditor id.

Jason showed me two SQL queries;

  • The first, was a select on POP10100 WHERE PONUMBER = ‘PO34791’ and showed the correct PO.
  • The second, was a select on POP10100 WHERE VENDORID = ‘1ST001’ AND DOCAMNT = ‘791.50’ and this showed the other PO which the PO Entry window was loading. This query could be run for any information unique to the PO and it would return this PO instead of the correct one; ibncluding the PONUMBER field in the select would cause it to return nothing.

All very unusual.

I ran another query against POP10100 WHERE PONUMBER LIKE ‘PO34791%’ and this returned two lines of information both showing a PONUMBER field of PO34791.

in SQL Server Management Studio I dragged the values from the recordset into the query window to compare them; one was shorter than the other. The cause was that one of them (the one for the Vendor ID 1st001) contained a control character which is why it appeared shorter.

We’re not sure what the user had done, but the second, incorrect, PO was entered with a PO Number containing a control character; they’d been able to successfully enter the PO, but GP was then becoming confused about which one should be loaded when the user typed, or did a lookup, for PO34791.

We copied the live company into test and deleted the second PO (for vendor 1st001) from all tables (it had lines and tax and so on) and then verified the data with a Check Links and Reconcile and asked the user to double check.

This process would then be repeated on live with the PO being re-keyed (it was only a single line).

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A Diary of reIMAGINE 2016: Part 15 – Conference Day 2/Custom Workflow Creation

● Ian Grieve ●  ● 1 Comment   ● 

reIMAGINE2016The final session of the day I attended, was on Custom Workflow Creation. I was interested in this session, as we need to create some new Workflow Types. One which is needed, is a Workflow Type of EFT Bank.

The Vendor Change Workflow Approval is good, but does not do anything when the EFT Bank Details are changed and this is a major requirement for many of our clients in the UK.

The session showed how the new Workflow Type is created, tables updated, buttons added to windows and I took the opportunity to discuss wider requirements such as the need to update code elsewhere to respect the new Workflow Types created.

The changes for new Workflow 2.0 Types must be done in Dexterity.

There is a lot of scope for creating new Workflow Types in addition to EFT Bank Details such as SOP Transactions, Bill of Materials, and there my mind goes blank. Been in this airport too long.

The session on custom workflow creation was one of my favourites due to my interest in Workflow 2.0 (did I mention I am doing a second edition of my Workflow 2.0 book?).

Click to show/hide the A Diary of reIMAGINE 2016 Series Index

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