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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MDGP 2015 Feature of the Day: Edit Email on Historical Transactions

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 thirtieth Feature of the Day is Edit Email on Historical Transactions. In Microsoft Dynamics GP 2015 when you want to send an e-mail for a historical document you can add additional e-mail addresses and choose which e-mail addresses you wish to send to.

On Navigation Lists, you can mark a group of historical documents and e-mail them to a different e-mail address. So, if a customer wants a copy of a number of invoices, you can mark them, and e-mail them to the specific address.

Edit E-mail Detail is available for Receivables statements, Sales Order transactions, Purchase Orders and Payables remittances:

Reprint Statements

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MDGP 2015 Feature of the Day: Payment Terms – Discount Date Calculation

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 twenty second Feature of the Day is Payment Terms – Discount Date Calculation. With the changes for the transaction due date, we’ve extended the options for the discount date also in Microsoft Dynamics GP2015.

Now you have the same calculation options for discount date that you do for transaction due date. You choose among calculation options like annual, next month or month/date and being able to add days, months, or years to the calculation gives you greater flexibility when setting up your payment terms:

Payment Terms Setup

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SQL Script To Insert Creditor Bank Details From CSV

Microsoft Dynamics GPIntegration Manager is a very good tool, but it doesn’t allow the import of all record types into Microsoft Dynamics GP. One of the main types of record I need to import when implementing a new client is the Creditor (Vendor to the American readers) EFT details.

While the EFT data is stored in one table and can therefore be imported using Table Import, I find that configuring Table Import for each client is a bit of a annoyance, so I developed a SQL Script a while ago which I figured I might as well post here for easy access.

As always when using SQL to update tables in Microsoft Dynamics GP, make sure you have a good backup of the database before you begin and check the imported data afterwards. Read on for the script…

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MDGP 2015 Feature of the Day: Vendor Approval

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 fourth Feature of the Day is Vendor Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the setup and maintenance of vendors.

Vendor Approval allows users to create mandatory workflow processes around the setup and maintenance of vendors. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

I want to see more details about this feature as I am very much hoping that the workflow has been extended to include the EFT Bank details.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

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MDGP 2015 Feature of the Day: Payables Management Batch Approval

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 second Feature of the Day is Payables Management Batch Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the processing of Payables Management batches in a more streamlined fashion.

Payables Management Batch Approval allows users to create mandatory workflow processes around all payables batches. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

I haven’t worked with the old workflow module to configure batch approvals in Payables Management; the old workflow always seemed too complex and flakey to use much, although we do have one client using it for General Ledger batches although the sooner we get them upgraded and off it the better.

The roles targeted by this feature are:

  • All

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MDGP 2013 R2 Feature of the Day: Email By Document Type

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-sixth Feature of the Day covered is Email by Document Type. This new functionality gives the end-user the flexibility to send emails based on the actual type of the document; for example they may want to send quotes to a different email address that the actual invoice. This now can be accomplished using a simple interface.

The Customer Maintenance email tab (Microsoft Dynamics GP menu >> Cards >> Sales >> Debtor (or Customer if in the US) >> Email tab) has been updated with a new Email Address column containing an ellipsis button:

Customer Maintenance

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