MDGP 2018 R2 Feature of the Day: Ship To Address Retained by Customer Combiner

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-fourth Feature of the Day is Ship To address retained by Customer Combiner.

When using the Customer Combiner tool to combine two customer records the ship to address will now be retained:

Customer Combiner and Modifier

While Customer Combiner isn’t generally used that much (at least by my clients), keeping the ship to address could potentially be very useful.

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MDGP 2018 R2 Feature of the Day: Email Customer Statements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The thirteenth Feature of the Day is Email Customer Statements.

This Feature of the Day is all about convenience of sending customer statements. In Dynamics GP 2018 R2 users can email customer statements directly from a button on the action pane in the Customer Maintenance window (Sales area page » Cards » Customer). This new E-mail option will automatically send the statement to the email address setup for the customer:

Customer Maintenance

This feature builds on the Single Customer Statement new feature from Dynamics GP 2018 RTM; the original feature of the day post from Microsoft said “print”, but the linked PowerPoint dsaid “email”.

I believed the email part and when I got hands on with the feature was disappointed to find it was only a print.

I’m assuming this feature for 2018 R2 is in response to my, and others, feedback on the print option. I’m very happy to see this has been expanded to an email option now as this will make this feature usable to quite a few of my clients.

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MDGP 2018 R2 Feature of the Day: Monthly Recurring Batches

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The first Feature of the Day is monthly recurring batches. This new feature allows ou to, on both Monthly and Bi-monthly batches to mark a Use last day of month checkbox which will update the Posting Date to the last day of the month.

This functionality has been added to Receivables Management, Payables Management and Inventory Control:

Receivables Batch Entry

The example above, shows a receivabled batch dates 30/04/2027 which, with the new checkbox marked, will automatically set the posting date to the last day of the month. So, when the batch is posted the next posting date would be set to May 31.

My initial impression was that this would be a good addition, until I realised that it did not include the General Ledger Financial Batches. I can’t think of a single client who uses recurring batches in any of Receivables, Payables or Inventory.

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Enabling Email for All Master Records

Microsoft Dynamics GPIf when Microsoft Dynamics GP is implemented, you know that email documents is going to be used, the functionality can be enabled alongside the rest of the system, but for clients who were not, for example, using Purchase Order Processing from the start it needs to be switched on after the fact.

When first discussing it with the client, my initial thoughts were to use a macro to enable merged from the supplier list to step through the vendors/creditors and enable that way.

However, just before I started to explain this, I remembered a feature tucked away on the Vendors/Creditors navigation list. If you click the button, in the Modify section of the area pane, of two chevrons pointing to the right you get a pop-up menu containing an Email Settings option:

Creditors navigation list

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Hands On With MDGP 2018 RTM New Features: Print Single Customer Statement

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The nineteenth feature of the day, is Email Single Customer Statement from the Customer Maintenance window (Sales >> Cards >> Customer), or at least that is how it was originally billed by Microsoft.

However, now that I’ve had the chance to get hands on with it, it is not the ability to email a statement, but only the ability to print one using the old Standard report. This is very disappointing as this new functionality doesn’t even allow the printing to the Word Template version of the template.

To print the single statement, open the Customer Maintenance window, load a customer, click the Print button to display a small menu, click Statement:

Customer Maintenance

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Hands On With MDGP 2018 RTM New Features: Sorting

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twelfth feature of the day is Sorting. Five windows inquiry windows have had the ability to change the sort order added:

  • Payables Transaction Inquiry – Vendor
  • Payables Transaction Inquiry – Document
  • Receivables Transaction Inquiry – Customer
  • Receivables Transaction Inquiry – Document
  • Select Bank Transactions
Payables Transaction Inquiry - Vendor

Across the years I have been asked numerous times by clients if it was possible to reorder the inquiry windows into date order, but this was never possible. Until Microsoft Dynamics GP 2018 that is.

This feature of the day has seen five of the inquiry windows updated to have sort options available. For Payables Transaction Inquiry – Vendor this means you can change the sort order from Document Number to one of the following:

  • Type
  • Original Amount
  • Unapplied AMount
  • Document Date

The other windows have similar sorting options. We have already started rolling out Dynamics GP 2018 to clients and have had a few positive comments about this feature.

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MS Dynamics World Article: Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

Microsoft Dynamics GPYesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Hands On With MDGP 2018 RTM New Features: DocAttach Available on More Windows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The first of the features announced by Microsoft was the introduction of DocAttach on more windows: the DocAttach button on the action pane makes the function more accessible to users. The windows updated for this are:

  • General Ledger Transaction Entry
  • Receivables Transaction Entry
  • Asset General Information
  • Employee Entry
  • I-9 Form (Payroll)
  • Journal Entry Enquiry
  • Payables Transaction Entry Zoom
  • Receivables Transaction Entry Zoom

I quite like the DocAttach function in Microsoft Dynamics GP, although I am careful to be clear with clients and prospects that is is document attachment and not document management.

While it’s good to see DocAttach getting wider exposure across Microsoft Dynamics GP on the action panes, it’s especially nice to see Fixed Asset Management getting some DocAttach improvements as many of my clients have images of their assets to store:

Fixed Asset General

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MDGP 2018 RTM Feature of the Day: Email Single Customer Statement

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The seventeenth Feature of the Day is Email Single Customer Statement. This feature allows a statement to be emailed from both the Customer Maintenance and Customer Inquiry windows:

This feature is meant to use the statement format defined in Receivables Setup.

From the screenshot I am left with some questions as to how this will actually work, as there is no Email button, but only a print one and I was expecting a button like on the recreate cheque stub function, but instead the button is a Print button.

I’ll have to wait to get hands on with this one to see how it actually works.

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MDGP 2018 RTM Feature of the Day: Sorting

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The tenth Feature of the Day is Sorting. This feature adds sorting options to five windows in Purchasing, Sales and Bank Reconciliation:

I like this feature a lot. Clients have been asking about being able to reorder the enquiry windows for a long time; it’s nice that I’ll soon be able to tell them that they can now sort the data.

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