Hands On With Microsoft Dynamics GP 2018 R2 New Features: Ship To Address Retained by Customer Combiner

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The twenty-first new feature is Ship To Address Retained by Customer Combiner. This feature will retain the ship to address when customers are merged using the Customer Combiner tool:

Customer Combiner and Modifier

I’ve tested this feature and compared it to the functionality in 2018 RTM, and I can’t tell the difference. The Ship To address of the destination customer, does not change in either version and the ship to address from both the source and destination customers are both available after the combine.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Email Customer Statements

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The thirteenth new feature is Email Customer Statements. This feature of the day allows a single statement to be emailed to a customer direct from the Customer Maintenance window (Sales area page » Cards » Customer) using the Email button on the action pane:

Customer Maintenance

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Transaction Level Post Through General Ledger

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The seventh new feature is .When transaction posting is enabled, this feature allows users to perform posting through the General Ledger at a transaction level. The following is a list of supported transactions for this feature:

  • Invoice Entry
  • Receivables Apply Doc.
  • Receivables Cash Receipts
  • Receivables Sales Entry
  • Sales Deposits
  • Sales Trx Entry
  • Voided Trx Maintenance (Sales)
  • Payables Trx Entry
  • Payment Entry
  • Purchasing Invoice Entry
  • Purchasing Prepayments
  • Receivings Trx Entry
  • Returns Trx Entry
  • Assembly Entry
  • Transaction Entry (Inventory)
  • Transfer Entry
  • Manual Checks (Payroll)
  • Project Accounting Transaction windows except Project Closing

To enable post through for transactions, open the Posting Setup window (Administration area page » Setup » Posting » Posting), and mark the Post Through General Ledger checkbox below the Allow Transaction Posting one:

Posting Setup

In theory this is a great addition to Dynamics GP, as many clients want to do transaction level posting, although more these days are wanting to use workflow for approvals which still requires batches.

However, in my testing so far, all Sales transactions which I post using post through work fine, but nothing on Payables posts through at transaction level regardless of the settings.

I need to do additional testing, but so far this feature isn’t looking good.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Monthly Recurring Batches

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The first new feature is Monthly Recurring Batches. This feature allows a recurring batch to be created in Payables Management, Receivables Management and Inventory Control.

When creating the batch, after selecting a Frequency of Monthly, mark the new Use last day of the month; this will change the Posting Date to the last day of the month:

Payables Batch Entry

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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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