Tag Archives: Receivables Management

Microsoft Dynamics GP 2013 R2 Coming Soon

The next version of Microsoft Dynamics GP, 2013 R2, is going to be released soon. I can hardly wait, but, unfortunately, I have to :(

The Dynamics GP Support and Services Blog have posted an article today outlining their intended blog post schedule where they are going to run through the upgrade process and all of the new features which are due in the coming version.

  • April 29 – Lifecycle
  • May 1 – Upgrade Planning
  • May 6 – Known Upgrade Issues
  • May 8 – Version Checks & Upgrades
  • May 13 – Database Upgrade
  • May 15 – Modified Dictionary Upgrade
  • May 20 – Upgrade Troubleshooting
  • May 22 – GP is upgraded – what’s next?
  • May 27 – Upgrading Web Client
  • May 29 – Tables Changes in R2 – Review the SDK
  • June 3 – Identity Management
  • June 4 – Azure Backups
  • June 5 – New Workflow
  • June 10 – Requisition Management
  • June 11 – OLE Document Attach
  • June 12 – Human Resource Time Entry
  • June 17 – Project Accounting Time Entry
  • June 18 – General Ledger
  • June 19 – Payables Management
  • June 24 – Receivables Management
  • June 25 – Bank Reconciliation
  • June 26 – Analytical Accounting
  • July 1 – Fixed Assets
  • July 2 – Sales Order Processing
  • July 3 – Inventory Control
  • July 8 – Purchase Order Processing/Encumbrance Management
  • July 9 – Email or Print any report in Word
  • July 10 – SmartList Designer 2.0
  • July 15 – Office 365
  • July 16 –Take Company Offline
  • July 17 – Ribbons in Desktop
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MDGP 2013 Feature of the Day: Document Attach

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty eighth feature they’ve announced is Document Attach.

You can now easily and efficiently attach documents to a Purchasing or Sales transaction or Purchasing, Sales or Inventory master records. This feature creates the foundation for Document Attachment and the necessary additions to address Document Attachment for the Procure to Pay & Quote to Cash process and Inventory card.

The feature supports the scan process “Scan to be attached later”. “Scan to be attached later” – Is the process when documents are scanned using either a desktop or bulk multi-functional scanner to a storage location. At a later time the image is attached to a transaction or record in the ERP system.

Document attachment will store the initial scans in a file location and then upon attaching to the Microsoft Dynamics GP 2103 record, the image will store the attachment in a new SQL table specific to Document Attach. Attachments are stored by company.

Easy access is achieved from the transaction or record.

The default location for the documents to be attached can be specified in a new Document Attachment Setup window;

Document Attachment Setup

When entering a Purchase Order, for example, a new button is available in the scrolling window;

Purchase Order Entry

Which opens the Document Attachment Management window where the user can specify the files to be attached;

Document Attachment Management

This new feature is targeted at the following roles:

  • Warehouse Manager
  • Accounting Manager
  • Purchasing Agent
  • Shipping and Receiving
  • Accounts Payable Coordinator
  • IT Manager
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MDGP 2013 Feature of the Day: Default View Stores Sort Order

Microsoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty seventh feature they’ve announced is Default View Stores Sort Order.

Customers have the ability to choose additional sorts or custom sorts within lookups and can choose Set as Default View. Once this has been chosen as the default, the next time the user enters the lookup the list will populate based off the sort they Set as Default View.

This gives the customer the flexibility to set the lookups based off how they need to see the data and can save them valuable time in the application. The Set as Default option is available within the Customer and Prospects, Vendors, Items, Salespeople and Employees lookups;

Customers and Prospects Lookup

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MDGP 2013 Feature of the Day: Email For 64-bit Microsoft Office

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The twenty seventh feature they’ve announced is Email for 64-bit Microsoft Office.

Users will now have the ability to use 64-bit Microsoft Office when utilizing the email functionality within Microsoft Dynamics GP 2013. In previous versions, an installation of the 32-bit version of Microsoft Office was needed in order to use the email functionality.

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MDGP 2013 Feature of the Day: Multicurrency Apply in RM Cash Receipts

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The twenty first feature they’ve announced is Multicurrency Apply in RM Cash Receipts.

In Microsoft Dynamics GP2013 Receivables Management you can apply multicurrency cash receipts against invoices as you enter them.

This will speed up data entry time and reduce the number of steps you currently take to apply invoices and payments.

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MDGP 2013 Feature of the Day: Reconciled Indicator

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The eighteenth feature they’ve announced is Reconciled Indicator.

With the introduction of the Reconciled Indicator users will be able see at a glance whether a payment has been reconciled within Microsoft Dynamics GP.

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MDGP 2013 Feature of the Day: SSRS Reports On Forms

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixteenth feature they’ve announced is SSRS Reports On Forms.

This feature allows users to print SQL Server Reporting Services (SSRS) reports directly from a window in Microsoft Dynamics GP. This has been made available on a range of windows across General Ledger, Receivables Management, Sales Order Processing, Payables Management, Inventory Management, Human Resources and Payroll.

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MDGP 2013 Feature of the Day: Email Indicator

MDGP 2013 Feature of the Day: Email Indicator

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fourteenth feature they’ve announced is Email Indicators.

Microsoft Dynamics GP 2010 introduced the ability to email various differrent trransactions directly without the need for third party products. In Microsoft Dynamics GP 2013, an icon has been introduced to the navigation lists to show a visible indicator that a particular record has been emailed.

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MB3-859 Microsoft Dynamics GP 2010 Financials Certification Acquired

Microsoft Certified Technology SpecialistWell, I’m just back from the Prometric test centre with an updated Microsoft Dynamics GP certification. I gained the Microsoft Dynamics GP 10 Financials certification a few years back and, as it was about to expire, I’ve just been and passed the GP 2010 replacement.

The new one is MB3-859 Microsoft Dynamics GP 2010 Financials.

A bit like the GP 2010 Installation & Configuration certificate I passed the other week, I can’t help but feel the timing is bad with the new version about to expire, it is driven by the certiifcation requirements of Microsoft for partners.

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MDGP 2013 Feature of the Day: Rename Customer Address User Defined Fields

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The fifth feature they’ve announced is Rename Customer Address User Defined Fields.

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