Dynamics GP Tech Conference 2017: Power BI Enhancements

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMicrosoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

Power BI is more the area of Belinda Allen or Mark Polino than mine, but I’ll be getting more of a look at it soon as I have one of my team about to take a more in depth look, so it is nice to hear there will be more new stuff coming in the next version of Dynamics GP:

  • Support for paging in OData Services
  • Support for filtering in OData Services
  • Support for OData v4
  • GP Power BI Content Pack – I need more information on this, but it sounds like a set of pre-packaged reports which will be welcome.
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Dynamics GP Tech Conference 2017: New Features In Workflow

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

There have been new features in other areas, which I will come back to, but Workflow is sort of “my thing”, so I’m going to mention the new features which are being added to Workflow 4.0 (I apparently missed the boat somewhere on the name change to Workflow 3.0?).

The coming new features are:

  • Reminder emails for Workflow – this is a feature which has been requested of ym by a couple of clients recently, so nice that I’ll be able to go back and tell them it will be in the next version.
  • Copy Workflow Step – nice to see this one added as it was one of my suggestions on MS Connect.
  • Reporting for Workflow – I’m not sure what is coming in this, but it would be nice to have some default reports showing the history of documents as they passed through the Workflow.
  • Payables Transaction Workflow – additional fields
  • PO Workflow Messages – additional fields – there are never enough fields available for the Workflow, so nice to know more will be available by default.
  • Add EFT/Bank Details to Vendor Approval Workflow – if this one is as it sounds, that will be fantastic as so many clients want this functionality. I think it only took so long as EFT isn’t anywhere near as big in the US as it is in the UK.
  • GL Account Workflow Approval – I have a couple of clients who can ditch some customisations with this one. And a few more who will be delighted so see this added.
  • Purchase Receiving Workflow – I have a few customers waiting for this one to be introduced.
  • Purchase Enter/Match Invoice Workflow – as above, a few clients are waiting for this one.

I know we can’t have everything we want, and the above are good additions to Workflow, but I still want more!

Click to show/hide the Dynamics GP Tech Conference 2017 Series Index

● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , , , , , , , , , , ,  ● Permalink ● Shortlink ●

Deploy SQL View to All Databases

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPI have a few clients who have quite a few company databases in Microsoft Dynamics GP. One of them has well over a hundred live companies. This can make deploying reports somewhat long winded when you need to deploy an SQL view to all of the databases.

Fortunately, Microsoft SQL Server has ways and means which you can use to make the process a lot easier. In this case, I am using a SQL cursor to select all of the databases from the Company Master (SY01500) and loop through them to deploy the view; the deployment is in three phases:

  • Delete any existing view with the same name (this allows for an easy redeployment).
  • Create the view.
  • Grant the SELECT permission to DYNGRP.
  • The script is posted below with a simplified PO report being created; the view name is set in the highlighted parameter near the top of the script.

    The large highlighted section is where you please the content of the view which is to be deployed.
    Continue reading → Deploy SQL View to All Databases

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    Microsoft Dynamics GP 2016 R2 Financial Dashboard Error

    ● Ian Grieve ●  ● 1 Comment   ● 

    Microsoft Dynamics GPWhen reviewing some dashboards with a client a while ago we encountered an error launching the Financial Dashboard:

    Microsoft Excel - We found a problem with some content in 'T16R2 Financial Dashboard.xlsx'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes.

    Microsoft Excel

    We found a problem with some content in 'T16R2 Financial Dashboard.xlsx'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes.

    Continue reading → Microsoft Dynamics GP 2016 R2 Financial Dashboard Error

    ● Categories: Dynamics, Excel Reports, GP, Microsoft ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

    SQL Script Linking Purchase Orders to Purchase Requisitions

    ● Ian Grieve ●  ● 2 Comments   ● 

    Microsoft Dynamics GPI have been doing a lot of work recently on Purchase Order Processing and Workflow 2.0. One of the requests I had was for a SmartList report which allowed the purchase order (PO) to be compared back to the purchase requisition (PR) it originated from. I had to take a few minutes to investigate as I knew the link from PR to PO was maintained within the system, but I wasn’t sure of the table.

    It took me a little longer to determine which table held the link as I was expecting a company table, but instead found that the link was stored in the SOP_POPLink table (SOP60100). One fairly quick view later and I have the basis for the required report, and probably for some others in future too.

    Continue reading → SQL Script Linking Purchase Orders to Purchase Requisitions

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    SQL Function To Return Workflow Approval Status

    ● Ian Grieve ●  ● 6 Comments   ● 

    Microsoft Dynamics GPIf you have been paying any sort of attention, you will know that I do quite a lot of work with the Workflow 2.0 module of Microsoft Dynamics GP.

    We have created a number of reports in the past which allows the status of transactions or card going through a Workflow Approval process; to simplify matters somewhat, I created a SQL function which can be called with the Workflow Type Name and the Workflow Business Object Key and have the approval status returned.

    CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalStatus(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
    	RETURNS VARCHAR(14)
    AS
    /*
    Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
    This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
    
    Returns Workflow Approval status of a specified workflow item.
    
    Requires input parameters of WorkflowTypeName and WfBusObjKey
    
    Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
    	General Ledger Batch Approval
    	Receivables Batch Approval
    	Payables Batch Approval
    	Payables Transaction Approval
    	Purchase Order Approval
    	Purchase Requisition Approval
    	Vendor Approval
    	Employee Profile Approval
    	Employee Skills Approval
    	Payroll Direct Deposit Approval
    	Payroll Timecard Approval
    	Payroll W4 Approval
    	Expense Report Approval
    	Timesheet Approval
    	Smartlist Designer View Approval
    */
    BEGIN
    	RETURN ISNULL((
    		SELECT TOP 1 
    			CASE WHEN ['Workflow History'].Workflow_Action = 1 THEN
    				'Submitted'
    			WHEN ['Workflow History'].Workflow_Action = 2 THEN
    				'Resubmitted'
    			WHEN ['Workflow History'].Workflow_Action = 3  THEN
    				'Approved'
    			WHEN ['Workflow History'].Workflow_Action = 4 THEN
    				'Task Complete'
    			WHEN ['Workflow History'].Workflow_Action = 5 THEN
    				'Rejected'
    			WHEN ['Workflow History'].Workflow_Action = 6 THEN
    				'Delegated'
    			WHEN ['Workflow History'].Workflow_Action = 7 THEN
    				'Recalled'
    			WHEN ['Workflow History'].Workflow_Action = 8 THEN
    				'Escalated'
    			WHEN ['Workflow History'].Workflow_Action = 9 THEN
    				'Edit'
    			WHEN ['Workflow History'].Workflow_Action = 10 THEN
    				'Final Approved'
    			END
    		FROM 
    			WF30100 AS ['Workflow History']
    		INNER JOIN
    			WFI10002 AS ['Workflow Master']
    				ON
    					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
    		WHERE
    			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
    		AND
    			['Workflow Master'].WfBusObjKey = @WfBusObjKey
    		ORDER BY
    			['Workflow History'].DEX_ROW_ID DESC)
    	,'Not Submitted')
    END
    GO
    
    GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalStatus TO DYNGRP
    GO

    This view can be called from a SmartList created using either SmartList Designer, SmartList Builder, via a Reporting Services or Excel Report or any other type of report.

    ● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , , , , , , , ,  ● Permalink ● Shortlink ●

    Fixing Reports Not Implemented Error After Upgrade

    ● Ian Grieve ●  ● 4 Comments   ● 

    Microsoft Dynamics GPWe’ve been doing a number of upgrades recently and I encountered an old error when trying to deploy the SQL Server Reporting Services (SSRS) and Excel Reports through the Reporting Tools Setup window (Administration >> Setup >> System >> Reporting Tools).

    This particular client is being upgraded from Microsoft Dynamics GP 2013 SP2 to 2016 R2.

    The problem is that some of the companies are showing as Not implemented. The companies showing this way are the oldest; TEST2016… is actually the main company renamed for testing.

    Reporting Tools Setup

    Continue reading → Fixing Reports Not Implemented Error After Upgrade

    ● Categories: Dynamics, GP, Microsoft, Uncategorized ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

    Historical Excel Reporting Price Increase Coming

    ● Ian Grieve ●  ● 3 Comments   ● 

    Microsoft Dynamics GPMark Polino has a set of Historical Excel Reports available for sale. The reports available are as follows:

    • Receivables Management Historical Aged Trial Balance
    • Payables Management Historical Aged Trial Balance
    • Historical Inventory Trial Balance
    • Historic Stock Status Report

    Now is the ideal time to buy them, as the price is increasing on 1st April 2017.

    ● Categories: Dynamics, GP, Microsoft, Third Party Add-on ● Tags: , , , , , , , , , , , ,  ● Permalink ● Shortlink ●

    Hands On With Microsoft Dynamics GP 2016 R1: Deploy System Database

    ● Ian Grieve ●  ● 11 Comments   ● 

    Microsoft Dynamics GPNow that we have the first client installed, we can deploy the system database. By default the system database is called DYNAMCIS, but i have chosen to use one called D16R1. To deploy the system database, hit the Windows start button, search for and launch GP Utilities.

    While I do try to minimise the use of the sa account as it is the SQL Server system administrator account, the initial implementation of Dynamics GP does require its use. So, on the Welcome to Microsoft Dynamics GP Utilities window enter sa in the User ID field and enter the relevant password.

    Once done, click OK:

    Welcome to Microsoft Dynamics GP Utilities

    Continue reading → Hands On With Microsoft Dynamics GP 2016 R1: Deploy System Database

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    MDGP 2016 R1 Feature of the Day: OData Service

    ● Ian Grieve ●  ● 0 Comments   ● 

    The previous feature of the day introduced the OData Service installation. This one gives a brief overview of how the service works:

    OData Service

    The main features of the OData service are:

    • Ability to define end points for the service
    • View GP data with any tool that supports OData feeds

    Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

    ● Categories: Dynamics, GP, GP OData Service, Microsoft ● Tags: , , , , , ,  ● Permalink ● Shortlink ●