MDGP 2018 R2 Feature of the Day: Print Invoices in Functional Currency from SOP Navigation List

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 sixth Feature of the Day is print invoices in functional currency from SOP navigation list.

This new feature will allow users to print Sales Order Processing documents from the Sales Transactions navigation list in the functional currency; previously the invoices would print in the priginating currency with no option to change.

The ribbon, which allows printing, has been updated to add a Currency to Print field which allows you to toggle between Originating and Functional. The default remains as Original so that existing behvaiour remains, but this can be toggled each time to Funcational.

I am delighted to see this option introduced as it is a feature I requested back in 2014. The client this request originally came from is starting to plan their upgrade to Microsoft Dynamics GP 2018 R2 as well, so very nicely timed.

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MDGP 2018 R2 Feature of the Day: Print and E-mail Sales Order Processing Documents

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 fifth Feature of the Day is print and e-mail Sales Order Processing documents.

This new feature add a new option to print and e-mail Sales Order Processing documents at the same time. In the Sales Document Print Options window, you can now select Print Document and Send Document in E-mail at the same time:

Previously, you had to e-mail the documents and then print the remaining but now you can do both at the same time.

On the surface, this sounds like it should be a nice little time saving new feature, but I’m wondering how this ties in with print remaining documents, introduced in Microsoft Dynamics GP 2013 R2. I’ll have to wait until I can get hads on to find out.

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MDGP 2018 R2 Feature of the Day: Sales Transaction Approval Workflow

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 second Feature of the Day is Sales Transaction Approval Workflow:

Workflow Maintenance

With this new workflow type, available in the Workflow Maintenance window (Administration area page » Setup » Company » Workflow » Workflow Maintenance) you can set approval all Sales Order Processing transaction types including approvals based on customer credit limits

Standard Workflow functionality, notification and action emails as well as visible workflow history on enquiry windows, is available for this workflow type.

If you’re reading this post, then you must be aware that Workflow is one of my favourite areas of the system. As such, I am always happy to see Workflow introduced into new areas; especially when, as with this Sales Transaction Approval Workflow, it is one I have had several customers ask about ever since Workflow was first introduced.

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GP Transaction Search v2: Available Search Windows

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

The second version of GP transaction Search has followed along after version one very quickly. Despite that, it has gone from one search window for Payables Transactions, to including search windows for Receivables Management and Sales Order Processing.

In version one, the search window took over the menu of Transaction by Creditor Enquiry, but in this version, Steve has utilised the Visual Studio Integration Toolkit from Winthrop Development Consultants to create menus for each window:

Purchasing menuSales menu

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Debugging Integration Manager Crashes

Microsoft Dynamics GPWe’ve had two separate clients recently log calls where Integration Manager was crashing while performing an integration.

The first client was doing an Inventory Items integration on Microsoft Dynamics GP 2015 R2 and the other was doing a Sales Transaction integration on Microsoft Dynamics GP 2016 R2.

Both of the integrations had been running fine for quite a long period of time before starting to crash; no changes had been made to either system and I’ve not been able to determine why Integration Manager (IM) has started crashing.

However, by the use of two ini file switches, we were able to determine what error was being encountered by IM resulted in a crash.

The two switches are already present in the ini file (C:\Program Files (x86)\Microsoft Dynamics\Integration Manager nn/Microsoft.Dynamics.GP.IntegrationManager.ini by default) whre the False value needs to be changed to True:

[IMGPPrv]
ShowDynamics=False
DoUIRedraw=False

When these switches are set to True, the Microsoft Dynamics GP windows are not hidden when the integration runs.

We found that for the Inventory Items integration, accounts either didn’t exist, didn’t allow account entry or were inactive; for the Sales Transaction integration, Analytical Accounting (AA) had been enabled for one of the accounts and the integration didn’t handle AA.

I created a VB script for the Inventory Items integration to check the accounts in the Before Document script and cancel the document if the account was going to be a problem.

Hands On With MDGP 2018 RTM New Features: Display Sales Hold Status

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 sixteenth feature of the day, is Display Sales Hold Status, which saw the introduction of a hold flag to the Sales Transaction Entry window (Sales area page >> Transactions >> Sales Transaction Entry):

Sales Transaction Entry

Continue reading “Hands On With MDGP 2018 RTM New Features: Display Sales Hold Status”

SQL Script To Verify Sales Invoice Extended Cost Against Subtotal

Microsoft Dynamics GPThis script is the result of a support call logged by a client where the incorrect value on sales invoices was being invoiced to customers. There was a small number of invoices being created which were showing the incorrect value; there was concern that the issue might be wider than thought, so I wrote this script to verify the sum of the Extended Cost of the lines on an invoice against the Subtotal.

This script is configured to check invoices, but could be used against other transaction types if the highlighted section is changed.

IF OBJECT_ID (N'uv_AZRCRV_CompareEXTDCOSTAgainstSubtotal', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_CompareEXTDCOSTAgainstSubtotal
GO
CREATE VIEW uv_AZRCRV_CompareEXTDCOSTAgainstSubtotal 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).
*/
SELECT
	['Sales Transaction Work'].SOPNUMBE
	,FORMAT(['Sales Transaction Work'].DOCDATE, 'yyyy-MM-dd') AS DOCDATE
	,['Sales Transaction Amounts Work'].XTNDPRCE
	,['Sales Transaction Work'].SUBTOTAL
	,'OPEN' AS TRXSTATUS
FROM
	SOP10100 AS ['Sales Transaction Work']
INNER JOIN 
	(SELECT
		SOPNUMBE
		,SOPTYPE
		,SUM(XTNDPRCE) AS XTNDPRCE
	FROM
		SOP10200
	WHERE
		SOPTYPE = 3 --invoice
	GROUP BY
		SOPNUMBE,SOPTYPE) AS ['Sales Transaction Amounts Work']
			ON
				['Sales Transaction Amounts Work'].SOPNUMBE = ['Sales Transaction Work'].SOPNUMBE
			AND
				['Sales Transaction Amounts Work'].SOPTYPE = ['Sales Transaction Work'].SOPTYPE
WHERE
	['Sales Transaction Amounts Work'].XTNDPRCE <> ['Sales Transaction Work'].SUBTOTAL
UNION ALL
	SELECT
		['Sales Transaction History'].SOPNUMBE
		,FORMAT(['Sales Transaction History'].DOCDATE, 'yyyy-MM-dd') AS DOCDATE
		,['Sales Transaction Amounts History'].XTNDPRCE
		,['Sales Transaction History'].SUBTOTAL
		,'HIST' AS TRXSTATUS
	FROM
		SOP30200 AS ['Sales Transaction History']
	INNER JOIN 
		(SELECT
			SOPNUMBE
			,SOPTYPE
			,SUM(XTNDPRCE) AS XTNDPRCE
		FROM
			SOP30300
		WHERE
			SOPTYPE = 3 --invoice
		GROUP BY
			SOPNUMBE,SOPTYPE) AS ['Sales Transaction Amounts History']
				ON
					['Sales Transaction Amounts History'].SOPNUMBE = ['Sales Transaction History'].SOPNUMBE
				AND
					['Sales Transaction Amounts History'].SOPTYPE = ['Sales Transaction History'].SOPTYPE
	WHERE
		['Sales Transaction Amounts History'].XTNDPRCE <> ['Sales Transaction History'].SUBTOTAL
GO
GRANT SELECT ON uv_AZRCRV_CompareEXTDCOSTAgainstSubtotal TO DYNGRP
GO

The view can easily be plugged into SmartList Designer, SmartList Builder, a refreshable Excel Report, a SQL Server Reporting Services report or any other type of reporting tool.

Dynamics GP Tech Conference 2017: Optimised Financials

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

The Financials modules have some enhancements coming which should be of benefit:

  • Copy user access across AA transaction dimension codes – this should make maintaining AA dimension code access easier.
  • Email single statement from customer card and enquiry – handy when you only want to send a single statement to the customer on the phone, rather than to a range of them.
  • PO Generator opens PO List with the new PO’s filter.
  • PO Number display on Requisition List for originator – getting easy access to the PO number for PR orinators will be a good new addition; it will save me writing SmartLists for everyone based off this view.
  • Print Purchase Requisition – I have mixed opinions. Workflow can handle the sending of requisition details to an approver anyway, and I can’t really think of another reason to output one?
  • Display Hold status on Sales Transaction Entry – more information is never a bad thing.
  • One check per invoice settings – allows for more granular control than the setting in the Select Payments window.
  • Save Select Payments settings – are you tired of having to configure your payment run manually every time? Well, Microsoft’s got you covered with this feature.

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Hands On With Microsoft Dynamics GP 2016 R2: Display Tax Percent for Historical Sales Transactions

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

In this post, I’m going “hands on” with the sixth of the Microsoft Dynamics GP 2016 R2 Feature of the Day posts, Display Tax Percent for Historical Sales Transactions.

To test this feature, I created a new Tax Detail in Tax Detail Maintenance (Administration >> Setup >> Company >> Tax Details) for a Sales series Standard Rated UK VAT at 20% and created a related Tax Schedule:

Tax Detail Maintenance

Continue reading “Hands On With Microsoft Dynamics GP 2016 R2: Display Tax Percent for Historical Sales Transactions”

Integration Manager Sales Order Integration – “The Sales Intrastat Entry window is open”

Microsoft Dynamics GPJust before Christmas I was creating an integration for a client in Integration Manager which would integrate Sales Orders, but unfortunately I was receiving an error message:

Integration Log
Integration: Eriks SO Integration (ID: 8)
Action: None
Start Time: 23/12/2016 11:05:38

  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Opening source query...
  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Initializing Source...
  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Establishing source record count...
  23/12/2016 11:05:38 Source: IIntegrationEngine_Run, Status Code: 0    Beginning integration...
1:  Order  Insert Failed 5. Seconds 
    DOC 1 ERROR: The Sales Intrastat Entry window is open. - The Sales Intrastat Entry window is open.
  23/12/2016 11:05:43 Source: FinishIntegration, Status Code: 3    Integration Failed
  23/12/2016 11:05:43 Source: FinishIntegration, Status Code: 3    Integration Results
    1 documents were read from the source query.
    1 documents were attempted:
        0 integrated without warnings.
        0 integrated with warnings.
        1 failed to integrate.

Finish Time: 23/12/2016 11:05:43

Source Total: 1
Successfully Integrated: 0
Integrated With Warning: 0
Failed: 1

Completion Status: Completed
Integration Status: No Documents Succeeded

Continue reading “Integration Manager Sales Order Integration – “The Sales Intrastat Entry window is open””