MDGP 2013 R2 Feature of the Day: Print Remaining Documents

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirty-fifth Feature of the Day covered is Print Remaining Documents. Users will now have the ability to email and print batches or statements in one step rather than having to handle those that will be emailed or printed separately.

In the PM, RM, SOP and POP Batch windows the UI will not change; the user will simply mark both options to Print and Send Documents in E-mail.

The Print Receivables Statements form will see the introduction of a new option for use hen emailing statements:

GP windows

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

SQL Query To Determine Quantity To Order

I recently had cause to knock together a fairly simple SQL script to determine the quantity to order based on Sales transactions in the system taking into account the Order Point Quantity and Quantity To Order for the Item/Site combination in the Inventory module:

SELECT
   SOP10200.LOCNCODE AS 'Site'
   ,SOP10200.ITEMNMBR AS 'Item Number'
   ,SUM(SOP10200.QUANTITY) AS 'Quantity Required'
   ,IV00102.ORDRUPTOLVL - SUM(SOP10200.QTYTORDR) AS 'Quantity To Order'
FROM
   SOP10200 (NOLOCK)
LEFT OUTER JOIN
   IV00102 (NOLOCK)
      ON IV00102.ITEMNMBR = SOP10200.ITEMNMBR AND IV00102.LOCNCODE = SOP10200.LOCNCODE
WHERE
   SOP10200.QTYTORDR <= ORDRPNTQTY AND SOP10200.QTYTORDR <> 0
GROUP BY
   SOP10200.ITEMNMBR, SOP10200.LOCNCODE, IV00102.ORDRUPTOLVL

MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The nineteenth Feature of the Day covered is Suggested Item Enhancements – Sales Script and Additional Information. The Suggested item enhancements allows the user to add a sales script to each suggested item. This script will give the salesperson more information about the item.

As you can see in the screenshot the Item Maintenance – Suggest Items window (Inventory >> Cards >> Item Maintenance | Suggest Items button) has been updated with a Sales Script field for each item:

Item Maintenance - Suggest Items

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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

MS Connect Suggestion: Add Voided Column To SOP Transaction Excel Report

Belinda Allen has a suggestion on MS Connect which she would like our votes for.

The suggestion is as follows:

If the Excel Refreshable Report for SOP Line Items is used, it includes voids. The Data Connection properties have to be edited to exclude voids, rendering this refreshable report useless; unless you are not keeping voided transactions in History. I would like a column for voids added. Pretty much line item detail Excel Refreshable Reports will need this.

This would be a very useful feature to have and I would encourage you to go to MS Connect and vote.

SOP Blank Invoice Form Word Template Not Working

I was configuring up a test system a short time ago and found that the Sales Documents (specifically the SOP Blank Invoice Form) were producing into IE rather than Word when I printed them.

The problem was caused by the VAT Daybook being installed. VAT Daybook provides alternative versions of the standard SOP reports which do not work with the Word Template Email functionality. To have the invoices send via Word, I had two choices; make a Word Template version of the SOP Blank Invoice Form or, and as this was only a test system my preferred choice, to change a setting to use the standard SOP template rather than the VAT Daybook one.

To do this, open Alternative/Modified Forms and Reports (Microsoft Dynamics GP menu >> Tools >> Setup >> System), set Product to VAT Daybook and restrict the Type to Reports;

Alternative/Modified Forms and Reports

In the scrolling window, expand SOP Blank Invoice Form and SOP Blank History Invoice Form and mark the Microsoft Dynamics GP option under both.

After saving these changes, the SOP Blank Invoice Form successfully produced to Word.

MDGP 2013 Feature of the Day: Copy AA Trx Dimensions For POP, SOP And GL

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

The sixty second feature they’ve announced is Copy AA Trx Dimensions for POP, SOP And GL.

In Microsoft Dynamics GP 2013 when you copy a Sales Transaction (SOP) or Purchase Order (POP), you can now include the Analytical Accounting Transaction Dimension information;

Copy a Sales Order

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MDGP 2013 Feature of the Day: Shipping Address Overrides Remain In Service Call

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

The sixty first feature they’ve announced is Shipping Address Overrides Remain In Service Call.

When you override the shipping address on a part line with a miscellaneous address ID, that shipping address is used throughout the service call process for that part. A tax schedule ID is added to the Misc. Address Maintenance window, so that when that shipping address override is used on the part, the tax schedule assigned to the address is used to calculate the tax on the invoice in Sales Order Processing.

Service Call Entry/Update

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MDGP 2013 Feature of the Day: RMA Sales Order Consolidate

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

The fifty ninth feature they’ve announced is RMA Sales Order Consolidate.

In Dynamics GP, the creation of the cross ship order is per RMA line. If there are multiple lines on an RMA, each line generates a new SOP order.

Now with Dynamics GP 2013, you can optionally consolidate multiple cross shipped lines on an RMA onto a single SOP order document. As long as the SOP order is open, any additional lines cross shipped for that same RMA will be added to the same sales order.

Service Setup Returns

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MDGP 2013 Feature of the Day: Item Description From RMA

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

The fifty sixth feature they’ve announced is Item Description from RMA.

In prior versions of Microsoft Dynamics GP, the SOP document that was generated from an RMA had an item description that was a concatenation of the return item, RMA number and RMA type. Most customers would have to edit each line. Now the item description will contain the actual returned item’s description. This will happen for any SOP Return document generated from RMAs. Also, a SOP invoice generated from RMA closing for any final charges will now use the invoice item’s description.

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