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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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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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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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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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.

Update Taxes In Fabrikam Sample Company to Add Current UK VAT Rates

Microsoft Dynamics GPWhile the Fabrikam sample company is very US-centric, it is still somewhat useful to use as it has data spread across lots of different modules. The sample data hasn’t been updated for years and so still has the UK VAT rate set at 17.5%; VAT was raised to 20% in the 2010 budget and came into force in January 2011.

I created a script a while ago which could be used to create VAT rates for use in both Purchasing and Sales.

In Sales only a Standard 20% rate is created, but for purchasing rates are created for the Standard 20%, reduced 5%, Exempt and Zero Rated.

/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
-- Sales/Purchases Tax Schedule Header Master (TX00101)
INSERT INTO TX00101
	(TAXSCHID,TXSCHDSC,NOTEINDX)
VALUES
	-- Purchasing
	('UKVATP','UK VAT All Purchasing',0)
	,('UKVATPS','UK VAT Purchasing Standard',0)
	,('UKVATPR','UK VAT Purchasing Reduced',0)
	,('UKVATPE','UK VAT Purchasing Exempt',0)
	,('UKVATPZ','UK VAT Purchasing Zero',0)
	-- Sales
	,('UKVATS','UK VAT All Sales',0)
	,('UKVATSS','UK VAT Sales Standard',0)
GO

-- Sales/Purchases Tax Schedule Master (TX00102)
INSERT INTO TX00102
	(TAXSCHID,TAXDTLID,TXDTLBSE,TDTAXTAX,Auto_Calculate)
VALUES
	-- Purchasing
	('ALL DETAILS','UKVATPS',3,0,0)
	,('ALL DETAILS','UKVATPR',3,0,0)
	,('ALL DETAILS','UKVATPE',3,0,0)
	,('ALL DETAILS','UKVATPZ',3,0,0)
	,('UKVATP','UKVATPS',3,0,0)
	,('UKVATP','UKVATPR',3,0,0)
	,('UKVATP','UKVATPE',3,0,0)
	,('UKVATP','UKVATPZ',3,0,0)
	,('UKVATPS','UKVATPS',3,0,0)
	,('UKVATPR','UKVATPR',3,0,0)
	,('UKVATPE','UKVATPE',3,0,0)
	,('UKVATPZ','UKVATPZ',3,0,0)
	--Sales
	,('ALL DETAILS','UKVATSS',3,0,0)
	,('UKVATS','UKVATSS',3,0,0)
	,('UKVATSS','UKVATSS',3,0,0)
GO

--Sales/Purchases Tax Master (TX00201)
INSERT INTO TX00201
	(TAXDTLID,TXDTLDSC,TXDTLTYP,ACTINDX,TXIDNMBR,TXDTLBSE,TXDTLPCT,TXDTLAMT,TDTLRNDG,TXDBODTL,TDTABMIN,TDTABMAX,TDTAXMIN,TDTAXMAX,TDRNGTYP,TXDTQUAL,TDTAXTAX,TXDTLPDC,TXDTLPCH,TXDXDISC,CMNYTXID,NOTEINDX,NAME,CNTCPRSN,ADDRESS1,ADDRESS2,ADDRESS3,CITY,STATE,ZIPCODE,COUNTRY,PHONE1,PHONE2,PHONE3,FAX,TXUSRDF1,TXUSRDF2,VATREGTX,TaxInvReqd,TaxPostToAcct,TaxBoxes,IGNRGRSSAMNT,TDTABPCT)
VALUES
	-- Purchasing
	('UKVATPS','UK VAT Purchasing Standard',2,90,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPR','UK VAT Purchasing Reduced',2,90,'',3,5.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPE','UK VAT Purchasing Exempt',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPZ','UK VAT Purchasing Zero',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	-- Sales
	,('UKVATSS','UK VAT Sales Standard',1,89,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
GO

--Sales/Purchases Tax Summary Master (TX00202)
INSERT INTO TX00202
	(TAXDTLID,TDTSYTD,TDSLLYTD,TXDTSYTD,TDTSLYTD,TXDSTYTD,TDSTLYTD,KPCALHST,KPERHIST)
VALUES
	-- Purchases
	('UKVATPS',0,0,0,0,0,0,1,1)
	,('UKVATPR',0,0,0,0,0,0,1,1)
	,('UKVATPE',0,0,0,0,0,0,1,1)
	,('UKVATPZ',0,0,0,0,0,0,1,1)
	-- Sales
	,('UKVATSS',0,0,0,0,0,0,1,1)
GO

This script has only ever been tested in the Fabrikam sample company; the script will need to be run again any time you redeploy the sample company using GP Utilities.

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: 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

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