MDGP 2015 R2 Feature of the Day: Customer Credit Limit Visual

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty fourth Feature of the Day is Customer Credit Limit Visual. In Microsoft Dynamics GP 2015 R2, you have additional options that determine how and when you are notified of a customer who is over the credit limit you set for them.

In Receivables Setup, you can select to display an icon or give a warning message for a customer who is over their limit.

The existing process for an existing credit limit password will still be asked when entering a line item or saving a transaction.

The warning message:

Continue reading

MDGP 2015 R2 Feature of the Day: Automatically Deposit Cash Receipts

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty third Feature of the Day is Automatically Deposit Cash Receipts. This feature provides the option to have cash receipts directly update the checkbook balance without the need to manually post the cash receipt deposit in Bank Reconciliation.

This option was previously available in Analytical Accounting. In Microsoft Dynamic GP2015 R2, the option is made available in the core dictionary, expanding the option to companies not using Analytical Accounting.

To select the option, mark the “Automatically post cash receipt deposits” checkbox in the Company Setup Options window.

Company Setup - Options

When this option is marked, cash receipts entered in Cash Receipt Entry, Receivables Transaction Entry, Sales Transaction Entry, and Invoice Entry will be deposited automatically in the checkbook, updating the checkbook balance.

I have a few clients who will benefit from this one, but I have one client especially in mind for it who has asked before about if this was possible.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Enable Email on All Sales Order Document Formats

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty first Feature of the Day is Enable Email on All Sales Order Document Formats. The Print Options for Sales Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Sales Order documents.

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Sales Documents window.

Print Sales Documents

While being able to all PO documents is a welcome feature, it is even more welcome on the Sales Order Processing side of things as I have a number of clients who need to produce a proforma invoice when the order is raised and this is typically done using one of the other document formats such as the Despatch Note Blank Form which can be emailed. It is going to be good to be able to configure the SOP Short Order Form as the proforma invoice and be able to use the despatch note for its intended purpose.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

Slow Opening Windows In Microsoft Dynamics GP

Microsoft Dynamics GPI recently implemented Microsoft Dynamics GP for a client who is a UK subsidiary of an American company. This client is a heavy user of the Inventory Control module with over 30,000 items (you’ll see the relevance of this soon).

Shortly after the go-live, users started reporting that windows were opening very slowly; for example, it was taking almost 2 minutes to open the Sales Transaction Entry window. I sat with one of the users and looked at the problem with them; it took a few minutes, due to the slowness, of checking various windows before realising that it was the windows with an Item Number field on them which were slow opening.

I did a quick search online and found a post on Dynamics Code Blocks by Tim Wappat where he had encountered a similar issue which was being caused by the AutoComplete function; this would make sense as by default the AutoComplete will remember 10,000 entries per field.

Which with over 30,000 items and a couple hundred sales orders being processed everyday meant the AutoComplete was quickly building up for each user.

Tim’s solution seemed to be a little more convoluted than I woulr have expected and involved deleting files in the Windows profile. I did a test with one of the users, by deleting the AutoComplete entries via User Preferences (Microsoft Dynamics GP menu >> User Preferences) and clicking the AutoComplete button (ringed in red):

User Preferences

Continue reading

Transfer Old RM Statement Emails to New Email Fields

Microsoft Dynamics GPI’ve been involved with a recent upgrade of Microsoft Dynamics GP 10 to 2015. Two of the new features we helped introduce is the use of Word Templates and the Email Documents to replace the old statement email functionality which was dependent on Adobe Writer.

To help the client make the transition from the old to the new, I created an SQL script to transfer the email addresses from the table, RM00106 (RM Statement Emails) used by the old Adobe Writer to the SY01200 (Address Email Master) used by the Email Documents functionality.

Continue reading

MS Connect Suggestion Sunday: Navigation List Doesn’t Allow Sales Documents Printing In Currency

Microsoft Dynamics GPThis recently came up at a newly implemented client who makes extensive use of the Sales Order Processing module and sells across the world. Some of the sales orders and invoices printed off were coming off in the originating company and others in the functional.

We discussed with the users how the documents were being printed and established that some users were printing from the Sales Transaction Entry window, others from Print Sales Documents and others were using the Sales Order Transactions navigation list.

The documents printed through the navigation list were the ones which were always in the functional currency. The reason is that Sales Transaction Entry and Print Sales Documents have an option to select the Currency to Print whereas the navigation list print button doesn’t.

To remedy this, I have created an MS Connect suggestion to have the Currency to Print added to the print dialog on the navigation list which I would appreciate people voting for:

Navigation List Print Sales Document

If you have an MS Connect suggestions you want publicised, contact me with details.

Old Style Emailing Of Dynamics GP RM Statements Error: “Path for the E-mail Status Report is Not Setup”

Microsoft Dynamics GPA client on Dynamics GP 2010 R2 has been configuring email for the RM statements recently, but after configuring the system were still receiving an error message:

Path for the E-mail Status Report is Not Setup

When we were assisting to diagnose the problem, we found that while they did have the EmailStmtStatusPath line in their Dex.ini file (as detailed in this KB article), the specified path did not have a trailing slash; as soon as this was done the report started working without issue.

MDGP 2015 Feature of the Day: Edit Email on Historical Transactions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirtieth Feature of the Day is Edit Email on Historical Transactions. In Microsoft Dynamics GP 2015 when you want to send an e-mail for a historical document you can add additional e-mail addresses and choose which e-mail addresses you wish to send to.

On Navigation Lists, you can mark a group of historical documents and e-mail them to a different e-mail address. So, if a customer wants a copy of a number of invoices, you can mark them, and e-mail them to the specific address.

Edit E-mail Detail is available for Receivables statements, Sales Order transactions, Purchase Orders and Payables remittances:

Reprint Statements

Continue reading

MDGP 2015 Feature of the Day: Payment Terms – Discount Date Calculation

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty second Feature of the Day is Payment Terms – Discount Date Calculation. With the changes for the transaction due date, we’ve extended the options for the discount date also in Microsoft Dynamics GP2015.

Now you have the same calculation options for discount date that you do for transaction due date. You choose among calculation options like annual, next month or month/date and being able to add days, months, or years to the calculation gives you greater flexibility when setting up your payment terms:

Payment Terms Setup

Continue reading

MDGP 2015 Feature of the Day: Payment Terms – Transaction Calculation

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty first Feature of the Day is Payment Terms – Transaction Calculation. In Microsoft Dynamics GP 2015 you now have greater flexibility to configure payment terms for the transaction due date.

A new selection was added to calculate the transaction due date from the transaction date or from the discount date and additional calculation options like annual or month/date and being able to add days or months to the calculation gives you greater flexibility when setting up your payment terms:

Payment Terms Setup

Continue reading