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

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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

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MDGP 2015 Feature of the Day: Receivables Management Batch Approval

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 third Feature of the Day is Receivables Management Batch Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the processing of Receivables Management batches in a more streamlined fashion.

Receivables Management Batch Approval allows users to create mandatory workflow processes around Receivables transaction batches. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

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MDGP 2013 R2 Feature of the Day: Email By Document Type

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-sixth Feature of the Day covered is Email by Document Type. This new functionality gives the end-user the flexibility to send emails based on the actual type of the document; for example they may want to send quotes to a different email address that the actual invoice. This now can be accomplished using a simple interface.

The Customer Maintenance email tab (Microsoft Dynamics GP menu >> Cards >> Sales >> Debtor (or Customer if in the US) >> Email tab) has been updated with a new Email Address column containing an ellipsis button:

Customer Maintenance

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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: Dashboards

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 twentieth Feature of the Day covered is Dashboards. Four new reporting dashboards have been added to the Excel Reports in Dynamcis GP 2013.

The new dashboards are for the Financial, Sales, Purchasing and Inventory series and are deployed with the other Excel Reports. These refreshable reports can deployed to a shared network drive, SharePoint or SharePoint Online.

The Financial dashboard:

Financial dashboard

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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.