MDGP 2016 R2 Feature of the Day: Credit Limit Warning Calc for Unposted Credit Docs

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The eleventh Feature of the Day is Credit Limit Warning Calc for unposted Credit Docs.

This feature of the day will adjust the credit limit warning calculation when a cash receipt is entered and is applied against an outstanding invoice, but has not been posted:

Credit limit exceeded warning message

I have somewhat mixed feelings on this one and kind of hope that there is a switch to toggle this on and off based on the clients requirements.

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MDGP 2016 R2 Feature of the Day: Receivables/Payables Dist Line Display Expanded

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The ninth Feature of the Day is Receivables/Payables Dist Line Display Expanded.

As with the GL Distribution Line UI Change this feature of the day will default the scrolling window expanded or collapsed based on the previous display date on the Receivables Transaction Entry and Payables Transaction Entry distribution windows:

Sales Transaction Distribution Entry

Continue reading → MDGP 2016 R2 Feature of the Day: Receivables/Payables Dist Line Display Expanded

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MDGP 2016 R2 Feature of the Day: Display Tax Percent for Historical Sales Transactions

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here

The sixth Feature of the Day is Display Tax Percent for Historical Sales Transactions.

Sales Tax Summary Enquiry

When drilling into the Sales Tax Summary Enquiry, the tax percent used at time of transaction displays instead of the percent that is setup on the tax detail maintenance window.

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A Diary of reIMAGINE 2016: Part 15 – Conference Day 2/Custom Workflow Creation

● Ian Grieve ●  ● 1 Comment   ● 

reIMAGINE2016The final session of the day I attended, was on Custom Workflow Creation. I was interested in this session, as we need to create some new Workflow Types. One which is needed, is a Workflow Type of EFT Bank.

The Vendor Change Workflow Approval is good, but does not do anything when the EFT Bank Details are changed and this is a major requirement for many of our clients in the UK.

The session showed how the new Workflow Type is created, tables updated, buttons added to windows and I took the opportunity to discuss wider requirements such as the need to update code elsewhere to respect the new Workflow Types created.

The changes for new Workflow 2.0 Types must be done in Dexterity.

There is a lot of scope for creating new Workflow Types in addition to EFT Bank Details such as SOP Transactions, Bill of Materials, and there my mind goes blank. Been in this airport too long.

The session on custom workflow creation was one of my favourites due to my interest in Workflow 2.0 (did I mention I am doing a second edition of my Workflow 2.0 book?).

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MDGP 2016 R1 Feature of the Day: Automatically Batch Deposit Cash Receipts

● Ian Grieve ●  ● 0 Comments   ● 

There are some feature of the days which I look at and think “so what?”. And then there are others I look at and know they are going to be very popular.

This feature is very much one of the latter (I have one client who would be willing to upgrade to just top get this one feature). It is the ability to have Cash Receipts automatically posted in Bank Reconciliation:.

Cash Receipt Posting Journal

Bank Deposit Posting Journal

The main features of are:

  • When Automatically Post Cash Deposits is marked and you post a batch with cash receipts in it, one deposit will be created for all cash receipts in the batch.
  • If you transaction level post, each transaction will create a separate deposit.

There is one downside to this feature; if you want your deposits to show as individual deposits in bank you have to post them separately in Receivables Management. Doing one transaction per batch (transaction level posting would result in manual posting being required of the resulting GL batches) will not be as time consuming as doing all of the deposits manually, but is moving an element of the work from one part of Dynamics GP to another (and possibly from one team to another).

The client I references at the start of this post runs a number of visitor centres so will have a lot of cash receipt transactions being imported into the system, but the majority of them would hit the bank as a single deposit. I’m onsite with them soon to help integrate their new EPOS system into GP so can work with them to make sure transactions are brought into Dynamics GP in the way necessary for them to benefit most from this feature.

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MDGP 2016 R1 Feature of the Day: Word Templates for Batch Approval Workflow

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GP 2013 R2 saw the introduction of the Workflow 2.0 (which was the subject of myfourth book. Workflow 2.0 was enhanced further in both Microsoft Dynamics 2015 R1 and R2, and is again being improved in Dynamics GP 2016 R1.

This time, the enhancement is a twofold one. Firstly, the Batch Edit lists have a default Word Template and, secondly, this can be emailed to the workflow approver:

Workflow Maintenance

Edit List Report

The main features of are:

  • Workflow Batch Approvals now have a default Word Template for the following edit lists:
    • Gneeral Ledger Batches
    • Payables Batches
    • Receivables Batches
  • Can be emailed to approver for complete information before approving

I think this feature will prove to be popular with those clietn using Workflow approvals as an approver will always want s much information before approving as possible. This will likely be of great interest when Workflow approvals are being used.

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MDGP 2016 R1 Feature of the Day: Inventory All-In-One Document View

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GP 2015 R2 saw the introduction of the Purchasing All-In-One Document View, and Dynamics GP 2016 R1 sees the introduction of an Inventory equivalent:

Inventory All-In-One Document View

The main features of Inventory All-In-One Document View are:

  • View quantity in and quantity out transactions for one item in one window
  • Accessible from Item Maintenance, many item inquiry windows, navigation lists and the home page

As with the Sales All-In-One Document View I am prepared to be underwhelmed by this feature of the day based on the Purchasing one introduced in Dynamics GP 2015 R2.

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MDGP 2016 R1 Feature of the Day: Sales All-In-One Document View

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GP 2015 R2 saw the introduction of the Purchasing All-In-One Document View, and Dynamics GP 2016 R1 sees the introduction of a Sales equivalent:

Sales All-In-One Document View

The main features of Sales All-In-One Document View are:

  • View all related sales documents for a single transaction in one window
  • Accessible from Customer Maintenance, many sales inquiry windows, navigation lists and the home page

When I heard of the Purchasing version of this in 2015 R2 I was looking forward to it, but found the reality to be a little underwhelming as the window isn’ the friendliest around and is a little clunky. The screenshot above shows that the Sales All-In-One Document View is very similar to the purchasing one so fear I will find this equally clunky.

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View To Return Sales Orders (Work Status) Requiring An Assembly

● Ian Grieve ●  ● 5 Comments   ● 

Microsoft Dynamics GPI have some clients who use the Bill of Materials and assemblies within the Inventory series rather than the Manufacturing series and full MRP; their processes are not so complex that they need this level of MRP functionality. To make it easy to link an assembly to a sales order, the assemblies are created with the same ID as the order (one of the clients has a high level of automation added via customisations to automatically create the assembly from the order).

I’ve created a script to return this information on more than one occasion, so finally decided to post it here so I can easily find it.


CREATE VIEW uv_AZRCRV_SalesOrdersToBeAssembled 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
	CASE WHEN LEFT(RTRIM(SOP102.SOPNUMBE),3) = 'ORD' THEN
		SUBSTRING(RTRIM(SOP102.SOPNUMBE),4,LEN(RTRIM(SOP102.SOPNUMBE))-3)
	ELSE
		RTRIM(SOP102.SOPNUMBE)
	END +
	CASE WHEN (SELECT COUNT(SOPNUMBE) FROM SOP10200 SOP102I WHERE SOP102I.SOPNUMBE = SOP102.SOPNUMBE) > 1 THEN
		'_' + CAST(SOP102.LNITMSEQ/13684 AS VARCHAR(2))
	ELSE
		''
	END AS 'Assembly'
	,FORMAT(GETDATE(), 'yyyyMMdd') AS 'Batch Number'
	,RTRIM(SOP102.ITEMNMBR) AS 'Item Number'
	,CASE WHEN SOP102.UOFM = 'EACH' THEN
		CAST(CAST(SOP102.QUANTITY AS DECIMAL(10,0)) AS VARCHAR(10))
	ELSE
		CAST(CAST(SOP102.QUANTITY*10000 AS DECIMAL(10,0)) AS VARCHAR(10))
	END AS 'Quantity'
	,SOP102.UOFM AS 'UofM'
	,SOP101.BACHNUMB AS 'Sales Batch'
FROM
	SOP10200 SOP102 WITH (NOLOCK)
INNER JOIN
	SOP10100 SOP101 WITH (NOLOCK)
		ON
			SOP101.SOPNUMBE = SOP102.SOPNUMBE
		AND
			SOP101.SOPTYPE = SOP102.SOPTYPE
INNER JOIN
	BM00101 BM101 WITH (NOLOCK)
		ON
			BM101.ITEMNMBR = SOP102.ITEMNMBR
		AND
			BM101.Bill_Status = 1
LEFT JOIN
	BM10200 BM102 WITH (NOLOCK)
		ON BM102.TRX_ID = RTRIM(SUBSTRING(SOP102.SOPNUMBE,4,LEN(SOP102.SOPNUMBE)-3))
LEFT JOIN
	BM30200 BM302 WITH (NOLOCK)
		ON BM302.TRX_ID = RTRIM(SUBSTRING(SOP102.SOPNUMBE,4,LEN(SOP102.SOPNUMBE)-3))
WHERE
	SOP102.SOPTYPE = 2
AND
	BM102.TRX_ID IS NULL
AND
	BM302.TRX_ID IS NULL
GO

GRANT SELECT ON uv_AZRCRV_SalesOrdersToBeAssembled TO DYNGRP
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SQL View To Allow Customer/Item Link In SmartList Builder

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPOn this one I am open to someone telling me that there is actually a way to do this out of the box, but I haven’t been able to find it. On a SmartList I was creating, I needed to pull the customer item number and description through to a SOP transaction SmartList, but couldn’t find any table to link with.

As a workaround, I created this view which contains the required link using the CUSTNMBR from SOP10100 (Sales Transaction Work) and the ITEMNMBR from SOP10200 (Sales Transaction Amounts Work):


CREATE VIEW uv_AZRCRV_CustomerItemLink 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
		SOP102.SOPNUMBE
		,SOP102.SOPTYPE
		,SOP102.LNITMSEQ
		,SOP101.CUSTNMBR
		,SOP102.ITEMNMBR
	FROM
		SOP10200 AS SOP102 WITH (NOLOCK)
	INNER JOIN
		SOP10100 AS SOP101 WITH (NOLOCK)
			ON SOP101.SOPNUMBE = SOP102.SOPNUMBE AND SOP101.SOPTYPE = SOP102.SOPTYPE
	INNER JOIN
		SOP60300 AS SOP603 WITH (NOLOCK)
			ON SOP603.CUSTNMBR = SOP101.CUSTNMBR AND SOP603.ITEMNMBR = SOP102.ITEMNMBR
GO

GRANT SELECT ON uv_AZRCRV_CustomerItemLink TO DYNGRP
GO
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