Tag Archives: Sales

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
Posted in Analytical Accounting, Dynamics, Encumbrance Management, GP, Microsoft, SmartList, Software Development Kit, Web Client | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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.

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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.

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MDGP 2013 Feature of the Day: Document Attach

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

The sixty eighth feature they’ve announced is Document Attach.

You can now easily and efficiently attach documents to a Purchasing or Sales transaction or Purchasing, Sales or Inventory master records. This feature creates the foundation for Document Attachment and the necessary additions to address Document Attachment for the Procure to Pay & Quote to Cash process and Inventory card.

The feature supports the scan process “Scan to be attached later”. “Scan to be attached later” – Is the process when documents are scanned using either a desktop or bulk multi-functional scanner to a storage location. At a later time the image is attached to a transaction or record in the ERP system.

Document attachment will store the initial scans in a file location and then upon attaching to the Microsoft Dynamics GP 2103 record, the image will store the attachment in a new SQL table specific to Document Attach. Attachments are stored by company.

Easy access is achieved from the transaction or record.

The default location for the documents to be attached can be specified in a new Document Attachment Setup window;

Document Attachment Setup

When entering a Purchase Order, for example, a new button is available in the scrolling window;

Purchase Order Entry

Which opens the Document Attachment Management window where the user can specify the files to be attached;

Document Attachment Management

This new feature is targeted at the following roles:

  • Warehouse Manager
  • Accounting Manager
  • Purchasing Agent
  • Shipping and Receiving
  • Accounts Payable Coordinator
  • IT Manager
Posted in Dynamics, GP, Microsoft | Tagged , , , , , , , , , , , | 3 Comments

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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Posted in Analytical Accounting, Dynamics, GP, Microsoft | Tagged , , , , , , , , , , , | 1 Comment

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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MDGP 2013 Feature of the Day: RMA And SOP Consolidation

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

The fifty fifth feature they’ve announced is RMA and SOP Consolidation.

In Microsoft 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.

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MDGP 2013 Feature of the Day: Default View Stores Sort Order

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

The forty seventh feature they’ve announced is Default View Stores Sort Order.

Customers have the ability to choose additional sorts or custom sorts within lookups and can choose Set as Default View. Once this has been chosen as the default, the next time the user enters the lookup the list will populate based off the sort they Set as Default View.

This gives the customer the flexibility to set the lookups based off how they need to see the data and can save them valuable time in the application. The Set as Default option is available within the Customer and Prospects, Vendors, Items, Salespeople and Employees lookups;

Customers and Prospects Lookup

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