MDGP 2018 R2 Feature of the Day: Ship To Address Retained by Customer Combiner

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 twenty-fourth Feature of the Day is Ship To address retained by Customer Combiner.

When using the Customer Combiner tool to combine two customer records the ship to address will now be retained:

Customer Combiner and Modifier

While Customer Combiner isn’t generally used that much (at least by my clients), keeping the ship to address could potentially be very useful.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

MDGP 2018 R2 Feature of the Day: New Sort Options in Sales Order Processing Item Inquiry Window

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 twenty-third Feature of the Day is new sort options in Sales Order Processing Item Inquiry window.

The Sales Order Processing Item Inquiry window has a new Sort By option available; this lets users quickly find the information they are looking for because now they can sort, either ascending or descending, by the following fields:

  • Document Number
  • Document Type
  • Item Number
  • Document Date
  • Customer ID
Sales Order Processing Item Inquiry

This is a good addition as being able to sort by Document Date is a very common request.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

MDGP 2018 R2 Feature of the Day: Mass Update Master Records from 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 twenty-second Feature of the Day is mass update of master records from navigation lists.

This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

  • Accounts
  • Checkbooks
  • Customers
  • Vendors
  • Items
  • Employees

In addition, the vendor navigation list allows you to mass update the temporary status.

A visual indicator quickly lets you know the status of these records:

Vendors navigation list

Since navigation lists were introduced in Dynamics GP 10, they have grown increasingly common in usage, in particular new clients; there are some navigation lists which rarely see use, but ones for master records and transactions seem to be used a lot. There have been a few enhancements to ists over time, and I welcome even more being introduced, so it is good to see this feature.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

MDGP 2018 R2 Feature of the Day: Email Customer Statements

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 thirteenth Feature of the Day is Email Customer Statements.

This Feature of the Day is all about convenience of sending customer statements. In Dynamics GP 2018 R2 users can email customer statements directly from a button on the action pane in the Customer Maintenance window (Sales area page » Cards » Customer). This new E-mail option will automatically send the statement to the email address setup for the customer:

Customer Maintenance

This feature builds on the Single Customer Statement new feature from Dynamics GP 2018 RTM; the original feature of the day post from Microsoft said “print”, but the linked PowerPoint dsaid “email”.

I believed the email part and when I got hands on with the feature was disappointed to find it was only a print.

I’m assuming this feature for 2018 R2 is in response to my, and others, feedback on the print option. I’m very happy to see this has been expanded to an email option now as this will make this feature usable to quite a few of my clients.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

MDGP 2018 R2 Feature of the Day: New SmartList for Deposits on Unposted Sales Transactions Has Been Created

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 ninth Feature of the Day is a new SmartList for deposits on unposted Sales Transactions has been created.

Deposits on Unposted Sales Transactions is a new favorite under Sales Transactions so you can quickly see customers that have put a deposit on a sales transaction but the sales transaction hasn’t been posted; no more searching through the sales records to see the deposits, now you have a new SmartList to view the details:

New SmartList for Deposits on Unposted Sales Transactions Has Been Created

Continue reading “MDGP 2018 R2 Feature of the Day: New SmartList for Deposits on Unposted Sales Transactions Has Been Created”

MDGP 2018 R2 Feature of the Day: Transaction Level Post Through General Ledger

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 seventh Feature of the Day is transaction level post through general ledger. This feature is a new posting option in the Posting Setup window (Administration area page » Setup » Posting » Posting); when Allow Transaction Posting is marked, a new checkbox for Post Through General Ledger Files is now available:

Posting Setup

Continue reading “MDGP 2018 R2 Feature of the Day: Transaction Level Post Through General Ledger”

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.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

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.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

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.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

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.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index