Dynamics GP Tech Conference 2017: New User Experience Features

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

One of the areas being focused on in the 2018 version of Microsoft Dynamics GP, is the user experience. The announced enhancements are:

  • Add sort to Receivables Transaction Inquiry – by Customer
  • Add sort to Receivables Transaction Inquiry – by Document
  • Add sort to Payables Transaction Inquiry – by Vendor
  • Add sort to Payables Transaction Inquiry – by Document
  • System password is remembered for the duration of the user session – the only downside is if you need to grant access to a window such as the VAT Return to a user, but then need to monitor them to make sure they then close Dynamics GP before continuing with other work.
  • Rename of Payables windows to say Payments instead of Checks – I can;t find the post, but this was a request from Mariano Gomez and is well overdue. Pretty much all payments in the UK are by EFT, so it was getting seriously embarrassing having all the windows with Cheque in the name (UK language pack changes it from Check).
  • Autocomplete added to the web client
  • SmartList Favourites – unique password protection – this is by popular request after the password for SmartList Favourites globally was added in GP 2016 R2.
  • SmartList shortcut on toolbar in web client
  • Bank Reconciliation maximise window in web client
  • Adding additional sorting in Bank Reconciliation window
  • Update help icons to link to tagged online support documents

The enhancements to the user experience listed above should be of benefit to users of Dynamics GP, and follows Microsoft’s ethos of evolution, not revolution in the improvements they are making.

Click to show/hide the Dynamics GP Tech Conference 2017 Series Index

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SQL View to Return Budgets By Month

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThe budget functionality in Microsoft Dynamics GP isn’t the strongest with reporting being particularly weak. The ability to report on budgets in Management Reporter does somewhat redeem this area of functionality.

However, the absence of a SmartList Object for budgets is quite a big issue, as SmartList is a very nice flexible reporting tool which the majority of my clients know well. For those with SmartList Builder, it was easy enough to create a SmartList Object for them.

With the introduction of SmartList Designer, we were able to roll out the SmartList budget report to all of the clients who wanted it.

The script is below and returns the budget information with the beginning balance, 12 hard-coded periods and total horizontally across the page.

Continue reading → SQL View to Return Budgets By Month

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SQL Script Linking Purchase Orders to Purchase Requisitions

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPI have been doing a lot of work recently on Purchase Order Processing and Workflow 2.0. One of the requests I had was for a SmartList report which allowed the purchase order (PO) to be compared back to the purchase requisition (PR) it originated from. I had to take a few minutes to investigate as I knew the link from PR to PO was maintained within the system, but I wasn’t sure of the table.

It took me a little longer to determine which table held the link as I was expecting a company table, but instead found that the link was stored in the SOP_POPLink table (SOP60100). One fairly quick view later and I have the basis for the required report, and probably for some others in future too.

Continue reading → SQL Script Linking Purchase Orders to Purchase Requisitions

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SQL Function To Return Workflow Approval Status

● Ian Grieve ●  ● 6 Comments   ● 

Microsoft Dynamics GPIf you have been paying any sort of attention, you will know that I do quite a lot of work with the Workflow 2.0 module of Microsoft Dynamics GP.

We have created a number of reports in the past which allows the status of transactions or card going through a Workflow Approval process; to simplify matters somewhat, I created a SQL function which can be called with the Workflow Type Name and the Workflow Business Object Key and have the approval status returned.

CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalStatus(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
	RETURNS VARCHAR(14)
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).

Returns Workflow Approval status of a specified workflow item.

Requires input parameters of WorkflowTypeName and WfBusObjKey

Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
	General Ledger Batch Approval
	Receivables Batch Approval
	Payables Batch Approval
	Payables Transaction Approval
	Purchase Order Approval
	Purchase Requisition Approval
	Vendor Approval
	Employee Profile Approval
	Employee Skills Approval
	Payroll Direct Deposit Approval
	Payroll Timecard Approval
	Payroll W4 Approval
	Expense Report Approval
	Timesheet Approval
	Smartlist Designer View Approval
*/
BEGIN
	RETURN ISNULL((
		SELECT TOP 1 
			CASE WHEN ['Workflow History'].Workflow_Action = 1 THEN
				'Submitted'
			WHEN ['Workflow History'].Workflow_Action = 2 THEN
				'Resubmitted'
			WHEN ['Workflow History'].Workflow_Action = 3  THEN
				'Approved'
			WHEN ['Workflow History'].Workflow_Action = 4 THEN
				'Task Complete'
			WHEN ['Workflow History'].Workflow_Action = 5 THEN
				'Rejected'
			WHEN ['Workflow History'].Workflow_Action = 6 THEN
				'Delegated'
			WHEN ['Workflow History'].Workflow_Action = 7 THEN
				'Recalled'
			WHEN ['Workflow History'].Workflow_Action = 8 THEN
				'Escalated'
			WHEN ['Workflow History'].Workflow_Action = 9 THEN
				'Edit'
			WHEN ['Workflow History'].Workflow_Action = 10 THEN
				'Final Approved'
			END
		FROM 
			WF30100 AS ['Workflow History']
		INNER JOIN
			WFI10002 AS ['Workflow Master']
				ON
					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
		WHERE
			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
		AND
			['Workflow Master'].WfBusObjKey = @WfBusObjKey
		ORDER BY
			['Workflow History'].DEX_ROW_ID DESC)
	,'Not Submitted')
END
GO

GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalStatus TO DYNGRP
GO

This view can be called from a SmartList created using either SmartList Designer, SmartList Builder, via a Reporting Services or Excel Report or any other type of report.

● Categories: Dynamics, GP, Microsoft, Workflow ● Tags: , , , , , , , , , , , ,  ● Permalink ● Shortlink ●

Hands On With Microsoft Dynamics GP 2016 R2: SmartList Favourite Protection

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The second of the new features I’m going to cover is SmartList Favorite Protection.

This feature allows the administrators to define a password which must be entered before a SmartList favorite can be modified. The password is entered in the SmartList Options window (Administration >> Setup >> System >> SmartList Options):

SmartList Options

The password impacts all SmartList favorites. Please do not use ACCESS as the password; I see far too many clients who have this as a password throughout their system. It is in all of the manuals and lots of blog posts so it is pretty much the least secure password you could use.

Continue reading → Hands On With Microsoft Dynamics GP 2016 R2: SmartList Favourite Protection

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Hands On With Microsoft Dynamics GP 2016 R2: SmartList Designer Favorites In Advanced Lookups

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

This is the first of the posts where I will be covering the new functionality introduced to Microsoft Dynamics GP 2016 R2. In this post I am going to cover the addition of SmartList Designer favorites in Advanced Lookups new feature.

To use this feature, create a SmartList Designer object:

SmartList Designer

Continue reading → Hands On With Microsoft Dynamics GP 2016 R2: SmartList Designer Favorites In Advanced Lookups

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MDGP 2016 R2 Feature of the Day: SmartList Favorite Protection

● 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 second Feature of the Day is SmartList Favorite Protection:

SmartList Options

This new feature allows a password to be set which will protect SmartList Favourites from being modified; when a user tries to modify a SmartList Favorite they will be prompted to enter a password.

The downside of this setting is that it is a global setting for all SmartList Favourites and not a password which can be set differently for each Favourite. This point was mentioned to Microsoft at reIMAGINE 2016.

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

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MDGP 2016 R2 Feature of the Day: SmartList Designer SmartLists in Advanced Lookups

● 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 first Feature of the Day is SmartList Designer SmartLists in Advanced Lookups:

SmartList Favorite

Continue reading → MDGP 2016 R2 Feature of the Day: SmartList Designer SmartLists in Advanced Lookups

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MS Connect Suggestion Sunday: Multiple Items To Vote Upon

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPI occasionally post suggestions from MS Connect and ask people to read the suggestion and cast their votes. Well, today I don’t have a single suggestion, or even two, but three suggestions for you to vote upon.

One Click Access to SmartList in Web Client

In the desktop client you can access SmartList from the area page, from the Microsoft Dynamics GP menu or via a toolbar icon. However, in the web client, only the first of these options are available and most users of Dynamics GP do not generally know of ways othet than the Microsoft Dynamics GP menu to start SmartList. This suggestion is to make SmartList available via one click in the web client.

Chris Dobkins submitted the suggestion and asked if SmartList can be made available by an icon next to the User Date in the web client; I don’t actually mind where the icon is, but agree that a single click method is required to make SmartList more accessible.

Vote here for this suggestion.

Hide Business Analyzer in Navigation Lists for All Users and All Lists

Business Analyzer can be a good way of seeing infromation from Dynamcis GP, but I have never liked BA being added to the navigation lists in Dynamics GP. This is why I added a recipe to the Microsoft Dynamics GP 2013 Cookbook which allowed it to be switched off globally with a SQL trigger. A Chris says, it would be better to have this functionality available via the GP client itself and allow users to switch it on when wanted.

Vote for this suggestion here.

End a corrupted Web Client Session

This is the third suggestion, suggested by Chris.

From time to time, a web client session will become corrupt. When this happens, you can reconnect to the session, but GP does not work (you may just gets lots of errors pop up in the status spinner, for example). When this happens, the user needs the ability to end the session from the screen that lists your active sessions and the tenants to which you have access to create new sessions. Users have the ability to remove their login from the activity table, and have had for many versions. Ending a hung web client session is the web client version of removing your user from the activity table so that you can log back into GP.

Vote for this suggestion here

● Categories: Business Analyzer, Dynamics, GP, Microsoft, Microsoft Connect, SmartList, Web Client ● Tags: , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2016 R1 Feature of the Day: SmartLists from Favorites

● Ian Grieve ●  ● 0 Comments   ● 

As mentioned in the previous post, Microsoft Dynamics GP 2013 SP2 saw the introduction of SmartList Designer and have been gradually improving it since. This new feature allows a user to create a new SmartList from a favourite, instead of just from a SmartList Object:

SmartList

SmartList Designer

The main features of are:

  • A user can create a new SmartList from a favourite using Designer
  • The user doesn’t have to remove all extra columns from the default SmartList

This new feature will ease the creation of a SmartList Object simialr to an existing favourite instead of a copy of the default SmartList Object to which the favourite belongs.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

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