Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The eighteenth new feature is Letter Writing Assistant in Web Client. This feature adds one of the few remaining areas that wasn’t previously accessible to the web client.

The Letter Writing Assistant is available via SmartList; for example, run a Vendors SmartList and the click on the Word button and click Prepare a Creditor Letter:

SmartList prepare a Creditor Letter

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: SmartList Designer Favourites in Navigation List

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The seventeenth new feature is SmartList Designer Favourites in Navigation List. This feature will see favourites created for SmartList Designer SmartList objects added to the SmartList Favorites navigation list.

As an example, I have created a Vendor EFT SmartList object in SmartList Designer and saved a couple of favourites:

SmartList - Vendor EFT

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: New SmartList for Deposits on Unposted Sales Transactions Has Been Created

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The ninth new feature is New SmartList for Deposits on Unposted Sales Transactions Has Been Created. This feature adds a new Deposits on Unposted Sales Transactions favourite to the Sales Transactions SmartList object:

Deposits on Unposted Sales Transactions SmartList Favorite

When the feature of the day post was announced, I expressed some skepticism as to the value of it. It is basically a copy of the default favourite with two columns removed and the Deposit Received column added; very quick and easy to create if it is needed.

I’ve not really changed my mind. It might save you 20 seconds once to create the favourite if you wanted it, but nothing more.

I’d have been happier if it was a new SmartList Object, such as a Budget SmartList, instead of just a new favourite.

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Microsoft Dynamics GP 2018 U.S. Year End Update Released (Includes Critical VAT Daybook Fixes)

Microsoft Dynamics GPDon’t be fooled by the name; the Microsoft Dynamics GP 2018 U.S. Year End Update includes other fixes, some of which are critical to clients running the Vat Daybook module.

This fix has all the usual stuff for the Payroll (US) module which you can read about here.

The other good stuff in this version is:

  • System
  • VAT Daybook
    • Purchasing tax amounts from GL entries are subtracting from boxes 2 and 7, instead of adding to boxes 4 and 7 on the VAT Summary.
    • Sales returns and credit memos are not deducting total taxable amount from box 6 on VAT return, and voids from box 1 and box 6.
    • Purchasing returns & credit memo’s, voids are not deducting total taxable amount from box 7 on VAT return, and invoices not updating box 4.

The Microsoft Dynamics GP hot fix is available from: Customer Source or PartnerSource .

The VAT Daybook fixes have also been rolled back into Microsoft Dynamics GP 2016 (but no earlier): Customer Source or PartnerSource .

MDGP 2018 R2 Feature of the Day: Letter Writing Assistant in Web Client

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-first Feature of the Day is Letter Writing Assistant works in the web client.

This feature is the Letter Writing Assistant now works in the web client; when in the SmartList window and you click on the Word option, the templates are available as they are in the windows client:

Web Client

Letter Writing Assistant was one of the few pieces of functionality which did not work in the web client, so it is nice to see it being made available.

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MDGP 2018 R2 Feature of the Day: SmartList Designer Favourites in 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 twentieth Feature of the Day is SmartList Designer favorites in navigation list.

This feature is SmartList Designer Favorites will now display in the navigation lists. Previously, only standard SmartList favourites would display in the SmartList Favorites navigation list, but with this feature all those favourites created for SmartList Designer SmartLists, will also now display:

SmartList Favorites navigation list

I have a handful of clients using SmartList Designer, but the majority of my clients use SmartList Builder from eOne Solutions due to functionality differences. Even those clients using SmartList Designer never, to the best of my knowledge, use the SmartList Favorites navigation list.

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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

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Handling The Broken ClearCompanies Script

Microsoft Dynamics GPAs I covered in this post there is a problem in the Clear Companies script available from Microsoft which breaks the User Smart List Master (ADH00100) table.

The issue is that the clear companies script deletes rows from the ADH00100 table when the relevant database doesn’t exist. This will only be a problem for sites which have SmartList objects created with SmartList Designer, which explains why I haven;t seen the problem more often.

I posted the code which can be used to update the clear companies script, but if you don;t want to maintaina custom version of this script, there are two actions you can take.

If you know of this issue in advance of running the clear companies script, you can build into your process the runing of a script against the table to change all of the CMPANYID entries in the table to the number of a company which does exist:

/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
UPDATE
	['User Smart List Master']
SET
	CMPANYID = (SELECT TOP 1 CMPANYID FROM SY01500 ORDER BY CMPANYID DESC)
FROM
	ADH00100 AS ['User Smart List Master']
WHERE
	CMPANYID <> 0
AND
	(SELECT COUNT(database_id) FROM sys.databases AS ['System Databases'] WHERE ['User Smart List Master'].CMPANYID = ['System Databases'].database_id) = 0
GO

This script is configured to only update the CMPANYID field when the relevant database doesn;t exist or the field is set to 0.

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Deleting A Company Breaks SmartList

Microsoft Dynamics GPA client recently replicated their live system over to a standalone test system, but, when they did so, they did not migrate all of the databases over. They took all of the live and test over, but did not take the historical databases. After copying the databases over, they ran the Clear Companies script available in KB855361.

Everything looked fine, until they tried to open SmartList when they received an unhandled script exception error; I don’t have a screenshot of the error, but the text is reproduced below:

Microsoft Dynamics GP

Unhandled script exception:
Index 0 of local array is out of range in script 'ASI_Initialize_Explorer_Tree'. Script terminated.

I did some checking around (both reviewing data using SQL Profiler, but also searching online where I found this thread on the Dynamics Community forum.) and determined that the error is related to the User Smart List Master (ADH00100)User Smart List Master (ADH00100) table.

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SQL View to Return Prior Day Logins

Microsoft Dynamics GPMicrosoft Dynamics GP is licensed, for full users, on a concurrent user basis. This means that you can create more users than can be logged in at the same time; unfortunately, this means that if users don;t log out correctly, that the license remains in use.

The below script can be plugged into a SmartList Designer to give easy visibility of who logged in before the current day.

CREATE VIEW uv_AZRCRV_GetPriorDayLogins 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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	['User Activity'].USERID AS 'User ID'
	,ISNULL(['Users Master'].USERNAME, 'User Master record not found') AS 'User Name'
	,ISNULL(['Company Master'].INTERID, 'Company Master record not found') AS 'Inter ID'
	,['User Activity'].CMPNYNAM AS 'Company Name'
	,FORMAT(['User Activity'].LOGINDAT, 'yyyy-MM-dd') AS 'Login Date'
	,FORMAT(['User Activity'].LOGINTIM, 'hh:mm:ss') AS 'Login Time'
FROM
	ACTIVITY AS ['User Activity']
LEFT JOIN
	SY01400 AS ['Users Master']
		ON
			['User Activity'].USERID = ['Users Master'].USERID
LEFT JOIN
	SY01500 AS ['Company Master']
		ON
			['User Activity'].CMPNYNAM = ['Company Master'].CMPNYNAM
WHERE
	['User Activity'].LOGINDAT <= DATEADD(DAY, -1, GETDATE())
GO
GRANT SELECT ON uv_AZRCRV_GetPriorDayLogins TO DYNGRP
GO