MDGP 2015 R2 Feature of the Day: Historical Received Not Invoiced Report

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The fifteenth Feature of the Day is Historical Received Not Invoiced Report.

A new SQL Reporting Services Report based off the current Received Not Invoiced report but add new functionality by adding a cutoff date based on transaction date or GL Post Date to allow customers to use the report for Historical purposes. This report will allow users to see what was received into inventory but not invoiced yet as of a specific date.

Historical Received Not Invoiced Report SSRS Report

These reports are becoming increasingly popular with clients as they look far better than the “very white” ones GP has traditionally shipped with. The only downside for someone who isn’t in the US is that they ship with a default language of en_US so all values come out as USD. I have some PowerShell scripts I have been working on to download, update the language and upload the reports from SQL Server Reporting Services. I need to revisit and see if I can knock them into shape to post online; I’m not experienced with PowerShell so it is taking me awhile. If someone wants to volunteer to help, I would appreciate it.

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MDGP 2015 R2 Feature of the Day: SmartList Designer Create View

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The thirteenth Feature of the Day is SmartList Designer Create View .

Within SmartList Designer a user can send a SmartList through workflow to create a SQL view based on the SmartList query.

This SQL view can then be used outside of GP for such purposes as creating reports using SQL reporting services or Power BI reports in Excel.

The view will also allow the user to publish the SmartList as a refreshable excel report from inside of Dynamics GP.

SmartList Designer

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Install SQL Server 2014: SSRS Configuration for Microsoft Dynamics GP

Microsoft Dynamics GPIn the previous two posts, I stepped through the installation and configuration of SSRS. To deploy the Microsoft Dynamics GP SSRS reports to the SSRS server there is one last piece of configuration which needs to be completed.

There is a setting in the web.config file which needs to be added for the reports to deploy successfully. I have previously blogged about that setting here. The only change in the path will be the version number in the folder name will be higher.

Once you have completed that step you can then move onto deploying the SSRS reports in Dynamics GP; this post was written on Dynamics GP 2010 R2, but the process for deploying them is the same in Dynamics GP 2015.

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Install SQL Server 2014
SQL Server Installation
SSRS Installation
SSRS Configuration
SSRS Configuration for Microsoft Dynamics GP

Install SQL Server 2014: SSRS Configuration

SQL ServerIn this small series of posts I’m going to take a step through the installation of SQL Server 2014 and SSRS (the series index can be found at the bottom of each post).

In the last post, I stepped through the installation of SSRS. As I mentioned in that post, I prefer to do the configuration separately, as I have had problems with the automatic configuration.

To configure SSRS, launch Reporting Services Configuration Manager from the Windows Start screen.

The first window launched is the Reporting Services Configuration Connection one; ensure the Server Name is correct and that the Report Server Instance is the one to be configured and click Connect:

Reporting Services Configuration Connection

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Install SQL Server 2014: SSRS Installation

Microsoft Dynamics GPIn this small series of posts I’m going to take a step through the installation of SQL Server 2014 and SSRS (the series index can be found at the bottom of each post).

In the previous post I covered the installation of SQL Server itself; in this post I’m going to cover the installation of SSRS. While it is possible to have SSRS installed and configured automatically when SQL Server is installed, but I have experienced problems with SSRS when doing this so I usually install it separately. You would also do a separate installation of SSRS if you had a reporting server where you were doing an install of SSRS.

To install SSRS launch the setup.exe on the installation media, click on Installation in the navigation pane and then click on New SQL Server stand-alone installation or add features to an existing installation:

SQL Server Installation Center

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Registering dotNET DLLs

Microsoft Dynamics GPIn the past when I have needed to manually register DLLs they have been C++ or VB ones which are registered using the regsrver command.

A recent project for a client was done using C# which requires the assembly to be registered using a different command. I am posting this here as a reminder to myself next time I need to do this.

When you register the assembly, you may receive a warning message about registering unsigned assemblies using the /codebase switch which is intended only with signed assemblies. If you trust the origin of the assembly then you can safely register the assembly and ignore the warning.

To register the .NET DLL, open a command prompt and type the following (the highlighted section is the name of the assembly being registered):

%SystemRoot%\Microsoft.NET\Framework\v4.0.30319\regasm.exe reportprinter.dll /codebase

To unregister a .NET DLL type the following:

%SystemRoot%\Microsoft.NET\Framework\v4.0.30319\regasm.exe reportprinter.dll /unregister

The highlighted section is the dll being registered or unregistered.

Hands On With Microsoft Dynamics GP 2015 RTM: First Run of Business Analyzer

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

In the last post, I took a quick look at the install of Business Analyzer, so in this post I m going to take a look at running Business Analyzer; I have titled this post “first run”, but it is an action that each user would do as they configure Business Analyzer for use.

Launch Business Analyzer from the Windows Start screen, or search for it if necessary:

Windows Search - Business

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Hands On With Microsoft Dynamics GP 2015 RTM: Sample Company Deployment

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In the last post I deployed the system database; in this one I’m going to take a look at deploying the sample company. While this isn’t something generally done with a new system, I am in the process of building a new demo/test environment.

We’ll pick up where the previous post left off on the Additional Tasks step of GP Utilities. If you had closed GP Utilities log back in and progress through to this step and in the combo box, in the middle of the screen, make sure it is set to Add sample company data and click Process:

Additional Tasks

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Hands On With Microsoft Dynamics GP 2015 RTM: Server Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In this second post, I am going to take a look at the server install where the system database is created. To do this, run GP Utilities from the Start screen and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

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MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format

The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-fifth Feature of the Day covered is Email or Print any Report in Word format; again I have a PowerPoint for this feature, but there is no page on the Inside Microsoft Dynamics GP blog. This feature means users will be able to send any report via email using a Word Template.

The Email Options form now has an option for .docx available :

Email Any Report

This feature works differently in the Web Client as opposed the Desktop one.

The Web Client will automatically create a template for the report when it is printed and the template option selected. If the report is being emailed then email addresses can be specified for docx.

However, in the Desktop client a template needs to be created prior to sending via email; the template creation can be facilitated by using the Word Template Generator tool.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management - Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management - Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach - Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements - Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type