“You cannot receive against unauthorised purchase orders.”

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPI am working with a client at the moment on a large scale roll-out of Purchase Order Processing with a large, complex Workflow approval process. The project started towards the end of the last financial year and into the current one. While users were performing UAT, an issue suddenly arose where a goods receipt notes could not be entered in Receivings Transaction Entry (test). When the user tried, they received the following error:

You cannot receive against unauthorised purchase orders.

Microsoft Dynamics GP

You cannot receive against unauthorised purchase orders.

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Stored Procedure To Get Next Purchase Receipt Number

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThis stored procedure can be executed to generate the next sequential purchase receipt number which can be used for both receivings transactions (Shipment and Shipment/Invoice) and invoices; the generated invoice was then added to the integration file which was then submitted to eConnect. I’ve written this stored procedure at least three times for different integrations, so thought it best to post it here so I don’t write it again.

-- drop stored proc if it exists
IF OBJECT_ID (N'usp_AZRCRV_GetNextPOPReceiptNumber', N'P') IS NOT NULL
    DROP PROCEDURE usp_AZRCRV_GetNextPOPReceiptNumber
GO
-- create stored proc
CREATE PROCEDURE usp_AZRCRV_GetNextPOPReceiptNumber 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).
*/
BEGIN
	DECLARE @return_value INT
	DECLARE @I_vInc_Dec TINYINT = 1
	DECLARE @O_vPOPRCTNM AS VARCHAR(17)
	DECLARE @O_iErrorState INT

	exec @return_value = taGetPurchReceiptNextNumber  @I_vInc_Dec, @O_vPOPRCTNM = @O_vPOPRCTNM OUTPUT,  @O_iErrorState = @O_iErrorState OUTPUT
	SELECT @O_vPOPRCTNM
END
GO

-- grant execute permission on stored proc to DYNGRP
GRANT EXECUTE ON usp_AZRCRV_GetNextPOPReceiptNumber TO DYNGRP
GO

-- execute stored proc
EXEC usp_AZRCRV_GetNextPOPReceiptNumber
GO

The stored proc calls a Microsoft Dynamics GP stored procedure which actually does the work, so we are still getting the receipt number using standard functionality.

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You Cannot Print An Unauthorized Purchase Order

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe below error message was reported to me by a user performing UAT (User Acceptance Testing) on an implementation of Purchase Order Processing and Workflow 2.0:

Microsoft Dynamics GP - You cannot print an unauthorized purchase order

Microsoft Dynamics GP

You cannot print an unauthorized purchase order

This error was somewhat surprising as it was produced when trying to print a purchase order (PO) which had been converted from a purchase requisition (PR). There was a workflow process on the PR, which had been final approved and the PO created, but there was not a workflow on the PO.

I double checked to make sure that the old Purchase Order Enhancements (POE) Approvals functionality was disabled (it was) as the customer had previously been using this.

It was when I was checking for POE Approvals, that I realised that, as part of the project, we had enabled the PO Commitments part of POE.

The warning message was being produced as the PO line had exceeded the commitment budget value. Loading the PO, clicking the save button, accepting the override of the commitment budget value, reloading the PO and clicking the Print button successfully printed the PO.

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Purchase Order Approval Workflow Automatically Rejected

● Ian Grieve ●  ● 4 Comments   ● 

Microsoft Dynamics GPA client reported a problem with their PO Approval Workflow process failing whenever a PO was submitted for approval. As soon as the Submit button was pressed, the document was rejected, but did not show a user:

Purchase Order Entry

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Hands On With Microsoft Dynamics GP 2016 R2: POP To FA Link Includes Taxes

● 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.

The thirteenth Feature of the Day I am going “hands on” with is POP to FA Link to Include Taxes.

This feature will be popular with some of our clients who deal with non-recoeverable VAT (VAT is a UK sales tax charged at a standard rate of 20%) as non-rec VAT means they would need to depreciate the gross value of the asset including VAT where in previous versions the asset would be created net and need to be amended.

To use this feature, the Include Tax in Acquisition Cost checkbox on the Fixed Assets Company Setup window (Financial >> Setup >> Fixed Assets >> Company) under the Purchasing Options:

Fixed Assets Company 	Setup

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Hands On With Microsoft Dynamics GP 2016 R2: Receivables & Payables Distribution Line Display UI Change

● 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.

The feature I am going “hands on” with is the ninnth Feature of the Day, GL Distribution Line Display UI change.

The status of the scrolling window on the Payables or Distribution Zoom window are remembered:

As with the GL Distribution Line Display UI Change feature, the settings for this feature are stored in the SY01402 table (System User Defaults) in the system database, which is typically called DYNAMICS.

Again is closed and 1 is expanded; the Payables Management setting is where the syDefaultType column is equal to 107 and Receivables Management is 111.

Click to show/hide the Hands On With Microsoft Dynamics GP 2016 R2 Series Index

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Hands On With Microsoft Dynamics GP 2016 R2: GL Distribution Line Display UI change

● Ian Grieve ●  ● 0 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 feature I am going “hands on” with is the seventh Feature of the Day, GL Distribution Line Display UI change.

Continue reading → Hands On With Microsoft Dynamics GP 2016 R2: GL Distribution Line Display UI change

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Hands On With Microsoft Dynamics GP 2016 R2: Display Tax Percent for Historical Sales Transactions

● 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.

In this post, I’m going “hands on” with the sixth of the Microsoft Dynamics GP 2016 R2 Feature of the Day posts, Display Tax Percent for Historical Sales Transactions.

To test this feature, I created a new Tax Detail in Tax Detail Maintenance (Administration >> Setup >> Company >> Tax Details) for a Sales series Standard Rated UK VAT at 20% and created a related Tax Schedule:

Tax Detail Maintenance

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Hands On With Microsoft Dynamics GP 2016 R2: Cancel A Purchase Order Linked To A Purchase Requisition

● 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 third feature I’m going to take a look at is the Cancel Purchase Orders Linked To A Requisition. For those doubting why this feature was needed, in previous versions of Microsoft Dynamics GP, when yuo tried to cancel a quantity on a purchase order you would receive a message if the remaining quantity didn’t cover the requisition quantity:

Microsoft Dynamics GP: The quantity can

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Setting Bank Account In ABR To Extract Automatically In Reconcile Bank Transactions

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPConfiguring Nolan’s Advanced Bank Reconciliation (ABR) to automatically extract transactions when reconciling a bank account is not complicated, but I keep on forgetting where the option is located. That gets a little embarrassing when you tell a client, “yes, you can do that” and then have to spend five minutes looking for the option.

So by writing it down here, I am hoping to be able to commit it to memory.

this option is per bank account and is located on the Bank Account Setup window (Financial >> Setup >> Advanced Bank Reconciliation >> Bank Setup).

Click the Options menu and then select Extract options:

Bank Account Setup

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