MDGP 2018 R2 Feature of the Day: Display Vendor Hold Status

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 third Feature of the Day is display vendor hold status.

This is similar to the customer hold status implemented in an earlier version of Dynamics GP in that it provides a visual indicator of the vendor status:

Vendor Inquiry

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Hands On With MDGP 2018 RTM New Features: One Payment Per Vendor/Invoice Setting on Vendor Card

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-third new feature of the day is One Payment Per Vendor/Invoice Setting on Vendor Card. In older versions of Dynamics GP, you could, on the Select Checks window (Purchasing area page >> Transactions >> Select Checks), select to produce one payment per vendor or invoice; in Dynamics GP 2018, the same options exists in the Build Payment Batch window (Purchasing area page >> Transactions >> Build Payment Batch), which is a renamed Select Checks window, along with the option to read the setting from the Vendor Maintenance window.

To set the option on the vendor, open Vendor Maintenance window (Purchasing area page >> Cards >> Vendor Maintenance), select a vendor and click the Options button.

The option is a pair of radio buttons half way down the page which is defaulted to Vendor; this default will apply to all existing vendors when you upgrade to Dynamics GP 2018:

Vendor Maintenance

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Hands On With MDGP 2018 RTM New Features: Print Purchase Requisition

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-second feature of the day is Print Purchase Requisition. I said in the Feature of the Day series, that my feelings were largely negative towards this feature and my opinion hasn’t changed now that I’ve been hands on with it.

A new Print button has been added to the Purchase Requisition Entry window (Purchasing area page >> Transactions >> Purchase Requisitions):

Purchase Requisition Entry

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Hands On With MDGP 2018 RTM New Features: Make PO Number Visible to Requisition Originator

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-first feature of the day is Make PO Number Visible to Requisition Originator. This feature of the day makes the PO number for purchased requisitions visible to the originator by adding a PO Number column to the Procurement section of the home page:

Procurement

This feature is a nice addition; it gives the originator confirmation and an easy way of seeing the PO Number for the requisition.

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Hands On With MDGP 2018 RTM New Features: On PO Generation Show Purchase Order Transactions Navigation List

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twentieth feature of the day is On PO Generation Show Purchase Order Transactions Navigation List. When I heard of this feature, I initially thought it might be quite useful, but since I’ve been hands on, I’ve changed my mind.

The feature works by launching the Purchase Order Transactions navigation list when the purchase requisition is purchased and the purchase order created:

Purchase Order Transactions navigation list

My problem is that navigation lists can be quite slow to load, especially when Reporting Services Reports have been deployed. This feature would have been much better if it had been introduced with an option to enable/disable it (I’ve looked and can’t find one; if anyone knows different please let me know via the comments).

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Hands On With MDGP 2018 RTM New Features: Display Sales Hold Status

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The sixteenth feature of the day, is Display Sales Hold Status, which saw the introduction of a hold flag to the Sales Transaction Entry window (Sales area page >> Transactions >> Sales Transaction Entry):

Sales Transaction Entry

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Hands On With MDGP 2018 RTM New Features: Save Build Payment Batch Settings

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The thirteenth feature of the day is Save Build Payment Batch Settings. This feature allows you to save restrictions for the Build Payment Batch window. The idea behind this functionality, is that it can save time building the restrictions, if yuo use the same or very similar restrictions each time.

As an example, I have added restrictions for Class ID and Payment Priority:

Build Payment Batch

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MS Dynamics World Article: Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

Microsoft Dynamics GPYesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Hands On With MDGP 2018 RTM New Features: New Workflows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

One of my favourite new features in Microsoft Dynamics GP 2018 RTM, are the new workflows which were introduced:

  • General Ledger Account Approval
  • Receivings Transaction Approval
  • Purchasing Invoice Approval

I’ve had a number of clients and prospects ask if it is possible to have approvals of goods receipt notes and invoices in POP, so it’s good that I can now say that there are. These workflows are likely to be fairly complicated, so, in this post, I am going to be giving a test to the General Ledger Account Approval workflow.

The workflow process is created and maintained just like any other via Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

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Hands On With MDGP 2018 RTM New Features: DocAttach Available on More Windows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The first of the features announced by Microsoft was the introduction of DocAttach on more windows: the DocAttach button on the action pane makes the function more accessible to users. The windows updated for this are:

  • General Ledger Transaction Entry
  • Receivables Transaction Entry
  • Asset General Information
  • Employee Entry
  • I-9 Form (Payroll)
  • Journal Entry Enquiry
  • Payables Transaction Entry Zoom
  • Receivables Transaction Entry Zoom

I quite like the DocAttach function in Microsoft Dynamics GP, although I am careful to be clear with clients and prospects that is is document attachment and not document management.

While it’s good to see DocAttach getting wider exposure across Microsoft Dynamics GP on the action panes, it’s especially nice to see Fixed Asset Management getting some DocAttach improvements as many of my clients have images of their assets to store:

Fixed Asset General

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