MDGP 2018 R2 Feature of the Day: Email POP PO Other Form

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-sixth Feature of the Day is Email POP PO Other Form.

In the Purchase Order Entry window the Email button now has both the Blank Paper and Other Form so you can choose between them when sending the purchase order to the vendor.

Purchase Order Send Email Options

I like this feature of the day. I have a number of clients who want to be able to toggle bewteen two different PO formats for the same creditor; this feature will give them the ability to do so once they have a suitabler Word template created.

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MDGP 2018 R2 Feature of the Day: Purchase Requisition Partial Purchase

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-fifth Feature of the Day is Purchase Requisition Partial Purchase.

When creating a purchase order from a purchase requisition you now have the option to change the quantity on the PO. For example, if the purchase requisition has a quantity of 100, when the PO is created you can change that quantity to a lower quantity, such as 90. The remaining quantity is then canceled on the purchase order.

Purchase Orders Preview

I’m somewhat split on whether I think this is a good addition. If you want fewer items then the purchase requisition should be raised for the smaller quantity; on the other hand, being able to purchase fewer when creating rthe purchase order, gives more flexibility.

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MDGP 2018 R2 Feature of the Day: Checkbook ID Defaults on Check Batch

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 eighteenth Feature of the Day is Checkbook ID defaults on check batch.

This feature is an enhancement which defaults the Checkbook ID default from the Payables Management Setup window (Purchasing area page » Setup » Payables) into the Payables Batch Entry window (Purchasing area page » Transactions » Payables Batches) when creating a Computer Checks batch. The Checkbook ID will also default in the Select Payments and Edit Payment Batch window.

Payables Batch Entry

I welcome this feature as it will somewhat streamline the creation of payment runs. A lot of clients will only use one checkbook for making payments, so it has always seemed od that the chequebook couldn’t be defauted in.

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MDGP 2018 R2 Feature of the Day: Duplicate Check Numbers Option Extended

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 fourteenth Feature of the Day is Duplicate Check Numbers option extended.

This feature sees the Checkbook Maintenance (Financial area page » Cards » Chechbook) option to allow or not allow Duplicate Check Numbers extended to other windows. This means that if this option is not marked, duplicate checks are not allowed in these three windows. Previously, this option only applied to Payables checkbooks but now it includes:

  • Bank Transaction Entry
  • Payroll Manual Checks
  • Miscellaneous Checks
Chequebook Maintenance

I don’t recall this ever coming up before, so I actually thought the Bank Transaction Entry and Miscellaneous Checks window already did this. That said, we don’t have that many clients using the standard Bank Rec window and none would use the Miscellaneous Checks window as virtually all payments in the UK are via EFT.

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MDGP 2018 R2 Feature of the Day: Transaction Level Post Through General Ledger

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 seventh Feature of the Day is transaction level post through general ledger. This feature is a new posting option in the Posting Setup window (Administration area page » Setup » Posting » Posting); when Allow Transaction Posting is marked, a new checkbox for Post Through General Ledger Files is now available:

Posting Setup

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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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