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

Continue reading → Purchase Order Approval Workflow Automatically Rejected

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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

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

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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

Hands On With Microsoft Dynamics GP 2016 R2
Install Dynamics GP Client
Deploy System Database
Desktop Client First Run
Create A Company
Install eConnect
Install Integration Manager
Integration Manager First Run
Add Web Client Runtime
Install Web Client Single-Machine Deployment
Configure Web Components
Install Web Components Help
Manage Web Client SQL Server Login
Test Web Client
Install GP Web Resource Cache
Web Services Runtime SQL Server Prerequisite
Web Services Runtime SQL Server Prerequisite
Web Services Runtime SQL Server Prerequisite
Install Web Services Runtime
Configure Web Services
Verify Web Services
Install Companion Application Service
Install GP PowerShell
Use GP PowerShell To Create a Company
Install GP Add-in for Microsoft Word
Install GP OData Service
Configure & Use OData Service
Create Installation Package
Add Service Based Architecture Feature
Install Service Based Architecture Web Components
Configure Web Components For Service Based Architecture
Add Analysis Cubes Client
Install Analysis Cubes Server
Configure Analysis Cubes
SmartList Designer Favorites In Advanced Lookups
SmartList Favourite Protection
Cancel A Purchase Order Linked To A Purchase Requisition
Batch Edited Message
Purchase Requisition Inquiry Icon
Display Tax Percent for Historical Sales Transactions
GL Distribution Line Display UI change
Link Credit Card Invoices To Original Invoice
Receivables & Payables Distribution Line Display UI Change
Bank Reconciliation Tracks History
Bank Reconciliation Tracks History
POP To FA Link Includes Taxes
Save Fixed Assets With Suffix
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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

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

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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

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

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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

Continue reading → Setting Bank Account In ABR To Extract Automatically In Reconcile Bank Transactions

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MDGP 2016 R2 Feature of the Day: POP to FA Link to Include Taxes

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The thirteenth Feature of the Day is POP to FA link to include taxes.

An option to include tax as part of the acquisition cost when adding a capital item in Fixed Assets from a purchase receipt.

The first change is to the Fixed Assets Company Setup window which sets the default value:

Fixed Assets Company Setup

Continue reading → MDGP 2016 R2 Feature of the Day: POP to FA Link to Include Taxes

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MDGP 2016 R2 Feature of the Day: Safe Pay File Displays Check Name From Check

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The twelvth Feature of the Day is Safe Pay file displays Check Name from Check.

This feature of the day, sets the Check Name from the check on the Safe Pay file, rather than the default from the vendor card:

Vendor Maintenance
Safepay file

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft, Safe Pay ● Tags: , , , , , , , ,  ● Permalink ● Shortlink ●