MDGP 2015 Feature of the Day: Vendor Approval

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The fourth Feature of the Day is Vendor Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the setup and maintenance of vendors.

Vendor Approval allows users to create mandatory workflow processes around the setup and maintenance of vendors. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

I want to see more details about this feature as I am very much hoping that the workflow has been extended to include the EFT Bank details.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

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MDGP 2015 Feature of the Day: Receivables Management Batch Approval

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The third Feature of the Day is Receivables Management Batch Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the processing of Receivables Management batches in a more streamlined fashion.

Receivables Management Batch Approval allows users to create mandatory workflow processes around Receivables transaction batches. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

MDGP 2015 Feature of the Day: General Ledger Batch Approval

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The first Feature of the Day is General Ledger Batch Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the processing of General Ledger batches in a more streamlined fashion.

General Ledger Batch Approval allows users to create mandatory workflow processes around General, Clearing and Budget transaction batches. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

I am delighted that this functionality has been introduced. I’ve done extensive work with a client using the old SharePoint based workflow recently and I am very much looking forward to being able to replace it with the new workflow. The old was so complex; Workflow based on top of SharePoint talking to the Web Services. There were so amny points of failure and skills needed to install and configure that it made it very complex, costly and unstable.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

Click to show/hide MDGP 2015 Feature of the Day Series Index

Resolving A Problem With The eConnect Integration Service Not Running

While I was working on the series of posts for how to install the Web Services for Microsoft Dynamics GP, I encountered a couple of problems which I thought it might be worth covering in this and the next post.

The first was to do with the eConnect Integration Service which is installed as part of the install of Web Services. The basic problem was that the service was not running;

Services - eConnect for Microsoft Dynamics GP 2013 Integration Service

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How To Install Microsoft Dynamics GP 2013 Web Services Management Tools

With the web services installed, configured and verified we can install the Management Tools on a client machine so we don;t need to access the server each time we need to make a change; note that the Management Tools can only be installed on a client machine if there is a domain controller on the network.

To install the Web Services Management Tools, open the Microsoft Dynamics GP setup utility and select Web Services Management Tools;

Microsoft Dynamics GP setup utility

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Verifying the Install Of Web Services For Microsoft Dynamics GP 2013

Now that the web services are installed and configured it is time to make sure that they have installed correctly. The Microsoft documentation for Web Services Installation and Administration Guide starts by checking the services are running via the browser and I’ll come to this in a moment, but I always prefer to start with making sure the services are actually running.

This is done in the Services window (Windows Start menu >> All Programs >> Administrative Tools >> Services).

The first service to check for is the Microsoft Dynamics GP Service Host. If the service has a Status of Started then the service is running correctly;

Services - Microsoft Dynmaics GP Service Host

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How To Install Microsoft Dynamics GP 2013 Web Services Runtime

Microsoft Dynamics GP 2013 was released on December 19th last year which means that not only do I have a new version of GP itself to install and play with but also lots of related products such as Business Analyser and Integration Manager.

I am also going to be taking a look at some more of the related products, included the new Microsoft Dynamics GP 2013 Web Client, over the coming few weeks/months depending on how spread out they get due to other commitments. I am going to cover the Web Services in this and the next few posts (perhaps allowing for a couple of non-sequitur posts to slip in).

The first step in installing the Microsoft Dynamics GP 2013 Web Services is to install the runtime components which is done in the Microsoft Dynamics GP 2013 setup utility by selected the Web Services Runtime;

Microsoft Dynamics GP 2013 setup utility

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Prerequisites For Installing Microsoft Dynamics GP 2013 Web Services

The next few posts will cover the installation and configuration of the Web Services for Microsoft Dynamics GP 2013, but, first, I thought it might be useful to give an overview of the prerequisites.

First, the operating system; Windows Server 2008 or Windows Server 2008 R2 Standard or Enterprise editions are supported. According the the documentation, Windows Server 2012 is not yet supported although the install does work.

Second, a Microsoft SQL Server 2008 or later to host the security database. This could be the same or different SQL Server which is hosting the Microsoft Dynamics GP 2013 system and company databases.

Third, Microsoft .NET Framework 4 is required and will be installed by the Microsoft Dynamics GP setup utility.

Fourth, a service user account is needed to run as the Microsoft Dynamics GP Service Host which is the Windows service host. If you’re running web services on the SQL Server then you can use a local user account but if the web services are on a different machine to the SQL Server then a domain user account should be used.

Fifth, the is two bits of setup which needs to have been completed in Microsoft Dynamics GP 2013:

  1. A Functional Currency needs to be configured in the Multicurrency Setup window (Microsoft Dynamics GP menu >> Tools >> Setup >> Financial >> Multicurrency)
  2. All currencies need to have a unique ISO currency code (Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Currency)

The next post will take a look at the installation of the Web Services Runtime

How To Install Connector for Microsoft Dynamics GP – Integrate Data

This is the seventh post in the series on how to install the Connector for Microsoft Dynamics GP; the first six posts covered the prerequisites, installation, adapter configuration, creating a new integration, preparing data for integration and synchronise picklists.

Now that the Connector for Microsoft Dynamics has been installed and configured, the data has been prepared for integration and pickilists synchronised, the next step is to start running the integrations.

As an example, I’m going to step through the process of integrating the Unit of Measure Schedules from GP into the CRM Unit Groups.

In the Connector for Microsoft Dynamics (Start menu >> All Programs >> Microsoft Dynamics >> Microsoft Dynamics Adapter >> Connector for Microsoft Dynamics) navigate down to the UofM Schedule to Unit Group node (Home >> Microsoft Dynamics GP 2010 \ Microsoft Dynamics CRM 2011 >> Fabrikam, Inc. \ Fabrikam, Inc. >> Maps >> >UofM Schedule to Unit Group);

Connector for Microsoft Dynamics

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How To Install Connector for Microsoft Dynamics GP – Synchronise Picklists

This is the sixth post in the series on how to install the Connector for Microsoft Dynamics GP; the first five posts covered the prerequisites, installation, adapter configuration, creating a new integration and preparing data for integration.

One of the things that needs to be done before integrating Microsoft Dynamics GP with Microsoft Dynamics CRM is to synchronise the CRM picklists with data in GP. This can be done using the supplied Microsoft Dynamics CRM Picking Sync utility which is installed along with the Connector for Microsoft Dynamics.

There is no menu item created for this utility, so you will need to open Windows Explorer and navigate to the installation folder (%ProgramFiles(x86)%\Microsoft Dynamics\Microsoft Dynamics Adapter) and double click the Microsoft.Dynamics.Integration.GpToCrmPicklistSync.exe;

Windows Explorer

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