MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-eighth Feature of the Day covered is Document Attachment On Payables Transactions. The same Document Attachment functionality that was added to Sales and Purchasing in prior Microsoft Dynamics GP 2013 releases has now been added to Payables Transactions.

Documents can be placed directly on the Payables Transaction or they can be set to flow from the selected Vendor; these documents can be viewed from the entry window or inquiry window.

To add a document attachment open the Payables Transaction Entry window (Purchasing » Transactions » Transaction Entry ) and click the Attach button on the ribbon:

Payables Transaction Entry

Continue reading “MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions”

Implementing Fastpath’s Config AD: Introduction & Index

FastpathMicrosoft Dynamics GP has traditionally had it’s own log on which means for a user who’s day job is based within GP, they need to log into Windows and then log into GP.

If you are using the web client Microsoft Dynamics GP 2013 R2 saw the introduction of Identity Management – Login which will provide single sign-on functionality. However, for those using the desktop client the best that Dynamics GP has to offer is the Remember User and Password introduced in Dynamics GP 2010.

However, Dynamics GP has a thriving community surrounding it which includes many ISVs (Independent Software Vendors), one of which is called Fastpath; this company has developed an add-on for Dynamics GP called Config AD which makes single sign-on with Dynamics GP.

Typically my posts have all been around the Dynamics GP core product or the add-ons from Microsoft with only a small number of posts on products from other vendors. In this series of posts I am stepping outside of this area as I am going to cover the install, configuration and use of Fastpath’s Config AD. The index for this series is below and will expand as posts are made.

Click to show/hide the Implementing Fastpath's Config AD Series Index

MDGP 2013 R2 Feature of the Day: Reverse Year End Close

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-sixth Feature of the Day covered is Reverse Year End Close. This feature adds the ability to reverse the GL Year End Close Process in order to open the previous fiscal year.

Before the reversal is performed then users are warned to create a backup and also verifies that all users are logged out of GP prior to starting.

The Reverse Historical Year button will be disabled if the end-user is not maintaining history in the GL Setup form.

The reverse is done by opening the Year-End Closing window (Financial » Routines » Year-End Closing) and clicking the Reverse Historical Year button.

The most recently closed year can then be reopened:

Reverse Historical Year

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management – Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach – Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-fifth Feature of the Day covered is Email or Print any Report in Word format; again I have a PowerPoint for this feature, but there is no page on the Inside Microsoft Dynamics GP blog. This feature means users will be able to send any report via email using a Word Template.

The Email Options form now has an option for .docx available :

Email Any Report

This feature works differently in the Web Client as opposed the Desktop one.

The Web Client will automatically create a template for the report when it is printed and the template option selected. If the report is being emailed then email addresses can be specified for docx.

However, in the Desktop client a template needs to be created prior to sending via email; the template creation can be facilitated by using the Word Template Generator tool.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management – Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach – Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-third Feature of the Day covered is Encumbrance SQL Reporting Services Reports. New SQL Reporting Services Reports have been created for Encumbrance Management; new Encumbrance Summary and Detail reports have been added to the existing list of SRS Reports. As with other SSRS reports these ones can be run from the Reporting Services Reports navigation list, directly from the deployment location or attached to and printed from a window in Microsoft Dynamics GP.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

Microsoft Dynamics GP 2013 R2 Feature of the Day
MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management – Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach – Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Take Company Offline

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twenty-second Feature of the Day covered is Take Company Offline. This feature provides an easy way to take a company offline in order to perform a maintenance or business task requiring exclusive access. While a company is offline, only the user needing to perform the task and administrators can log into the company.

With this feature, the administrator can also send messages to GP users. Messages can be sent as a task reminder of upcoming events like maintenance happening this weekend or pop-up messages asking the user to exit the system for example.

The Take Company Offline for Maintenance window allows a single, or multiple companies, to be taken offline and a message entered which will be displayed to user’s as they attempt to access an offline company:

Take Company Offline for Maintenance

Continue reading “MDGP 2013 R2 Feature of the Day: Take Company Offline”