Microsoft Dynamics GP Workflow 2.0 Second Edition Now Available

Microsoft Dynamics GPMy sixth book is now available to buy in eBook format from azurecurve Publishing.

This is an update to the original Workflow 2.0 book I wrote a couple of years ago. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2016, a new chapter on adding table joins to workflow to allow additional conditions to be created, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.

Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.

Microsoft Dynamics GP Workflow 2.0 Second Edition

Continue reading “Microsoft Dynamics GP Workflow 2.0 Second Edition Now Available”

Restore The Account Segment Warning

Microsoft Dynamics GPWhen new accounts are being created in Microsoft Dynamics GP a warning message is displayed if an entered segment does not exist in the Segment Master (GL40200) table:

Restore The Account Segment Warning

If the checkbox is marked then the warning message is not displayed for that user anymore and there is no way to restore the message through the front end of the system.

The below script, allows the message to be restored for a named user (change the highlighted text to the required user):

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
DECLARE @USERID VARCHAR(20)
SET @USERID = 'userid'

DELETE FROM
	SY01401
WHERE
	coDefaultType = 13
AND
	USERID = @USERID
GO

SQL Script To Activate Horizontal Scroll Arrows

Microsoft Dynamics GPThe Account field in Microsoft Dynamics GP is of a fixed width, but the maximum width of the account string themselves can be much longer than the field.

The solution Microsoft have supplied is an option which activates horizontal scroll arrows in the Account field:

Acount Maintenance

This is activated, on a per user basis, via the User Preferences window (Microsoft Dynamics GP menu >> User Preferences) by marking the Horizontal Scroll Arrows:

User Preferences

However, if you have a lot of users, this can sometimes be a difficult message to disseminate.

An alternative I came up with for a client a wile ago was to create a trigger on the Users Master (SY01400) table which updates the field after a new user is created:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
CREATE TRIGGER
	utr_AZRCRV_UpdateSY01400ActivateHorizontalScrollArrows
ON
	SY01400
AFTER INSERT AS
	UPDATE
		['Users Master']
	SET
		HSCRLARW = 1
	FROM
		SY01400 AS ['Users Master']
	INNER JOIN
		inserted AS INS
			ON
				INS.USERID = ['Users Master'].USERID
GO

If users have already been created, then the following script can be used to activate the horizontal scroll arrows for them:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
UPDATE
	SY01400
SET
	HSCRLARW = 1
WHERE
	HSCRLARW = 0
GO

We actually decided to remove the trigger and apply the update script via a SQL Server Agent scheduled job which runs on a period basis (if I recall correctly, it was configured to run each evening at 2100 (avoiding backup jobs).

Nothing Happens When Submitting A Purchase Requisition For Approval

Microsoft Dynamics GPI was onsite with a client to start a project implementing Workflow 2.0 for Purchase Requisition Approval and ran into a problem while doing training on how to interact with the workflow.

Everything had been fine until this point, but after creating a simple example approval workflow, I clicked the Submit button on the Purchase Requisition Entry window and nothing happened; I tried again through the navigation list, again without success.

I promised to figure out the issue in the next break and moved onto discussing other ways of interacting and then called the break.

It occurred to me that this might be another manifestation of an issue I have encountered previously, but without the visible error message.

I ran the script against the system database which redeploys the .NET Assemblies used by Workflow:

exec wfDeployClrAssemblies

It took a few minutes to run through, but I was then able to approve the requisition without further problem.

SQL Script To Update EFT Payment Register Report

Microsoft Dynamics GPPretty much every client we have of Microsoft Dynamics GP uses the EFT Payment Register Report; a number of the save the file instead of printing it as the report has been customised to generate the EFT payment file for upload to the bank.

The clients who do this are either those whose installations of Microsoft Dynamics GP predate version 10 when the EFT for Payables Management module was made available to the UK market or they implemented before the EFT File Format was enhanced to allow a CSV output.

While some clients have created or amended a file format since the above, not all of them have been willing to spend the time (or money) to make the change.

As such, when they copy live to test they need to amend the path to which the report is being output, to ensure that a live file is not accidentally overwritten.

To faciliate this for users who have automated the live to test restore I created a script they could build into the process:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
UPDATE
	SY02200
SET
	FILEXPNM = 'C:\BACS OUTPUT\BACS.TXT'
WHERE
	PTGRPTNM = 'EFT Payment Register'

The highlighted section is the path name which needs to be changed depending on where the test file is to be output.

Hands On With Microsoft Dynamics GP 2016 R2: Save Fixed Assets With Suffix

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 am “hands on” with the Save Fixed Assets With Suffix Feature of the Day, which was the fifteenth feature.

When this feature was announced, I said I was puzzled by it as I thought you already could, but when testing found that in GP 2016 R1, you could change the Suffix, but GP wasn’t happy and produced a number of errors.

Mark Polino also thought this was not a new feature, but the return of a , possibly inadvertently, removed feature.

The Asset General Information window (Financial >> Cards >> Fixed Assets >> General) now allows you to overtype the Suffix field (to the right of the Asset ID field:

Asset General Information

Click to show/hide the Hands On With Microsoft Dynamics GP 2016 R2 Series Index