Dynamics GP Tech Conference 2017: Power BI Enhancements

Microsoft Dynamics GPMicrosoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

Power BI is more the area of Belinda Allen or Mark Polino than mine, but I’ll be getting more of a look at it soon as I have one of my team about to take a more in depth look, so it is nice to hear there will be more new stuff coming in the next version of Dynamics GP:

  • Support for paging in OData Services
  • Support for filtering in OData Services
  • Support for OData v4
  • GP Power BI Content Pack – I need more information on this, but it sounds like a set of pre-packaged reports which will be welcome.

Dynamics GP Tech Conference 2017: Comprehensive Doc Attach

Microsoft Dynamics GPMicrosoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

The Document Attachment module has been extended into the action pane in quite a few new windows:

  • Document Attachment on Receivables Transaction Entry
  • Document Attachment on General Ledger Entry
  • Document Attachment on Employee Inquiry
  • Document Attachment in I-9 Form
  • Display Vendor notes on Vendor Inquiry
  • Display Customer notes on Customer Inquiry
  • Display Project Notes in Project Inquiry and PA Project Inquiry
  • Document Attachment in Asset General Information
  • Option to attach new documents in Inquiry windows – there is a setting in the Document Attachment Setup winodw to enable this (and to require a password to be entered).

Dynamics GP Tech Conference 2017: Optimised Human Resources and Payroll

Microsoft Dynamics GPMicrosoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

Not modules I know anything about, as they are very US and Canada focused, but there are some enhancements coming to Human Resources and Payroll:

  • Turn off garnishment reports in posting setup.
  • Roll down payroll setup options from setup to inactive records.
  • Change department code in all payroll files, including history.
  • Restrict inactive Deduction and Benefit codes in lookups

Dynamics GP Tech Conference 2017: Optimised Financials

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

The Financials modules have some enhancements coming which should be of benefit:

  • Copy user access across AA transaction dimension codes – this should make maintaining AA dimension code access easier.
  • Email single statement from customer card and enquiry – handy when you only want to send a single statement to the customer on the phone, rather than to a range of them.
  • PO Generator opens PO List with the new PO’s filter.
  • PO Number display on Requisition List for originator – getting easy access to the PO number for PR orinators will be a good new addition; it will save me writing SmartLists for everyone based off this view.
  • Print Purchase Requisition – I have mixed opinions. Workflow can handle the sending of requisition details to an approver anyway, and I can’t really think of another reason to output one?
  • Display Hold status on Sales Transaction Entry – more information is never a bad thing.
  • One check per invoice settings – allows for more granular control than the setting in the Select Payments window.
  • Save Select Payments settings – are you tired of having to configure your payment run manually every time? Well, Microsoft’s got you covered with this feature.

Hands On With the GP Power Tools – System Module: Setup Backup and Restore

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – System Module series in which I am taking a hands on look at the various tools offered by GPPT.

The Setup Backup and Restore (GP Power Tools area page >> Routines >> Setup Backup and Restore) window can be used to make, or restore, a complete backup of the GPPT settings:

Setup Backup and Restore

This window should be used with care, as a restore will completely replace the setup with that in the xml file being restored.

There is some overlap between this and the Configuration Export/Import, but this one will do a complete export and import, whereas the Configuration Export/Import allows for a far more granular approach.

This tool, is intended to allow for full backups of the settings to be made on the system you’re working ion and restored if required; the other, is intended to be used for transferring settings between systems.