MDGP 2018 RTM Feature of the Day: Email Single Customer Statement

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The seventeenth Feature of the Day is Email Single Customer Statement. This feature allows a statement to be emailed from both the Customer Maintenance and Customer Inquiry windows:

This feature is meant to use the statement format defined in Receivables Setup.

From the screenshot I am left with some questions as to how this will actually work, as there is no Email button, but only a print one and I was expecting a button like on the recreate cheque stub function, but instead the button is a Print button.

I’ll have to wait to get hands on with this one to see how it actually works.

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Microsoft Dynamics GP Macros: Conclusion

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Despite the limitations of GP macros, they are a very good way to either insert or update data in Microsoft Dynamics GP. Using the mail merge method does not require a user to be especially technical and the Excel formula method is actually quite an easy approach for many Finance users as they are usdually very capable in Microsoft Excel.

I, personally, favour the SQL method a lot of the time, due to the ease and flexibility afforded by T-SQL. I’m also fairly good at writing SQL so can get code written quickly.

However, if I am working on macros either alongside or for clients to run, I will always use the Excel formula method, again because of the flexibility possible in the formula.

GP Table Reference Navigation Updated

GP Table ReferenceI’ve been a bit busy recently and so updated to the GP Table Reference site have lagged a little more than intended.

However, I have made two changes this weekend:

  1. Technical Groups have been removed from the navigation – these seemed to be confusing some people, especially the “No Table Group” ones.
    I will be looking at navigation again in future, so if there is any particular functionality you might want, please get in touch and let me know.
  2. Table order has been updated so they are displayed in Physical Name order.

I am open to making changes to the site which will improve the usability or accuracy, so if there is anything you feel will be an improvement, please let me know.

Microsoft Dynamics GP Macros: Macro By Excel Formula

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Over the last couple of posts, I’ve shown how data can be merged into the macro template using either mail merge or a SQL script. This post is going to show the final method I use for merging data into the macro template, which is to use an Excel formula.

I am using an Excel spreadsheet with two columns, USERID and PASSWORD. I am going to add a third column to the spreadsheet to hold the formula containing the macro.

User data in Excel

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Microsoft Dynamics GP Macros: Macro By SQL

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

In the last post in this series, I showed how to merge the data into the macro template; another approach I have used a few times is to write a SQL query which returns the data already in the macro. This is done by embedding the macro file into the SQL Query:

/*
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).
*/
SELECT '# DEXVERSION=16.00.0034.000 2 2
CheckActiveWin dictionary ''default''  form ''Enter_User_Names'' window ''Enter_User_Names'' 
  TypeTo field ''User ID'' , ''' + RTRIM(USERID) +'''
  MoveTo field ''User Name'' 
  MoveTo field Password 
  TypeTo field Password , ''' + LEFT(RTRIM(REPLACE(USERNAME,' ','')),14) + '1' + '''
  MoveTo field ''(L) Confirm Password'' 
  TypeTo field ''(L) Confirm Password'' , ''' + LEFT(RTRIM(REPLACE(USERNAME,' ','')),14) + '1' + '''
  CommandExec dictionary ''default''  form ''Enter_User_Names'' command ''Save Button_w_Enter_User_Names_f_Enter_User_Names'' 
NewActiveWin dictionary ''default''  form ''Enter_User_Names'' window ''Enter_User_Names'' 
ActivateWindow dictionary ''default''  form ''Enter_User_Names'' window ''Enter_User_Names'''
FROM
	DYNAMICS..SY01400
WHERE
	USERID <> 'sa'
AND
	USERID <> 'DYNSA'
AND
	USERID NOT LIKE 'LESSON%'

Continue reading “Microsoft Dynamics GP Macros: Macro By SQL”

MDGP 2018 RTM Feature of the Day: SmartList Favorite Password Protection

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my won commentary.

The series index for this series of posts is here.

The sixteenth Feature of the Day is SmartList Favorite Password Protection. This new feature is in response to the reaction to the Microsoft Dynamics GP 2016 R2 new feature of SmartList Favorite Protection.

The problem with this feature, was that the security was at the global SmartList level so all SmartLists would be protected by the same password. The new feature being introduced in Dynamics GP 2018, is password protection at the SmartList Favourite level:

Add or Remove Favorites

I’m bery happy to see the password available at the SmartList Favourite level as this will make it useful to quite a few clients who have asked about how to protect their favourites. It’s also nice to see it for another reason; it shows that Microsoft is responsive to the requests of the Dynamics GP community.

You can influence the development of Microsoft Dynamics GP by submitting, and voting on, suggestions on the Microsoft Connect website.

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MDGP 2018 RTM Feature of the Day: Copy User Access Across AA Dimensions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The fifteenth Feature of the Day is Copy User Access Across AA Dimensions. A new button has been introduced to the User Access to Trx Dimensions window which allows setup to be copied between users:

User Access to Trx Dimensions

All alphanumeric dimensions in AA need to have access configured on a per user basis; this can mean a lot of work to both setup and maintain. This new functionality should at least make it a little easier by allowing you to copy settings between users.

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MDGP 2018 RTM Feature of the Day: Display Hold Status

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The fourteenth Feature of the Day is Display Hold Status. The Sales Transaction Entry and Sales Transaction Enquiry/Inquiry windows have been updated to have a hold status icon displayed next to the Type/Type ID field:

Sales Transaction Entry

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Microsoft Dynamics GP Macros: Macro By MailMerge

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

The most common way I update a macro template with the data to be updated, is to use Mail Merge in Microsoft Word.

Make sure you have your data prepared: in the demo system I’m using, I have only four users. I have created some new passwords based on the User Name field and stored them in an Excel spreadsheet:

Microsoft Excel

Continue reading “Microsoft Dynamics GP Macros: Macro By MailMerge”

Microsoft Dynamics GP Macros: Playing A Macro Quickly

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

As I said in the last post, which covered the playing of a macro, in this post I am going to show how the macro can be played quicker than using the standard Play option.

Credit for this one goes to MVP Leslie Vail, who blogged about it back in 2014. There is a Dex.ini setting which needs to be set to make this function available:

ShowAdvancedMacroMenu=TRUE

This needs to be configured on any client machine which will be used to run macros. If you are a user of the GP Power Tools you can use the Dex.ini Configuration to roll out this switch to all clients:

User Setup

Continue reading “Microsoft Dynamics GP Macros: Playing A Macro Quickly”