MDGP 2018 R2 Feature of the Day: Ship To Address Retained by Customer Combiner

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-fourth Feature of the Day is Ship To address retained by Customer Combiner.

When using the Customer Combiner tool to combine two customer records the ship to address will now be retained:

Customer Combiner and Modifier

While Customer Combiner isn't generally used that much (at least by my clients), keeping the ship to address could potentially be very useful.

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MDGP 2018 R2 Feature of the Day: New Sort Options in Sales Order Processing Item Inquiry Window

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-third Feature of the Day is new sort options in Sales Order Processing Item Inquiry window.

The Sales Order Processing Item Inquiry window has a new Sort By option available; this lets users quickly find the information they are looking for because now they can sort, either ascending or descending, by the following fields:

  • Document Number
  • Document Type
  • Item Number
  • Document Date
  • Customer ID
Sales Order Processing Item Inquiry

This is a good addition as being able to sort by Document Date is a very common request.

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Microsoft Dynamics GP 2018 R2 Now Available For Download

Microsoft Dynamics GPMicrosoft have today released Microsoft Dynamics GP 2018 R2 for download.

The full installation media download for Dynamics GP 2018 R2 and all related products is available from the download page lock (CustomerSource login required).

If you only need the service pack, it can be downloaded from service pack page lock (CustomerSource login required).

As I usually do, I'll be following up over the coming days with a Hands On With Microsoft Dynamics GP 2018 R2 series.

Jet Reports is Now Jet Global Data Technologies

Jet Global Data TechnologiesAs of 1st Ovtober 2018, Jet Reports have re-branded to Jet Global Data Technologies (or Jet Global for short).

Since Jet Reports was created, the company has gone through a number of changes and no longer just does reporting. This was true enough as was, but with the recent release of Jet Budgets it is even more accurate. The name change is meant to represent this expanded focus.

As part of the company re-brand, the products have also been re-branded:

Old Product Names Now Product Names
Jet Express for Excel Jet Basics
Jet Professional Jet Reports
Jet Enterprise Jet Analytics
Jet Web Portal Jet Hub
  Jet Budgets

As you can see, the Jet Reports name itself is not going away; instead Jet Professional has been re-branded to Jet Reports. My initial thought was that I didn't like Jet Professional being re-branded to Jet Reports as this could cause confusion for clients, but I think the reality is that most clients already refer to Jet Professional as Jet Reports.

Jet Global also promise that existing users and partners "will experience the same level of service and even more features and functionality now than ever before, and there will be no significant changes to the way Jet Global conducts business with its global partners and customers".

MDGP 2018 R2 Feature of the Day: Mass Update Master Records from Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-second Feature of the Day is mass update of master records from navigation lists.

This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

  • Accounts
  • Checkbooks
  • Customers
  • Vendors
  • Items
  • Employees

In addition, the vendor navigation list allows you to mass update the temporary status.

A visual indicator quickly lets you know the status of these records:

Vendors navigation list

Since navigation lists were introduced in Dynamics GP 10, they have grown increasingly common in usage, in particular new clients; there are some navigation lists which rarely see use, but ones for master records and transactions seem to be used a lot. There have been a few enhancements to ists over time, and I welcome even more being introduced, so it is good to see this feature.

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MDGP 2018 R2 Feature of the Day: Letter Writing Assistant in Web Client

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-first Feature of the Day is Letter Writing Assistant works in the web client.

This feature is the Letter Writing Assistant now works in the web client; when in the SmartList window and you click on the Word option, the templates are available as they are in the windows client:

Web Client

Letter Writing Assistant was one of the few pieces of functionality which did not work in the web client, so it is nice to see it being made available.

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MDGP 2018 R2 Feature of the Day: SmartList Designer Favourites in Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twentieth Feature of the Day is SmartList Designer favorites in navigation list.

This feature is SmartList Designer Favorites will now display in the navigation lists. Previously, only standard SmartList favourites would display in the SmartList Favorites navigation list, but with this feature all those favourites created for SmartList Designer SmartLists, will also now display:

SmartList Favorites navigation list

I have a handful of clients using SmartList Designer, but the majority of my clients use SmartList Builder from eOne Solutions due to functionality differences. Even those clients using SmartList Designer never, to the best of my knowledge, use the SmartList Favorites navigation list.

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MDGP 2018 R2 Feature of the Day: Option To Not Display Inactive Checkbooks in Lookup

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The nineteenth Feature of the Day is option to not display inactive checkbooks in lookup.

This feature is a new option Exclude Inactive Checkbooks in the checkbook lookup which can be selected; it can also be set your default lookup:

Checkbooks

With the last feature of the day which defaults the Checkbook on the creation of a payment run, there probably won't be muh use for this feature.

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MDGP 2018 R2 Feature of the Day: Checkbook ID Defaults on Check Batch

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The eighteenth Feature of the Day is Checkbook ID defaults on check batch.

This feature is an enhancement which defaults the Checkbook ID default from the Payables Management Setup window (Purchasing area page » Setup » Payables) into the Payables Batch Entry window (Purchasing area page » Transactions » Payables Batches) when creating a Computer Checks batch. The Checkbook ID will also default in the Select Payments and Edit Payment Batch window.

Payables Batch Entry

I welcome this feature as it will somewhat streamline the creation of payment runs. A lot of clients will only use one checkbook for making payments, so it has always seemed od that the chequebook couldn't be defauted in.

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