Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Date options in SmartLists

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements series where I am going hands on with the system enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The first of the new features in the system module, is the addition of of date options in the SmartList search. The new options added are intended to provide new options for users when searching for transactions in a date range. Instead of needign to specify the start and end date using a between criteria, you can select one of several options which will automatically calculate the start and end dates.

The new options are:

  • Prior Month
  • Next Month
  • Prior Period
  • Next Period
Search Payables Transactions

The resulting SmartList then returned me all of the transactions in March 2027 (this was being tested in a Fabrikam database):

Payables Transactions in March 2027

The screenshot above is actually from the second test I ran on a different October 2019 install of Dynamics GP. My original test failed and returned no results; when I set the search criteria to less than Prior Period I found that the search was handling the date as if it was a US date format:

SmartList prior month using inocrrect dates

The system date for Fabrikam in a UK install is 12/04/2027 which is the 21st April 2027, but the search in SmartList is being executed as if the first element of the date is the month and so it is searching in November 2027.

The only difference between the two systems I have tested on is that one is Windows 10 and the other Windows Server 2019; the Server 2019 is the one which is searching on dates incorrectly. I need to do some further testing to see if this is a general issue affecting Server 2019 or specific to my installation, but for now I’d recommend anyone running, or intending to run, Dynamics GP October 2019 Release on Windows Server 2019 to do some testing and check that the search is working correctly.

I like this addition and think that it will be very useful to clients, but only if it can be relied upon to return the correct data.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements
Compatibility with SQL Server 2019, Windows Server 2019, and Office 2019
Date options in SmartLists
Sort companies in User Access Setup
Filter inactive users in User Access Setup
More than 32 report options in Report Group

What should we write about next?





Your Name (required) –
Your Email (required) –

1 thought on “Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Date options in SmartLists

  1. Ian Grieve says:

    I’ve been doing some other work on this VM and the dates issue seems to be wider than just these new fields, but on every calculated date field in Dynamics GP.

Leave a Reply

Your email address will not be published. Required fields are marked *