Real-world Business Intelligence with Microsoft Dynamics GP Available Now

Microsoft Dynamics GPI mentioned a couple of months ago that there was a new book coming for MIcrosoft Dynamics GP (and it wasn’t my new Workflow 2.0 book.

Well, that book is Real-world Business Intelligence with Microsoft Dynamics GP by Dynamics GP MVPs Belinda Allen and Mark Polino:

Real-world Business Intelligence with Microsoft Dynamics GP

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Microsoft Dynamics GP Workflow 2.0 Available In Mobi and ePub Formats

Microsoft Dynamics GPI recently released my fourth book Microsoft Dynamics GP Workflow 2.0.

Initially it was available only as an eBook in PDF format, but now the paperback format is available from Amazon UK and Amazon US.

I have also added Mobi and ePub formats to the eBook download on azurecurve Publishing. If you have previously bought the eBook and want the new formats, send me an email with the email address used for the original order and I’ll despatch the new formats as soon as I am able.

eBook Paperback
azurecurve Publishing Amazon.com Amazon.co.uk

The ebook will also become available from other retailers too (including the Apple Store) in a few days once it has passed through the approval process.

Security Views For Use In SmartList Designer: User Access & Granted Security Roles With Tasks & Operations

Microsoft Dynamics GPThe eighth and final view in the series, shows users with their access to companies, roles, tasks and security operations. I’ll state up front that this is probably the least useful fo the views due to the sheer number of rows that it returns.

CREATE VIEW [dbo].[uv_AZRCRV_UserAccessAndGrantedSecurityRolesWithTasksAndOperations] AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://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
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
	,ISNULL(['Security Assignment User Role'].SECURITYROLEID, '') AS 'Security Role ID'
	,ISNULL(['Security Roles Master'].SECURITYROLENAME, '') AS 'Security Role Name'
	,ISNULL(['Security Role Task Assignment'].SECURITYTASKID, '') AS 'Security Task ID'
	,ISNULL(['Security Task Master'].SECURITYTASKNAME, '') AS 'Security Task Name'
	,ISNULL(['Security Task Master'].SECURITYTASKDESC, '') AS 'Security Task Description'
	,ISNULL(['Security Resource Descriptions'].PRODNAME, '') AS 'Product Name'
	,ISNULL(['Security Resource Descriptions'].Series_Name, '') AS 'Series Name'
	,ISNULL(['Security Resource Descriptions'].DSPLNAME, '') AS 'Security Operation Name'
	,ISNULL(['Security Resource Descriptions'].TYPESTR, '') AS 'Security Operation Type'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN
	SY10500 AS ['Security Assignment User Role']
		ON ['Security Assignment User Role'].CMPANYID = ['User-Company Access'].CMPANYID
			AND ['Security Assignment User Role'].USERID = ['User-Company Access'].USERID
LEFT JOIN
	SY09100 AS ['Security Roles Master']
		ON ['Security Roles Master'].SECURITYROLEID = ['Security Assignment User Role'].SECURITYROLEID
LEFT JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
LEFT JOIN
	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
LEFT JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
LEFT JOIN
	SY10700 AS ['Security Assignment Task Operations']
		ON ['Security Assignment Task Operations'].SECURITYTASKID = ['Security Task Master'].SECURITYTASKID
LEFT JOIN
	SY09400 AS ['Security Resource Descriptions']
		ON ['Security Resource Descriptions'].SECURITYID = ['Security Assignment Task Operations'].SECURITYID
GO

GRANT SELECT ON uv_AZRCRV_UserAccessAndGrantedSecurityRolesWithTasks TO DYNGRP
GO

Security Views For Use In SmartList Designer: Security Tasks & Operations

Microsoft Dynamics GPThe seventh SQL view in this series does not include users, but instead shows the tasks and the operations. To use this view you will need to have populated the Security Resource Descriptions table.

CREATE VIEW [dbo].[uv_AZRCRV_SecurityTasksWithOperations] AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://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
	['Security Task Master'].SECURITYTASKID AS 'Security Task ID'
	,['Security Task Master'].SECURITYTASKNAME AS 'Security Task Name'
	,['Security Task Master'].SECURITYTASKDESC AS 'Security Task Description'
	,['Security Resource Descriptions'].PRODNAME AS 'Product Name'
	,['Security Resource Descriptions'].Series_Name AS 'Series Name'
	,['Security Resource Descriptions'].DSPLNAME AS 'Security Operation Name'
	,['Security Resource Descriptions'].TYPESTR AS 'Security Operation Type'
FROM
	SY09000 AS ['Security Task Master']
INNER JOIN
	SY10700 AS ['Security Assignment Task Operations']
		ON
			['Security Assignment Task Operations'].SECURITYTASKID = ['Security Task Master'].SECURITYTASKID
INNER JOIN
	SY09400 AS ['Security Resource Descriptions']
		ON
			['Security Resource Descriptions'].SECURITYID = ['Security Assignment Task Operations'].SECURITYID
		AND
			['Security Resource Descriptions'].DICTID = ['Security Assignment Task Operations'].DICTID
GO

GRANT SELECT ON uv_AZRCRV_SecurityTasksWithOperations TO DYNGRP
GO

MDGP 2015 R2 Feature of the Day: Default SmartList Visibility

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty fifth, and last, Feature of the Day is Default SmartList Visibility. When creating a new SmartList Favorite, the user has the option to select to whom the SmartList Favorite will be visible, including the following options: System, Company, User Class, and User ID. System is the default option selected for the visibility.

Add or Remove Favorites

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MDGP 2015 R2 Feature of the Day: Customer Credit Limit Visual

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty fourth Feature of the Day is Customer Credit Limit Visual. In Microsoft Dynamics GP 2015 R2, you have additional options that determine how and when you are notified of a customer who is over the credit limit you set for them.

In Receivables Setup, you can select to display an icon or give a warning message for a customer who is over their limit.

The existing process for an existing credit limit password will still be asked when entering a line item or saving a transaction.

The warning message:

Continue reading “MDGP 2015 R2 Feature of the Day: Customer Credit Limit Visual”

Microsoft Dynamics GP Workflow 2.0 Available From Amazon

Microsoft Dynamics GPI recently released my fourth book Microsoft Dynamics GP Workflow 2.0.

Initiallially it was available only as an eBook in PDF format, but now the paperback format is available from Amazon UK and Amazon US.

eBook Paperback
azurecurve Publishing Amazon.com Amazon.co.uk

I will be adding ePUB and MOBI formats to the existing eBook format which you will receive free of charge, should you request, after buying the PDF version. I hope to have them available very soon (I am working on the format at the moment and will add them as soon as they are complete).

The book will also then become available from other retailers too (including the Apple Store).

MDGP 2015 R2 Feature of the Day: Automatically Deposit Cash Receipts

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty third Feature of the Day is Automatically Deposit Cash Receipts. This feature provides the option to have cash receipts directly update the checkbook balance without the need to manually post the cash receipt deposit in Bank Reconciliation.

This option was previously available in Analytical Accounting. In Microsoft Dynamic GP2015 R2, the option is made available in the core dictionary, expanding the option to companies not using Analytical Accounting.

To select the option, mark the “Automatically post cash receipt deposits” checkbox in the Company Setup Options window.

Company Setup - Options

When this option is marked, cash receipts entered in Cash Receipt Entry, Receivables Transaction Entry, Sales Transaction Entry, and Invoice Entry will be deposited automatically in the checkbook, updating the checkbook balance.

I have a few clients who will benefit from this one, but I have one client especially in mind for it who has asked before about if this was possible.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Display Debits before Credits

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty second Feature of the Day is . A top suggestion on the MS Connect site, this feature moves the Debit column to display before the Credit column by default in account transaction reporting options in which the Credit column previously displayed before the Debit column.

This applies to SmartLists and Excel Reports, as well as the database tables and views on which the reports are based.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day: Enable Email on All Sales Order Document Formats

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty first Feature of the Day is Enable Email on All Sales Order Document Formats. The Print Options for Sales Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Sales Order documents.

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Sales Documents window.

Print Sales Documents

While being able to all PO documents is a welcome feature, it is even more welcome on the Sales Order Processing side of things as I have a number of clients who need to produce a proforma invoice when the order is raised and this is typically done using one of the other document formats such as the Despatch Note Blank Form which can be emailed. It is going to be good to be able to configure the SOP Short Order Form as the proforma invoice and be able to use the despatch note for its intended purpose.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index