Author: Ian Grieve

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The twenty-third new feature is Email POP PO Other Form. This feature makes the Purhcase Order Other Form available for email.

My hands on with the feature was somewhat abbreviated when I discovered that there was no default Word Template available. While technically allowing a PO to be emailed using the Other Form, the lack of a default Word Templates means that there is a large amount of effort involved to make it available.

To create a new Word Template, you need to use the Word Template Generator to create a Word Template from the Report Writer XML and then format the resulting template; this is a long, complex and difficult to process to do in order not to break the template so email, or even the Word Template itself, doesn’t get broken.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The twenty-second new feature is Purchase Requisition Partial Purchase. You’ve always been able to increase the quatity to purchase, but you were not able to reduce the quantity. This new feature, allows a smaller quantity to purchase to be specified in order to partial purchase the requisition; the remaining quantity will be cancelled:

The flexibility this offers should be a good thing, but I have concerns around users being able to change the purchasing quantity here if an approval workflow is being used. That said, I already had these concerns about users being able to increase the quantity post approval.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The twenty-first new feature is Ship To Address Retained by Customer Combiner. This feature will retain the ship to address when customers are merged using the Customer Combiner tool:

I’ve tested this feature and compared it to the functionality in 2018 RTM, and I can’t tell the difference. The Ship To address of the destination customer, does not change in either version and the ship to address from both the source and destination customers are both available after the combine.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The twentieth new feature 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

This feature builds on the new sort options introduced to Payables and Receivables, by making the aame options available in the Sales Order Processing Item Inquiry window. This is a good addition as users are often asking the ability to sort by date; I hope to see it introduced in additional windows in future versions.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The nineteeth new feature is Mass Update Master Records from Navigation List. 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:

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:

With one caveat I like this new feature. Since they were introduced in Microsoft Dynamics GP 10, clients have been making more and more use of navigation lists; more interactivity can only be a good thing and the indicators make it easy to see the status of creditors.

My caveat, is the presence of the option to toggle Temporary status. This is used by almost no clients and is very risky as temporary creditors can be deleted, regardless of history.

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The eighteenth new feature is Letter Writing Assistant in Web Client. This feature adds one of the few remaining areas that wasn’t previously accessible to the web client.

The Letter Writing Assistant is available via SmartList; for example, run a Vendors SmartList and the click on the Word button and click Prepare a Creditor Letter:

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client”

This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2^nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The seventeenth new feature is SmartList Designer Favourites in Navigation List. This feature will see favourites created for SmartList Designer SmartList objects added to the SmartList Favorites navigation list.

As an example, I have created a Vendor EFT SmartList object in SmartList Designer and saved a couple of favourites:

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: SmartList Designer Favourites in Navigation List”