MS Connect Suggestion: Allow File and Folder Shortcuts to be Attached in DocAttach

Microsoft Dynamics GPDocAttach was introduced in Microsoft Dynamics GP 2013 and replaced the ole OLE Notes functionality in all areas of Dynamics GP 2013 R2.

You can attach all types of files to DocAttach including web links, except you cannot include shortcuts to files or folders on your network. While the intention of DocAttach is to be able to attach files and have them stored in the database.

However, if you deal with a substantial number of fixed assets and need images of the condition, or deal with technical diagrams, these files are often between quite and very large. As files are stored in the database as BLOBs (Binary Large OBjects) they are the same size in the database as they were originally; this can mean the database size will grow very quickly as files are added.

I have submitted a suggestion on Microsoft Connect asking that file and folder shortcuts be an allowed file type for Doc Attach.

You can vote for this suggestion here.

MS Connect Suggestion: Bring Letter Writing Assistant Up To Date and Allow Emailing

Microsoft Dynamics GPBelinda Allen brought my attention to a suggestion on MS Connect asking that the Letter Writing Assistant be updated to allow debtors and creditors (customers and vendors to my US readers) be emailed directly from the Letter Writing Assistant based on the email address on the Primary Address.

I think this would be a very good feature to add. I'm sometimes reluctant to show people the Letter Writing Assistant due to having to print the letters rather than emailing them. I often end up showing them how to export a SmartList and use Word to mail merge and email the letters instead, but having the feature included would be far better.

Please vote for this suggestion here so we can get Microsoft to include this update.

MS Connect Suggestion: Allow Workflow Steps to be Copied

Microsoft Dynamics GPI am on a bit of a kick with suggestions for improving Workflow 2.0 at the moment and have another MS Connect suggestion for you to vote for.

The Workflow Maintenance window currently has the facility to copy an entire workflow process (including between companies), but does not have the facility to copy a workflow step; many times when I am creating a workflow process with, or for, a client we are creating many steps which only vary in the approver and part of the condition (for example a different site or segment in the account, and it would reduce the effort and time needed if the workflow step could be copied and amended, rather than created from scratch each time.

You can vote for this suggestion here.

MS Connect Suggestion: Allow Additional Fields to be Avalable to Workflow Notification Emails

Microsoft Dynamics GPMy fourth Workflow suggestion has been submitted to Microsoft Connect for you to vote on.

The fields available to the Workflow email notifications are very limited, and there is no front end way of making them available. I'd like to see functionality added to Workflow Maintenance to flag fields as available to the notification emails; this would include fields from any tables available to the workflow type, including from an additional table joined to the workflow type through the enhanced Query Editor.

You can vote for this suggestion here.

MS Connect Suggestion: Allow SQL Views to be Included in Workflow Conditions

Microsoft Dynamics GPContinuing my list of suggestions for improving Workflow, I have another one for you to vote for.

Through enabling a Dex.ini switch, an enhanced Workflow Condition Query Editor can be enabled, which allows Dexterity tables to be joined into the workflow. However, there have been a few times recently when being able to join in a SQL View would have been most beneficial. This functionality is available in SmartList Designer where Dex tables can be selected and at the bottom of the list is a node for SQL Views which displays all of the views in the database and allows them to be selected.

I'd like the same functionality made available to Workflow Maintenance to add flexibility to workflow design.

You can vote for this suggestion here.

MS Connect Suggestion: Allow Workflow Steps to Have Multiple Parents

Microsoft Dynamics GPI have another Workflow related MS Connect Suggestion I'd like you to vote for.

I have worked on a number of projects for clients implementing Workflow 2.0 where being able to set one step with multiple parents would greatly reduce the work involved in creating the workflow.

For example I have recently worked with a client who has a Function segment in the chart of accounts, which requires approval by the Function Approver, which is a different person for each Function, and then a second level of approval by a Finance Panel, which is always the same five people.

When we create the workflow for POs we need to create forty Steps, one for each Function with it’s set of approvers, and then forty Finance Panel Approval Steps after each of the Function approval steps.

For example:

Step for Function = "IT"
	followed by a Finance Panel approval step.
Step for Function = "HR"
	followed by a Finance Panel approval step.
Step for Function = "TRAINING"
	followed by a Finance Panel approval step.
Step for Function = "SALES"
	followed by a Finance Panel approval step.
Step for Function = "ADMIN"
	followed by a Finance Panel approval step.
Step for Function = "OPERATIONS"
	followed by a Finance Panel approval step.

If we could define the Finance Panel step and assign it to follow multiple steps instead of only the one parent which can be assigned at the moment, it would save so much time and effort when creating and maintaining the workflow.

You can vote on the suggestion here.

MS Connect Suggestion: Allow Parenthesis in Workflow Step Conditions

MS Connect Suggestion: Allow Parenthesis in Workflow Step Conditions

Microsoft Dynamics GPI have a Workflow related MS Connect Suggestion I'd like you to vote for.

I would like to request the facility to use parenthesis in Workflow Step Conditions in order to simplfy the creation of the conditions.

For example, currently a condition may need to be entered as:
VendorClass = "EU" and ItemClass = "IT" and CostCentre = "NEWCASTLE"
VendorClass = "EU" and ItemClass = "IT" and CostCentre = "LONDON"
VendorClass = "EU" and ItemClass = "IT" and CostCentre = "EDINBURGH"

And that is with only an or clause on one of the parameters. I might have 6 VendorClasses and 20 ItemClasses; it gets real big, real quick.

If parenthesis could be used, as in a mathematical equation, I could enter the condition as:
VendorClass = "EU" and ItemClass = "IT" and (CostCentre = "NEWCASTLE" or CostCentre = "LONDON" or CostCentre = "EDINBURGH")

This would shrink the amount of work required to create anything but the simplest of workflow processes enormously.

You can vote on the suggestion here

MS Connect Suggestion: Include Multicurrency Vouchers in Select Checks Window

Microsoft Dynamics GPThis suggestion is one from MVP Mariano Gomez to improve the payment run process by allowing multicurrency invoices to be included.

Currently, the payment selection process only allows vouchers issued in the batch currency to be selected and added to the check run. If the user wants to add foreign currency vouchers, he/she needs to use the Edit Checks window to add such vouchers. It would be nice to be able to have an option to include functional currency vouchers in the case of a foreign currency batch, or foreign currency vouchers in the case of a functional currency batch.

This is the use case:

Vendor A Invoice 1 CA$10.00
Vendor A Invoice 2 US$20.00
Vendor A Invoice 3 US$30.00

If a payment selection is performed and the batch currency is CA$, only the first voucher will be selected. To add Invoice 2 and 3, you would have to use the Edit Checks window to include both vouchers.

Conversely, if the batch currency is US$ and the payment selection for vendor A is performed, only invoices 2 and 3 would be selected and you would have to use the Edit Checks window to include Invoice 1.

What Mariano would like to see is all invoices selected (based on selection rules) and let the user deal with the exceptions, as it should be.

As mentioned, all the logic is already there via the Edit Checks window and it would be nice to incorporate as part of the payment selection process. As others have mentioned, having multicurrency vouchers included could be a payables configuration item or simply an additional option in the Select Payments (Select Checks) window.

Mark Polino has also suggested that this functionality be optioned with Rod O'Connor further suggesting the option be on the Select Checks window itself to allow maximum flexibility. Both of these seem like a good addition to Mariano's idea.

The suggestion can be voted on here.

Microsoft Dynamics GP Roadmap For 2016 R2 & Later

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog recently posted the roadmap for Microsoft Dynamics GP 2015 R2, Dynamics GP 2018 and later.

RoadmapMicrosoft Dynamics GP roadmap

Following feedback from clients and partners, Microsoft are moving away from the 6 monthly releasde schedule they moved to a while ago. To be honest, that is a bit of a relief; while it was good to get new functionality, every six months was a bit much. So from now, Microsoft will be releasing new versions very 12 months.

The next release we are due is Microsoft Dynamics GP 2016 R2 which is due for release on the 1st December, which is 13 days from now. And the day I return home from a visit on client site, so I should hopefully be able to download and start playing straight away 🙂

Microsoft Dynamics GP 2018 should then be available at a similar date in 2017.

Microsoft have announced that the functionality in the next release will predominately come from the community, so please go to MS Connect to enter in your feedback on what you would like in the next release. I know from experience that Microsoft do use MS Connect as a source of new features or improvements.

MS Connect Suggestion To Rename Five Microsoft Dynamics GP Payables Windows

Microsoft Dynamics GPMariano, Microsoft Dynamics GP MVP and Dynamics GP Blogster has logged a suggestion for improving Microsoft Dynamics GP on the MS Connect site.

The windows are:

  1. Select Payables Checks -> Build Payments Batch
  2. Edit Payables Check Batch -> Edit Payment Batch
  3. Edit Payables Check -> Edit Vendor Payment
  4. Print Payables Checks -> Print Payment Documents
  5. Post Payables Checks -> Post Payment Documents

Mariano has more details on his blog including screenshots of the windows in question.

Renaming these windows would be a good idea as the current names are misleading and cause confusion for new users of the system. From a partner perspective, it also looks quite bad when demoing Dynamics GP to a prospect; especially when considering that in the UK, virtually no-one uses printed cheques anymore, but instead make payments using EFT.

Please take a look at the suggestion and cast your vote.

I have two hopes; that Microsoft do make this change and that they also change it in the UK language pack.