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Microsoft Dynamics GP October 2021 Release Feature of the Day: Summary Post Cash Receipt at Batch

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Summary post Cash Receipt at Batch Financial enhancement.

Previously, Microsoft have added the ability to Summary Post AR Cash Receipts as an option in Company Setup. This has been well received as it takes the customer cash received and posts a summary deposit for the transactions through Bank Reconciliation to update the checkbook. However, Microsoft have received requests that users want greater control over this process as not all batches should automatically post in summary through Bank Reconciliation.

An new option has been added with a drop down selection when Automatically post cash receipt deposits is marked in Company Setup. This drop down will display an option for the entire batch to post in Summary or to post each individual transaction through Bank Reconciliation. The system will still automatically post the deposit in Bank Reconciliation, however by this selection, you can determine if the batch posts as a combined deposit, or if each receipt in the batch will post as a deposit in Bank Reconciliation.

Receivables Batch Entry

I have a few clients using the option introduced a while ago who I think will like and benefit from this new level of flexibility in posting batches to Bank Rec.

Microsoft Dynamics GP October 2021 Release Feature of the Day: Update Account Description in Mass Modify

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Update Account Description in Mass Modify Financial enhancement.

A common request to Microsoft has apparently been the ability to recreate the account descriptions using the Mass Modify Chart of Accounts window (Financial area page » Cards » Mass Modify). This enhancement has sen an option, Update Account Description, added to the Modify drop down which will recreate the account description for the selected accounts; it will use the associated segment description for each segment separated with a hyphen:

Mass Modify Chart of Accounts

I don’t like the Mass Modify window very much and don’t think I have any clients who use it; in most cases the account description is not just a simple derivative of the segment descriptions so this function wouldn’t be much use anyway.

Microsoft Dynamics GP October 2021 Release Feature of the Day: Scroll Through Account Segments

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Scroll through Account Segments Financial enhancement.

This is a small enhancement to the Account Segment Setup window (Financial area page » Setup » Segment) to make it easier to navigate, edit or review the segments and their descriptions; scroll buttons have been added to the Number field allowing you to scroll through the segments:

Account Segment Maintenance

This is only a small enhancement, but I can see it being very useful when adding new segments or doing a quick review of descriptions.

Microsoft Dynamics GP October 2021 Release Feature of the Day: Series Index

Microsoft Dynamics GPThis post is the Microsoft Dynamics GP October 2021 Release Feature of the Day series index for the series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

The series index, below, will automatically update here on azurecurve|Ramblings of a Dynamics GP Consultant as posts are published; if you’re reading elsewhere, check back to this series index post:

Continue reading “Microsoft Dynamics GP October 2021 Release Feature of the Day: Series Index”

Microsoft Dynamics GP October 2021 (18.4) Now Available

Microsoft Dynamics GPThe October 2021 (18.4) release of Microsoft Dynamics GP is now available for download; the official post release announcement is here.

The full download is here lock and the hotfix update for upgrading from 18.2 or 18.3 is here lock.

The latest features and functions added or enhanced are:

Financials

  • Scroll Through Account Segments.
  • Default Inquiry Sort Options (Receivables, Payables, Bank Reconciliation).
  • Update Account Descriptions using Mass Modify.
  • Summary Post Accounts Receivables Cash Receipt through Bank Reconciliation.
  • Payables 1099 Default to Single Feed.
  • Payables 1096 form print email address.

Distribution

  • Sales Order Processing GOTO.
  • Save Filter Settings for All-In-One.

Workflow

  • Workflow Automation for Workflow Batches (GL, AR, PM).
  • Workflow Approver Count.
  • Workflow Carbon Copy delete option.

Human Resource and Payroll

  • Payroll Transaction entry Defaults saved in batch.
  • Excel Copy and Paste Payroll Transactions.
  • Mask Employee Social Security Number on W2.
  • Safepay File pull name of employee from check.

Project Accounting

  • Project code Modifier (Project and Contract Number also Project, Contract and Cost Category ID).

I’ll be getting hands on with the new version as well as posting about the new features overt the coming days and weeks.

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsEvery month at ISC Software I present a webinar on Microsoft Dynamics GP and related products. We typically have the next three upcoming monthly webinars I’ll be delivering scheduled.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Upgrading  Microsoft Dynamics GP
In October is Upgrading ​Microsoft Dynamics GP​; this webinar will look at the reasons for and process of upgrading Dynamics GP, including an overview of the cloud options.​​.

Tue, October 19th, 2021 4:00 PM – 4:45 PM BST

Register Here

SmartList Tips and Tricks
In November is SmartList Tips and Tricks; Learn from an experienced consultant who will demonstrate some tips and tricks which will allow you to get the most benefit from SmartList.​​

Tue, November 16th, 2021 4:00 PM – 4:45 PM BST

Register Here

Dynamics GP - Year End Best Practice
In December is Dynamics GP – Year End Best Practice; Review best practices for performing a year-end close in Microsoft Dynamics GP.

Tue, December 14th, 2021 4:00 PM – 4:45 PM BST

Watch while an experienced consultant shows you some tips and tricks to improve your use of Dynamics GP using standard functions and features available now.

Register Here

PHP Snippets: If Statements

PHPThis post is part of the PHP Snippets series where I will be covering the basics of developing in PHP.

One of the most basic statemnts you’ll use in PHP is the if statement which is used for conditional statements which perform different actions.

The most basic form is the basic if itself which executes when one condition is true:

$time = date( "H" );

if ( $time < 12 ){
	echo "Good morning.";
}

This can be extended to supply a value if the original condition fails using an if...else:

$time = date( "H" );

if ( $time < 12 ){
	echo "Good morning.";
else
	echo "Hello."
}

And can be expanded further to check if one of multiple conditions is true using an if...elseif...else:

$time = date( "H" );

if ( $time < 12 ){
	echo "Good morning.";
}elseif ( $time < 18 ){
	echo "Good afternoon."
}else{
	echo "Good evening.";
}

PHP Snippets: Sprintf

PHPThis post is part of the PHP Snippets series where I will be covering the basics of developing in PHP.

The sprintf function provides the same functionality as the printf function, but silently.

This means you would either need to echo the output or concatenate it with a string and echo that string.

$number = 500;
$string = 'miles';

echo sprintf( 'But I would walk %d %s', $number, $string );

PHP Snippets: Printf

PHPThis post is part of the PHP Snippets series where I will be covering the basics of developing in PHP.

The printf function is similar to the echo function in that it will output text, but differs in that it outputs a formatted string.

The syntax of the printf function is:

printf( string, arg 1, arg 2, ... )

Multiple arguments can be provided to the function for each of the placeholders to be replaced.

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Upgrade Fails on Item Master (IV00101)

Microsoft Dynamics GPMost Microsoft Dynamics GP upgrades run through quickly ad without issue but every so often one will encounter a problem. I had one of the upgrades which encountered a problem recently with a client we’d taken over the support from a previous partner.

We always recommend that a test upgrade be done on a standalone server before live to identify exactly this sort of issue. We restored all of the databases onto the new server, installed the client and started the upgrade through GP Utilities; it ran through without issue for a few minutes upgrading several companies before popping up an error window showing there was an issue with the Item Master table:

Company Detail window showing overview of error

Continue reading “Upgrade Fails on Item Master (IV00101)”