Hands On With Microsoft Dynamics GP 2016 R2: Desktop Client First Run

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components; the index for this series can be found here.

In the last post, I deployed the system database; now we can deploy the sample company.

To do this, launch GP Utilities and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With Microsoft Dynamics GP 2016 R2: Deploy System Database

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components; the index for this series can be found here.

in the previous post, the first client was installed; the next step it to deploy the System database.

Do this by launching GP Utilities from the Windows start menu. Log in using the sa account (this is one of the few times when the sa account must be used; at this time there are no other users which can be used).

Welcome to Microsoft Dynamics GP Utilities

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Hands On With Microsoft Dynamics GP 2016 R2: Install Dynamics GP Client

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components; the index for this series can be found here.

In this, the first post of the series, I’m going to install the Dynamics GP client. In early versions of Microsoft Dynamics GP, we would have installed the server components, but these haven’t existed for a long time. Instead, the client itself is used to create the server objects (we’ll cover these in the next posts).

When installing Dynamics GP on a new machine, the first components to be installed are the prerequisites, which are installed by the Microsoft Dynamics GP 2016 Bootstrapper Setup utility. Run this by launching the setup.exe from the installation media and click install:

Microsoft Dynamics GP 2016 Bootstrapper Setup

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Hands On With Microsoft Dynamics GP 2016 R2: Series Index

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components.

Last time I did a series like this, I wondered how useful people found them, but I’ve discussed it with a few people over the last few months and the posts do seem to be regarded as useful. If you don’t see a post you’re looking for, then hold on a few days as I will be covering the installation of all of the components of Microsoft Dynamics GP R2 and related products. If you still don’t see a relevant post, then leave me a comment.

The series index, below, will automatically update each time I add a post to the series.

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MDGP 2016 R2 Feature of the Day: PowerBI On The Web Client Home Page

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The twentieth Feature of the Day is PowerBI On The Web Client Home Page.

Power BI on GP Web Client Home Page

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MDGP 2016 R2 Feature of the Day: HTTPS Support for Management Reporter

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The nineteenth Feature of the Day is support in Management Reporter 2012 for https access to the web viewer:

This adds the ability to deploy Management Reporter for report access over secure https communication.

This feature is well overdue; it should have been introduced at the same time as the web viewer itself.

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Microsoft Dynamics GP 2016 R2 Now Available For Download

Microsoft Dynamics GPOn the Inside Microsoft Dynamics GP blog, Pam Misialek has announced the availability of Microsoft Dynamics GP 2016 R2.

You can download it from here.

You can read about the new features coming in my Dynamics GP 2016 R2 Feature of the Day series of posts.

Pam highlights that starting next week, the Support team will post additional technical content in their Blog Series

Dynamics GP is moving, following partner and customer feedback, to annual releases. There was a recent roadmap released which you can see here.

Microsoft are currently working on GP Next and this is your opportunity to help shape the future functionality using Microsoft Connect. I would recommend you use that site to request features or enhancements which you would like to have included in Dynamics GP.

I’m about to drive home from client site, so I can’t get my hands on it for another 7 hours or so 🙁

MDGP 2016 R2 Feature of the Day: Project Accounting Line Distributions Edited By Item

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The eighteenth Feature of the Day is Project Accounting Line Distributions Edited By Item.

Distributions can be edited by line item, but Summary cannot be edited.

Timesheet Entry

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MDGP 2016 R2 Feature of the Day: New Project Accounting Timesheet Status Report

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The seventeenth Feature of the Day is a new Project Accounting Timesheet Status report.

This feature provides a report for PTE Timesheets which gives visibility into all timesheets including missing timesheets and can be printed by status or approver:

Project Accounting Timesheet Status Report

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Enabling Workflow Approvals For Both Purchase Requisitions & Purchase Orders

Microsoft Dynamics GPWorkflow 2.0 has workflow types for both purchase requisitions (PRs) and purchase orders (POs). When Workflow 2.0 first came out there was a bit of talk about how you could only use one or the other, but not both.

This is not true; you can have approval workflows enabled for both PRs and POs at the same time without having to approve at both stages.

This is done by building up a condition on a workflow step which include the PO line origin. Microsoft have a blog post which covers how to do this step-by-step. There is only one problem; the blog post is incorrect in one critical point:

The problem with the blog, is that Microsoft show the Purchase Order Line field Line Origin being set to Manual. However, Line Origin is a numeric field which does not allow a word like Manual to be entered.

But, all is not lost; you can follow Microsoft’s blog post, but check for the numeric values for Purchase Order Line.Line Origin:

  • 1 = line manually entered on a purchase order
  • 10 = line created from a purchase requisition.

This information has come in very handy recently for two different clients where we assisted them in creating workflows which required approval of purchase requisiitons and purchase orders where lines had not come from a purchase requisition.