MDGP “October 2019” Release Feature of the Day: Export and Import Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The fourth Feature of the Day is Export and Import Workflows.

Have you setup a workflow in one company and want to create it in another company? A new workflow feature in Dynamics GP is the ability to Export and Import Workflows. If you export a workflow, a json file will be created with the format of the workflow.:

Workflow Maintenance export of workflow

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MDGP “October 2019” Release Feature of the Day: Security Role and Task Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The third Feature of the Day is new workflows for Security Role and Task approval.

The last two new workflows are Security Task Approval and Security Roles Approval:

  1. Security Task Approval lets you edit the operations that are assigned to a task or create a new task; and if the workflow is active, the workflow actions will display on Security Task Setup.
  2. Security Roles Approval lets you edit the operations that are assigned to a role or create a new role; and if the workflow is active, the workflow actions will display on Security Role Setup.

With these Security Approval workflows, you can require that any changes made in these windows be submitted for review and approval:

Security Role Setup window

No changes made for Security Tasks or Security Roles will be implemented until the workflow task has been final approved.

I’ve fielded lots of questions over the years from clients asking how they can find out who has changed a role or task. These workflows will allow them to control changes with only a limited number of users able to approve a change and make it live.

MDGP “October 2019” Release Feature of the Day: User Security Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The second Feature of the Day is another new User Security Workflow to complement the one covered in the previous post of this series.

In User Security, you can make changes to the access for a user, what security role they are assigned or what modified reports they can access. With User Security Approval workflow, you can require that these changes be submitted for review and approval. This workflow is available in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance):

Workflow Maintenance window showing User Security approval workflow

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MDGP “October 2019” Release Feature of the Day: User Approval Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is .

The first Feature of the Day is a new User Approval workflow. Maintained with the rest of the workflows in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance), this workflow forces approval of new or changed user:

Workflow Maintenance window showing User approval workflow

The workflow status bar and buttons will show on the User window when a workflow is active.

The new workflows around security, such as this one, could be very useful. Security is becoming more prominent for a number of clients and this will allow them control over which users have access to what and

Error Creating Fiscal Calendar In Fabrikam Caused by Audit Trail Codes

Microsoft Dynamics GPI’ve been receiving an error in the Fabrikam Sample Company database when trying to create a new Financial Calendar for a while and finally had the time to track it down.

The error appears when you enter a new year and click the Calculate button:

Error when calculating a new year

Microsoft Dynamics GP
[Microsoft][SQL Server Native Client 11.0][SQL Server[Violation of PRIMARY KEY constraint 'PKSY40100'. Cannot insert duplicate key in object 'dbo.ST40100'. The duplicate key value is (0, 2021, 0, 2 ,General Entry ).

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Enhanced Notes Setup Window Missing

GP Elementz Enhanced NotesA while ago I did a series on Implementing Enhanced Notes from ISC Software Solutions. I more recently installed the add-on again on a different machine and, after doing some initial configuration, wanted to change the settings, couldn’t find the Enhanced Notes Setup window (Administration » Setup» Company » Enhanced Notes » Setup Enhanced Notes):

Administration area page showing menu option missing

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GP Power Tools Build 26 & 27 New Features: New in Build 26: Administrator Tools Module Enhancements

Winthrop DCThis post is part of the New Features in GP Power Tools Build 26 sub-series of the GP Power Tools Build 26 & 27 New Features series in which I’m taking a look at the changes and new features since I last blogged about GP Power Tools.

The second area of new features I’m going to cover, is the Administrator Tools module in which there are a number of new features Continue reading “GP Power Tools Build 26 & 27 New Features: New in Build 26: Administrator Tools Module Enhancements”

Microsoft Dynamics GP: Information about the VAT 100 Return

Microsoft Dynamics GPSr. Technical Support Engineer Cheryl Waswick did a post yesterday on the Dynamics GP Support and Services Blog about the upcoming Making Tax Digital changes for VAT submission in the UK.

Microsoft have been fielding a lot of questions from partners about the VAT 100 Report in relation to Making Tax Digital and have put together some information on VAT 100 in a Q&A format.

As Cheyrl notes, that post should not be your sole source of information, but the information there may be useful.

Cheryl also says that a post is due soon with details on how Microsoft Dynamics GP will be meting the requirements of Making Tax Digital.

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Increase Dynamics GP Password Maximum Length

Microsoft Dynamics GPThis 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 2nd 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 eleventh new feature is Increase Dynamics GP Password Maximum Length. This feature sees the maximum length of user passwords increased from 15 to 21 characters:

User Setup

Any increase in the maximum length of passwords is to be welcomed, but, seeing as this change required a database schema change to increase the SQL field length from 15 to 21, I am a little surprised that the new length is only 21 characters.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Option to Hide Business Analyzer for All Users

Microsoft Dynamics GPThis 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 2nd 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 fourth new feature is Option to Hide Business Analyzer for all Users. This feature allows the Business Analyzer section of the home page and/or the Business Analyzer fact panes on navigation lists to be switched off for all users.

Two new options have been introduced to the System Preferences window (Administration area page » Setup » System » System Preferences).

Unmark the first, Display Business Analyzer on Home page, to remove it for all users; unmark the second, Display Business Analyzer on Navigation List pages to remove the fact pane for all users:

System Preferences

A few years ago I wrote a SQL trigger which would remove the fact pane for all users; this appeared in two editions of the Microsoft Dynamics GP Cookbook and was, much more recently, posted to this blog.

This new feature makes that trigger obsolete, as changing the settings in System Preferences will remove it for all users.

If they desire, users can still switch Business Analyzer back on for themselves on the home page and by individual navigation list. That sid, I don’t know of a single client who wants to use Business Analyzer in either of these ways.

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