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 here.

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 here.

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 here.

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 here.

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

Copy Account Categories Between Microsoft Dynamics GP Companies

Microsoft Dynamics GPWhen implementing Microsoft Dynamics GP for a new client, they usually have very similar setup between companies. While you can use the Professional Services Tools Library tool Company Copy, you sometimes need to replicate data which was configured after this function had been used.

I’ve previously posted scripts to copy segments and financial calendars; today’s script will copy Account Categories to a new company ensuring you have the categories in both companies:

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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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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 MDGP 2018 RTM New Features: New Workflow Functionality – Copy Workflow Steps

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The ninth feature of the day is the ability to copy workflow steps. This is one of those features which is a very good enhancement; in fact, it is one which I requested from Microsoft on the old Microsoft Connect website.

Microsoft took my suggestion, of being able to copy workflow steps, added this functionality, but then extended it further than I had asked for, by including the ability to copy the child steps too.

This makes the function even more useful than I envisaged.

If you’re a regular reader, you will be aware by now that I am very involved with Workflow and a big advocate of using the module. One of the issues we had in the past, was when building a large workflow process, the branches are often similar to each other with, perhaps, only the amount, cost centre or site in the conditions being different between the different branches.

In prior versions, all of these steps had to be manually created; when there were multiple conditios in a first level step this could means lot of duplicated effort. This new cipy function does away with that effort as you can now create a single branch and then copy this entire branch and sdimply change the relevant values in the condition. So much less effort and therefore time required.

To copy a workflow step, open the step in the Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) and click the Copy button on the action pane:

Workflow Maintenance - Copy button

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SQL Script To Return Functional Currencies For All Companies Without a Cursor

Microsoft Dynamics GPI posted a script a while ago which used a cursor to return the functional currencies for all companies connected to a system database. However, I have recently revisited this script and created a version which does not use a cursor.

This script has been written to only return the companies which do not have a functional currency set; if you want to see all companies, regardless of the functional currency, remove the highlighted section.

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
CREATE TABLE #FunctionalCurrencies(
	INTERID VARCHAR(5)
	,FUNLCURR VARCHAR(20)
)
GO

DECLARE @SQL NVARCHAR(MAX)
SELECT @SQL = STUFF((
					SELECT 
						CHAR(13) 
							+ 'SELECT 
								''' + INTERID + '''
								,FUNLCURR
							FROM
								' + INTERID + '.dbo.MC40000
							WHERE
								LEN(FUNLCURR) = 0'
					FROM
						DYNAMICS.dbo.SY01500
					FOR XML PATH(''), TYPE).value('.', 'NVARCHAR(MAX)'), 1, 1, '')

INSERT INTO #FunctionalCurrencies
	EXEC sys.sp_executesql @SQL
GO

SELECT * FROM #FunctionalCurrencies
GO

DROP TABLE #FunctionalCurrencies
GO

Purchase Order Approval Workflow Automatically Rejected

Microsoft Dynamics GPA client reported a problem with their PO Approval Workflow process failing whenever a PO was submitted for approval. As soon as the Submit button was pressed, the document was rejected, but did not show a user:

Purchase Order Entry

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