Hands on with the Microsoft Dynamics GP Fall 2020 Release: Create new company

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

To create a new company, launch ,em>Gp Utilities and log in using the sa account:

Welcome to Microsoft Dyna 	GP Utilities - login

Continue reading “Hands on with the Microsoft Dynamics GP Fall 2020 Release: Create new company”

Hands on with the Microsoft Dynamics GP Fall 2020 Release: Add sample company

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

To add the sample company, launch GP Utilities and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

Continue reading “Hands on with the Microsoft Dynamics GP Fall 2020 Release: Add sample company”

Hands on with the Microsoft Dynamics GP Fall 2020 Release: Deploy system database

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

With the client installed, the next step is to deploy the system database. Do this by launching GP Utilities from the Windows Start menu and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

Continue reading “Hands on with the Microsoft Dynamics GP Fall 2020 Release: Deploy system database”

Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install client

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

One you have the media downloaded and the .NET Framework 3.5 installed, we can now install the first client. Do this by extracting the download media and running the setup.exe. This will launch the Microsoft Dynamics GP Bootstrapper Setup which will install the prerequisites:

Microsoft Dynamics GP Bootstrapper Setup

Continue reading “Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install client”

Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install .NET prerequisite

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

Before installing any of the Microsoft Dynamics GP components, you need to make sure the system requirements are met. On top of this there is also some prerequisites which need to be met before the Microsoft Dynamics GP client or other components can be installed.

Most of these prerequisites can be handled by installer process, there is one which cannot; this is the .NET Framework 3.5 feature which is installed using the Add Roles and Features Wizard available via Server Manager on Windows Server or using Turn Windows features on or off accessible via Program and Features on Windows.

If the PC or server you’re planning to install Microsoft Dynamics GP onto has an Internet connection, then the .NET can be installed simply by using the wizard. However, if, for whatever reason, you don’t have an Internet connection available, the install process isn’t quite that smooth.

However, for both server and PC you can do an offline install and I have blogged about this several years ago:

  • Offline install on Windows.
  • Offline install on Windows Server.
  • The above articles are for older versions of Windows Server and Windows, but the process is exactly the same on current versions.

    Hands on with the Microsoft Dynamics GP Fall 2020 Release: Download

    Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

    The full installation media for the 2020 Release of Microsoft Dynamics GP can be downloaded from here lock and the service pack release here lock.

    In this series, I will be using the full installation download as I will be doing a fresh install.

    Hands on with the Microsoft Dynamics GP Fall 2020 Release: System Requirements

    Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

    There are not many changes to the system requirements for the Microsoft Dynamics GP 2010 Release are not much, if any, different from the prior release; the system requirements for Dynamics GP and the Web Components can be viewed at the following links:

    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client

    Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests series where I am going hands on with the top feature requests of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

    The eighth, and final, new feature from the top user requests, is copy and paste from Excel in the web client. This has not worked since 2015 R2 with fixes promised always in the next version.

    Again it has been included as a feature in the October 2019 release, but while it allows you to get the data from Ececl into the GL Transaction Entry window, but is instead an import. To import the journal lines in the web client, click the Paste button and then click Choose file:

    Import from Excel

    You can browse to select a file to import as journal lines. The format is the same as when pasting in the desktop client.

    It works, but it is not as nice and easy as the copy and paste possible in the desktop client and is not a copy and paste despite the announcement.

    Hands On with Microsoft Dynamics GP October 2019 Release New Features

    Hands On with Microsoft Dynamics GP October 2019 Release New Features
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests
    Copy Report Option
    Filter Item Stock Inquiry by Date
    Exclude Inactive Items on Item Price List Report
    Minimize transaction when Go To is selected for PO that exists
    Save setting for how to show new POs
    Inactive field added to Item SmartList
    Show the User ID in the Items SmartList
    Paste from Excel in Web Client

    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList

    Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests series where I am going hands on with the top feature requests of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

    The seventh new feature from the top user requests, is the storage of the user ID who last modified an item record; this field has also been made available to SmartList:

    Items SmartList object showing new User ID column

    Being able to see the last user to amend an item is a good addition and it is nice to see it made available within SmartList.

    Hands On with Microsoft Dynamics GP October 2019 Release New Features

    Hands On with Microsoft Dynamics GP October 2019 Release New Features
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests
    Copy Report Option
    Filter Item Stock Inquiry by Date
    Exclude Inactive Items on Item Price List Report
    Minimize transaction when Go To is selected for PO that exists
    Save setting for how to show new POs
    Inactive field added to Item SmartList
    Show the User ID in the Items SmartList
    Paste from Excel in Web Client

    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList

    Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests series where I am going hands on with the top feature requests of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

    The sixth top requested enhancement is the availability of a column in the Items SmartList showing if an item is active or inactive:

    Items SmartList with Inactive column

    I was a little surprised to see this announced as a feature as I had assume this field was already available, but it seems that when an Inactive flag was added in Dynamics GP 2013 RTM, that was as far as the change went. Extra visibility is always a good thing, so nice to see this added.

    Hands On with Microsoft Dynamics GP October 2019 Release New Features

    Hands On with Microsoft Dynamics GP October 2019 Release New Features
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
    Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests
    Copy Report Option
    Filter Item Stock Inquiry by Date
    Exclude Inactive Items on Item Price List Report
    Minimize transaction when Go To is selected for PO that exists
    Save setting for how to show new POs
    Inactive field added to Item SmartList
    Show the User ID in the Items SmartList
    Paste from Excel in Web Client