Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date

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 second enhancement based on the top feature requests is the addition of date filters in the Item Stock Inquiry window to restrict the view; as is standard on enquiry windows click Redisplay to filter data based on the From and To dates:

Item Stock Enquiry filtered by date

Being able to filter the returned data by date will make it easier to review the stock movement by date.

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

MDGP October 2019 Release Feature of the Day: GL Journal Entry Inquiry Enhancements

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 ninth Feature of the Day is GL Journal Entry Inquiry Enhancements. A number of enhancements have been made to the Journal Entry Inquiry window:

  • The year drop down list will now display in reverse order with the most recent year displayed first. This change has also been included in the following windows:
    • Net Change Inquiry
    • Detail Inquiry
    • Summary Inquiry
    • GL Trial Balance Report options
  • The User who Posted field has been added to the window; this field will display for both open and historical journal entries.
Journal Entry Inquiry

Hands On With Microsoft Dynamics GP 2018 R2 New Features: New Sort Options in Sales Order Processing Item Inquiry Window

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 twentieth new feature is New Sort Options in Sales Order Processing Item Inquiry Window. The Sales Order Processing Item Inquiry window has a new Sort By option available; this lets users quickly find the information they are looking for because now they can sort, either ascending or descending, by the following fields:

  • Document Number
  • Document Type
  • Item Number
  • Document Date
  • Customer ID
Sales Order Processing Item Inquiry

This feature builds on the new sort options introduced to Payables and Receivables, by making the aame options available in the Sales Order Processing Item Inquiry window. This is a good addition as users are often asking the ability to sort by date; I hope to see it introduced in additional windows in future versions.

Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

GP Transaction Search v2: Customising the Configuration

Winthrop DCThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

GP Transaction Search is usable as soon as it has been installed, but can be customised in two ways by amending the GP.TransactionSearch.dll.config which is in the addins folder.

Firstly, you can change the SearchAsYouType valuer from True to False; I’d recommend this change for large datasets or where speed issues are detected:

GP.TransactionSearch.dll.config

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GP Transaction Search v2: Downloading and Installing

Winthrop DCThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

Now that the prerequisites are installed we can download and install the addin. GP Transaction Search can be downloaded from Precipio Services:

Precipio Services

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GP Transaction Search v2: Installing the Prerequisites

Winthrop DCThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

In version 2 there is a new prerequisite; the Visual Studio Integration Toolkit (VSIT) from Winthrop DC. In version 1, the GP Transaction Search window replaced the Transaction by Document window; in this version, VSIT has been used to allow the GP Transaction Search windows have their own menus.

VSIT is a separate download; there is a download for each version of Microsoft Dynamics GP going back to 2010. Select the correct version and download the file:

http://www.winthropdc.com/products_VSIT.htm#Downloads

Continue reading “GP Transaction Search v2: Installing the Prerequisites”

GP Transaction Search v2: Available Search Windows

Winthrop DCThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

The second version of GP transaction Search has followed along after version one very quickly. Despite that, it has gone from one search window for Payables Transactions, to including search windows for Receivables Management and Sales Order Processing.

In version one, the search window took over the menu of Transaction by Creditor Enquiry, but in this version, Steve has utilised the Visual Studio Integration Toolkit from Winthrop Development Consultants to create menus for each window:

Purchasing menuSales menu

GP Transaction Search v2: Series Index

Winthrop DCSteve Endow of Precipio Services has recently launched a new GP Transaction Search addin for Microsoft Dynamics GP. The initial version had only a PM Transaction Search which replaces the Transaction by Document window (Purchasing » Inquiry » Trx by Document) in the Purchasing series.

Following very quickly on from version one, is a second version of the addin which contains a number of enhancements; I decided to do this second series as the installation if v2 differs substantially from v1.

Over the next few posts, I’m going to be taking a look at the installation, configuration and future of version 2 of this add-on.

GP Transaction Search v2
Available Search Windows
Installing the Prerequisites
Downloading and Installing
Customising the Configuration

GP Transaction Search: Where Next?

Winthrop DCThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

The GP Transaction Search is in in its first version; I think that Steve has made a very good start and I look forward to seeing the progress in future.

Steve isn’t allowing moss to grow, but is instead hard at work on version two, which includes new search windows for the General Ledger and Receivables Management modules as well as custom menus (rather than replacing the Transaction by Document menu) by using Visual Studio Integration Toolkit from Winthrop DC:

After version two comes out with these new search windows, I’d like to see additional windows created for Purchase Order Processing, Sales Order Processing and Inventory Control and, in longer term, other modules. The good news on this front, is that Steve has aspirations to create windows for additional modules as well.

The GP Transaction Search project is an open source one created by Steve Endow, but other people can get involved and contribute. If you find the project useful, consider seeing how you can be of assistance. I’ve already done this and have, since before the release of v1, been offering my assistance with testing and, more recently, with writing SQL queries.

GP Transaction Search: Customising the Returned Data

Winthrop DCThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

A couple of posts ago, I covered installing the stored procedure (which I erroneously referred to as a view when I first posted). The stored proc controls the returned data which in turns controls what is displayed in the search results window.

Customising the returned data is as simple as amending the stored procedure. If, for example, I wanted to add the suppliers country, I can add the following (highlighted) line and save the altered stored proc:

SELECT TOP 200 	
	P.Origin, 
	V.COUNTRY AS 'Country',
	RTRIM(P.DOCNUMBR) DocNum,

Any change does need some familiarity with SQL and stored procedures, but is pretty straightforward.

Before the change is committed, this is the returned data:

PM Transaction Search

Continue reading “GP Transaction Search: Customising the Returned Data”