GP Transaction Search: Configuration of v1.0.0.4

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

With GP Transaction Search installed, the next stage is to review the configuration and make any changes necessary.

To review the settings, open the GP.TransactionSearch.dll.config.

There are three settings under the GP.TransactionSearch.Properties.Settings. The only one I would advise changing is the SearchAsYouType one; if you have a small database, leaving this setting set to True is fine, but on larger databases may cause some lag:

One you’ve changed the settings, click Save and close the config file.

GP Transaction Search: Installation of v1.0.0.4

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

The installation of the GP Transaction Search window is a nice simple one.

First off, download the addin from the Precopio Services website.

The downloaded file is a zip which contains the four versions currently available:

GP Transaction Search zip

I am installing the Microsoft Dynamics GP 2018 version, so have opened the 2018 folder.

Copy the contents of the folder to the Dynamics GP addins folder which is a subfolder of the installation one (by default this is C:/Program Files (x86)/Microsoft Dynamics/GP2018/).

Depending on your security settings, you may need to Unblock the dlls. To check if this is necessary, right click each one in turn and click on Properties. If there is a checkbox called ,em>Unblock, mark this and click OK to save changes.

GP Transaction Search: Why?

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

I’ve been working with Microsoft Dynamics GP for 15 years now and I have always thought that one of the most useless inquiry/enquiry windows in the Purchasing series was the Transaction by Document (Purchasing area page » Enquiry/Inquiry » Transaction by Document) one. It turns out I am not alone in this assessment.

The window allows you to search only by Document Number. In most cases you also want to narrow the selected data down by vendor/creditor, but the window does not allow this.

Well, sharing my view of the window, MVP Steve Endow, of Precipio Services has decided to do something about it. Microsoft Dynamics GP has several options for making customizations, from minor tweaks using VBA (not supported in the web client), to .NET with VS Tools, to Dexterity. This is a huge benefit for GP customers as it allows them to pick the best technology for the customisation they want. There is always a cost to either making your own customisations, or having someone else do the work for you. However, by not making the customisation, you can really miss out on the benefits. This can lead to users who can struggle to quickly or easily find the information they need.

Steve decided to make the GP Transaction Search project as a very usable demonstration that a relatively small customization can produce significant benefits and efficiencies.

This new enquiry/inquiry window allows you to search by a Document Date range and/or the Vendor ID or Name and/or the Document Number and/or a Document Amount. This makes it a far better window for searching for documents than the standard Transaction by Document one. It is also very quick to return data.

The initial version of GP Transaction Search includes only the PM Transaction Search, but took only one day to develop the prototype, and an additional two to three days to finish, refine, test, and release. If you look at the actual .NET code, it’s surprisingly simple; there are actually very few lines of code in the project—it’s mostly basic .NET functionality, albeit, admittedly, with some clever construction and design and tricks to work with Dynamics GP.

As this shows, it doesn’t require a huge investment to produce really valuable customizations and, as I’ll show over the next few posts, deployment and updates are simple and low maintenance. This aligns with Steve’s view that customizations, when well designed, don’t have to be a burden for customers.

As well as being immediately useful to people using Dynamics GP, Steve has released the project as an open source project; this means that it can be a great learning tool and reference for other developers looking to use .NET with GP. As mentioned the initial project includes a replacement to the Transaction by Document enquiry/inquiry, it can easily be expanded to display any data from any module in Dynamics GP and, potentially, from any other database.

Since the project is quite literally just a simple window with a grid displaying the results of a stored procedure. It can easily be expanded to display any data in Dynamics GP, from any module (such as Receivables Management, Inventory Control, Fixed Asset Management), or in any other application database, for that matter.

The GP Transaction Search window is available for all version of Microsoft Dynamics GP starting with 2013. You can download the install files from Precipio Services; if you’re a developer, the GitHub project is here.

GP Transaction Search: Series Index

Precipio ServicesSteve Endow of Precipio Services has recently launched a GP Transaction Search. The initial version is a PM Transaction Search which replaces the Transaction by Document window (Purchasing » Inquiry » Trx by Document) in the Purchasing series.

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

Hands On With MDGP 2018 RTM New Features: Sorting

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 twelfth feature of the day is Sorting. Five windows inquiry windows have had the ability to change the sort order added:

  • Payables Transaction Inquiry – Vendor
  • Payables Transaction Inquiry – Document
  • Receivables Transaction Inquiry – Customer
  • Receivables Transaction Inquiry – Document
  • Select Bank Transactions
Payables Transaction Inquiry - Vendor

Across the years I have been asked numerous times by clients if it was possible to reorder the inquiry windows into date order, but this was never possible. Until Microsoft Dynamics GP 2018 that is.

This feature of the day has seen five of the inquiry windows updated to have sort options available. For Payables Transaction Inquiry – Vendor this means you can change the sort order from Document Number to one of the following:

  • Type
  • Original Amount
  • Unapplied AMount
  • Document Date

The other windows have similar sorting options. We have already started rolling out Dynamics GP 2018 to clients and have had a few positive comments about this feature.

Click to show/hide the Hands On With MDGP 2018 RTM New Features Series Index

MDGP 2018 RTM Feature of the Day: Doc Attach Notes on Inquiry Windows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; 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 as well as adding my own commentary.

The series index for this series of posts is here.

The second Feature of the Day is Notes on Inquiry windows. The maintenance windows have long allowed notes to be recorded against the window key field (e.g. Vendor ID on the Vendor Maintenance window):

Vendor Maintenance

Continue reading “MDGP 2018 RTM Feature of the Day: Doc Attach Notes on Inquiry Windows”

Hands On With Microsoft Dynamics GP 2016 R2: Link Credit Card Invoices To Original Invoice

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 and also look at the new functionality introduced; the index for this series can be found here.

The eighth Feature of the Day, which I am “hands on” with in this post, was Link Credit Card Invoices To Original Invoice.

To test this feature, I entered, posted and paid an invoice for Attractive Telephone Co. for $1,000:

Payables Transaction Inquiry - Vendor

Continue reading “Hands On With Microsoft Dynamics GP 2016 R2: Link Credit Card Invoices To Original Invoice”

Hands On With Microsoft Dynamics GP 2016 R2: Display Tax Percent for Historical Sales Transactions

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 and also look at the new functionality introduced; the index for this series can be found here.

In this post, I’m going “hands on” with the sixth of the Microsoft Dynamics GP 2016 R2 Feature of the Day posts, Display Tax Percent for Historical Sales Transactions.

To test this feature, I created a new Tax Detail in Tax Detail Maintenance (Administration >> Setup >> Company >> Tax Details) for a Sales series Standard Rated UK VAT at 20% and created a related Tax Schedule:

Tax Detail Maintenance

Continue reading “Hands On With Microsoft Dynamics GP 2016 R2: Display Tax Percent for Historical Sales Transactions”

Hands On With Microsoft Dynamics GP 2016 R2: Purchase Requisition Inquiry Icon

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 and also look at the new functionality introduced; the index for this series can be found here.

This Hands On post is going to take a look at the Purchase Requisition Enquiry Icon Feature of the Day post which follows on from the Cancel A PO Linked to a Requisition feature.

I covered this feature Hands On here.

To test the icon, I entered a purchase requisition with a quantity of 5:

Purchase Requisition Entry

Continue reading “Hands On With Microsoft Dynamics GP 2016 R2: Purchase Requisition Inquiry Icon”

MDGP 2016 R2 Feature of the Day: Track Termination/Rehire Dates

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 sixteenth Feature of the Day is Track history on Termination and Rehire Dates in Human Resources.

A new option called Employment History has been introduced which is accessed from Employee Maintenance:

Employment History Inquiry

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index