Unfortunately, I’ve not been able to attend the GP tech Confernece this week and am having to watch it vicariously on Twitter using the #GPTechConf hashtag. There’s been some interesting updates on Microsoft Dynamics GP 2018 R2 (yep, 2018 R2 and not 2019). The first bit of news is confirmation of the rumour that it would be released on 1st October instead of December. This is apparently to bring it more in line with other Dynamics applications.
MVP Jen Kuntz has been tweeting about some of the new features coming in Dynamics GP 2018 R2:
- Monthly recurring batches get a new “use last day of the month” option (tickbox on Batch window in PM, RM, IV). To be clarified: is that is intended to be “last day of fiscal period” or literally just “calendar month” – if this is last day of the financial period, it will be a very useful addition, but if it is month end, then much less so. I have a few clients who do not use calendar months for the financial periods.
- Enhancements to Inventory HITB to help with performance by excluding items with no quantity or no value.
- New option in Posting Setup on “Allow Transaction Posting” to then mark “Post Thru GL”. This won’t be available on all options, but most of them. Transaction level posting will be a relaly nice addition as so many people ask about this in demos and training.
- Purchasing All-in-One view will display vendor document number – again a useful addition as this is a field most clients want to see on this window.
- Visual cues will be available for vendor hold status, kind of like customer credit limit cues were added a little while ago – this is a nice little addition as more and more clients are using navigation lists.
- A new option will be added to hide inactive chequebooks in lookups (or checkbooks!).
- Email support is being added for Purchase Order “Other” form.
- SOP Navigation list option to print documents in Originating currency now not just Functional – Jen gave me a shout out on this one, as it is a feature I asked for way back in 2014.
- Email customer statements right from the customer card – another I think, in part, derives from me as I complained about the print feature which was added not doing email. Without the ability to use the Word Template version of the report and email it, this function was not useful; the new version which allows printing will be a great addition.
- New option in System Preferences to hide Business Analyzer for all users – very, very few people use Busines Analyzer, so nice to see a quick way to hide it.
- Password length will be increasing to 21 characters! – it is well overdue time this happened. I have a few clients whose security policy mandates passwords onger than 15 characters. It would have been nice to see longer than 21, but I’ll take the extra length.
MVP Steve Endow also tweeted bout another new feature: Sales Transaction Approval workflow. I do like to see new workflows introduced, and this is one I’ve been asked about a few times.
The way Jen presented the series of posts I covered above, these are not the only new features, but ones she picked out as being the good ones. As everyone uses Dynamics GP somewhat differently, due to the needs of their business, it will be interesting to see the full list when released.
Jen also did a round-up blog post on day one of the conference where she points out that the above features are not confirmed for inclusion in 2018 R2 as they are still in QA. This is the same message given other years and the vast majority of the features shown have been included when the software was released.
I occasionally link to blog posts that other people have done and todays post is one of these.
Jen Kuntz is running a TIP Tuesday series of posts at the moment and her tip this week is looking at a set of SQL views from Microsoft (originally posted by Isaac Olson).
As Jen points out, while Microsoft bill these as for use with SmartList Designer, they will work with SmartList Builder or any other reporting tool (Excel Reports, Reporting Services Reports and so on).
To make use of these SQL views, you do need to have a CustomerSource login to download them and knowledge of creating views and granting permissions.
My addition to this would be a reminder that there are lots of other resources available from the wider community which can be freely amended and used in reporting, such as from Victoria Yudin.
You can read Jen’s full post here.
I try to keep up-to-date with blog posts about Dynamics GP, but the post from Isaac apparently went by without me seeing it, so it was good to get a second chance at reading about it from Jen.
** updated due to wrong name
The web client was a god addition to Microsoft Dynamics GP and I do like the HTML 5 version introduced in Microsoft Dynamics GP 2016 RTM. While we have a few clients using it, and some only use the web client, we’ve not had any clients using both the web client and Account Level Security.
MVP Jen Kuntz is different; she’s currently looking at the web client for the company she works with and has come across an interesting problem.
The short version is printing the standard report version of the Trial Balance doesn’t work in the web client when Account Level Security is enabled:
Related to this problem, is another problem whereby user’s don’t have access to any accounts and so can’t do anything around transaction entry, enquiries or reports.
For full details of both of these issues, read Jen’s blog.
As Jen notes, both of these issues have written up as outstanding quality issues:
- Bug #1 is Trial Balance report does not work when signing into Web Client with Windows Authentication if Account Security is enabled.
- Bug #2 is Web Client users not able to post if Account Security is turned on. The user receives the error “Access denied/Account Missing”
The bad news is there is no timeline for fixing them, and from the sounds of it, it’ because there aren’t a lot of customers reporting this issue back to Microsoft. A “product suggestion” has been added to the new Ideas site for this which Jen encourages you to vote for:
Bug #1 aka product suggestion #1 link is here.
Bug #2 aka product suggestion #2 link is here.
Newly anointed MVP Jen Kuntz, of Kuntz Consulting Inc. has a new blog post up where she discusses what the launch of Dynamics 365 means for Microsoft Dynamics GP and the rumours which have been springing up.
Unfortunately, some of these rumours seem to be coming from Microsoft partners themselves.
I was at the reIMAGINE Dynamics GP partner conference earlier this year, where Errol Schoenfish, the Director of Product Marketing at Microsoft, reiterated, and got us to stand up and repeat along with him that “Microsoft Dynamics GP is going nowhere.
Microsoft then displayed a slide showing the continuing development of Dynamics GP (and NAV and AX and SL alongside Dynamics 365):
Microsoft Dynamics GP roadmap
That was followed up more recently with a roadmap for Dynamics GP with the release of 2016 R2 at the start of December this year and GP 2018 at the start of December next year, with GP “NExt” following a year later:
Microsoft Dynamics GP roadmap
My reference to Project Green in the post title, was slightly tongue in cheek. Back in 2008, a merger of the Dynamics ERP was looked into briefly be Microsoft, before being discarded. That was Project Green.
It still comes up in conversations now; last year we had a prospect in who mentioned a competitor selling another ERP mentioning that GP would be merged with NAV. He stopped at that point when he saw my huge roll eyes, and confirmed it as Project Green when I asked. I then explained what it was and when it ended.
That’s the problem with rumours. When they start they can be difficult to stop. The message on Dynamics 365 from Microsoft hasn’t been great and needs to improve.
While in America on vacation following reIMAGINE 2016, I received the notification email that I had been awarded the Microsoft Most Valuable Professional award for the fourth year running. It’s very nice to receive the award as it shows I am still contributing in a meaningful way to the Dynamics GP community.
There was another new MVP for Dynamics GP added to the roster this month as well; Jen Kuntz.
Jen has been a great contributor to the Dynamics GP community for a while now and I’m delighted to see that this has been officially recognised by Microsoft with her MVP award.
One of the nice things about coming to one of these conferences is meeting all of the people I have been speaking to online for the last few years.
Before now, I had only met Tim Wappat, so it is good to add some more names. Especially when you consider I have never met any of my fellow MVPs.
So far today, my MVP count is at four (and should increase later this evening):
- John Lowther who came in for a chat while I was setting up for my pre-conference training session on Workflow 2.0
- Belinda Allen who was setting up for her training session in the room next door; I popped through to see her when I was finished setting up.
- Mariano Gomez and David Musgrave who came in together to see me during the first break in the training.
I also met Jen Kuntz (who was helping Belinda with her session) at lunchtime, which was good as I have spoken to her online multiple times.