I am taking a slight diversion from posting about being hands on with the new functionality of Microsoft Dynamics GP 2018 R2. In the last post, I covered how to re-purpose the Intelligent Edge page; there s a similar re-purposing which can be done to the Connect section of the home page. This was originally posted by MVP Mariano Gomez back in 2014.
There are two Dex.ini switches which need to be added for the Connect section to be re-purposed. Once they're in place, it will look like the below:
Continue reading "Re-purpose Connect Section of Home Page"
This suggestion is one from MVP Mariano Gomez to improve the payment run process by allowing multicurrency invoices to be included.
Currently, the payment selection process only allows vouchers issued in the batch currency to be selected and added to the check run. If the user wants to add foreign currency vouchers, he/she needs to use the Edit Checks window to add such vouchers. It would be nice to be able to have an option to include functional currency vouchers in the case of a foreign currency batch, or foreign currency vouchers in the case of a functional currency batch.
This is the use case:
If a payment selection is performed and the batch currency is CA$, only the first voucher will be selected. To add Invoice 2 and 3, you would have to use the Edit Checks window to include both vouchers.
Conversely, if the batch currency is US$ and the payment selection for vendor A is performed, only invoices 2 and 3 would be selected and you would have to use the Edit Checks window to include Invoice 1.
What Mariano would like to see is all invoices selected (based on selection rules) and let the user deal with the exceptions, as it should be.
As mentioned, all the logic is already there via the Edit Checks window and it would be nice to incorporate as part of the payment selection process. As others have mentioned, having multicurrency vouchers included could be a payables configuration item or simply an additional option in the Select Payments (Select Checks) window.
Mark Polino has also suggested that this functionality be optioned with Rod O'Connor further suggesting the option be on the Select Checks window itself to allow maximum flexibility. Both of these seem like a good addition to Mariano's idea.
The suggestion can be voted on here.
Mariano, Microsoft Dynamics GP MVP and Dynamics GP Blogster has logged a suggestion for improving Microsoft Dynamics GP on the MS Connect site.
The windows are:
- Select Payables Checks -> Build Payments Batch
- Edit Payables Check Batch -> Edit Payment Batch
- Edit Payables Check -> Edit Vendor Payment
- Print Payables Checks -> Print Payment Documents
- Post Payables Checks -> Post Payment Documents
Mariano has more details on his blog including screenshots of the windows in question.
Renaming these windows would be a good idea as the current names are misleading and cause confusion for new users of the system. From a partner perspective, it also looks quite bad when demoing Dynamics GP to a prospect; especially when considering that in the UK, virtually no-one uses printed cheques anymore, but instead make payments using EFT.
Please take a look at the suggestion and cast your vote.
I have two hopes; that Microsoft do make this change and that they also change it in the UK language pack.
The third session I attended was Web Client Troubleshooting by Mariano Gomez. I attended this session for two reasons; firstly, it was Mariano; and secondly, I was looking for more tips on troubleshooting the web client.
Much of what he covered was stuff I already knew from my work with the web client, but there were a handful of utilities he covered, with which I was not familiar. For me, this made the session more than worth while and the areas he covered which I do know, it is always good to have your thinking reaffirmed.
The recently launched Dynamics 101 training site has announced their first annual list of Top 25 Dynamics GP Sites.
The list includes the usual suspects of Victoria Yudin, Leslie Vail, Mark Polino, Mariano Gomez, David Musgrave and more.
Click the image below to see the rest of the list: