MDGP 2018 RTM Feature of the Day: Workflow Unplugged – Inside Microsoft Dynamics GP Guest Post by Ian Grieve

Microsoft Dynamics GPA week past Friday Pam Misialek did a Doc Attach Unplugged post reviewing the Document Attachment functionality of Microsoft Dynamics GP.

Well on Friday last week, she took a slightly different approach and asked me be a guest blogger and do the Workflow Unplugged post.

So this time, to read my post, you’ll need to head over to the Inside Microsoft Dynamics GP blog.

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MDGP 2018 RTM Feature of the Day: Web Client Changes

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 twelfth Feature of the Day is Web Client Changes.

This feature combines three enhancements which have been made to the web client.

Firstly, the web client has been modified to have the same autocomplete functionality as the desktop client:

Customer Maintenance

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MDGP 2018 RTM Feature of the Day: Save Select Payment Settings

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 eleventh Feature of the Day is Save Select Payment Settings.

A new Payment Batch ID field has been added to the Build Payment Batch (formerly Select Cheques (or Checks)) window (Purchasing area page >> Transactions >> Build Payment Batch):

Build Payment Batch

This option allows you to save the entered restrictions for easy recall at a later date. I have mixed feelings on this one; my initial impressions was that this feature would be really useful, but when I thought more I can’t see many of my users making much use of this functionality.

Most of them only build a batch based on due date and there is no benefit saving the due date as the selection is for a specific date only.

If you do more complex batch building, such as using Vendor Class, Payment Priority, or a combination of restrictions, then this new option could save you a little time on every payment batch created.

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MDGP 2018 RTM Feature of the Day: Sorting

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 tenth Feature of the Day is Sorting. This feature adds sorting options to five windows in Purchasing, Sales and Bank Reconciliation:

I like this feature a lot. Clients have been asking about being able to reorder the enquiry windows for a long time; it’s nice that I’ll soon be able to tell them that they can now sort the data.

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MDGP 2018 RTM Feature of the Day: Rename Payment Run 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 ninth Feature of the Day is a feature requested by Mariano Gomez and that is to rename the payment run windows.

So instead of them being named Check or Cheque, depending on the installed language pack, they will now be named Payment:

Purchasing menu

The windows which have been renamed 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

In the UK, virtually no-one uses cheques anymore; payments are made by BACS which is a form of EFT. Renaming these windows

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MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reporting for Workflow

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 eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The third piece of new functionality is the reporting for Workflow. This report is located on the Administration area page, under reporting as Workflow History.

Users can filter by the following:

  • Workflow type.
  • Workflow approvers.
  • Workflow status
  • Approval date
Workflow Maintenance

Workflow comments can optionally be included on the report.

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MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Copy Workflow Steps

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 eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The second piece of new functionality is the ability to copy a Workflow step; this is one of the suggestions I made on MS Connect, so it’s nice to see it added in this version.

This piece of new functionlity enabled the Copy button on the Worklflow Maintenance window when a step is selected:

Copy Workflow Step

In the Copy Workflow Step window, you are able to select a new step for the Workflow Step as well as marking a box to copy the Sub Steps.

This will save so much tiem when creating a new Workflow process. With the lack of parenthesis in Workflow Step Conditions (please vote on my MS Connect Suggestion to add them) creating steps with complex, or even just numerous, conditions can be a lengthy process; having to do this for multiple steps can make the creation of workflow a real chore, but this new functionality, especially with the abilty to include sub steps (which goes beyond my suggestion and is a great idea so kudos to Microsoft for that) will save so much time.

You can easily copy steps and then edit the step condition which is different between the steps (often somthing like a cost centre).

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MDGP 2018 RTM Feature of the Day: New Workflow Functionality – Reminder Emails

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 eighth Feature of the Day is new Workflow functionality; I am going to break this feature down into three posts, as the three features included by Microsoft are, while all Workflow enhancements, unrelated to one another.

The first of the new functionality, are reminder emails. Reminder emails can be configured on a per step basis in a similar way to the Time Limit:

Workflow Maintenance

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MDGP 2018 RTM Feature of the Day: Workflow Additional Fields

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 seventh Feature of the Day is Workflow Additional Fields. Back in April 2017 I submitted an MS Connect suggestion asking for the ability to add additional fields to Workflow.

I guess this might be a form of responding to this suggestion, but I was looking for a way that the user could determine which fields could be available rather than Microsoft deciding which extra fields are added.

Two of the workflow types have had extra fields added where they available in both the Workflow Condition Editor and Message Setup windows allowing you to build workflow steps and notification emails with them.:

Two other workflow types have had the Account Description made available at the line level. These two workflow types are:

  • Purchase Order
  • Purchase Requisition

While having the extra fields available is good, I am disappointed with this new feature for two reasons.

Firstly, it is a very limited number of fields which have been made available rather than allowing users to select additional fields to add.

Secondly, from everything I have seen on the feature regarding EFT information, it only seems like you can include the fields in the workflow conditions and email messages; Dynamics GP is desperately missing functionality around changes to EFT details needing to go through workflow for approval. I fear that this new feature doesn’t extend this far.

As soon as Dynamics GP 2018 is released, I will be giving this a test to confirm how it works.

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MDGP 2018 RTM Feature of the Day: New Workflows

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 sixth Feature of the Day is the introduction of three new approval workflows and related emails messages.

The first of the new workflows is General Ledger Account Approval:

Workflow Maintenance

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