MDGP 2018 R2 Feature of the Day: Sales Transaction Approval Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The second Feature of the Day is Sales Transaction Approval Workflow:

Workflow Maintenance

With this new workflow type, available in the Workflow Maintenance window (Administration area page » Setup » Company » Workflow » Workflow Maintenance) you can set approval all Sales Order Processing transaction types including approvals based on customer credit limits

Standard Workflow functionality, notification and action emails as well as visible workflow history on enquiry windows, is available for this workflow type.

If you’re reading this post, then you must be aware that Workflow is one of my favourite areas of the system. As such, I am always happy to see Workflow introduced into new areas; especially when, as with this Sales Transaction Approval Workflow, it is one I have had several customers ask about ever since Workflow was first introduced.

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MDGP 2018 R2 Feature of the Day: Monthly Recurring Batches

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The first Feature of the Day is monthly recurring batches. This new feature allows ou to, on both Monthly and Bi-monthly batches to mark a Use last day of month checkbox which will update the Posting Date to the last day of the month.

This functionality has been added to Receivables Management, Payables Management and Inventory Control:

Receivables Batch Entry

The example above, shows a receivabled batch dates 30/04/2027 which, with the new checkbox marked, will automatically set the posting date to the last day of the month. So, when the batch is posted the next posting date would be set to May 31.

My initial impression was that this would be a good addition, until I realised that it did not include the General Ledger Financial Batches. I can’t think of a single client who uses recurring batches in any of Receivables, Payables or Inventory.

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Microsoft Dynamics GP 2018 R2 and Year-End Upgrade Blog Series Schedule

Microsoft Dynamics GPAftre the announcement at GP TechConf2018 that the next version of Microsoft Dynamics GP would be 2018 R2, Derek Albaugh, on the Dynamics GP Support and Services Blog announce the schedule for the Microsoft Dynamics GP 2018 R2 and Year-End Upgrade Blog Series.

The Microsoft Upgrade Blog Series for Microsoft Dynamics GP 2018 R2 and Year-End Update will give you the information needed for a successful upgrade and answer questions about planning, known issues, troubleshooting, table and column changes in the new version and more. Here is the upcoming schedule:

Microsoft Dynamics GP 2018 R2 and Year-End Upgrade Series Schedule
Sept. 4th: Microsoft Dynamics GP 2018 R2 and Year-End Update: Lifecycle and Upgrade Services
Sept. 5th: Microsoft Dynamics GP 2018 R2 and Year-End Update Upgrade Planning – Let’s Get Started
Sept. 6th: Microsoft Dynamics GP 2018 R2 and Year-End Update – Known Upgrade Issues
Sept. 11th: Microsoft Dynamics GP 2018 R2 and Year-End Update – Version Checks & Upgrades
Sept. 12th: Microsoft Dynamics GP 2018 R2 and Year-End Update – The Database Upgrade
Sept. 13th: Microsoft Dynamics GP 2018 R2 and Year-End Update – Modified Dictionary Upgrade
Sept. 18th: Microsoft Dynamics GP 2018 R2 and Year-End Update — Upgrade Troubleshooting
Sept. 19th: Microsoft Dynamics GP 2018 R2 and Year-End Update is upgraded – What’s Next?
Sept. 20th: Microsoft Dynamics GP 2018 R2 and Year-End Update – Upgrading Microsoft Dynamics GP 2018 Web Client
Sept. 25th: Table and Column Changes in Microsoft Dynamics GP 2018 R2 and Year-End Update
Sept. 26th: New Security Roles and Tasks are missing when upgrading to Microsoft Dynamics GP 2018 R2

The Dynamics GP Support and Services Blog will be updated with links to the posts as they are posted, so make sure you check back on that page regularly once the series starts.

News from GP Tech Conference: Microsoft Dynamics GP 2018 R2 is the Next Version

Microsoft Dynamics GPUnfortunately, 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:

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.