Hands On With Microsoft Dynamics GP 2018 R2 New Features: Option to Hide Business Analyzer for All Users

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The fourth new feature is Option to Hide Business Analyzer for all Users. This feature allows the Business Analyzer section of the home page and/or the Business Analyzer fact panes on navigation lists to be switched off for all users.

Two new options have been introduced to the System Preferences window (Administration area page » Setup » System » System Preferences).

Unmark the first, Display Business Analyzer on Home page, to remove it for all users; unmark the second, Display Business Analyzer on Navigation List pages to remove the fact pane for all users:

System Preferences

A few years ago I wrote a SQL trigger which would remove the fact pane for all users; this appeared in two editions of the Microsoft Dynamics GP Cookbook and was, much more recently, posted to this blog.

This new feature makes that trigger obsolete, as changing the settings in System Preferences will remove it for all users.

If they desire, users can still switch Business Analyzer back on for themselves on the home page and by individual navigation list. That sid, I don’t know of a single client who wants to use Business Analyzer in either of these ways.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Display Vendor Hold Status

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The third new feature is Display Vendor Hold Status. This makes the vendor hold status more visible to users both by displaying an icon, but also by confirming with the user that the want to proceed with entering a transaction.

The red hold icon will display next to the Vendor ID field in the following windows:

  • Vendor Inquiry
  • Transactions by Vendor
  • Purchasing All-in-One View
  • Payables Transaction Entry Zoom
  • Purchase Order Entry
  • Receivings Transaction Entry
  • Enter/Match Invoice

When the user enters a transaction and the creditor is on hold, they will be prompted as to whether they want to proceed:

Vendor XXXX is currently on hold. Do you want to continue?

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Sales Transaction Approval Workflow

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The second new feature is Sales Transaction Approval Workflow. This new feature allows approval workflows to be created for all Sales Order Processing Transaction Types; credit limit checks can be included in the approvals created:

Workflow Condition Editor

I am a big fan of workflow and this feature is one I like a lot. Not just because it is an extra workflow, but because it is one that I have been asked for repeatedly by clients and prospects alike over the last few years.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Monthly Recurring Batches

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The first new feature is Monthly Recurring Batches. This feature allows a recurring batch to be created in Payables Management, Receivables Management and Inventory Control.

When creating the batch, after selecting a Frequency of Monthly, mark the new Use last day of the month; this will change the Posting Date to the last day of the month:

Payables Batch Entry

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Microsoft Dynamics GP 2018 U.S. Year End Update Released (Includes Critical VAT Daybook Fixes)

Microsoft Dynamics GPDon’t be fooled by the name; the Microsoft Dynamics GP 2018 U.S. Year End Update includes other fixes, some of which are critical to clients running the Vat Daybook module.

This fix has all the usual stuff for the Payroll (US) module which you can read about here.

The other good stuff in this version is:

  • System
  • VAT Daybook
    • Purchasing tax amounts from GL entries are subtracting from boxes 2 and 7, instead of adding to boxes 4 and 7 on the VAT Summary.
    • Sales returns and credit memos are not deducting total taxable amount from box 6 on VAT return, and voids from box 1 and box 6.
    • Purchasing returns & credit memo’s, voids are not deducting total taxable amount from box 7 on VAT return, and invoices not updating box 4.

The Microsoft Dynamics GP hot fix is available from: Customer Source lock or PartnerSource lock.

The VAT Daybook fixes have also been rolled back into Microsoft Dynamics GP 2016 (but no earlier): Customer Source lock or PartnerSource lock.

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Repurposing the Intelligent Edge page

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The first feature, I am hands on with, is not one of the announced features. Instead it is a new addition to the Home Page of Microsoft Dynamics GP; Intelligent Edge. I first encountered it when I ran the Dynamics GP 2018 R2 client for the first time. I said when I first saw it, that it was not going to be either welcome or useful to clients.

I also said that I hoped someone would find a Dex.ini switch which could be used to switch it off, or re-purpose it to another site such as an Intranet site. Well, MVP David Musgrave has taken a look through the code and found three settings in the Dex.ini file and two messages which need to be updated.

Once this has been done, Intelligent Edge will be no more; instead a useful page can be displayed:

Repurposed Intelligent Edge

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Series Index

Microsoft Dynamics GPIn this series of posts, I’ll be going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 which was released on the 2nd October. I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

This post is the series index and will automatically update as new posts go-live.

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Hands On with Microsoft Dynamics GP 2018 R2: Install Microsoft Dynamics GP Add-in for Microsoft Word

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

The Microsoft Dynamics GP Add-in for Microsoft Word was introduced with Microsoft Dynamics GP 2010 to allow the Word templates to be amended by adding additional fields (changes to relocate or remove fields do not require the add-in).

It is a nice simple install which is only needed on computers used by the people who maintain the Word templates. To install it, launch the setup utility and, under the Additional Products heading, select Microsoft Dynamics GP Add-in for Microsoft Word:

Setup Utility

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Hands On with Microsoft Dynamics GP 2018 R2: Create Installation Package

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

In an early post of this series, I installed the Microsoft Dynamics GP client; while installing the client isn’t complicated, it is easy to get the wrong features selected during the installation. There is a way of building an installation package which automates the selection of langauges, features and paths.

Creating an installation package is done via the setup utility; select Create Installation Package from under the Install heading:

Setup Utility

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Hands On with Microsoft Dynamics GP 2018 R2: Integration Manager First Run

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

Now that we have Integration Manager installed, we can run it.

Running Integration Manager as administrator is required to ensure that relevant permissions are correctly set; the license key also needs to be installed.

Launch Integration Manager from the Windows Start menu by right-clicking and selecting Run as Administrator. Once it has started, a Register Now/Later dialog will be displayed. Click Register Now:

Integration Manager - Run Now

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