MDGP 2018 R2 Feature of the Day: Vendor Document Number added to Purchasing All-in-One View

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 eighth Feature of the Day is the Vendor Document Number has been added to the Purchasing All-in-One View.

The All-in-One View is great for viewing related documents but most times the vendor document number is the one known, not the GP document number. So it has been added in the payments and credit documents columns for easy reference:

Purchasing All-in-One View

It has always been possible to filter the Invoice column based on the vendor document number, but this is a nice small addition to the window which will improve data visibility.

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MDGP 2018 R2 Feature of the Day: Print Invoices in Functional Currency from SOP Navigation List

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 sixth Feature of the Day is print invoices in functional currency from SOP navigation list.

This new feature will allow users to print Sales Order Processing documents from the Sales Transactions navigation list in the functional currency; previously the invoices would print in the priginating currency with no option to change.

The ribbon, which allows printing, has been updated to add a Currency to Print field which allows you to toggle between Originating and Functional. The default remains as Original so that existing behvaiour remains, but this can be toggled each time to Funcational.

I am delighted to see this option introduced as it is a feature I requested back in 2014. The client this request originally came from is starting to plan their upgrade to Microsoft Dynamics GP 2018 R2 as well, so very nicely timed.

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MDGP 2018 R2 Feature of the Day: Print and E-mail Sales Order Processing Documents

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 fifth Feature of the Day is print and e-mail Sales Order Processing documents.

This new feature add a new option to print and e-mail Sales Order Processing documents at the same time. In the Sales Document Print Options window, you can now select Print Document and Send Document in E-mail at the same time:

Previously, you had to e-mail the documents and then print the remaining but now you can do both at the same time.

On the surface, this sounds like it should be a nice little time saving new feature, but I’m wondering how this ties in with print remaining documents, introduced in Microsoft Dynamics GP 2013 R2. I’ll have to wait until I can get hads on to find out.

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MDGP 2018 R2 Feature of the Day: Option to Hide Business Analyzer for all Users

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 fourth Feature of the Day is an option to hide Business Analyzer for all users.

Two new options have been introduced in the System Preferences window (Administration area page » Setup » System » System Preferences) which allows administrators to hide Business Analyzer on both the Home Page and on Navigation List pages.

The two new checkboxes for these options are:

  • Display Business Analyzer on Home Page
  • Display Business Analyzer on Navigation List pages

These are global settings to make it easier to turn off the feature if clients are not using Business Analyzer in any of their companies.

Individual users can still choose to turn on Business Analyzer using the customize home page layout options.

System Preferences

There is a definite need to switch off the Business Analyser fact panein navigation lists (I’ve previously created a script to disable it).

Being able to globally switch it off from both the navigation lists and home page is a great addition; I don’t know of any clients who actually use Business Analyzer on either the home page or navigation lists.

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MDGP 2018 R2 Feature of the Day: Display Vendor Hold Status

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 third Feature of the Day is display vendor hold status.

This is similar to the customer hold status implemented in an earlier version of Dynamics GP in that it provides a visual indicator of the vendor status:

Vendor Inquiry

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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.