Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements series where I am going hands on with the system enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The second of the new features in the system module, is the ability to sort companies in the User Access Setup window (Administration area page » Setup » System » User Access). This function improves the ease with which access to companies can be granted, or removed, for a user.

The default display order is in Company ID order; this is a numeric identifier which signifies the order in which the companies were created:

User Acces Setup in Company ID order

Continue reading “Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup”

Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Date options in SmartLists

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements series where I am going hands on with the system enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The first of the new features in the system module, is the addition of of date options in the SmartList search. The new options added are intended to provide new options for users when searching for transactions in a date range. Instead of needign to specify the start and end date using a between criteria, you can select one of several options which will automatically calculate the start and end dates.

The new options are:

  • Prior Month
  • Next Month
  • Prior Period
  • Next Period
Search Payables Transactions

Continue reading “Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Date options in SmartLists”

Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Compatibility with SQL Server 2019, Windows Server 2019, and Office 2019

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements series where I am going hands on with the system enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

It strikes me as being a little odd to include compatibility in as a new feature, but that’s what Microsoft have done. The October 2019 Release of Microsoft Dynamics GP is compatible with SQL Server 2019, Windows Server 2019 and Office 2019.

This brings Dynamics GP up-to-date with the latest versions of the systems with which it works. There is no mention of version compatibility being removed for older versions, so this means the envelope of supported versions has increased.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements
Compatibility with SQL Server 2019, Windows Server 2019, and Office 2019
Date options in SmartLists
Sort companies in User Access Setup
Filter inactive users in User Access Setup
More than 32 report options in Report Group

Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Series Index

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements series where I am going hands on with the system enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

This post is the series index for the system enhancements made to Microsoft Dynamics GP October 2019 Release

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements
Compatibility with SQL Server 2019, Windows Server 2019, and Office 2019
Date options in SmartLists
Sort companies in User Access Setup
Filter inactive users in User Access Setup
More than 32 report options in Report Group

The series index will, if you’re heading this on azurecurve|Ramblings of a Dynamics GP Consultant, automatically update as posts go-live.

Hands On with Microsoft Dynamics GP October 2019 Release New Features: Series Index

Microsoft Dynamics GPFollowing the release of the Microsoft Dynamics GP October 2019 Release, I have recently been hands on installing the new version. Just prior to the release Microsoft did a series of Feature of the Day posts which I echoed and added my thoughts.

The Feature of the Day posts didn’t cover all of the new functionality, just the highlights. Well, now that I can go hands on with the new features, I am going to do a post on each of the new features including my opinion on weather they’re a positive/neutral or negative additional and also how well they work. I’ll split the posts over a few series to separate out the different type of features, but will probably not cover the Payroll or HR ones as these modules are not used in Europe and so I have no experience with them.

This post is the index for the main series, but I have also included the indexes for all sub-series below as well.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client

The series index will, if you’re heading this on azurecurve|Ramblings of a Dynamics GP Consultant, automatically update as posts go-live.

Hands On with Microsoft Dynamics GP October 2019 Release: Install GP Add-in for Microsoft Word

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

The Microsoft Dynamics GP Add-in for Microsoft Word allows the Word Templates used for outputting vendor or customer documents to be amended and have new fields added to them. Things work best if you have both the Microsoft Dynamics GP client and Microsoft Word on the same computer, but this isn;t technically necessary as you could copy the exported Word Template between machines to make the changes and then transfer it back for import.

To install the add-in, launch the Microsoft Dynamics GP setup utility and, under the Additional Products heading, select Microsoft Dynamics GP Add-in for Microsoft Word:

Microsoft Dynamics GP setup utility

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Hands On with Microsoft Dynamics GP October 2019 Release: Install OData Service

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

The OData service allows for reporting services such as PowerBI to connect to Microsoft Dynamics GP. This post is going to focus on installing the OData service, but at the bottom of this post I’ve included details of a book, co-written by Mark Polino and I, in which Mark covered configuring OData for use with PowerBI.

To install the OData Service, launch the Microsoft Dynamics GP setup utility and click on GP OData Service under the Additional Products heading:

Microsoft Dynamics GP setup utility

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Hands On with Microsoft Dynamics GP October 2019 Release: Install GP PowerShell

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

The GP PowerShell module can be used to execute commands against Microsoft Dynamics GP such as creating a new company. The installation is a straightforward one which only needs to be done on a machine on which it nwill be used; there also needs to be a Dynamics GP client present.

To install GP PowerShell, launch the setup utility and, under the Additional Products header click GP PowerShell:

Microsoft Dynamics GP setup utility

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Hands On with Microsoft Dynamics GP October 2019 Release: Verify Web Services

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP.

With Web Services not installed, the final step is to verify that everything is working correctly; the steps to verify are the same as those for Dynamics GP 2018 R2 so you can follow the instructions in that post.

If the Windows Service does not start, then you may have installed the Web Services from the October Release download which does not work; make sure you have the fixed version downloaded.

If you need to install the fixed version, I’d recommend a full uninstall and reinstall using the fixed version.

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Hands On with Microsoft Dynamics GP October 2019 Release: Configure Web Services

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. Over the last couple of posts, I’ve downloaded the fixed version of the Web Services and run through the installation.

The next step in installing the web services, is to run the Web Services for Microsoft Dynamics GP Configuration Wizard from the Windows Start menu. When it starts, click Next on the welcome screen:

Web Services for Microsoft Dynamics GP Configuration Wizard -

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