What’s New in the Microsoft Dynamics GP October 2020 Release

Microsoft Dynamics GPI’ve been keeping my out for any news of the next version of Microsoft Dynamics GP but haven’t seen anything on the official blogs (if I’ve missed it, I’d appreciate someone pointing me in the direction), but there have been some recent articles from other partners listing some of the upcoming new functionality.

One such article is from Aisling Dynamics Consulting, LLC on the ERP Software Blog.

Since the introduction of the modern lifecycle the official name will remain Microsoft Dynamics GP and the technical name being Microsoft Dynamics GP 18.3, I will be referring to it as the Microsoft Dynamics GP October 2020 Release from here on.

I don’t know if this is the complete list of new functionality for the Microsoft Dynamics GP October 2020 Release, but the new features listed by Aisling are:

  • System

    • Ability to disable the system print dialog box when printing a Word Template
    • Maximizing GP reports on “print to screen” rather than needing to resize the window
  • Financial

    • A New User Defined Field is available in GL Transaction Entry
    • Limiting Excel Copy/Paste decimal places to what is in Currency Setup
    • Reconcile all years in the General Ledger Reconcile utility, instead of one year at a time
  • Purchasing

    • Copy/Paste transactions in Payables transactions (as per GL transaction Entry)
    • Two new user-defined fields on Payables Transaction Entry (adding to the long description on Payables Transactions added in the October 2019 Release)
    • Added the DBA Name Field on the Vendor Card and 1099 form updates
    • The 1099-NEC form! For payables Non-Employee Compensation reporting requirements starting at the end of this year, Microsoft will include the new 1099-NEC form
  • Human resources

    • Ability to mask the Social Security Number on HR reports

Included in this fix, as always, will be a number of bug fixes.

Keep an eye on the Product Lifecycle page to make sure you remain on a supporte dversions of Microsoft Dynamics GP; GP 2010 will be out of extended support as of October 2020, so any site still using this versions should be looking to upgrade as soon as possible.

SQL Script to get all accounts set as available in Purchasing lookups

Microsoft Dynamics GPFollowing on from the last post, in which I posted a script to get accounts linked to a vendor, this post is a script which returns all accounts which are set as available in lookups in the Purchasing series.

The SQL is straightforward, but I had to work out the binary entries to check for by saving and checking each combination.

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT ['Account Master'].ACTINDX
,['Account Index Master'].ACTNUMST
,['Account Master'].ACTDESCR
FROM GL00100 AS ['Account Master'] INNER JOIN GL00105 AS ['Account Index Master'] ON ['Account Index Master'].ACTINDX = ['Account Master'].ACTINDX
WHERE DSPLKUPS IN
(
0x04000000 -- purchasing ,0x05000000 -- sales/purchasing ,0x06000000 -- inventory control/purchasing ,0x07000000 -- sales/inventory control/purchasing ,0x0C000000 -- purchasing/payroll ,0x0D000000 -- sales/purchasing/payroll ,0x0E000000 -- inventory control/purchasing/payroll ,0x0F000000 -- sales/inventory control/purchasing/payroll ,0xFFFFFF7F -- never set ) GO

SQL Script to get all vendor purchasing accounts

Microsoft Dynamics GPI recently needed to select all assigned purchasing accounts for a particular vendor; this would include both the normal purchasing one on the Vendor Account Maintenance window and the additional ones in the Additional Vendor Accounts window.

The SQL is fairly straightforward, but I had to make sure each account was only included once:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT DISTINCT ['Account Master'].ACTINDX
,['Account Index Master'].ACTNUMST
,['Account Master'].ACTDESCR
FROM PM00200 AS ['PM Vendor Master'] LEFT JOIN PM00203 AS ['Vendor Accounts'] ON ['Vendor Accounts'].VENDORID = ['PM Vendor Master'].VENDORID
LEFT JOIN GL00100 AS ['Account Master'] ON ['Account Master'].ACTINDX = ['Vendor Accounts'].ACTINDX
OR ['Account Master'].ACTINDX = ['PM Vendor Master'].PMPRCHIX
LEFT JOIN GL00105 AS ['Account Index Master'] ON ['Account Index Master'].ACTINDX = ['Account Master'].ACTINDX
WHERE ['PM Vendor Master'].VENDORID = 'ADVANCED0001'
GO

Stored procedure to get next Dynamics GP Payables Voucher Number

Microsoft Dynamics GPI’ve previously posted SQL stored procedures to get the next GL Journal Number and the next PO Receipt number and today it is the turn of a stored procedure to get the next PM Voucher Number.

The stored procedure will call the eConnect stored procedure which gets the next number and increments the stored value. This code was written so I could easily call it from VBA in Integration Manager for an integration which needed to insert some data into a custom table. This allowed me to get the voucher number up front and use it in the VBA.

-- drop stored proc if it exists
IF OBJECT_ID(N'usp_AZRCRV_GetNextPMVoucherNumber', N'P') IS NOT NULL
    DROP PROCEDURE usp_AZRCRV_GetNextPMVoucherNumber
GO -- create stored proc CREATE PROCEDURE usp_AZRCRV_GetNextPMVoucherNumber AS /*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
BEGIN
DECLARE
@return_value AS INT DECLARE @O_vCNTRLNUM AS VARCHAR(17) DECLARE @I_sCNTRLTYP AS TINYINT = 0
DECLARE @O_iErrorState AS INT

EXEC @return_value = taGetPMNextVoucherNumber
@I_sCNTRLTYP = @I_sCNTRLTYP
,@O_iErrorState = @O_iErrorState OUTPUT ,@O_vCNTRLNUM = @O_vCNTRLNUM OUTPUT SELECT @O_vCNTRLNUM AS VCHRNMBR
END
GO
-- grant execute permission on stored proc to DYNGRP GRANT EXECUTE ON usp_AZRCRV_GetNextPMVoucherNumber TO DYNGRP
GO

The stored procedure can be executed using this command:

-- execute stored proc
EXEC usp_AZRCRV_GetNextPMVoucherNumber
GO

“The vendor has an existing purchase order…” error message when using Integration Manager

Microsoft Dynamics GPI’ve recently been working with a client to implement Microsoft Dynamics GP and have been using Integration Manager to import the opening data. While importing payables transactions I encountered the following error:

The vendor has an existing purchase order error
The vendor has an existing purchase order. Choose Continue to post or save. Choose Go To to view a purchasing navigation list. Choose Cancel to return to the window...

Continue reading ““The vendor has an existing purchase order…” error message when using Integration Manager”

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

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests series where I am going hands on with the top feature requests 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 fourth enhancement based on top requested features is the minimisation of the Payables Transaction Entry window when you choose Go To when you receive a warning that a PO exists for that vendor:

Go To message

The purchasing transactions navigation list displays with the Payables Transaction Entry open with the transaction entered, but minimised so it can’t be seen. Once you’re done with the navigation list, you can restore the Payables Transaction Entry window to post or delete the transaction.

this is apparently one of the top requested features, but I don’t really see the point. A lot of the clients I work with have dual monitors so are more likely to want to move the window to a secondary monitor rather than have it minimised. Unfortunately, this new feature doesn’t have any options to control the behaviour so the transaction entry window is minimised if you opt to go to the navigation list.

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 – Top Feature Requests
Copy Report Option
Filter Item Stock Inquiry by Date
Exclude Inactive Items on Item Price List Report
Minimize transaction when Go To is selected for PO that exists
Save setting for how to show new POs
Inactive field added to Item SmartList
Show the User ID in the Items SmartList
Paste from Excel in Web Client

Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements series where I am going hands on with the financial 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 sixth financial enhancement is the addition of a visual cue to the Edit Payment Batch window (Purchasing area page » Transactions » Edit Payment Batch) for vendors who are set up for EFT payments:

Edit Payment Batch

I have very few clients left who do not pay by EFT and this is a great addition which will make it very easy to identify if a vendor doesn’t have EFT details set up against the remittance address. EFT Bank details beign entered against the primary address, rather than the remit to address, is the most common reason for vendors not to be selected while building a payment batch. At a glance the user will now be able to see if details are present or not while reviewing the batch.

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 – Financial Enhancements
Long description for payables transaction entries
Expand the view of fiscal periods
Show user who posted for Journal Entry Inquiry
Add Class ID to Fixed Assets Transfer
Document Attach available in Bank Reconciliation
Visual Cue for EFT Vendor on Edit Payment Batch
Show Check Number in Apply Sales Document window

Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements series where I am going hands on with the financial 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 financial enhancement is the addition of a Long Description field, allowing up to 200 characters, to payables transactions. The new long description needs to be enabled before it can be used. To enable the new field, open Payables Management Setup (Purchasing area page » Setup » Payables) and mark the Enable Long Description in Payables Transaction Entry:

Payables Management Setup showing enable long description checkbox

Continue reading “Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries”

MDGP October 2019 Release Feature of the Day: Long Description available for Payables Transactions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The eighth Feature of the Day is Long Description available for Payables Transactions. You can now enter a long description field for Payables Transactions once the option in Payables Setup, Enable Long Description in Payables Transaction Entry, has been enabled:

Payables Management Setup

Continue reading “MDGP October 2019 Release Feature of the Day: Long Description available for Payables Transactions”

Run Application Error Generating Remittances

Microsoft Dynamics GPI was onsite with a client a while ago helping them create new Citrix XenApp Gold Build Servers. When users were testing, they encountered the following error when generating remittances:

Run application error message

RUN APPLICATION ERROR

"C:UsersTEMP~1.FLAppDataLocalTempCheck Remittance~2.docx" '
returned 5

Continue reading “Run Application Error Generating Remittances”