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”

Feature Explained: Invoice Receipt Date

Microsoft Dynamics GPBack in 2017, regulations in the UK changed so that business of a certain minimum size, had to start recording the date an invoice was received. To support this new regulation, Microsoft introduced a new Invoice Receipt Date field to a number of windows in the Purchasing series. This new field was introduced in the July 2017 hotfix.

The presence of this field does not seem especially well-known, so I figured I do a quick post covering where it is and how it would be used.

The Invoice Receipt Date has been added to the Date Entry windows for the three types of transaction:

  • Payables Transaction Entry (Purchasing area page » Transactions » Transaction Entry)
  • Receivings Transaction Entry (Purchasing area page » Transactions » Receivings Transaction Entry)
  • Purchasing Invoice Entry (Purchasing area page » Transactions » Enter/Match Invoice)

Taking Payables Transaction Entry as an example, to access the Payables Date Entry field, click the expansion arrow next to the Doc. Date field:

Payables Transaction Entry

Continue reading “Feature Explained: Invoice Receipt Date”

Payables Management Batch Posting Date Disabled When Workflow Active

Microsoft Dynamics GPA client recently logged an issue whereby the Posting Date on the Payables Batch Entry window (Purchasing area page » Transactions » Batches) in some companies:

Payables Batch Entry with Posting Date disabled

When we investigated the issue, it turned out that the field was disabled in those companies which had a Payables Transaction Approval workflow active; I did additional testing and the Payables Batch Approval workflow does not have the same effect.

Continue reading “Payables Management Batch Posting Date Disabled When Workflow Active”

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Mass Update Master Records from Navigation List

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 nineteeth new feature is Mass Update Master Records from Navigation List. This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

  • Accounts
  • Checkbooks
  • Customers
  • Vendors
  • Items
  • Employees
  • In addition, the vendor navigation list allows you to mass update the temporary status; a visual indicator quickly lets you know the status of these records:

    Vendors navigation list

    With one caveat I like this new feature. Since they were introduced in Microsoft Dynamics GP 10, clients have been making more and more use of navigation lists; more interactivity can only be a good thing and the indicators make it easy to see the status of creditors.

    My caveat, is the presence of the option to toggle Temporary status. This is used by almost no clients and is very risky as temporary creditors can be deleted, regardless of history.

    Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

    Hands On With Microsoft Dynamics GP 2018 R2 New Features: Checkbook ID Defaults on Check Batch

    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 fifteenth new feature is Checkbook ID Defaults on Check Batch. This feature means that when you create a new EFT payment batch in Payables Management, the Checkbook ID field will be automatically populated from Payables Management Setup:

    Payables Batch Entry

    Again, this is a small feature, but will save users time selecting the chequebook when creating a payment batch. It never really made sense that the chequebook would default in on a cheque batch, but not on an EFT one. This has now been remedied so both types of payment batch work the same way.

    Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

    Hands On With Microsoft Dynamics GP 2018 R2 New Features: Vendor Document Number Added to Purchasing All-in-One View

    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 eighth new feature is Vendor Document Number added to Purchasing All-in-One View. This feature adds the Document Number to the Payments and Credits column of the Purchasing All-in-One View (Purchasing area page » Enquiry/Inquiry » Purchasing All-in-One View):

    Purchasing All-in-One View

    This feature is a good feature which will provide additional information to users that they have found the correct information.

    Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index