SQL View for to Extract Accruals from Microsoft Dynamics GP Payables Management Module

Microsoft Dynamics GPI recently did a webinar for my employer, ISC Software, on Prepayments and Acruals and as part of the accruals section used a SQL View to extract the accruals to be created; as mentioned in thw webinar, the extract cna be done either using a SmartList or a direct query in SmartConnect.

The SQL view has been created using the EOMONTH function which si available only in later versions of SQL Server; you may need to tweak the script a little to handle getting dates in different ways, if you are running an older version of SQL Server.

IF OBJECT_ID (N'uv_ISC_PayablesAccruals', N'V') IS NOT NULL
    DROP VIEW uv_ISC_PayablesAccruals
GO

CREATE VIEW uv_ISC_PayablesAccruals AS
/*
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 * FROM (SELECT 'PAC ' + FORMAT(DATEADD(month,-1,GETDATE()), 'yyyyMM') AS 'Accruals Batch Number' ,FORMAT(EOMONTH(DATEADD(month,-1,GETDATE())), 'dd/MM/yyyy') AS 'Transaction Date' ,FORMAT(DATEADD(day, 1, EOMONTH(DATEADD(month,-1,GETDATE()))), 'dd/MM/yyyy') AS 'Reverse Date' ,'Purchase Accruals ' + FORMAT(DATEADD(month,-1,GETDATE()), 'MM/yyyy') AS 'Reference' ,ISNULL(GL00105_DAIM.ACTNUMST,GL00105.ACTNUMST) AS 'Account'[/sqlred] ,CASE WHEN DOCTYPE = 1 THEN 0 ELSE CASE WHEN PP000100.PP_Module IS NOT NULL THEN SUM(PP000101.TRXAMNT) ELSE SUM(PM10100.CRDTAMNT) END END AS 'Debit' ,CASE WHEN DOCTYPE = 1 THEN CASE WHEN PP000100.PP_Module IS NOT NULL THEN SUM(PP000101.TRXAMNT) ELSE SUM(PM10100.DEBITAMT) END ELSE 0 END AS 'Credit' ,LEFT(RTRIM(CAST(PM10100.VCHRNMBR AS VARCHAR(15))) + ' ' + PM10100.DistRef, 30) AS 'Description' ,PM10100.VCHRNMBR AS 'Voucher Number' ,PM10000.BACHNUMB AS 'Batch Number' ,PM10000.TRXDSCRN AS 'Document Description' ,PM10000.DOCNUMBR AS 'Document Number' ,PM10000.PORDNMBR AS 'PO Number' ,PM10100.DistRef AS 'Distribution Reference' FROM PM10000 AS PM10000 --PM Transaction WORK File (PM10000) INNER JOIN PM10100 AS PM10100 --PM Distribution WORK OPEN (PM10100) on PM10100.CNTRLTYP = PM10000.CNTRLTYP AND PM10100.VCHRNMBR = PM10000.VCHRNMBR INNER JOIN GL00105 AS GL00105 --Account Index Master (GL00105) on GL00105.ACTINDX = PM10100.DSTINDX LEFT JOIN -- Join to RED PP000100 AS PP000100 --Deferral Header Work (PP000100) on PP000100.CNTRLTYP = PM10100.CNTRLTYP AND PP000100.PP_Document_Number = PM10100.VCHRNMBR AND PP000100.PP_Sequencer = PM10100.DSTSQNUM LEFT JOIN GL00105 AS GL00105_DAIM --Account Index Master (GL00105) on GL00105_DAIM.ACTINDX = PP000100.ACTINDX LEFT JOIN PP000101 AS PP000101 --Deferral Line Work (PP000101) on PP000101.PP_Module = PP000100.PP_Module AND PP000101.PP_Record_Type = PP000100.PP_Record_Type AND PP000101.PP_Document_Number = PP000100.PP_Document_Number AND PP000101.PP_Sequencer = PP000100.PP_Sequencer AND PP000101.PPOFFSEQ = PP000100.PPOFFSEQ AND PP000101.CNTRLTYP = PP000100.CNTRLTYP AND PP000101.VCHRNMBR = PP000100.VCHRNMBR AND PP000101.DSTSQNUM = PP000100.DSTSQNUM AND PP000101.GLPOSTDT <= EOMONTH(DATEADD(month,-1,GETDATE())) WHERE PM10000.BCHSOURC = 'PM_Trxent' --Include only normal transactions AND PM10000.DOCTYPE = 1 --Include only Invoices AND PM10100.DISTTYPE = 6 --Include only Purchases Distribution GROUP BY GL00105.ACTNUMST ,GL00105_DAIM.ACTNUMST ,PM10000.DOCTYPE ,PP000100.PP_Module ,PM10100.DistRef ,PM10100.VCHRNMBR ,PM10000.BACHNUMB ,PM10000.TRXDSCRN ,PM10000.DOCNUMBR ,PM10000.PORDNMBR HAVING SUM(PP000101.TRXAMNT) > 0 --partial deferral OR PP000100.PP_Module IS NULL --no deferral UNION ALL SELECT 'PAC ' + FORMAT(DATEADD(month,-1,GETDATE()), 'yyyyMM') AS 'Accruals Batch Number' ,FORMAT(EOMONTH(DATEADD(month,-1,GETDATE())), 'dd/MM/yyyy') AS 'Transaction Date' ,FORMAT(DATEADD(day, 1, EOMONTH(DATEADD(month,-1,GETDATE()))), 'dd/MM/yyyy'[/sqlred]) AS 'Reverse Date' ,'Purchase Accruals ' + FORMAT(DATEADD(month,-1,GETDATE()),'MM/yyyy') AS 'Reference' ,GL00105.ACTNUMST AS 'Account' ,CASE WHEN PP000100.PP_Module IS NOT NULL THEN SUM(PP000101.TRXAMNT) ELSE SUM(PM10100.DEBITAMT) END AS 'Debit' ,CASE WHEN PP000100.PP_Module IS NOT NULL THEN SUM(PP000101.TRXAMNT) ELSE SUM(PM10100.CRDTAMNT) END AS 'Credit' ,'Accrued Purchases' AS 'Description' ,'' AS 'Voucher Number' ,'' AS 'Batch Number' ,'' AS 'Document Description' ,'' AS 'Document Number' ,'' AS 'PO Number' ,'' AS 'Distribution Reference' FROM PM10000 AS PM10000 --PM Transaction WORK File (PM10000) INNER JOIN PM10100 AS PM10100 --PM Distribution WORK OPEN (PM10100) on PM10100.CNTRLTYP = PM10000.CNTRLTYP AND PM10100.VCHRNMBR = PM10000.VCHRNMBR INNER JOIN GL00100 AS GL00100 --Breakdown Account Master (GL00100) on GL00100.ACTDESCR = 'Accrued Purchases' INNER JOIN GL00105 AS GL00105 --Account Index Master (GL00105) on GL00105.ACTINDX = GL00100.ACTINDX LEFT JOIN -- Join to RED PP000100 AS PP000100 --Deferral Header Work (PP000100) on PP000100.CNTRLTYP = PM10100.CNTRLTYP AND PP000100.PP_Document_Number = PM10100.VCHRNMBR AND PP000100.PP_Sequencer = PM10100.DSTSQNUM LEFT JOIN GL00105 AS GL00105_DAIM --Account Index Master (GL00105) on GL00105_DAIM.ACTINDX = PP000100.ACTINDX LEFT JOIN PP000101 AS PP000101 --Deferral Line Work (PP000101) on PP000101.PP_Module = PP000100.PP_Module AND PP000101.PP_Record_Type = PP000100.PP_Record_Type AND PP000101.PP_Document_Number = PP000100.PP_Document_Number AND PP000101.PP_Sequencer = PP000100.PP_Sequencer AND PP000101.PPOFFSEQ = PP000100.PPOFFSEQ AND PP000101.CNTRLTYP = PP000100.CNTRLTYP AND PP000101.VCHRNMBR = PP000100.VCHRNMBR AND PP000101.DSTSQNUM = PP000100.DSTSQNUM AND PP000101.GLPOSTDT <= EOMONTH(DATEADD(month,-1,GETDATE())) WHERE PM10000.BCHSOURC = 'PM_Trxent' --Include only normal transactions AND PM10000.DOCTYPE = 1 --Include only Invoices AND PM10100.DISTTYPE = 6 --Include only Purchases Distribution GROUP BY GL00105.ACTNUMST ,GL00105_DAIM.ACTNUMST ,PM10000.DOCTYPE ,PP000100.PP_Module HAVING SUM(PP000101.TRXAMNT) > 0 --partial deferral OR PP000100.PP_Module IS NULL --no deferral ) AS Accruals WHERE Accruals.Debit >[/sqlgrey] 0 OR Accruals.Credit > 0 GO GRANT SELECT ON uv_ISC_PayablesAccruals TO DYNGRP GO

Recent ISC Software Webinar: Year-End Best Practice in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Year-End Best Practice in Microsoft Dynamics GP. In this webinar, we covered how some key points to action or consider before starting, the order in which the year end should be run before running through the closing process in each of the standard modules in Microsoft Dynamics GP covering not only what to do. but also what the year-end closing process does. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and include some links to documentation from Microsoft which will expand on some areas with more detail. The topics I'll cover are:

  1. Key Points
  2. Year-End Processing Order
  3. Year-End Closing steps by module
  4. Conclusion

Key Points ^

There are five key points I always stress when discussing year-end closes with clients:

  1. Always have a good backup before starting a year-end close and take another after the year-end close has completed - a good backup is defined as one which you know will successfully restore; unfortunately I've worked with more than one client over the years who created a maintenance plan to take backups, but then, when the need came, found that the backups were not valid and could not be restored.
    Taking a backup before starting means you can easily revert back should there be a problem in the close; taking a backup after the close completes, means that if problems encountered later in the day that you can revert back to after the close has completed instead of having to repeat the close.
  2. Make sure all users log out of the company in which the year-end is being processed.
  3. Make sure there is sufficient space for database files to double in size; one significant cause of this is that the GL year-end close will copy data from Year-to-Date Transaction Open (GL20000) to Account Transaction History (GL30000) and during this process the data will exist in two places causing the database to grow.
  4. Perform a trial year-end close on a copy of live in test before closing the year-end on live; this will allow you to verify that there are no issues which might require a roll-back.
  5. Once one of the Year-End Closes has been started, be patient and allow it to run to completion. When processing, the close might cause Dynamics GP to white-screen, but this is just a sign that there is a lot of server-side processing underway and not that there is a problem.

Continue reading "Recent ISC Software Webinar: Year-End Best Practice in Microsoft Dynamics GP"

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"