Tag: Project

MDGP 2018 R2 Feature of the Day: Transaction Level Post Through General Ledger

Ian Grieve3 minute read0 comment
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 seventh Feature of the Day is transaction level post through general ledger. This feature is a new posting option in the Posting Setup window (Administration area page » Setup » Posting » Posting); when Allow Transaction Posting is marked, a new checkbox for Post Through General Ledger Files is now available:

Posting Setup

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MDGP 2018 RTM Feature of the Day: Doc Attach Notes on Inquiry Windows

Ian Grieve3 minute read1 Comment
Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The second Feature of the Day is Notes on Inquiry windows. The maintenance windows have long allowed notes to be recorded against the window key field (e.g. Vendor ID on the Vendor Maintenance window):

Vendor Maintenance

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Dynamics GP Tech Conference 2017: Comprehensive Doc Attach

Ian Grieve2 minute read0 comment
Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

The Document Attachment module has been extended into the action pane in quite a few new windows:

  • Document Attachment on Receivables Transaction Entry
  • Document Attachment on General Ledger Entry
  • Document Attachment on Employee Inquiry
  • Document Attachment in I-9 Form
  • Display Vendor notes on Vendor Inquiry
  • Display Customer notes on Customer Inquiry
  • Display Project Notes in Project Inquiry and PA Project Inquiry
  • Document Attachment in Asset General Information
  • Option to attach new documents in Inquiry windows – there is a setting in the Document Attachment Setup winodw to enable this (and to require a password to be entered).

Microsoft Dynamics GP January Hotfix Released

Ian Grieve3 minute read1 Comment
Microsoft Dynamics GPI don’t usually post about releases, except for major version releases. However, the January Hotfix release caught my eye with a few of the included features in the 2016 R2 one.

As well as having the US Payroll updates there are updates to the following which would be of benefit to clients in the UK:

  • VAT Daybook

    • VAT Daybook Summary reports may not show correct data in boxes 1, 6 and 7 if you voided a transaction.
    • VAT detail report may show incorrect figures if you have 2 or more tax codes on a transaction.
  • General Ledger

    • The Excel copy and paste function may not calculate the credit/debit column correctly when using an allocation account.
  • Fixed Asset Management

    • Tax values may not update properly if a user marks to create multiple fixed assets in the Fixed Asset Purchase Order additional information window.
  • Bank Reconciliation

    • You may experience performance issues with the Checkbook Register Inquiry window after you install GP 2016 R2.
  • Project Accounting

    • Ability to change line distributions for time and material projects in revenue recognition.
    • Fee Accounts not available in line distributions button.
    • Purchase Receiving’s not reflecting WIP account edits from Purchase Order for non-inventory items.
  • System Manager

    • Fixed issues with Uncollated printing.

The hotfixes for Dynamics GP 2013 R2 and 2015 R2 only contain US Payroll fixes.

The post from the Dynamics GP Support and Services blog contains the download links.

MDGP 2016 R2 Feature of the Day: Project Accounting Line Distributions Edited By Item

Ian Grieve1 minute read0 comment
Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The eighteenth Feature of the Day is Project Accounting Line Distributions Edited By Item.

Distributions can be edited by line item, but Summary cannot be edited.

Timesheet Entry

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MDGP 2016 R2 Feature of the Day: New Project Accounting Timesheet Status Report

Ian Grieve1 minute read0 comment
Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The seventeenth Feature of the Day is a new Project Accounting Timesheet Status report.

This feature provides a report for PTE Timesheets which gives visibility into all timesheets including missing timesheets and can be printed by status or approver:

Project Accounting Timesheet Status Report

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

MDGP 2016 R2 Feature of the Day
SmartList Designer SmartLists in Advanced Lookups
SmartList Favorite Protection
Cancel PO Linked To A Requisition
Batch Edited Message
Requisition Inquiry Icon
Display Tax Percent for Historical Sales Transactions
GL Distribution Line Display UI Change
Link Credit Card Invoices to Original Invoice
Receivables/Payables Dist Line Display Expanded
Bank Rec Tracks History
Credit Limit Warning Calc for Unposted Credit Docs
Safe Pay File Displays Check Name From Check
POP to FA Link to Include Taxes
Payroll Admin Can Print W2 Using Self Service Report
Save Fixed Asset ID With Suffix
Track Termination/Rehire Dates
New Project Accounting Timesheet Status Report
Project Accounting Line Distributions Edited By Item
HTTPS Support for Management Reporter
PowerBI On The Web Client Home Page

MDGP 2016 R1 Feature of the Day: Project Accounting on Requisitions

Ian Grieve1 minute read0 comment

Microsoft Dynamics GP 2013 R2 saw the introduction of the purchase requisitions and they are being enhanced further with integration with Project Accounting:

Project Accounting on Requisitions

The main features of are:

  • Project Number and Cost Category ID fields available in Purchase Requisition Entry window
  • Requisitions with project and cost category can still go through workflow process
  • Project and cost category will flow to Purchase Order

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MDGP 2016 R1 Feature of the Day
HTML 5 Web Client
Web Client Search
Sales All-In-One Document View
Inventory All-In-One Document View
Project Accounting on Requisitions
Payroll Document Attach
Payables Credit Card Payment Run
Excel Export as Numbers
Inactive Pay Codes Lookup
Prepayments on Purchase Orders
Payroll Posting Accounts
Budget Import Exception Report
Analytical Accounting User Access Settings
Export/Import in SmartList Designer
SmartLists from Favorites
Word Templates for Batch Approval Workflow
Workflow Condition Management
Workflow Reassignment Notification
Named Self Serve User
Automatically Batch Deposit Cash Receipts
Manage or Edit Attachment Flows
Budget Import Duplicate Accounts Import Exception Report
PowerBI Reports on the Home Page
OData Service Deployment
OData Service

MS Connect Suggestion Sunday: PTE Approval Workflow

Ian Grieve2 minute read2 Comments
Microsoft Dynamics GPWorkflow 2.0 was a fantastic addition to Microsoft Dynamics GP; I’ve expressed before my delight at the retirement of Business Portal. Workflow 2.0 was introduced in Dynamics GP 2013 R2, was then further enhanced in GP 2015 and the roadmap shows further enhancements will be coming in future.

However, there is always room for user suggestions for improvements to functionality which is where the MS Connect site. Penny Compton has logged a suggestion that the workflow for PTE Timesheets be expanded to allow individual lines to be approved by the relevant project manager.

The suggestion can be found here where you can also cast your vote.

If you have an MS Connect suggestions you want publicised, contact me with details.

MDGP 2015 Feature of the Day: Project Employee Expense Report

Ian Grieve2 minute read0 comment
Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The fifth Feature of the Day is Project Employee Expense Report.

Project Accounting employees can create expense reports for any projects to which they are assigned and employees can also be set up to allow delegates to enter expense reports on their behalf.

Workflow approvals and task assignments are defined for expense reports; workflow actions are executed on the documents from the Expense Entry window or from the Navigation lists.

PTE Expenses navigation list

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