What Are The GP Elementz Portals?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

The ISV offering from ISC Software includes the GP Elementz add-ons for Microsoft Dynamics GP as well as a set of web portals:

  • ​​CustomerHQProvide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
  • SalesHQProvide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
  • PurchaseHQExtend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

  • Access data from anywhere and on any device.​
  • Safe and secure portals using Microsoft Azure.​​​
  • Fast and simple set up​​.
  • The user interface make the portals easy to use​.
  • Your portal can be branded with your own logo and background image.​

All portals are easy to setup and requires no technical skills or additional software or hardware. It is stored securely on Microsoft Azure and data remains in your Dynamics GP system (none is stored on Azure). It uses responsive design so it can be used on any device including cellphones and tablets.

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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.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Skip Displaying New POs When Generating a PO

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.

This hands on new feature is, as far as I am aware, an unannounced one which I stumbled across when testing the partial purchase a purchase requisition new feature. When you click the Generate button on the Purchase Order Preview from Purchase Requisition Entry window, a prompt Skip displaying the new purchase orders? will be displayed:

Microsoft Dynamics GP - Skip displaying the new purchase orders?

This is a change of behaviour from the new functionality introduced in Microsoft Dynamics GP 2018 RTM; the purpose of this original new feature was to improve visibility of the created purchase orders.

This was, and remains, a laudable goal, but unfortunately the implementation was somewhat lacking. The new purchase orders were displayed by opening a navigation list, which could be ver slow to open (especially if the Reporting Services Reports had been deployed and the fact pane visible.

The 2018 R2 new feature, to hide Business Analyser for all users would go some way to mitigate this issue, by hiding the fact pane, but this new feature of prompting the user to decide if they want to see the navigation list will go the majority of the remaining way (a global option to disable would have gone all the way).

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Email POP PO Other Form

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 twenty-third new feature is Email POP PO Other Form. This feature makes the Purhcase Order Other Form available for email.

My hands on with the feature was somewhat abbreviated when I discovered that there was no default Word Template available. While technically allowing a PO to be emailed using the Other Form, the lack of a default Word Templates means that there is a large amount of effort involved to make it available.

To create a new Word Template, you need to use the Word Template Generator to create a Word Template from the Report Writer XML and then format the resulting template; this is a long, complex and difficult to process to do in order not to break the template so email, or even the Word Template itself, doesn’t get broken.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Purchase Requisition Partial Purchase

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 twenty-second new feature is Purchase Requisition Partial Purchase. You’ve always been able to increase the quatity to purchase, but you were not able to reduce the quantity. This new feature, allows a smaller quantity to purchase to be specified in order to partial purchase the requisition; the remaining quantity will be cancelled:

Microsoft Dynamics GP - The remaining quantity ordered will be cancelled.

The flexibility this offers should be a good thing, but I have concerns around users being able to change the purchasing quantity here if an approval workflow is being used. That said, I already had these concerns about users being able to increase the quantity post approval.

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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.

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    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.

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    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.

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    Hands On With Microsoft Dynamics GP 2018 R2 New Features: Transaction Level Post Through General Ledger

    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 seventh new feature is .When transaction posting is enabled, this feature allows users to perform posting through the General Ledger at a transaction level. The following is a list of supported transactions for this feature:

    • Invoice Entry
    • Receivables Apply Doc.
    • Receivables Cash Receipts
    • Receivables Sales Entry
    • Sales Deposits
    • Sales Trx Entry
    • Voided Trx Maintenance (Sales)
    • Payables Trx Entry
    • Payment Entry
    • Purchasing Invoice Entry
    • Purchasing Prepayments
    • Receivings Trx Entry
    • Returns Trx Entry
    • Assembly Entry
    • Transaction Entry (Inventory)
    • Transfer Entry
    • Manual Checks (Payroll)
    • Project Accounting Transaction windows except Project Closing

    To enable post through for transactions, open the Posting Setup window (Administration area page » Setup » Posting » Posting), and mark the Post Through General Ledger checkbox below the Allow Transaction Posting one:

    Posting Setup

    In theory this is a great addition to Dynamics GP, as many clients want to do transaction level posting, although more these days are wanting to use workflow for approvals which still requires batches.

    However, in my testing so far, all Sales transactions which I post using post through work fine, but nothing on Payables posts through at transaction level regardless of the settings.

    I need to do additional testing, but so far this feature isn’t looking good.

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    Hands On With Microsoft Dynamics GP 2018 R2 New Features: Display Vendor Hold Status

    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 third new feature is Display Vendor Hold Status. This makes the vendor hold status more visible to users both by displaying an icon, but also by confirming with the user that the want to proceed with entering a transaction.

    The red hold icon will display next to the Vendor ID field in the following windows:

    • Vendor Inquiry
    • Transactions by Vendor
    • Purchasing All-in-One View
    • Payables Transaction Entry Zoom
    • Purchase Order Entry
    • Receivings Transaction Entry
    • Enter/Match Invoice

    When the user enters a transaction and the creditor is on hold, they will be prompted as to whether they want to proceed:

    Vendor XXXX is currently on hold. Do you want to continue?

    Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: Display Vendor Hold Status”