MDGP October 2019 Release Feature of the Day: Copy Report Options

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 sixth Feature of the Day is Copy Report Options. This feature allows you use an existing report option with all the report settings and copy it to a new report option for the same report.

When you select the copy action, it will copy all of the settings from the selected report including destination and e-mail options to the new report option being created:

Trial Balance Report Options window showing copy

This is one of the features requested by the community. It will allow you to easily create variations of a report option without needing to do it manually; for myself, this could be quite useful to test changes while dealing with an issue for a client.

Delete Corrupt Fixed Allocation Master (GL00103) Data

Microsoft Dynamics GPI was recently putting together a report for a client on Fixed Allocation Accounts and came across some corrupt data in the Fabrikam, Sample Company, Database. To avoid encountering this issue again, next time I am working in this area, I put together a simple script to remove the corrupt records by joining Fixed Allocation Master (GL00103) with Breakdown Account Master (GL00100) to identify the data which should not be there and delete it; this makes the script generic enough that I can use it on a live company should the need ever arise.

/*
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).
*/
DELETE FROM
	['Fixed Allocation Master']
FROM
	GL00103 AS ['Fixed Allocation Master']
INNER JOIN
	GL00100 ['Account Master']
		ON
			['Account Master'].ACTINDX = ['Fixed Allocation Master'].ACTINDX
		AND
			['Account Master'].FXDORVAR = 2

As always, before you run any script, ensure you have a good backup of your database and verify the results after the script has been run.

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Exclude Items on HITB Report With Zero Quantity or Value

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 tenth new feature is Exclude Items on HITB Report With Zero Quantity or Value. This feature adds two new options to the Historical Inventory Trial Balance (HITB) report. The new options are:

  • Include Items with Zero Quantity
  • Include Items with Zero Value

These items will be excluded on the report if the options are not checked; previously, by default, these items were included. Make sure the checkboxes are unmarked to exclude the items with either zero value or quantity:

Inventory Activity Report Options

When I first read this feature of the day announcement, I thought it would be a good addition. However, now that I’ve been hands on with it, I’m not so sure. Initially, I’d misremembered what the HITB showed; it is basically a report which shows movement of stock. The report I was thinking of, is the Stock Status report and it already allows you to filter out zero quantities or values.

Having played around on Fabrikam, I can’t actually see how excluding items would be useful from the HITB report; when running a Trial Balance, you’d want to see all transactions.

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

MDGP 2018 R2 Feature of the Day: Exclude Items on HITB Report With Zero Quantity or Value

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 tenth Feature of the Day is exclude items on HITB report with zero quantity or value

The Historical Inventory Trial Balance (HITB) report has two new options for Dynamics GP 2018 R2; when printing the HITB report you can now decide if you want to include/exclude items with a zero quantity or value. The new options are:

  • Include Items with Zero Quantity
  • Include Items with Zero Value

These items will be excluded on the report if the options are not checked; previously, by default, these items were included. Make sure the checkboxes are unmakred to exclude the items with either zero value or quantity:

Inventory Activity Report Options

This is a good update to the HITB; I have a number of clients with large number of items which will generally have a zero quantity of stock while having other items with stock levels they on which they would want to report. Being able to exclude these will make the report usable.

Click to show/hide the MDGP 2018 R2 Feature of the Day Series Index

Hands On With MDGP 2018 RTM New Features: Print Purchase Requisition

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-second feature of the day is Print Purchase Requisition. I said in the Feature of the Day series, that my feelings were largely negative towards this feature and my opinion hasn’t changed now that I’ve been hands on with it.

A new Print button has been added to the Purchase Requisition Entry window (Purchasing area page >> Transactions >> Purchase Requisitions):

Purchase Requisition Entry

Continue reading “Hands On With MDGP 2018 RTM New Features: Print Purchase Requisition”

Hands On With MDGP 2018 RTM New Features: Print Single Customer Statement

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The nineteenth feature of the day, is Email Single Customer Statement from the Customer Maintenance window (Sales >> Cards >> Customer), or at least that is how it was originally billed by Microsoft.

However, now that I’ve had the chance to get hands on with it, it is not the ability to email a statement, but only the ability to print one using the old Standard report. This is very disappointing as this new functionality doesn’t even allow the printing to the Word Template version of the template.

To print the single statement, open the Customer Maintenance window, load a customer, click the Print button to display a small menu, click Statement:

Customer Maintenance

Continue reading “Hands On With MDGP 2018 RTM New Features: Print Single Customer Statement”

Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The tenth feature of the day was Reporting for Workflow which saw the addition of some Workflow Reports accessible from the Reports section of the Administration area page:

Administration area page Reports section

Continue reading “Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow”

MDGP 2018 RTM Feature of the Day: Print Purchase Requisition

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 won commentary.

The series index for this series of posts is here.

The eighteenth Feature of the Day is actually a set of distinct feature enhancements to the Purchase Order Processing module around the handling of purchase requisitions and orders. I am breaking this down into three separate posts, as the changes are not related beyond being about purchase requisitions and orders.

The final enhancement is the addition of a print button to the Purchase Requisition Entry window which allows the requisition to be printed:

Purchase Requisition report

I’d say I have very mixed feelings on this one, but, to be entirely honest, my feelings are actually very much on the negative side. One of the reasons for using requisitions is to have approval workflows. With a requisition needing to be approved before being purchased, there is no way for a PO to be emailed or printed; I realise this print option doesn’t print a PO, but it does print the requisition. This opens the system to potential abuse.

This can be limited through the creation or modification of security tasks which do not give access to this window; or the report could be customised to be in a format which could not be presented as if it was a PO.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

Copy Posting Report Configuration Between Companies

Microsoft Dynamics GPI wrote the first version of this script a long time ago, but recently had cause to return to it. A client I am working with has configured the posting reports in one company and wanted to copy the same configuration to the other companies.

This script allows you to do this, on a one by one basis. Set the first highlighted parameter to the source company, and the second to the destination company.

/*
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).
*/
DECLARE @SQLStatement VARCHAR(8000)
DECLARE @SourceCompany VARCHAR(5) = 'T16R2'
DECLARE @DestinationCompany VARCHAR(5) = 'P16R2'

SET @SQLStatement = 'UPDATE
				['Destination Posting Journal Destinations']
			SET
				PRNTJRNL = ['Source Posting Journal Destinations'].PRNTJRNL
				,ASECTMNT = ['Source Posting Journal Destinations'].ASECTMNT
				,PRTOPRNT = ['Source Posting Journal Destinations'].PRTOPRNT
				,PRTOFLNT = ['Source Posting Journal Destinations'].PRTOFLNT
			FROM
				' + @DestinationCompany + '.dbo.SY02200 AS ['Destination Posting Journal Destinations']
			INNER JOIN
				' + @SourceCompany + '.dbo.SY02200 AS ['Source Posting Journal Destinations'] ON ['Source Posting Journal Destinations'].SERIES = ['Destination Posting Journal Destinations'].SERIES
					AND ['Source Posting Journal Destinations'].TRXSOURC = ['Destination Posting Journal Destinations'].TRXSOURC
					AND ['Source Posting Journal Destinations'].PTGRPTNM = ['Destination Posting Journal Destinations'].PTGRPTNM'
EXEC (@SQLStatement)

As always with an SQL script, please make sure you have a good backup before running it.