Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs

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 fifth new feature based on the top requested features, is a new setting to control whether the displaying of the PO is skipped when a purchase requisition is purchased. Microsoft Dynamics GP 2018 RTM saw a new feature introduced whereby, when a PR was purchased, the purchase order transactions navigation list was automatically displayed. This turned out to be very disruptive for some clients due to the time it took to load the navigation list (especially when the Reporting Services Reports were deployed and the fact pane visible) that it was amended in Dynamics GP 2018 R2 to ask the user if they wanted to skip showing the navigation list.

The enhancement now is the addition of a drop down list in Purchase Order Setup (Purchasing » Setup » Purchase Order Processing) where the administrator can choose what happens:

Purchase Order Processing Setup

The default option remains Show the message which is the 2018 R2 behaviour.

I like being able to set the option to not show the question let alone the navigation list. Most of the clients I work with always click the option to skip displaying the navigation list, so this option to allow them to set it to ,em>Don’t show the message and don’t open the new PO is going to be very welcome.

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: Expand the view of fiscal periods

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 second financial enhancement is to the Fiscal Period Setup window (Administration area page » Setup » Company » Fiscal periods) where the length has been extended to give you an expanded view of the fiscal periods:

Fiscal period Setup

As every company I work with has had at least 12 periods, it always annoyed me that the window only shows the first 8 and you had to scroll. This will make life easier for clients when they are closing or opening periods at month end as well as for those who have financial periods which are not based on a calendar month (I have a few operating a 4-4-5 weekly cycle).

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

Copy Account Categories Between Microsoft Dynamics GP Companies

Microsoft Dynamics GPWhen implementing Microsoft Dynamics GP for a new client, they usually have very similar setup between companies. While you can use the Professional Services Tools Library tool Company Copy, you sometimes need to replicate data which was configured after this function had been used.

I’ve previously posted scripts to copy segments and financial calendars; today’s script will copy Account Categories to a new company ensuring you have the categories in both companies:

Continue reading “Copy Account Categories Between Microsoft Dynamics GP Companies”

Enhanced Notes Setup Window Missing

GP Elementz Enhanced NotesA while ago I did a series on Implementing Enhanced Notes from ISC Software Solutions. I more recently installed the add-on again on a different machine and, after doing some initial configuration, wanted to change the settings, couldn’t find the Enhanced Notes Setup window (Administration » Setup» Company » Enhanced Notes » Setup Enhanced Notes):

Administration area page showing menu option missing

Continue reading “Enhanced Notes Setup Window Missing”

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Increase Dynamics GP Password Maximum Length

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 eleventh new feature is Increase Dynamics GP Password Maximum Length. This feature sees the maximum length of user passwords increased from 15 to 21 characters:

User Setup

Any increase in the maximum length of passwords is to be welcomed, but, seeing as this change required a database schema change to increase the SQL field length from 15 to 21, I am a little surprised that the new length is only 21 characters.

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

Update Taxes In Fabrikam Sample Company to Add Current UK VAT Rates

Microsoft Dynamics GPWhile the Fabrikam sample company is very US-centric, it is still somewhat useful to use as it has data spread across lots of different modules. The sample data hasn’t been updated for years and so still has the UK VAT rate set at 17.5%; VAT was raised to 20% in the 2010 budget and came into force in January 2011.

I created a script a while ago which could be used to create VAT rates for use in both Purchasing and Sales.

In Sales only a Standard 20% rate is created, but for purchasing rates are created for the Standard 20%, reduced 5%, Exempt and Zero Rated.

/*
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).
*/
-- Sales/Purchases Tax Schedule Header Master (TX00101)
INSERT INTO TX00101
	(TAXSCHID,TXSCHDSC,NOTEINDX)
VALUES
	-- Purchasing
	('UKVATP','UK VAT All Purchasing',0)
	,('UKVATPS','UK VAT Purchasing Standard',0)
	,('UKVATPR','UK VAT Purchasing Reduced',0)
	,('UKVATPE','UK VAT Purchasing Exempt',0)
	,('UKVATPZ','UK VAT Purchasing Zero',0)
	-- Sales
	,('UKVATS','UK VAT All Sales',0)
	,('UKVATSS','UK VAT Sales Standard',0)
GO

-- Sales/Purchases Tax Schedule Master (TX00102)
INSERT INTO TX00102
	(TAXSCHID,TAXDTLID,TXDTLBSE,TDTAXTAX,Auto_Calculate)
VALUES
	-- Purchasing
	('ALL DETAILS','UKVATPS',3,0,0)
	,('ALL DETAILS','UKVATPR',3,0,0)
	,('ALL DETAILS','UKVATPE',3,0,0)
	,('ALL DETAILS','UKVATPZ',3,0,0)
	,('UKVATP','UKVATPS',3,0,0)
	,('UKVATP','UKVATPR',3,0,0)
	,('UKVATP','UKVATPE',3,0,0)
	,('UKVATP','UKVATPZ',3,0,0)
	,('UKVATPS','UKVATPS',3,0,0)
	,('UKVATPR','UKVATPR',3,0,0)
	,('UKVATPE','UKVATPE',3,0,0)
	,('UKVATPZ','UKVATPZ',3,0,0)
	--Sales
	,('ALL DETAILS','UKVATSS',3,0,0)
	,('UKVATS','UKVATSS',3,0,0)
	,('UKVATSS','UKVATSS',3,0,0)
GO

--Sales/Purchases Tax Master (TX00201)
INSERT INTO TX00201
	(TAXDTLID,TXDTLDSC,TXDTLTYP,ACTINDX,TXIDNMBR,TXDTLBSE,TXDTLPCT,TXDTLAMT,TDTLRNDG,TXDBODTL,TDTABMIN,TDTABMAX,TDTAXMIN,TDTAXMAX,TDRNGTYP,TXDTQUAL,TDTAXTAX,TXDTLPDC,TXDTLPCH,TXDXDISC,CMNYTXID,NOTEINDX,NAME,CNTCPRSN,ADDRESS1,ADDRESS2,ADDRESS3,CITY,STATE,ZIPCODE,COUNTRY,PHONE1,PHONE2,PHONE3,FAX,TXUSRDF1,TXUSRDF2,VATREGTX,TaxInvReqd,TaxPostToAcct,TaxBoxes,IGNRGRSSAMNT,TDTABPCT)
VALUES
	-- Purchasing
	('UKVATPS','UK VAT Purchasing Standard',2,90,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPR','UK VAT Purchasing Reduced',2,90,'',3,5.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPE','UK VAT Purchasing Exempt',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPZ','UK VAT Purchasing Zero',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	-- Sales
	,('UKVATSS','UK VAT Sales Standard',1,89,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
GO

--Sales/Purchases Tax Summary Master (TX00202)
INSERT INTO TX00202
	(TAXDTLID,TDTSYTD,TDSLLYTD,TXDTSYTD,TDTSLYTD,TXDSTYTD,TDSTLYTD,KPCALHST,KPERHIST)
VALUES
	-- Purchases
	('UKVATPS',0,0,0,0,0,0,1,1)
	,('UKVATPR',0,0,0,0,0,0,1,1)
	,('UKVATPE',0,0,0,0,0,0,1,1)
	,('UKVATPZ',0,0,0,0,0,0,1,1)
	-- Sales
	,('UKVATSS',0,0,0,0,0,0,1,1)
GO

This script has only ever been tested in the Fabrikam sample company; the script will need to be run again any time you redeploy the sample company using GP Utilities.

Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Copy Workflow Steps

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 ninth feature of the day is the ability to copy workflow steps. This is one of those features which is a very good enhancement; in fact, it is one which I requested from Microsoft on the old Microsoft Connect website.

Microsoft took my suggestion, of being able to copy workflow steps, added this functionality, but then extended it further than I had asked for, by including the ability to copy the child steps too.

This makes the function even more useful than I envisaged.

If you’re a regular reader, you will be aware by now that I am very involved with Workflow and a big advocate of using the module. One of the issues we had in the past, was when building a large workflow process, the branches are often similar to each other with, perhaps, only the amount, cost centre or site in the conditions being different between the different branches.

In prior versions, all of these steps had to be manually created; when there were multiple conditios in a first level step this could means lot of duplicated effort. This new cipy function does away with that effort as you can now create a single branch and then copy this entire branch and sdimply change the relevant values in the condition. So much less effort and therefore time required.

To copy a workflow step, open the step in the Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) and click the Copy button on the action pane:

Workflow Maintenance - Copy button

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

“You cannot receive against unauthorised purchase orders.”

Microsoft Dynamics GPI am working with a client at the moment on a large scale roll-out of Purchase Order Processing with a large, complex Workflow approval process. The project started towards the end of the last financial year and into the current one. While users were performing UAT, an issue suddenly arose where a goods receipt notes could not be entered in Receivings Transaction Entry (test). When the user tried, they received the following error:

You cannot receive against unauthorised purchase orders.

Microsoft Dynamics GP

You cannot receive against unauthorised purchase orders.

Continue reading ““You cannot receive against unauthorised purchase orders.””

Purchase Order Approval Workflow Automatically Rejected

Microsoft Dynamics GPA client reported a problem with their PO Approval Workflow process failing whenever a PO was submitted for approval. As soon as the Submit button was pressed, the document was rejected, but did not show a user:

Purchase Order Entry

Continue reading “Purchase Order Approval Workflow Automatically Rejected”

SQL Script To Update EFT Payment Register Report

Microsoft Dynamics GPPretty much every client we have of Microsoft Dynamics GP uses the EFT Payment Register Report; a number of the save the file instead of printing it as the report has been customised to generate the EFT payment file for upload to the bank.

The clients who do this are either those whose installations of Microsoft Dynamics GP predate version 10 when the EFT for Payables Management module was made available to the UK market or they implemented before the EFT File Format was enhanced to allow a CSV output.

While some clients have created or amended a file format since the above, not all of them have been willing to spend the time (or money) to make the change.

As such, when they copy live to test they need to amend the path to which the report is being output, to ensure that a live file is not accidentally overwritten.

To faciliate this for users who have automated the live to test restore I created a script they could build into the process:

/*
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 4.0 International (CC BY-NC-SA 4.0 Int).
*/
UPDATE
	SY02200
SET
	FILEXPNM = 'C:\BACS OUTPUT\BACS.TXT'
WHERE
	PTGRPTNM = 'EFT Payment Register'

The highlighted section is the path name which needs to be changed depending on where the test file is to be output.