Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList

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 seventh new feature from the top user requests, is the storage of the user ID who last modified an item record; this field has also been made available to SmartList:

Items SmartList object showing new User ID column

Being able to see the last user to amend an item is a good addition and it is nice to see it made available within SmartList.

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 – Top Feature Requests: Inactive field added to Item SmartList

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 sixth top requested enhancement is the availability of a column in the Items SmartList showing if an item is active or inactive:

Items SmartList with Inactive column

I was a little surprised to see this announced as a feature as I had assume this field was already available, but it seems that when an Inactive flag was added in Dynamics GP 2013 RTM, that was as far as the change went. Extra visibility is always a good thing, so nice to see this added.

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 – System Enhancements: Date options in SmartLists

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements series where I am going hands on with the system 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 of the new features in the system module, is the addition of of date options in the SmartList search. The new options added are intended to provide new options for users when searching for transactions in a date range. Instead of needign to specify the start and end date using a between criteria, you can select one of several options which will automatically calculate the start and end dates.

The new options are:

  • Prior Month
  • Next Month
  • Prior Period
  • Next Period
Search Payables Transactions

Continue reading “Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Date options in SmartLists”

SQL View to Report on Fixed Allocation Accounts

Microsoft Dynamics GPIf you are using Fixed Allocation Accounts in Microsoft Dynamics GP, there is only a standard report which shows the distribution accounts against one of the accounts. These reports are not very user friendly and can;t be exported to Microsoft Excel in usable way.

Below is a SQL View which can be added to a reporting tool such as SmartList Designer, or a refreshable Excel report, which will allow users to see how Fixed Allocation accounts have been setup.

-- drop view if it exists
IF OBJECT_ID (N'uv_AZRCRV_FixedAllocationAccounts', N'V') IS NOT NULL
    DROP VIEW uv_AZRCRV_FixedAllocationAccounts
GO
-- create view
CREATE VIEW uv_AZRCRV_FixedAllocationAccounts 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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	['Account Index Master - Fixed Allocation'].ACTNUMST AS 'Account Number'
	,['Account Master - Fixed Allocation'].ACTDESCR AS 'Account Description'
	,CAST(['Fixed Allocation Master'].PRCNTAGE AS NUMERIC(15,2)) AS 'Distribution Percentage'
	,['Account Index Master - Fixed Allocation Distribution'].ACTNUMST AS 'Distribution Account Number'
	,['Account Master - Fixed Allocation Distribution'].ACTDESCR AS 'Distribution Account Description'
	,CASE WHEN ['Account Master - Fixed Allocation Distribution'].ACTIVE = 1 THEN 'Yes' ELSE 'No' END AS 'Distribution Account Active'
	,['Account Category Master'].ACCATDSC AS 'Distribution Account Category Description'
	,CASE WHEN ['Account Master - Fixed Allocation Distribution'].PSTNGTYP = 1 THEN 'Profit & Loss' ELSE 'Balance Sheet' END AS 'Distribution Account Posting Type'
	,['Account Master - Fixed Allocation Distribution'].USERDEF1 AS 'Distribution Account User-Defined 1'
	,['Account Master - Fixed Allocation Distribution'].USERDEF2 AS 'Distribution Account User-Defined 2'
	,['Account Master - Fixed Allocation Distribution'].USRDEFS1 AS 'Distribution Account User-Defined 3'
	,['Account Master - Fixed Allocation Distribution'].USRDEFS2 AS 'Distribution Account User-Defined 4'
FROM
	GL00103 AS ['Fixed Allocation Master'] WITH (NOLOCK)
INNER JOIN
	GL00105 AS ['Account Index Master - Fixed Allocation'] WITH (NOLOCK)
		ON
			['Account Index Master - Fixed Allocation'].ACTINDX = ['Fixed Allocation Master'].ACTINDX
INNER JOIN
	GL00100 AS ['Account Master - Fixed Allocation'] WITH (NOLOCK)
		ON
			['Account Master - Fixed Allocation'].ACTINDX = ['Fixed Allocation Master'].ACTINDX
INNER JOIN
	GL00105 AS ['Account Index Master - Fixed Allocation Distribution'] WITH (NOLOCK)
		ON
			['Account Index Master - Fixed Allocation Distribution'].ACTINDX = ['Fixed Allocation Master'].DSTINDX
INNER JOIN
	GL00100 AS ['Account Master - Fixed Allocation Distribution'] WITH (NOLOCK)
		ON
			['Account Master - Fixed Allocation Distribution'].ACTINDX = ['Fixed Allocation Master'].DSTINDX
INNER JOIN
	GL00102 AS ['Account Category Master'] WITH (NOLOCK)
		ON
			['Account Category Master'].ACCATNUM = ['Account Master - Fixed Allocation Distribution'].ACCATNUM
GO
-- grant permissions to view
GRANT SELECT ON uv_AZRCRV_FixedAllocationAccounts TO DYNGRP
GO

Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client

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 eighteenth new feature is Letter Writing Assistant in Web Client. This feature adds one of the few remaining areas that wasn’t previously accessible to the web client.

The Letter Writing Assistant is available via SmartList; for example, run a Vendors SmartList and the click on the Word button and click Prepare a Creditor Letter:

SmartList prepare a Creditor Letter

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: Letter Writing Assistant in Web Client”

Hands On With Microsoft Dynamics GP 2018 R2 New Features: SmartList Designer Favourites in 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 seventeenth new feature is SmartList Designer Favourites in Navigation List. This feature will see favourites created for SmartList Designer SmartList objects added to the SmartList Favorites navigation list.

As an example, I have created a Vendor EFT SmartList object in SmartList Designer and saved a couple of favourites:

SmartList - Vendor EFT

Continue reading “Hands On With Microsoft Dynamics GP 2018 R2 New Features: SmartList Designer Favourites in Navigation List”

Hands On With Microsoft Dynamics GP 2018 R2 New Features: New SmartList for Deposits on Unposted Sales Transactions Has Been Created

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 ninth new feature is New SmartList for Deposits on Unposted Sales Transactions Has Been Created. This feature adds a new Deposits on Unposted Sales Transactions favourite to the Sales Transactions SmartList object:

Deposits on Unposted Sales Transactions SmartList Favorite

When the feature of the day post was announced, I expressed some skepticism as to the value of it. It is basically a copy of the default favourite with two columns removed and the Deposit Received column added; very quick and easy to create if it is needed.

I’ve not really changed my mind. It might save you 20 seconds once to create the favourite if you wanted it, but nothing more.

I’d have been happier if it was a new SmartList Object, such as a Budget SmartList, instead of just a new favourite.

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

Microsoft Dynamics GP 2018 U.S. Year End Update Released (Includes Critical VAT Daybook Fixes)

Microsoft Dynamics GPDon’t be fooled by the name; the Microsoft Dynamics GP 2018 U.S. Year End Update includes other fixes, some of which are critical to clients running the Vat Daybook module.

This fix has all the usual stuff for the Payroll (US) module which you can read about here.

The other good stuff in this version is:

  • System
  • VAT Daybook
    • Purchasing tax amounts from GL entries are subtracting from boxes 2 and 7, instead of adding to boxes 4 and 7 on the VAT Summary.
    • Sales returns and credit memos are not deducting total taxable amount from box 6 on VAT return, and voids from box 1 and box 6.
    • Purchasing returns & credit memo’s, voids are not deducting total taxable amount from box 7 on VAT return, and invoices not updating box 4.

The Microsoft Dynamics GP hot fix is available from: Customer Source lock or PartnerSource lock.

The VAT Daybook fixes have also been rolled back into Microsoft Dynamics GP 2016 (but no earlier): Customer Source lock or PartnerSource lock.

MDGP 2018 R2 Feature of the Day: Letter Writing Assistant in Web Client

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 twenty-first Feature of the Day is Letter Writing Assistant works in the web client.

This feature is the Letter Writing Assistant now works in the web client; when in the SmartList window and you click on the Word option, the templates are available as they are in the windows client:

Web Client

Letter Writing Assistant was one of the few pieces of functionality which did not work in the web client, so it is nice to see it being made available.

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

MDGP 2018 R2 Feature of the Day: SmartList Designer Favourites in Navigation List

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 twentieth Feature of the Day is SmartList Designer favorites in navigation list.

This feature is SmartList Designer Favorites will now display in the navigation lists. Previously, only standard SmartList favourites would display in the SmartList Favorites navigation list, but with this feature all those favourites created for SmartList Designer SmartLists, will also now display:

SmartList Favorites navigation list

I have a handful of clients using SmartList Designer, but the majority of my clients use SmartList Builder from eOne Solutions due to functionality differences. Even those clients using SmartList Designer never, to the best of my knowledge, use the SmartList Favorites navigation list.

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