This 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.
Microsoft Dynamics GP 2013 saw the introduction of the ability to reprint the check remittance report. This feature was a very nice one to see, as numerous clients, if not all of them, had been asking for.
At some point after this, and I am not sure in which version, the ability to email the reprinted remittance was introduced:
Microsoft Dynamics GP 2013 R2 saw the introduction of the Workflow 2.0 (which was the subject of my fourth book. Workflow 2.0 was enhanced further in both Microsoft Dynamics 2015 R1 and R2, and is again being improved in Dynamics GP 2016 R1.
This time, the enhancement is a twofold one. Firstly, the Batch Edit lists have a default Word Template and, secondly, this can be emailed to the workflow approver:
The main features of are:
- Workflow Batch Approvals now have a default Word Template for the following edit lists:
- General Ledger Batches
- Payables Batches
- Receivables Batches
- Can be emailed to approver for complete information before approving
I think this feature will prove to be popular with those clietn using Workflow approvals as an approver will always want s much information before approving as possible. This will likely be of great interest when Workflow approvals are being used.
I’ve been involved with a recent upgrade of Microsoft Dynamics GP 10 to 2015. Two of the new features we helped introduce is the use of Word Templates and the Email Documents to replace the old statement email functionality which was dependent on Adobe Writer.
To help the client make the transition from the old to the new, I created an SQL script to transfer the email addresses from the table, RM00106 (RM Statement Emails) used by the old Adobe Writer to the SY01200 (Address Email Master) used by the Email Documents functionality.
We had a peculiarity the other day when updating a Word template for a client. We added some new fields via Report Writer and then created a new Word Template; when then modifying the Word template the fields usually show in the XML schema, but this time we found they weren’t.
After a couple of fruitless minutes checking the modified report and creating a new version of the Word template without success I started wondering about already open applications. In particular MS Word itself was already running with an unrelated document open.
I closed down all open Word documents and, in Template Maintenance (), clicked the Modify button; when the Word template opened the new fields were showing in the XML schema.
This is something I have experienced before without being able to pin down why which caused..shall we say…a certain level of frustration. I’m not sure why having Word open caused the XML schema not to be refreshed when creating a new document, I am pleased that at least I can void the problem by making sure all open instances of Word are closed before starting.
I recently assisted a client with an upgrade of Microsoft Dynamics GP 10 to GP 2013 R2. As part of the upgrade we assisted the client to create some Word Template versions of sales invoice, purchase order, and cheque remittance (or check remittance to the American readers).
Everything appeared fine during development and initial testing. Fine that is until we tried producing a batch of twenty remittances which produced the following two error messages:
Now that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.
One of the very useful additions in Microsoft Dynamics GP 2010 was the ability to create invoice, remittance and other types of documents in a Word Template rather than having to do it all in Report Writer (although Report Writer is still needed if you want to create a custom field or make other fields available to the Word Template). While much of the editing and changing of formatting can be done using Word as is, if you want to add any new fields then the Microsoft Dynamics GP Add-in for Microsoft Word is required on any machine which will be used for doing this.
To install the Microsoft Dynamics GP Add-in for Microsoft Word open the setup.exe from the Microsoft Dynamics GP 2015 installation media and, under Additional Products, select Microsoft Dynamics GP Add-in for Microsoft Word:
A client on Microsoft Dynamics GP 10 (we’re talking to them now about an upgrade to GP 2015) is in the process of setting up a new company and needs to be printing out a few of reports (SI, SR, PO and Remittance) with different logos for the new company.
If you’re a long new GP user you’re probably used to the Word Templates which have the logo supplied from the library in Template Configuration () or by assigning different Word Templates to the different companies.
However, as longer time GP users are aware, the Word Templates were introduced in Dynamics GP 2010; before that all reports were produced using the modified reports created in Report Writer where it wasn’t really possible to have different logos.
That is, it wasn’t possible to have different logos in the same place. Way back in 2008 David Musgrave (while a Microsoftie) did a post on the Developing for Dynamics GP blog on how to have a conditional logo on the modified report by using a conditional field to show or hide logos.
It’s not really a solution that can be called elegant (hey it involves Report Writer!), but it was most certainly a useful one. So until this client gets their upgrade performed (hopefully first quarter 2015) I need to get their modified reports customised to hide the logo for their main company when producing documents and the exact steps had faded from memory somewhat.
So I needed to hunt out the old post I remembered David writing (I also remember using it back in 2008) and it actually took a little finding (found it through a question on the Community Forum).
The Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.
The twenty-fifth Feature of the Day covered is Email or Print any Report in Word format; again I have a PowerPoint for this feature, but there is no page on the Inside Microsoft Dynamics GP blog. This feature means users will be able to send any report via email using a Word Template.
The Email Options form now has an option for .docx available :
This feature works differently in the Web Client as opposed the Desktop one.
The Web Client will automatically create a template for the report when it is printed and the template option selected. If the report is being emailed then email addresses can be specified for docx.
However, in the Desktop client a template needs to be created prior to sending via email; the template creation can be facilitated by using the Word Template Generator tool.