Workflow in progress have been found in GP. These need to be processed before upgrading.

Microsoft Dynamics GPA colleague was recently performing an upgrade for a client to Microsoft Dynamics GP 2018 R2; this client had previously been a user of the old Dynamics Workflow module (now replaced with Workflow 2.0). They hadn’t used it for a while, but it had never been switched off resulted in the following message being displayed:

Upgrade error

Microsoft Dynamics GP Utilities

Workflows in progress have been found in GP. These need to be processed before upgrading. Please process these workflows before updating. A list of these workflows can be found in GPWorkflows.log

Workflows can be switched off from the front end, but with SQL Server Management studio already open, it was simple to run a SQL update statement against Company Master (SY01500):

/*
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). */
UPDATE SY01500 SET WORKFLOWENABLED = 0 WHERE WORKFLOWENABLED = 1 GO

hMailServer: Connect Outlook 2019 Professional

Microsoft Dynamics GPWay back in 2015 I did a series on using hMailServer in virtual machine demo environments as a lighter alternative to Exchange. The last post in that series was on connecting Outlook to hMailServer. I am still using hMailServer, but the new version of Outlook, 2019, has changed the process of connecting.

In this post, I’m going to run through connecting Outlook 2019 Professional to hMailServer.

When you start Outlook for the first time, the following dialog will be displayed in which you enter the email address which you will have already configured in hMailServer. Mark the Let me set up my account manually and click Connect:

Outlook - connect new account

Continue reading “hMailServer: Connect Outlook 2019 Professional”

Microsoft Dynamics GP Workflow Third Edition Now Available as eBook and Paperback

Microsoft Dynamics GPMy seventh book is now available to buy in eBook format from azurecurve Publishing, paperback and Kindle versions from Amazon US and UK.

This is a new update to the Workflow book I’ve written a couple of prior editions over the last few years. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2018, and four additional chapters on customizing the workflow notification emails and securing web services, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.

eBook Paperback
azurecurve Amazon US Amazon UK

Continue reading “Microsoft Dynamics GP Workflow Third Edition Now Available as eBook and Paperback”

Microsoft Dynamics GP Workflow Third Edition Now Available as eBook (Paperback coming soon)

Microsoft Dynamics GPMy seventh book is now available to buy in eBook format from azurecurve Publishing (paperback and Kindle versions coming soon).

This is a new update to the Workflow book I’ve written a couple of prior editions over the last few years. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2018, and four additional chapters on customizing the workflow notification emails and securing web services, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.

eBook

Continue reading “Microsoft Dynamics GP Workflow Third Edition Now Available as eBook (Paperback coming soon)”

Hands On With MDGP 2018 RTM: Install Web Services Runtime

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

The next of the Microsoft Dynamics GP 2018 RTM additional products I am going to install, is the Web Services for Microsoft Dynamics GP; a few years ago I rarely bothered installing the web services as they were not used by many of my clients. However, the introduction of Workflow 2.0 in Microsoft Dynamics GP 2013 R2 changed this; now almost every client requires the installation of web services when they upgrade, as this allows them to use email actions for approving submitted documents.

To install the Web Services for Microsoft Dynamics GP, launch the Microsoft Dynamics GP 2018 setup utility from the downloaded media. Depending on server settings, you might receive multiple security warnings during the installation; click Run on each one as it appears:

Under Additional Products, select Web Services Runtime and then click Install on the popup menu:

Microsoft Dynamics GP 2018 setup utility

Continue reading “Hands On With MDGP 2018 RTM: Install Web Services Runtime”

SQL Script to Update Web Services Server in Workflow Setup When Copying Live To Test

Microsoft Dynamics GPAll clients will at some point copy their live company into a test one, whether or not the test system is on the same server or a different one. If on the same machine, they will usually use an automated process to perform the backup and restore.

There is usually other tasks which will need to be undertaken such as changing the output location of the EFT Payment Register Report or prefixing email message subjects with “TEST” or setting all email addresses to internal ones.

I’ve recently encountered a couple more fields which need to be reset to avoid problems when copying live to test. The one prompting this script, was when the live company was copied to the standalone test system, the Web Services server needed to be changed to a different value:

/*
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).
*/
UPDATE WF00100
	SET
		Web_Service_Server = '{servername}'
WHERE
	SETUPKEY = 0
GO

The highlighted section, above, needs to be changed to your Web Services server.

In addition, a repair needed to be run using the Web Services Configuration Wizard, but at least the script removes one manual step.

As always with scripts, please make sure you have a good backup before using the script.

SQL Script to Remove Purchase Requisition Workflow Status

Microsoft Dynamics GPA client recently had some hardware issues causing problems with the submission of purchases requisitions into a Workflow approval process. The hardware issues were causing some speed issues which resulted in the workflow timing out and the approval status becoming corrupt.

Instead of the PR being approved and going to a status of Final Approved, it was going to Approved, even though there was only one level of approval required by the workflow.

When the hardware issues were resolved, the error stopped occurring, but a number of corrupt PRs were remaining.

The way to correct the data is to reset the workflow status. I produced a small script which does this by resetting the Workflow_Status on the Purchasing Requisition Work (POP10200) table and removing the entries from the following tables:

  1. Workflow Step Instance Table (WFI10003)
  2. Workflow Tasks Table (WFI10004)
  3. Workflow Instance Master (WFI10002)

The list of PRs to be reset are entered in the highlighted part of the script:

/*
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).
*/
CREATE TABLE #POPRequisitions(
	POPRequisitionNumber VARCHAR(21)
)
GO

INSERT INTO
	#POPRequisitions
VALUES
	('REQ00000000000017')
GO

UPDATE POP10200 SET Workflow_Status = 1 WHERE POPRequisitionNumber IN (SELECT POPRequisitionNumber FROM #POPRequisitions)

DELETE FROM WFI10003 WHERE WorkflowInstanceID IN 
	(SELECT WorkflowInstanceID FROM WFI10002 WHERE Workflow_Type_Name='Purchase Requisition Approval' AND WfBusObjKey IN (SELECT POPRequisitionNumber FROM #POPRequisitions))

DELETE FROM WFI10004 WHERE WorkflowInstanceID IN 
	(SELECT WorkflowInstanceID FROM WFI10002 WHERE Workflow_Type_Name='Purchase Requisition Approval' AND WfBusObjKey IN (SELECT POPRequisitionNumber FROM #POPRequisitions))

DELETE FROM WFI10002 WHERE Workflow_Type_Name='Purchase Requisition Approval' AND WfBusObjKey IN
	(SELECT POPRequisitionNumber FROM #POPRequisitions)
GO

DROP TABLE #POPRequisitions
GO

As always before running a script on live, make sure you have a good backup and test the script in a test company.

Dynamics GP Tech Conference 2017: New Features In Workflow

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

There have been new features in other areas, which I will come back to, but Workflow is sort of “my thing”, so I’m going to mention the new features which are being added to Workflow 4.0 (I apparently missed the boat somewhere on the name change to Workflow 3.0?).

The coming new features are:

  • Reminder emails for Workflow – this is a feature which has been requested of ym by a couple of clients recently, so nice that I’ll be able to go back and tell them it will be in the next version.
  • Copy Workflow Step – nice to see this one added as it was one of my suggestions on MS Connect.
  • Reporting for Workflow – I’m not sure what is coming in this, but it would be nice to have some default reports showing the history of documents as they passed through the Workflow.
  • Payables Transaction Workflow – additional fields
  • PO Workflow Messages – additional fields – there are never enough fields available for the Workflow, so nice to know more will be available by default.
  • Add EFT/Bank Details to Vendor Approval Workflow – if this one is as it sounds, that will be fantastic as so many clients want this functionality. I think it only took so long as EFT isn’t anywhere near as big in the US as it is in the UK.
  • GL Account Workflow Approval – I have a couple of clients who can ditch some customisations with this one. And a few more who will be delighted so see this added.
  • Purchase Receiving Workflow – I have a few customers waiting for this one to be introduced.
  • Purchase Enter/Match Invoice Workflow – as above, a few clients are waiting for this one.

I know we can’t have everything we want, and the above are good additions to Workflow, but I still want more!

MS Connect Suggestion: Allow Workflow Steps to be Copied

Microsoft Dynamics GPI am on a bit of a kick with suggestions for improving Workflow 2.0 at the moment and have another MS Connect suggestion for you to vote for.

The Workflow Maintenance window currently has the facility to copy an entire workflow process (including between companies), but does not have the facility to copy a workflow step; many times when I am creating a workflow process with, or for, a client we are creating many steps which only vary in the approver and part of the condition (for example a different site or segment in the account, and it would reduce the effort and time needed if the workflow step could be copied and amended, rather than created from scratch each time.

You can vote for this suggestion here.

You Cannot Print An Unauthorized Purchase Order

Microsoft Dynamics GPThe below error message was reported to me by a user performing UAT (User Acceptance Testing) on an implementation of Purchase Order Processing and Workflow 2.0:

Microsoft Dynamics GP - You cannot print an unauthorized purchase order

Microsoft Dynamics GP

You cannot print an unauthorized purchase order

This error was somewhat surprising as it was produced when trying to print a purchase order (PO) which had been converted from a purchase requisition (PR). There was a workflow process on the PR, which had been final approved and the PO created, but there was not a workflow on the PO.

I double checked to make sure that the old Purchase Order Enhancements (POE) Approvals functionality was disabled (it was) as the customer had previously been using this.

It was when I was checking for POE Approvals, that I realised that, as part of the project, we had enabled the PO Commitments part of POE.

The warning message was being produced as the PO line had exceeded the commitment budget value. Loading the PO, clicking the save button, accepting the override of the commitment budget value, reloading the PO and clicking the Print button successfully printed the PO.