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Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsI’ve been quite busy both in and out of work recently and have lagged in the writing of blog posts, so I thought I’d let you know of the three upcoming monthly webinars I’ll be delivering for ISC Software.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Year End Best Practice in Microsoft Dynamics GP
In December is Year End Best Practice in Microsoft Dynamics GP; learn best practice on performing the year end close on the different modules in Microsoft Dynamics GP, from the General Ledger and Analytical Accounting, to Fixed Asset Management and Inventory Control, to Payables and Receivables Management.

Tue, December 16th, 2020 4:00 PM – 4:45 PM BST

Register Here

 What's New in Microsoft Dynamics GP Fall 2020  Release
In January is ​What’s New in Microsoft Dynamics GP Fall 2020 ​Release; see the new features available in the new Fall 2020 Release of Microsoft Dynamics GP.

Tue, January 19th, 2021 4:00 PM – 4:45 PM BST

Register Here

Automation in Dynamics GP
In February is Automation in Dynamics GP; discover how to improve efficiencies in Microsoft Dynamics GP through the use of automation.

Tue, February 16th, 2021 4:00 PM – 4:45 PM BST

Register Here

Microsoft Dynamics GP Fall 2020 Release New Features: Add DBA Name field on Vendor Maintenance window for 1099 Vendors

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Add DBA Name field on Vendor Maintenance window for 1099 Vendors Financial enhancement.

When a business is created in the United States or Canada, they have the option of using a DBA, or “Doing Business As” name, in addition to the legal entity name; the DBA name is the operating name of the business, or how the business is known to customers, or operating name, as opposed to the legal name of the business. Vendors that have a DBA name, in addition to the legal company name, and want to have the DBA name appear on the 1099 that is issued to them, can now do so.

Add DBA (Doing Business As) field to the Vendor maintenance window, reporting and 1099s. It is common for companies to have a legal name registered but do business under another name, the name customers see. The feature enables the user of both the legal name of a company and DBA. From the Purchasing home page under Cards, choose Vendor and click Options.

Go into Purchasing, point to Cards, click on Vendor, select the Vendor ID, click on Options, enter the DBA name in the field, click OK:

Vendor Maintenance Options

Continue reading “Microsoft Dynamics GP Fall 2020 Release New Features: Add DBA Name field on Vendor Maintenance window for 1099 Vendors”

Recent ISC Software Webinar: Prepayments and Accruals

ISC Software SolutionsIn our most recent webinar, we took a look at Prepayments & Accruals in Microsoft Dynamics GP and how both can be processed using standard functionality, before then taking a look at some of the ways in which accruals can be automated. If you want to catch up on this, or any other, webinar, you can do so here.

There are three main parts to the webinar (plus the references):

  1. Prepayments
  2. Accruals
  3. Automating Accruals
  4. Add-ons referenced in the webinar

Continue reading “Recent ISC Software Webinar: Prepayments and Accruals”

Microsoft Dynamics GP Fall 2020 Release New Features: Non-Employee Compensation (NEC) for 1099 form

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Non-Employee Compensation (NEC) for 1099 form Financial enhancement.

The IRS is releasing a new 1099 NEC form for the 2020 tax year; Non-Employee Compensation, which had been included in the 1099 MISC form, has been moved to its own form.

In the Vendor Card in Options, you now have the option of selecting Non-employee Compensation as a 1099 tax type. The Utility “Update 1099 Information” also includes selecting Non-employee Compensation.

To access the Non-employee Compensation tax type, choose Purchasing select Cards and then choose Vendor, once you choose a vendor click Options. In the Tax Type drop down menu, select Non-employee Compensation.

To make a Mass Update go to the Purchasing, choose Utilities and select Update 1099 Information, make the selections in this window for Tax Type From and To.

Vendor Maintenance Options

Continue reading “Microsoft Dynamics GP Fall 2020 Release New Features: Non-Employee Compensation (NEC) for 1099 form”

Microsoft Dynamics GP Fall 2020 Release New Features: Enable Self Service user type to access User Preferences

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Enable Self Service user type to access User Preferences System enhancement.

This feature means Self Service users will now have access to the Workflow Delegation window within User Preferences, allowing them to set their own delegations up when they know they will be unavailable:

Workflow User Delegation

This is a nice addition which will make it a lot easier for clients to properly manage delegations.

Microsoft Dynamics GP Fall 2020 Release New Features: Save per user column layouts on Home Page

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Save per user column layouts on Home Page System enhancement.

this new feature will allow users to customize and save the layout of their Home Page through the Customize this page… in the upper-right corner of the Home Page.

They can then use the bottom section of the Customize Home Page window to select the Column Layouts and how they stack when a section is maximised:

Customise Home Page

The column number setting is held in the syHomePageLayout (SY08100) table in the system database; the SectionID column will contain the following values:
1 = To Do
3 = Business Analyzer
4 = My Reports
5 = Quick Links
6 = Connect
7 = Time Management
8 = Procurement
9 = Project Time and Expense
10 = PowerBI

The Column Stack setting is held in the syHomePage (SY08000) table, the ColumnStackPosition column will contain the following values:
0 = Top
1 = Bottom
2 = Right
3 = Left

I’m surprised this is a new feature as I thought all of the settings on this page were already per user.

Microsoft Dynamics GP Fall 2020 Release New Features: Schedule Check Links

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Schedule Check Links System enhancement.

Check Links is a maintenance utility which can be used to correct data problems; it needs all users off the system to run as it will change data. This new featue allows Check Links to be scheduled to run out of hours without needing someone connected to their PC; Dynamics GP needs to be running and logged into the correct company as it uses the Report Scheduler functionality.

There is an optional setup step where you can set a default location for the Checks Links reports to be saved via the Report Scheduler Setup window (Administration area page » Routines » Company » Report Setup) (if you don;t set this default location, you will need to specify the location each time you schedule a check links):

Report Scheduler Setup

Continue reading “Microsoft Dynamics GP Fall 2020 Release New Features: Schedule Check Links”

Microsoft Dynamics GP Fall 2020 Release New Features: Bulk edit SmartList columns

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Bulk edit SmartList columns System enhancement.

With the release of the Microsoft Dynamics GP Fall 2020 update you now have the ability to mass edit the columns on a SmartList.

In order to see this new functionality you will need to start by opening SmartList (Microsoft Dynamics GP > SmartList). You’ll then navigate to the specific SmartList you want to edit, Sales > Customers > * for example.

In the Change Column Display window, there are now checkboxes allowing you to select multiple columns:

Change Column Display window

If you want to remove more than one column you can mark them, then click Remove.

Similarly, if you mark multiple columns and use the arrow buttons on the right you can reorder more than one column at a time.

This is quite a nice addition which will make reorganising the columns quicker and easier to do.

Microsoft Dynamics GP Fall 2020 Release New Features: Maximum print output to screen

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Maximum print output to screen System enhancement.

This new feature is apparently the most requested enhancement for Dynamisc GP. When reports are printed to screen they will automatically be maximised to full screen. This feature is not available in the web client, due to the different user experience with printing.

I am really hoping that there is an option to control this (but fear there is not); I use either 28 inch 2k or 4k resolution monitors and the last thing I want to happen is have every widow maximise automaticaally. In Dynamics GP 2018 R2 the main window launched maximised with a change to the Dex.ini file which you can reset back.

When I get hands on with the install of 2020, Iam hoping there is a Dex.ini or other setting to stop the maximising to full screen of the reports.

Microsoft Dynamics GP Fall 2020 Release New Features: TLS 1.2

Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the TLS 1.2 System enhancement.

I discovered in January 2020 that I’d encountered problems with the workflow email actions due to TLS 1.0 being retired from browsers and mobile pgones (cellphones). With the Fall 2020 release, this issue with web services is resolved along with the following features which will now be able to function with TLS 1.0 and 1.1 disabled:

  • E-mailing from within Dynamics GP when using both the Exchange Server Type as well as the SMTP e-mail that is used for the Workflow feature in Dynamics GP
  • The Microsoft Dynamics GP Web Client
  • Web Services for Microsoft Dynamics GP

Web Services for Microsoft Dynamics GP still requires TLS 1.0 when using a SQL Server database for the Authorization Store. If you reinstall Web Services for Microsoft Dynamics GP to an Active Directory partition per this blog article you can operate with TLS 1.0 and 1.1 disabled.

This strikes me as odd that the Dynamics Security Data Store on SQL Server, which is the recommended location, still requires TLS 1.0. Microsoft haven’t explained why this is the case, but I assume there is some sort of technical reason.

In terms of functionality that still requires TLS 1.0, the refreshable Excel reports that can be deployed from Dynamics GP are still using the SQLOLEDB provider, which requires TLS 1.0. You can manually update the connection string in your Excel files to use the SQLNCLI11 provider as a workaround.