Day: September 29, 2014

MDGP 2015 Feature of the Day: Vendor Approval

Ian Grieve3 minute read0 comment

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The fourth Feature of the Day is Vendor Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the setup and maintenance of vendors.

Vendor Approval allows users to create mandatory workflow processes around the setup and maintenance of vendors. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

I want to see more details about this feature as I am very much hoping that the workflow has been extended to include the EFT Bank details.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

Click to show/hide the MDGP 2015 Feature of the Day Series Index

MDGP 2015 Feature of the Day
General Ledger Batch Approval
Payables Management Batch Approval
Receivables Management Batch Approval
Vendor Approval
Project Employee Expense Report
Organizational Accounts User Authentication
Invoicing in the Web Client
Service Based Architecture
Service Based Architecture Deployment
Service Based Architecture Deployment
.NET Interop
Employee Benefits
Employee Self Service Functionality
Employee Profile, Skills & Training
HRP Workflow Pending Approval Navigation List
Employee W4 and Workflow
Direct Deposit and Workflow
Employee Paystubs
Fixed Assets Year-End Closing Report
Canadian Payroll Web Client
Create Refreshable Excel Reports In SmartList Designer
Payment Terms – Transaction Calculation
Payment Terms – Discount Date Calculation
Copy Home Page and Area Page
Management Reporter Integration
Management Reporter Integration Setup
Management Reporter in Business Analyzer
Business Analyzer Cross Platform
Void Intercompany Journal Entries
Edit Email on Historical Transactions
Intercompany Journal Entry Inquiry
Project Employee Expense Report Entry
Management Reporter Data Integration
Employee Self Service Purchase Requisitions
Existing Purchase Order Warning

MDGP 2015 Feature of the Day: Receivables Management Batch Approval

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The third Feature of the Day is Receivables Management Batch Approval. This feature is an enhancement to the new Workflow 2.0 module introduced in Microsoft Dynamics GP 2013 R2 which allows users to control the processing of Receivables Management batches in a more streamlined fashion.

Receivables Management Batch Approval allows users to create mandatory workflow processes around Receivables transaction batches. These mandatory processes need to be completed before transactions can be posted. The workflow processes are defined in Workflow Maintenance (Administration area page » Setup » Company » Workflow » Workflow Maintenance):

Workflow Maintenance

The workflow status appears on the window and actions can be taken directly from those windows, from an email or from a Navigation List.

The new Workflow 2.0 is far, far simpler and easier to implement and use.

The roles targeted by this feature are:

  • All

Click to show/hide the MDGP 2015 Feature of the Day Series Index

MDGP 2015 Feature of the Day
General Ledger Batch Approval
Payables Management Batch Approval
Receivables Management Batch Approval
Vendor Approval
Project Employee Expense Report
Organizational Accounts User Authentication
Invoicing in the Web Client
Service Based Architecture
Service Based Architecture Deployment
Service Based Architecture Deployment
.NET Interop
Employee Benefits
Employee Self Service Functionality
Employee Profile, Skills & Training
HRP Workflow Pending Approval Navigation List
Employee W4 and Workflow
Direct Deposit and Workflow
Employee Paystubs
Fixed Assets Year-End Closing Report
Canadian Payroll Web Client
Create Refreshable Excel Reports In SmartList Designer
Payment Terms – Transaction Calculation
Payment Terms – Discount Date Calculation
Copy Home Page and Area Page
Management Reporter Integration
Management Reporter Integration Setup
Management Reporter in Business Analyzer
Business Analyzer Cross Platform
Void Intercompany Journal Entries
Edit Email on Historical Transactions
Intercompany Journal Entry Inquiry
Project Employee Expense Report Entry
Management Reporter Data Integration
Employee Self Service Purchase Requisitions
Existing Purchase Order Warning

Add Persistent Mapped Drive For Shared Files

Ian Grieve3 minute read2 Comments

Microsoft Dynamics GPMicrosoft Dynamics GP and related products, such as Integration Manager, have a few files which need to be shared between client machines. This can, and in a lot of cases should, be done using a shared folder accessed via the UNC path (e.g. \\file\Dynamics Central to access the Dynamics Central folder on the server called file).

However, if any of these files need to be accessed by users then using the UNC path isn’t the friendliest of ways. Instead a mapped drive can be used which shows up in Windows Explorer and allows the user to easily access it and each user needs the drive mapped under the same folder.

While mapped drives can be created manually on each client machine this would take while. Instead we can create a batch file which can be run on each machine which will add the mapped drive for us:

net use M: /delete
net use M: "\\file\Dynamics Central" /persistent:YES

The first line deletes any existing M: and the second then creates a persistent (one which will be retained when the PC is rebooted) mapped drive on the drive letter M using the Dynamics Central folder on the server called file.