Day: May 18, 2015

MDGP 2015 R2 Feature of the Day: Payables Transaction Approval Workflow

Ian Grieve4 minute read1 Comment

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog pists here with a little commentary.

The first Feature of the Day is Payables Transaction Workflow. Microsoft Dynamics GP 2013 R2 saw the introduction of a new Dynamics Workflow module which replaced the old SharePoint one. This module was further extedned in Microsoft Dynamics GP 2015 and is seeing further improvements in GP 2015 R2.

On the Microsoft Connect website, one of the most requested additions to Workflow was a new Approval Workflow type for Payables Transactions. Well, we asked… and Microsoft delivered.

The Payables Transaction Approval workflow type allows each individual transaction to be submitted for approval (Microsoft Dynamics GP 2015 allowed for batches of transactions to be submitted for approval; a workflow type which remains).

Payables Transaction Approval Workflow

I am really pleased to see this Approval type introduced as we have a number of clients who, when shown the Payables Batch Approval workflow, immediately asked if they could submit individual transactions for approval instead of the entire batch.

This Feature of the Day also proves what I have been telling clients for a while; Microsoft do listen to requests for new features, so if there is something you really want, submit it to MS Connect and let me know so I can both vote for it and also publicise it on this site (while writing this I realised how long ago it is since I publicised something).

I’ll have some news on the Workflow front in the near future so keep checking back (I should have more to tell you within a couple of weeks or so).

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2015 R2 Feature of the Day
Payables Transaction Approval Workflow
Employee Self Service — W2
Scriptable Provisioning & Management
Analytical Accounting Transaction Lists
Purchasing All in One Document View
Purchasing All in One Document View – Checkbox
Purchasing All in One Document View — Filter
Purchasing All in One Document View — Options
Combined General Ledger Inquiry
Document Attachment Workflow
Self Service User Type
Self Service User Tasks and Roles
SmartList Designer Create View
SmartList Designer View Workflow Type
Historical Received Not Invoiced Report
Time Management App Entering Time
Time Management App — Switching Companies
Mask Employee SSN on Reports
Enable Email on All Purchase Order Document Formats
Enable Email on All Sales Order Document Formats
Display Debits before Credits
Automatically Deposit Cash Receipts
Customer Credit Limit Visual
Default SmartList Visibility

MDGP 2015 R2 Feature of the Day: Series Index

Ian Grieve1 minute read1 Comment

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the loast three series, I’ll be reposting these blog pists here with a little commentary.

This post is the series index which you can use for quick access to any of the other posts. I am a fair few posts behind Microsoft so the posts may come thick and fast until I catch up.

Continue reading “MDGP 2015 R2 Feature of the Day: Series Index”

Security Views For Use In SmartList Designer: User Access & Granted Security Roles

Ian Grieve3 minute read2 Comments

Microsoft Dynamics GPThe second SQL view I’m posting in this series is one which shows the user, the companies to which they have access and the security roles assigned within each company.

CREATE VIEW [dbo].[uv_AZRCRV_UserAccessAndGrantedSecurityRoles] AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://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
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
	,ISNULL(['Security Assignment User Role'].SECURITYROLEID, '') AS 'Security Role ID'
	,ISNULL(['Security Roles Master'].SECURITYROLENAME, '') AS 'Security Role Name'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN
	SY10500 AS ['Security Assignment User Role']
		ON ['Security Assignment User Role'].CMPANYID = ['User-Company Access'].CMPANYID
			AND ['Security Assignment User Role'].USERID = ['User-Company Access'].USERID
LEFT JOIN
	SY09100 AS ['Security Roles Master']
		ON ['Security Roles Master'].SECURITYROLEID = ['Security Assignment User Role'].SECURITYROLEID
LEFT JOIN
	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
GO

GRANT SELECT ON uv_AZRCRV_UserAccessAndGrantedSecurityRoles TO DYNGRP
GO