Day: May 24, 2015

Microsoft 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 posts here with a little commentary.

The tenth Feature of the Day is Workflow — Document Attachment.

When a document has been added to a transaction or record using the Microsoft Dynamics GP Document Attachment feature, these attachments can now be sent with the workflow task notification email.

This feature is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.

For example, you can now enter a payables invoice, scan in and attach the record from the vendor, then submit the invoice for approval. When the approver receives the email, they will get the invoice information and the attachment will show the scanned invoice from the vendor.

For a few of our clients this is the missing piece of the Workflow puzzle. An email action from Workflow can contain the detail lines of an order, but a few clients have been asking to be able to include the attachments, especially for invoices and quotes attached to POs, for the manager or budget holder to review before approving.

Microsoft 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 posts here with a little commentary.

The ninth Feature of the Day is Combined General Ledger Inquiry.

In Microsoft Dynamics GP 2015 R2 in General Ledger, the inquiry windows have been consolidated. Now, you can view open and historical information in the same window for Summary Inquiry, Detail Inquiry and for Account Summary.

Any GoTos or drill backs will now go to the single window instead of the user picking open or history.

This particular feature is well overdue. It always feels a little embarrassing when doing user training for a new client and having to show them separate enquiry windows for open and history years.

Microsoft 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 posts here with a little commentary.

The eighth Feature of the Day is Purchasing All in One Document View — Options.

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The Options button will allow users to select which columns they want to see in this window. For example, if customers do not use Purchase Orders, they can uncheck the box and the first column would be Receipts. By default the Credit Documents column does not display but with this column checked up to six columns of data can be shown.

Microsoft 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 posts here with a little commentary.

The seventh Feature of the Day is Purchasing All in One Document View — Filter.

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The Filter icon allows users to select open and/or historical or saved vs. posted documents in the Purchasing All in One Document View window. The options are specific to each column and saved per user allowing users to customize what they want to see. Specific searches are also enabled in the filter window to narrow down the search results. The clear filter icon with the red x will clear all filters and reset to the defaults.

This window looks like it could be a good addition as I often end up talking clients through finding all of the transactions relating to a purchase order.

Microsoft 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 posts here with a little commentary.

The sixth Feature of the Day is Purchasing All in One Document View – Checkbox.

This is a newly designed window inside Microsoft Dynamics GP that enable users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

By selecting the checkbox for one document the window redisplays all columns with only the related documents.

For example, select a purchase order and then only the receipts, invoices, payments and returns related to that PO are displayed.

Microsoft 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 posts here with a little commentary.

The fifth Feature of the Day is Purchasing All in One Document View.

This is a newly designed window inside of Microsoft Dynamics GP 2015 R2 which enables users to view related purchasing documents in the same window.

Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.

The most recent documents will default into the window and to see the next set of five transactions the navigation buttons under each column can be used.

Microsoft 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 posts here with a little commentary.

The second Feature of the Day is Employee Self Service — W2.

This was one of the top suggestions for employee self-service functionality. The new feature allows employees to view and print their own W2.

Continue reading “MDGP 2015 R2 Feature of the Day: Employee Self Service — W2”