Month: September 2018

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The ninth Feature of the Day is a new SmartList for deposits on unposted Sales Transactions has been created.

Deposits on Unposted Sales Transactions is a new favorite under Sales Transactions so you can quickly see customers that have put a deposit on a sales transaction but the sales transaction hasn’t been posted; no more searching through the sales records to see the deposits, now you have a new SmartList to view the details:

Continue reading “MDGP 2018 R2 Feature of the Day: New SmartList for Deposits on Unposted Sales Transactions Has Been Created”

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The seventh Feature of the Day is transaction level post through general ledger. This feature is a new posting option in the Posting Setup window (Administration area page » Setup » Posting » Posting); when Allow Transaction Posting is marked, a new checkbox for Post Through General Ledger Files is now available:

Continue reading “MDGP 2018 R2 Feature of the Day: Transaction Level Post Through General Ledger”

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The eighth Feature of the Day is the Vendor Document Number has been added to the Purchasing All-in-One View.

The All-in-One View is great for viewing related documents but most times the vendor document number is the one known, not the GP document number. So it has been added in the payments and credit documents columns for easy reference:

It has always been possible to filter the Invoice column based on the vendor document number, but this is a nice small addition to the window which will improve data visibility.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The sixth Feature of the Day is print invoices in functional currency from SOP navigation list.

This new feature will allow users to print Sales Order Processing documents from the Sales Transactions navigation list in the functional currency; previously the invoices would print in the priginating currency with no option to change.

The ribbon, which allows printing, has been updated to add a Currency to Print field which allows you to toggle between Originating and Functional. The default remains as Original so that existing behvaiour remains, but this can be toggled each time to Funcational.

I am delighted to see this option introduced as it is a feature I requested back in 2014. The client this request originally came from is starting to plan their upgrade to Microsoft Dynamics GP 2018 R2 as well, so very nicely timed.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The fifth Feature of the Day is print and e-mail Sales Order Processing documents.

This new feature add a new option to print and e-mail Sales Order Processing documents at the same time. In the Sales Document Print Options window, you can now select Print Document and Send Document in E-mail at the same time:

Previously, you had to e-mail the documents and then print the remaining but now you can do both at the same time.

On the surface, this sounds like it should be a nice little time saving new feature, but I’m wondering how this ties in with print remaining documents, introduced in Microsoft Dynamics GP 2013 R2. I’ll have to wait until I can get hads on to find out.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The fourth Feature of the Day is an option to hide Business Analyzer for all users.

Two new options have been introduced in the System Preferences window (Administration area page » Setup » System » System Preferences) which allows administrators to hide Business Analyzer on both the Home Page and on Navigation List pages.

The two new checkboxes for these options are:

• Display Business Analyzer on Home Page
• Display Business Analyzer on Navigation List pages

These are global settings to make it easier to turn off the feature if clients are not using Business Analyzer in any of their companies.

Individual users can still choose to turn on Business Analyzer using the customize home page layout options.

There is a definite need to switch off the Business Analyser fact panein navigation lists (I’ve previously created a script to disable it).

Being able to globally switch it off from both the navigation lists and home page is a great addition; I don’t know of any clients who actually use Business Analyzer on either the home page or navigation lists.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The third Feature of the Day is display vendor hold status.

This is similar to the customer hold status implemented in an earlier version of Dynamics GP in that it provides a visual indicator of the vendor status:

Continue reading “MDGP 2018 R2 Feature of the Day: Display Vendor Hold Status”

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The second Feature of the Day is Sales Transaction Approval Workflow:

With this new workflow type, available in the Workflow Maintenance window (Administration area page » Setup » Company » Workflow » Workflow Maintenance) you can set approval all Sales Order Processing transaction types including approvals based on customer credit limits

Standard Workflow functionality, notification and action emails as well as visible workflow history on enquiry windows, is available for this workflow type.

If you’re reading this post, then you must be aware that Workflow is one of my favourite areas of the system. As such, I am always happy to see Workflow introduced into new areas; especially when, as with this Sales Transaction Approval Workflow, it is one I have had several customers ask about ever since Workflow was first introduced.