Month: September 2020

I recently deal with a support call for a client where they were having problems creating a report which showed the approval status of GL batches. Building the WfBusObjKey was more complicated than I expected as it requires the date and time from the batch; for an unposted journal this can easily be retrieved from the Posting Definitions Master Dup (SY00500) table, but for posted batches I had to do some exploring to find where the data was stored.

The table was the Posting Definitions Master History (SY30500); I’ve obviously never written a query which used this table as the name dones;t look familiar, but once I had the tale, it was a simple task to concatenate the fields together to make the WfBusObjKey and pass it to my function which returns the Workflow Approval Status.

I’ve used the SQL query to create a view so that it could easily be hooked into SmartList Builder, Refreshable Excel or other reports::

-- drop view if it exists
IF OBJECT_ID(N'uv_AZRCRV_GeneralLegderBatchApprovalStatus', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GeneralLegderBatchApprovalStatus
GO
-- create view
CREATE VIEW uv_AZRCRV_GeneralLegderBatchApprovalStatus AS
SELECT
	['Year-to-Date Transaction Open'].OPENYEAR AS 'Open Year'
	,['Year-to-Date Transaction Open'].JRNENTRY AS 'Journal Entry'
	,['Year-to-Date Transaction Open'].SEQNUMBR AS 'Sequence Number'
	,dbo.uf_AZRCRV_GetWorkflowApprovalStatus(
												'General Ledger Batch Approval'
												,CAST(RTRIM(['Posting Definitions Master History'].BACHNUMB) AS VARCHAR(15))
													+ '~' + RTRIM(['Posting Definitions Master History'].BCHSOURC) 
													+ '~' + FORMAT(['Posting Definitions Master History'].CREATDDT, 'yyyy/M/d') 
													+ '~' + FORMAT(['Posting Definitions Master History'].TIME1 ,'HH:mm:ss')
											) AS 'Wordflow Approval Status'
FROM
       GL20000 AS ['Year-to-Date Transaction Open'] WITH (NOLOCK)
INNER JOIN
	SY30500 AS ['Posting Definitions Master History'] WITH (NOLOCK)
		ON
			['Posting Definitions Master History'].TRXSORCE = ['Year-to-Date Transaction Open'].TRXSORCE
GO
GRANT SELECT ON uv_AZRCRV_GeneralLegderBatchApprovalStatus TO DYNGRP
GO

I’ve been keeping my out for any news of the next version of Microsoft Dynamics GP but haven’t seen anything on the official blogs (if I’ve missed it, I’d appreciate someone pointing me in the direction), but there have been some recent articles from other partners listing some of the upcoming new functionality.

One such article is from Aisling Dynamics Consulting, LLC on the ERP Software Blog.

Since the introduction of the modern lifecycle the official name will remain Microsoft Dynamics GP and the technical name being Microsoft Dynamics GP 18.3, I will be referring to it as the Microsoft Dynamics GP October 2020 Release from here on.

I don’t know if this is the complete list of new functionality for the Microsoft Dynamics GP October 2020 Release, but the new features listed by Aisling are:

• System

  • Ability to disable the system print dialog box when printing a Word Template
  • Maximizing GP reports on “print to screen” rather than needing to resize the window

• Financial

  • A New User Defined Field is available in GL Transaction Entry
  • Limiting Excel Copy/Paste decimal places to what is in Currency Setup
  • Reconcile all years in the General Ledger Reconcile utility, instead of one year at a time

• Purchasing

  • Copy/Paste transactions in Payables transactions (as per GL transaction Entry)
  • Two new user-defined fields on Payables Transaction Entry (adding to the long description on Payables Transactions added in the October 2019 Release)
  • Added the DBA Name Field on the Vendor Card and 1099 form updates
  • The 1099-NEC form! For payables Non-Employee Compensation reporting requirements starting at the end of this year, Microsoft will include the new 1099-NEC form

• Human resources

  • Ability to mask the Social Security Number on HR reports

Included in this fix, as always, will be a number of bug fixes.

Keep an eye on the Product Lifecycle page to make sure you remain on a supported version of Microsoft Dynamics GP; GP 2010 will be out of extended support as of October 2020, so any site still using this versions should be looking to upgrade as soon as possible.

A client has recently been working on a project to implement approval workflows in a few modules of Microsoft Dynamics GP, but had an issue with the Payables Transaction Approvals notification emails not always including the Word template which all of the steps are marked to include.

There appeared to be no pattern on which approval emails either did or did not include the Word template; a user would receive the Word template on to emails, then not on the third, but again receive it on the fourth.

Doing some searching online found a post by Rob Klaproth of Armanino where he had the same issue and confirmed that there is a known issue logged with Microsoft whereby when the user submits a document for approval, and clicks submit on the comment box before the Word template has finished generating the email will not include the Word template.

The workaround for this issue is to make sure that users wait until the Word template has finished processing, as shown by the Template processing message at the bottom of the main Microsoft Dynamics GP window. If they wait until this processing has completed before hitting submit, the Word template will be included on the notification email.

This issue affects all of the edit list Word template attachments through all of the Workflow approval types.