Installing Microsoft Dynamics GP 2013 R2: Installing The Client Software

Microsoft Dynamics GPMicrosoft Dynamics GP 2013 R2 is now available. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

The first part of installing Microsoft Dynamics GP 2013 R2 is to install the client software itself. To newcomers this might seem a little odd, but the client software includes GP Utilities which is the utility used to deploy the system database as well as creating companies or adding the sample company.

To install the client software extract the media you downloaded from PartnerSource and double click on the setup.exe. This will launch the Microsoft Dynamics GP 2013 R2 bootstrapper which will install any prerequisites.

In my case I already have Microsoft Dynamics GP 2013 SP2 installed so most of them are present, with only the Dexterity Shared Components 12.0 requiring an update:

Microsoft Dynamics GP 2013 Bootstrapper Setup

Continue reading “Installing Microsoft Dynamics GP 2013 R2: Installing The Client Software”

Installing Microsoft Dynamics GP 2013 R2: Series Index

Microsoft Dynamics GPMicrosoft Dynamics GP 2013 R2 is now available. And despite notavailable. And despite note really having the time to do so at the moment, I can’t stop myself from installing it (and, as I always do, blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; this post will serve as my series index so watch for the index, below, to grow as posts are submitted.

Microsoft Dynamics GP 2013 R2 Now Available!

Microsoft Dynamics GPA couple of hours ago the release of Microsoft Dynamics Gp 2013 R2 was announced on the Microsoft Dynamics ERP “The Edge” Blog.

It is available on PartnerSource (Login required).

There are some great new capabilities such as executive dashboards in Office 365 and easy backup to the cloud with Microsoft Azure as well as many other new features.

MDGP 2013 R2 Feature of the Day: Workflow Email Notifications

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The sixteenth Feature of the Day covered is Workflow Email Notifications; I have a PowerPoint from Microsoft, but I can’t find the related blog post.

There is a new Workflow Setup window where workflow emails can be enabled and configured:

Workflow Setup

Continue reading “MDGP 2013 R2 Feature of the Day: Workflow Email Notifications”

MDGP 2013 R2 Feature of the Day: Workflow History

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The fifteenth Feature of the Day covered is Workflow History. The new Workflow system in Microsoft Dynamics GP2013 R2 provides a way to view and track the workflow of a document, providing an audit trail for all workflow actions.

The history includes all actions that have been taken for the workflow, and any action that is pending. It shows the who, what, when, and any comments associated with the action.

Workflow History

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management – Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach – Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Document Attach – Scan

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The fourteenth Feature of the Day covered is Document Attach – Scan. Document Attach was introduced in Dynamics GP 2013 and with every service pack has been further enhanced; Dynamics GP 2013 R2 is no exception with the introduction of a Scan feature.

The Scan feature allows you to attach a paper document directly into Microsoft Dynamics GP 2013 R2 using an attached scanner (previously you had to scan using external software which made attaching scanned documents a two-step process; scan the document to get a soft copy onto the computer and then go to the Document Attachment Management window of choice and attach it).

Now, just load the document into the scanner and choose the Scan button on the Document Attachment Management window of choice, and the document will be scanned and attached in one step.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management – Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach – Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirteenth Feature of the Day covered is Default Sort Order for Checks.his feature gives users the option of defining a default sort order for printing checks in the Payables Management Setup (Purchasing » Setup » Payables):

Payables Management Setup

Sort Options will be:

  • Payment Number
  • Name
  • State-City
  • Zip Code

This will remove the need to manually change the sort option at the time of printing checks. However, it would have been nice to also have the Vendor ID included in the options.

This feature is targeted at the following roles:

  1. Accounting Manager
  2. Accounts Payable
  3. Bookkeeper

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management – Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach – Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type

MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twelfth Feature of the Day covered is Requisition Management Integration Points . Purchase Requisitions has been written to integrate with several other areas of Dynamics GP such as Doc Attach, Encumbrance Management and SmartLists:

Purchase Requisition Entry

Continue reading “MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points”

MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The eleventh Feature of the Day covered is Reprint Outstanding Transaction in Bank Reconciliation. The Outstanding Transactions Report option has been added in the Bank Posting Journals report list (Financials » Reports » Posting Journals):

Financial Postings Journal

Continue reading “MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation”

MDGP 2013 R2 Feature of the Day: Workflow Calendar

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The tenth Feature of the Day covered is Workflow Calendar.

In the new Workflow system for Microsoft Dynamics GP2013 R2, each step in a workflow can be given a time limit which calculates a due date/time by which the task must be completed. The Workflow Calendar allows users to define standard working hours for the company and holidays; this calendar can then be used in calculating the due date/time of a task so non-working days or time does not count against the time limit to complete the task.

Workflow Calendar

For example, if a task with a time limit of 8 hours is assigned at 4:00 on Friday afternoon, and the company’s working hours are Monday to Friday, 8:00am to 5:00pm, then the due date/time for the task is set to 3:00pm the following Monday.

I’m liking the look of the new Workflow, although I do want to have a dig into the technical side of it. That said it does seem to have some good functionality with this calendarbeing useful (I’m assuming a little here) for reminders and reporting.

Click to show/hide the Microsoft Dynamics GP 2013 R2 Feature of the Day Series Index

MDGP 2013 R2 Feature of the Day: SmartList Designer Go To's
MDGP 2013 R2 Feature of the Day: Identity Management – Login
MDGP 2013 R2 Feature of the Day: Purchase Requisitions
MDGP 2013 R2 Feature of the Day: Copy And Paste To General Ledger Transaction Entry
MDGP 2013 R2 Feature of the Day: Workflow
MDGP 2013 R2 Feature of the Day: Workflow Types
MDGP 2013 R2 Feature of the Day: Workflow User Delegation
MDGP 2013 R2 Feature of the Day: Default Fixed Asset ID From The Asset Class
MDGP 2013 R2 Feature of the Day: Identity Management – Scalability Groups
MDGP 2013 R2 Feature of the Day: Workflow Calendar
MDGP 2013 R2 Feature of the Day: Reprint Outstanding Transaction in Bank Reconciliation
MDGP 2013 R2 Feature of the Day: Requisition Management Integration Points
MDGP 2013 R2 Feature of the Day: Default Sort Order for Checks
MDGP 2013 R2 Feature of the Day: Document Attach – Scan
MDGP 2013 R2 Feature of the Day: Workflow History
MDGP 2013 R2 Feature of the Day: Workflow Email Notifications
MDGP 2013 R2 Feature of the Day: Azure Backups
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment
MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information
MDGP 2013 R2 Feature of the Day: Dashboards
MDGP 2013 R2 Feature of the Day: Management Reporter Web Viewer
MDGP 2013 R2 Feature of the Day: Take Company Offline
MDGP 2013 R2 Feature of the Day: Encumbrance SQL Reporting Services Reports
MDGP 2013 R2 Feature of the Day: Email Or Print Any Report In Word Format
MDGP 2013 R2 Feature of the Day: Reverse Year End Close
MDGP 2013 R2 Feature of the Day: Document Attachment On Payables Transactions
MDGP 2013 R2 Feature of the Day: Roll Down Segment Changes
MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites
MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment
MDGP 2013 R2 Feature of the Day: OLE Notes Migration Utility
MDGP 2013 R2 Feature of the Day: Purchase Order Prepayment Additions
MDGP 2013 R2 Feature of the Day: Print Remaining Documents
MDGP 2013 R2 Feature of the Day: Email By Document Type