Tag: Microsoft Dynamics GP 2015

Back in 2017, regulations in the UK changed so that business of a certain minimum size, had to start recording the date an invoice was received. To support this new regulation, Microsoft introduced a new Invoice Receipt Date field to a number of windows in the Purchasing series. This new field was introduced in the July 2017 hotfix.

The presence of this field does not seem especially well-known, so I figured I do a quick post covering where it is and how it would be used.

The Invoice Receipt Date has been added to the Date Entry windows for the three types of transaction:

• Payables Transaction Entry (Purchasing area page » Transactions » Transaction Entry)
• Receivings Transaction Entry (Purchasing area page » Transactions » Receivings Transaction Entry)
• Purchasing Invoice Entry (Purchasing area page » Transactions » Enter/Match Invoice)

Taking Payables Transaction Entry as an example, to access the Payables Date Entry field, click the expansion arrow next to the Doc. Date field:

Continue reading “Feature Explained: Invoice Receipt Date”

This post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

GP Transaction Search is usable as soon as it has been installed, but can be customised in two ways by amending the GP.TransactionSearch.dll.config which is in the addins folder.

Firstly, you can change the SearchAsYouType valuer from True to False; I’d recommend this change for large datasets or where speed issues are detected:

Continue reading “GP Transaction Search v2: Customising the Configuration”

This post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

Now that the prerequisites are installed we can download and install the addin. GP Transaction Search can be downloaded from Precipio Services:

Continue reading “GP Transaction Search v2: Downloading and Installing”

This post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

In version 2 there is a new prerequisite; the Visual Studio Integration Toolkit (VSIT) from Winthrop DC. In version 1, the GP Transaction Search window replaced the Transaction by Document window; in this version, VSIT has been used to allow the GP Transaction Search windows have their own menus.

VSIT is a separate download; there is a download for each version of Microsoft Dynamics GP going back to 2010. Select the correct version and download the file:

Continue reading “GP Transaction Search v2: Installing the Prerequisites”

This post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

The second version of GP transaction Search has followed along after version one very quickly. Despite that, it has gone from one search window for Payables Transactions, to including search windows for Receivables Management and Sales Order Processing.

In version one, the search window took over the menu of Transaction by Creditor Enquiry, but in this version, Steve has utilised the Visual Studio Integration Toolkit from Winthrop Development Consultants to create menus for each window:

Steve Endow of Precipio Services has recently launched a new GP Transaction Search addin for Microsoft Dynamics GP. The initial version had only a PM Transaction Search which replaces the Transaction by Document window (Purchasing » Inquiry » Trx by Document) in the Purchasing series.

Following very quickly on from version one, is a second version of the addin which contains a number of enhancements; I decided to do this second series as the installation if v2 differs substantially from v1.

Over the next few posts, I’m going to be taking a look at the installation, configuration and future of version 2 of this add-on.

Back at the end of June, Microsoft released the Microsoft Dynamics GP July Hotfix – 2018 Mid Year Tax Update. I’ve delayed posting as there was a retraction and re-release of the hotfix due to some changes in Ontario tax and I decided to give it a little time to settle down.

There are a number of bug fixes in this release, two of which I reported to Microsoft:

• The ability to copy workflow steps was announced as a Microsoft Dynamics GP 2018 feature of the day; however, once GP 2018 was released I found there was a bug in the copy where the conditions were linked and couldn’t be changed without changing the original step.
• The additional fields added to workflow in Dynamics GP 2018 were meant to be included in the Vendor Change workflow as sensitive fields, but the testing I did showed this wasn’t the case so I logged it with Microsoft.

Both of these fixes have been reported as fixed, so I will be giving this a test over the next few days, as I have a few clients waiting for these fixes.

Everyone will have their own notable fixes, but below is the list of items which I think will have relvance to my clients:

• You may notice the Cash Receipts Inquiry Zoom window is cut off in certain areas, missing fields, after you upgrade to Dynamics GP 2018.
• If a user’s workstations regional settings are set to the date format of DDMMYYY, transaction entry screens in web client does not reflect this date format. The main date in the top right corner does, but transaction entry screens do not. They show as MMDDYYY.
• The VAT report was not including transactions that originated from General Ledger.
• The VAT Report does not mark off transactions in the TX30000 table when regional settings are DATE/TIME format set to English-UK.
• PM Payables Transaction Workflow A get/change operation on table ‘PM_Transcation_WORK’ failed.

For the full list of fixes, see the Dynamics GP Support and Services Blog blog for full details and download links for supported versions of Dynamics GP (2015, 2016 and 2018).

Download links for Microsoft Dynamics GP 2018 are below:

• CustomerSource (login required)
• PartnerSource (login required)

This post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

The GP Transaction Search is in in its first version; I think that Steve has made a very good start and I look forward to seeing the progress in future.

Steve isn’t allowing moss to grow, but is instead hard at work on version two, which includes new search windows for the General Ledger and Receivables Management modules as well as custom menus (rather than replacing the Transaction by Document menu) by using Visual Studio Integration Toolkit from Winthrop DC:

After version two comes out with these new search windows, I’d like to see additional windows created for Purchase Order Processing, Sales Order Processing and Inventory Control and, in longer term, other modules. The good news on this front, is that Steve has aspirations to create windows for additional modules as well.

The GP Transaction Search project is an open source one created by Steve Endow, but other people can get involved and contribute. If you find the project useful, consider seeing how you can be of assistance. I’ve already done this and have, since before the release of v1, been offering my assistance with testing and, more recently, with writing SQL queries.

This post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

A couple of posts ago, I covered installing the stored procedure (which I erroneously referred to as a view when I first posted). The stored proc controls the returned data which in turns controls what is displayed in the search results window.

Customising the returned data is as simple as amending the stored procedure. If, for example, I wanted to add the suppliers country, I can add the following (highlighted) line and save the altered stored proc:

SELECT TOP 200 	
	P.Origin, 
	V.COUNTRY AS 'Country',
	RTRIM(P.DOCNUMBR) DocNum,

Any change does need some familiarity with SQL and stored procedures, but is pretty straightforward.

Before the change is committed, this is the returned data:

Continue reading “GP Transaction Search: Customising the Returned Data”