Tag: Microsoft Dynamics GP 2018 RTM

The last post I did was on Hands On With MDGP 2018 RTM New Features: Workflow Additional Fields, which included details on some errors I was encountering with the EFT fields. When Dynamics GP 2018 was announced, I heard that not only were these fields being added to the notification email, but that a user changing them would force the vendor to be resubmitted to workflow for approval.

The testing I did suggested this wasn’t happening. So, I wrote up a bug report with details of the errors and effect and sent it to Microsoft. This has now been written up as a bug for the development team to look into.

Nice to know that a fix is being looked into, it’s just a shame that it’s going to be a little which before this feature will be available; EFT payments is how 95%+ of supplier payments are made by my clients.

Update: This bug was fixed in the July 2018 Mid year tax Update.

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The seventh feature of the day is Workflow Additional Fields. Back when I posted the feature of the day post, I mentioned that I submitted an MS Connect Suggestion asking for the ability to add additional fields; I’d hoped for the ability for users to decide what fields were available to the emails, but Microsoft instead opted for adding a range of new fields themselves rather than giving users the choice.

Two of the workflow types have had extra fields added where they available in both the Workflow Condition Editor and Message Setup windows allowing you to build workflow steps and notification emails with them.:

• Payables Transaction workflow has the following fields:
  • Vendor Account
  • Comment 1
  • Comment 2
  • Vendor Class ID
  • Payment Priority
• Vendor workflow has all of the fields from the Address Electronic Funds Transfer Master (SY06000) table.

Two other workflow types have had the Account Description made available at the line level. These two workflow types are:

• Purchase Order
• Purchase Requisition

The fields are available to the email messages in exactly the same way. In Message Setup (Administration area page >> Setup >> Company >> Workflow >> Message Setup) load in the Message ID and mark the Additional Fields checkbox; this will make more fields available in the drop down list:

Continue reading “Hands On With MDGP 2018 RTM New Features: Workflow Additional Fields”

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

One of my favourite new features in Microsoft Dynamics GP 2018 RTM, are the new workflows which were introduced:

• General Ledger Account Approval
• Receivings Transaction Approval
• Purchasing Invoice Approval

I’ve had a number of clients and prospects ask if it is possible to have approvals of goods receipt notes and invoices in POP, so it’s good that I can now say that there are. These workflows are likely to be fairly complicated, so, in this post, I am going to be giving a test to the General Ledger Account Approval workflow.

The workflow process is created and maintained just like any other via Workflow Maintenance (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance):

Continue reading “Hands On With MDGP 2018 RTM New Features: New Workflows”

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The third feature I’m going to take a look at is the enhanced DocAttach feature in the Inquiry windows. This feature ties in with the new security options introduced for DocAttach on Inquiry windows.

The enhancement made to the inquiry windows, is the ability to add new attachments to a posted document. This is a most welcome addition, but one which always surprised my by its omission.

I am using a purchase order invoice as the example. Before you can add new attachments, you need to enable the security. If you don’t enable security, you’ll see the Document Attachment Inquiry window when clicking the Attach button:

Continue reading “Hands On With MDGP 2018 RTM New Features: New DocAttachs Available Via Inquiry Windows”

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

I am going to do this feature of the day a little out of order. The third Feature of the Day post from Microsoft was Doc Attach Security Setup for Attachments on (In|En)quiry windows.

Two new fields have been added to the Document Attachment Setup window (Administration area page >> Setup >> Company >> Document Attachment Setup):

I said in the Feature of the Day Post on this feature, that I couldn’t really see a use case for the additional security. In the, almost, three months since, I still haven’t come up with a scenario where I think the security is useful.

For those clients using DocAttach, they want users to be able to attach documents to any record; there is no requirements for security around the enquiry windows, and certainly not to the extent of requiring a password.

For setup purposes, there is another checkbox which will need to be marked when enabling the feature, but little more impact, so it’s not like the security is onerous.

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The first of the features announced by Microsoft was the introduction of DocAttach on more windows: the DocAttach button on the action pane makes the function more accessible to users. The windows updated for this are:

• General Ledger Transaction Entry
• Receivables Transaction Entry
• Asset General Information
• Employee Entry
• I-9 Form (Payroll)
• Journal Entry Enquiry
• Payables Transaction Entry Zoom
• Receivables Transaction Entry Zoom

I quite like the DocAttach function in Microsoft Dynamics GP, although I am careful to be clear with clients and prospects that is is document attachment and not document management.

While it’s good to see DocAttach getting wider exposure across Microsoft Dynamics GP on the action panes, it’s especially nice to see Fixed Asset Management getting some DocAttach improvements as many of my clients have images of their assets to store:

Microsoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I have been working on, as originally intended, I am going to split it out into this separate Hands On With the new features series.

The series index is below, and will automatically update as each post goes live.

Hands On With MDGP 2018 RTM New Features
DocAttach Available on More Windows
DocAttach Security Setup
New DocAttachs Available Via Inquiry Windows
New Workflows
Workflow Additional Fields
New Workflow Functionality – Reminder Emails
New Workflow Functionality – Copy Workflow Steps
New Workflow Functionality – Reporting for Workflow
Rename Payment Run Windows
Sorting
Save Build Payment Batch Settings
Web Client Changes
System Password Remembered
Display Sales Hold Status
Copy User Access Across AA Dimensions
SmartList Favorite Password Protection
Print Single Customer Statement
On PO Generation Show Purchase Order Transactions Navigation List
Make PO Number Visible to Requisition Originator
Print Purchase Requisition
One Payment Per Vendor/Invoice Setting on Vendor Card

Microsoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

With GP PowerShell now installed, it is available for us to use.

There are a number of commands available which can be retrieved using the Get-Command -module GP2018 command:

Back when Microsoft Dynamics GP 2016 RTM was released, I posted about using GP PowerShell to deploy a company; this is probably the main use I make of GP PowerShell as, especially when implementing a system with a number of companies, it is easier to deploy the commands via a PowerShell script than clicking through the application manually for each one.

Microsoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

The next of the additional products, I am going to install, is the GP PowerShell; this allows you to use PowerShell cmdlets to, for example, deploy companies additional tenants if using a multi-tentnqat implementation.

There is a problem with the GP PowerShell on the installation media. Instead of using this, you need to download a new installer for it, which is available from CustomerSource (login required).

Once you have downloaded the file, and unzipped it, launch the Microsoft_DynamicsGP18_PowerShell.exe:

Continue reading “Hands On With MDGP 2018 RTM: Install GP PowerShell”