The 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 thirty-first Feature of the Day covered is Replace OLE Notes‏ With Document Attachment‏. Dynamics GP has long supported the ability to record notes against records and also to attach OLE objects to the notes. However, the OLE notes were stored on a network share with only the link being stored in Dynamics GP.

This feature adds the ability to attach documents to the record level notes in Microsoft Dynamics GP 2013 R2 using the Document Attachment functionality which means the notes are stored directly in the Microsoft SQL Server database.

As Document Attachments are stored in the SQL Server database the data is backed up along with the rest of the Microsoft Dynamics GP data which reduces backup issues and will also simplify client installs as the OLE Path in the Dex.ini file no longer needs to be changed. Files that are attached to the notes using Document Attach will also be accessible from the Web Client.

As an example, notes can be added to the Creditor Maintenance window (Purchasing » Cards » Creditor) by clicking the Notes icon (blank white page) next to the Creditor ID field:

Continue reading “MDGP 2013 R2 Feature of the Day: Replace OLE Note With Document Attachment”

The 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 thirtieth Feature of the Day covered is Assign An Item To Multiple Sites. This feature will allow the user to select an item and assign it to one, multiple or all sites quickly and easily. The user can also select key item/site default settings for Item Print Option, Primary Vendor and Landed Cost Group during the assignment process.

When I started looking at this feature, it took me a few minutes to actually find it. To assign items to multiple sites open Item Quantities Maintenance (Inventory » Cards » Quantities/Sites) and click the Go To’s button on the ribbon and select Site Item Assignments:

Continue reading “MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites”

The 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 twenty-ninth Feature of the Day covered is Roll Down Segment Changes. This feature means that if the Account Segment description is changed then the change can be rolled down to accounts containing the segment.

A warning message will be displayed to prompt the user to confirm the change should be rolled down or not:

This is my least favourite feature so far; the Account Description length generally isn’t long enough so users tend to do their own descriptions rather than accepting the defaults. I can see people accidentally clicking yes on the warning prompt without meaning to do so. I’ll see how things go, but a switch to disable this function might be nice.

This feature is targeted at the following roles:

1. Accounting Manager
2. Accounts Payable
3. Bookkeeper