Hands On With MDGP 2018 RTM New Features: Rename Payment Run Windows

February 16th, 2018 by Ian Grieve

Microsoft Dynamics GPMicrosoft 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 eleventh feature of the day was the renamed payment run windows; this feature saw all of the references in the names of the payment run windows renamed to have Payment in the name isntead of Check (or Cheque for those who use proper English):

Purchasing area page Transactions section

This feature was requested by MVP Mariano Gomez, and I can’t express hjow much I like it. It’s a relatively small change, but makes so much sense. In the UK virtually all payments are EFT payments; virtually no-one still uses cheques for payment so it was always a harder sell than it should have been when the windows all had cheque in the name.

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Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow

February 15th, 2018 by Ian Grieve

Microsoft Dynamics GPMicrosoft 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 tenth feature of the day was Reporting for Workflow which saw the addition of some Workflow Reports accessible from the Reports section of the Administration area page:

Administration area page Reports section

The Workflow Reports workf slightly differently to other types of report as you do not get the window which allows you to select the report option and print it; instead you are taken straight to the Workflow Report Options window:

Workflow Report Options

Enter an Option ID and then select a Sort By; this sort by has four types availabile and actually controls which report is printed (the Due Date sort option report is not a history report, but instead shows only outstanding items (this confused me the first time I saw the report as there is no history shown on this report):

Screen Output - Workflow History Report DueDate

After selecting the Sort By, you can enter your Ranges and select the Destination.

Below is an example of the Workflow Type report:

Screen Output - Workflow History Report

I like these reports and think clients will get a lot of use out of them for reviewing the history of submitted documents, but would be happier if they were a report which could easily be exported to Excel as I can see that being a common request. I’ll have a think and may submit a request to Microsoft to have a refresh-able Excel or Reporting Services Report version added to a future version.

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Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Copy Workflow Steps

February 14th, 2018 by Ian Grieve

Microsoft Dynamics GPMicrosoft 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 ninth feature of the day is the ability to copy workflow steps. This is one of those features which is a very good enhancement; in fact, it is one which I requested from Microsoft on the old Microsoft Connect website.

Microsoft took my suggestion, of being able to copy workflow steps, added this functionality, but then extended it further than I had asked for, by including the ability to copy the child steps too.

This makes the function even more useful than I envisaged.

If you’re a regular reader, you will be aware by now that I am very involved with Workflow and a big advocate of using the module. One of the issues we had in the past, was when building a large workflow process, the branches are often similar to each other with, perhaps, only the amount, cost centre or site in the conditions being different between the different branches.

In prior versions, all of these steps had to be manually created; when there were multiple conditios in a first level step this could means lot of duplicated effort. This new cipy function does away with that effort as you can now create a single branch and then copy this entire branch and sdimply change the relevant values in the condition. So much less effort and therefore time required.

To copy a workflow step, open the step in the Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) and click the Copy button on the action pane:

Workflow Maintenance - Copy button

In the popup Copy Workflow Step window, set a new Workflow Step Name and Description and, if required, mark the Include Sub Steps checkbox.

Click Copy to complete the copy:

Copy Workflow Step

The new steps will be listed in the navigation pane:

Workflow Maintenance

The downside of copying the substeps, is that you cannot change the Step Name:

Workflow Maintenance

This last point is a very minor quibble. I love this copy function and think other users of Workflow will as well; especially when they have a large workflow process to create and the step conditions are almost the same.

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