MDGP 2018 RTM Feature of the Day: Save Select Payment Settings

November 17th, 2017 by Ian Grieve

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The eleventh Feature of the Day is Save Select Payment Settings.

A new Payment Batch ID field has been added to the Build Payment Batch (formerly Select Cheques (or Checks)) window (Purchasing area page >> Transactions >> Build Payment Batch):

Build Payment Batch

This option allows you to save the entered restrictions for easy recall at a later date. I have mixed feelings on this one; my initial impressions was that this feature would be really useful, but when I thought more I can;t see many of my users making much use of this functionality.

Most of them only build a batch based on due date and there is no benefit saving the due date as the selection is for a specific date only.

If you do more complex batch building, such as using Vendor Class, Payment Priority, or a combination of restrictions, then this new option could save you a little time on every payment batch created.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

Read original post MDGP 2018 RTM Feature of the Day: Save Select Payment Settings at azurecurve|Ramblings of a Dynamics GP Consultant

Comments >>

Source: azurecurve

MDGP 2018 RTM Feature of the Day: Sorting

November 17th, 2017 by Ian Grieve

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The tenth Feature of the Day is Sorting. This feature adds sorting options to five windows in Purchasing, Sales and Bank Reconciliation:

I like this feature a lot. Clients have been asking about being able to reorder the enquiry windows for a long time; it’s nice that I’ll soon be able to tell them that they can now sort the data.

Click to show/hide the MDGP 2018 RTM Feature of the Day Series Index

Read original post MDGP 2018 RTM Feature of the Day: Sorting at azurecurve|Ramblings of a Dynamics GP Consultant

Comments >>

Source: azurecurve

Microsoft Dynamics GP Macros: Recording A Macro

November 17th, 2017 by Ian Grieve

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Recording a macro is a fairly simple task, but I strongly recommend knowing the exact series of steps to be recorded, before starting to record the macro. I usually take a couple of practise runs before hitting record.

One of the common uses of macros for clients is to reset passwords when upgrading Microsoft Dynamics GP; due to versions of Windows and SQL Server supported by Dynamics GP, new servers are involved so these have different names (and the server name is used during encrypting the passwords.

So, in this series of posts, I am going to use resetting passwords as the example.

Macros are capable of opening and closing windows, but when resetting passwords this isn’t necessary so, before starting to record the macro, open the User Setup window (Administration >> Setup >> System >> User).

To record this macro, I am going to perform the following steps:

  1. Type a User ID.
  2. Type a new Password.
  3. Repeat this password in the Confirm Password field.
  4. Click Save.

To start recording the macro, click the Tools button on the action pane, then expand the Macro menu and click Record…:

User Setup

Navigate to the location where the macro file is to be saved, enter a File name (it is best to enter the .mac as Dynamics GP will not add it for you) and click Save; from this point until the record is stopped, every action is recorded, including any missteps you might make.

I have typed the first User ID and then entered new password values:

Click Save to save the changes and then click the Tools button on the action pane, then expand the Macro menu and click Stop Record:

With the one user password changed and saved as a template we can use this template to update other the other user accounts; I will show how this can be done over the subsequent posts.

Click to show/hide the Microsoft Dynamics GP Macros Series Index

Microsoft Dynamics GP Macros
Limitations of Macros
Recording A Macro

Read original post Microsoft Dynamics GP Macros: Recording A Macro at azurecurve|Ramblings of a Dynamics GP Consultant

Comments >>

Source: azurecurve