Tampilkan postingan dengan label Functionality. Tampilkan semua postingan
Tampilkan postingan dengan label Functionality. Tampilkan semua postingan

Kamis, 30 Maret 2017

Microsoft Dynamics GP Roadmap Update

It's been a week since I got back from GPUG Amplify 2017 in Anaheim, California and tell you the truth, I am all the more excited about the future of Microsoft Dynamics GP than a lot of you might be. With all these constant rumors of the product going away or not getting the necessary TLC from Microsoft I am left to wonder, where have I heard this before :-)

The truth is, Dynamics GP is alive and well, thank you! And will be for many many years to come. As it's been unveiled in Anaheim, the next couple of years - Microsoft has been producing the roadmap for only 2 years at a time ever since GP 2010 - promise to bring some really cool enhancements to the product, based on entries collected via Microsoft Connect.

In particular, GP 2018 (shipping sometimes before the end of Q4) will be introducing 3 major themes that traverse the spectrum of features you would expect from an application born in the on-premise world, but that has effectively cross over to power customers looking for a solid cloud solution. In this iteration, Microsoft looks to solidify the workflow capabilities with what it has now dubbed Workflow 4.0, all the while introducing some optimizations to the Financial series, Human Resources and Payroll, Document Attach, and overall UX (user experience). In strengthening the cloud capabilities, Microsoft looks to increase the integration with the Power Suite (Power BI, Power Query, Power Apps, etc.).


While in Anaheim, I had a chance to see a bit more about the details. The following is a list of features that the Development team in Fargo is expecting to deliver:


Some highlights include adding reminder emails to Workflow, this is, a user will receive reminder emails leading up to the due date of specific tasks. This is a very cool feature and something customers were asking for.

The HRP enhancements include some beefing up of the Garnishments capabilities along with the ability to change Department Codes in Payroll.

As far as the user experience concerns, auto-complete moves to the web client after being a desktop feature for quite some time now. I am also very excited about the introduction (finally!) of the HTML 5 controls for Visual Studio Tools which now will allow developers who had WinForms to expose these once again to the Dynamics GP web client.

The Dev team has made a big push to get Document Attach out to the remaining portions of the application where it was missing: GL Transaction Entry, POP Receiving Entry and now the inquiry windows.

As far as features powering the cloud, Dynamics GP receives enhancements to its OData Services, a brand new GP Power BI content pack, and a number of FLOW templates. More information about Microsoft Flow here.

Until next post,

MG.-
Mariano Gomez, MVP

Kamis, 16 Maret 2017

The Connect Corner: Include Multicurrency Vouchers in Payment Run

As of late, I've been thinking of ways to improve the Microsoft Dynamics GP Payables Management module, since it is the center piece for the products we developed here at Mekorma. Our latest product, Multi-Batch Management, will incorporate support for Multicurrency transactions in the upcoming build and there are some benefits to my latest Microsoft Connect request.

The problem

The Microsoft Dynamics GP Payables Management module provides ample support and comprehensive functionality for Multicurrency transactions, when compared to other mid-market solutions, but could improve the level of automation for certain payment selection activities.

Take the following example:

Your organization has a supplier headquartered in Canada, with a subsidiary in the Dearborn, Michigan. For certain materials, you are directed to order from the Dearborn, Michigan location, for certain others you are directed to order directly from the headquarters in Canada. For convenience sake, you have been instructed to remit payments to the Michigan Dearborn office any and all outstanding invoices. The materials you received from the Canada office are invoiced in Canadian dollars.

Here are 3 invoices you have received:

Vendor A             Invoice 1             CA$10.00
Vendor A             Invoice 2             US$20.00
Vendor A             Invoice 3             US$30.00

If you build a payment batch in Microsoft Dynamics GP (using US dollars as functional currency), the only invoices that will be selected are invoices 2 and 3. In order to add invoice 1 to the already completed payment batch, you will be required to go to the Edit Payables Check Batch window, after completing the payment run, to make any changes to the vendor payment.



Conversely, if you are required to submit payment in Canadian dollars to the vendor's offices in Canada, and you make your batch currency Canadian dollars, only invoice 1 will be selected, and you will need to use the Edit Payables Check Batch window to add invoices 2 and 3 to the final vendor payment. If you must repeat this operation for several vendors and several vouchers, this could be an extremely time consuming proposition.

The Solution

To facilitate the payment selection process, it would be extremely nice if the same selection rules applied to Multicurrency vouchers. However, the user would have the ability through configuration and furthermore at payment selection time to include vouchers in other currencies that met the selection criteria.

As previously noted, the business logic to do this is already in the Edit Payables Check Batch window, but it would be nice if the same logic could be surfaced to the payment selection process.

If you think this would be valuable to you, I have created a Microsoft Connect entry case for this. Please join me in voting for this request. Use the following link to vote for it:

https://connect.microsoft.com/dynamicssuggestions/feedback/details/3128513/include-multicurrency-vouchers-in-select-checks-window

Happy voting!

MG.-
Mariano Gomez, MVP

Selasa, 14 Februari 2017

Revisiting: SOP Quick Print

Continuing with my Revisiting series, today I look at an article I wrote in 2009 regarding the SOP Quick Print feature.

Summary

SOP Quick Print is one of those gems in Microsoft Dynamics GP hidden within plain site. Written by my friend David Musgrave, it was designed to save time when saving and printing sales orders, fulfillment orders, and invoice. SOP Quick Print is activated by pressing CTRL + Q on your keyboard, and after a simple setup, it's good to go.

SOP Quick Print Setup window
One of the frustrating things about saving most documents in Dynamics GP, is that the window is cleared completely from the document that you were working on. Depending on what you are trying to achieve, this can be an inconvenience if all you wanted to do is save your document up to that point, so you can keep working on it. Current business logic would have you retrieving that document once more by either typing the document number or retrieving it via a lookup. With SOP Quick Print, you can save the document while keeping it displayed on the Sales Transaction Entry window.

SOP Quick Print and the Web Client

In order to achieve the printing and the saving of the document, SOP Quick Print creates a Dynamics GP macro on the fly, with the necessary macro lines (based on the selected options during configuration) to print, save, and retrieve the document when saved. The macro looks something like this:

ActivateWindow dictionary 'default'  form 'SOP_Print_Options' window 'SOP_Print_Options'
  MoveTo field 'Print Button NONE'
  ClickHit field 'Print Button NONE'
NewActiveWin dictionary 'default'  form 'Report_Destination' window 'Report_Destination'
  MoveTo field 'Print to Screen'
  ClickHit field 'Print to Screen'
  MoveTo field 'OK Button'
  ClickHit field 'OK Button'
PrintDialog copies 0 from 0 to 0


The macro is saved in the Data folder of the current instance.

The issue with macros is, they are not compatible with the Dynamics GP web client, so unfortunately, this great feature is not available when running the web client. But if you currently enjoy the desktop client, there should be absolutely no reason for you not to take advantage of this feature.

I have tested this across all newer versions of Dynamics GP, since GP 2013 and the feature continues to work as expected.

Until next post!

MG.-
Mariano Gomez, MVP

Rabu, 13 April 2016

Getting Started with Microsoft Project "Madeira" - Part 1

Curiosity is definitely something in my DNA and with all the buzz surrounding Microsoft Project "Madeira", I thought I would take some time to walk you through getting started.

"Madeira", besides being a Portuguese archipielago in the North Atlantic ocean, happens to be an Microsoft's first attempt at a true Azure-based SaaS ERP built on the Dynamics NAV platform - for more information, read MVP Aleksandar Totovic - Project Madeira - Preview article.

Project "Madeira" is still in preview mode so you can try it out for free if you are already a Microsoft Office 365 or Azure subscriber, by going to http://madeira.microsoft.com/. As is customary with most Microsoft product landing pages, you get quite the enticing visual that just makes you want to click on that Try the preview button.

Project "Madeira" landing page

After clicking on the Try the preview button, you are taken to a Sign up page where you are asked for your organizational account credentials, be that the one you use to access Office 365 or Microsoft Azure.

Preview Sign Up page

Your credentials are first looked up to make sure you are already a subscriber to previous Microsoft services (Office 365, Azure). If you are you can continue with the sign in process. Assuming you are not, I am not sure what options you will be presented with, so you can chime in the comments section of this article to let me know how the process continued for you.

NOTE TO SELF: turn off Windows notifications prior to capturing screenshots.

Sign In page
Here's where things get a little "weird". After clicking the Sign In option in the previous page, the site goes through a series of validations, asking to confirm your credentials at least 3 times more that I counted. For an instance, I thought it was something related to my browser (Microsoft Edge), but turned out not to be.

Finally, I was presented with a Start page.

Start Page

Clicking on Start, took me to the Sign in page once again -- didn't I agree to sign in previously? Of course, by clicking Start you are agreeing to Microsoft's Terms and Conditions which you probably did not read anyways.

Office Online Validation page

Once I selected my account to sign in, Project "Madeira" began preparing my company's workspace and completing some setup tasks.

Project "Madeira" prep page
When the setup was completed, I was presented with a big blue screen with white letters letting me know I was in Project "Madeira"... not sure why this is necessary, but I went along with it all.

Project "Madeira" wait page

Finally, I arrived at the Welcome page. After clicking on the Get Started button, I was taken through a mini tour of where things are and what some of the navigation options are.

Project "Madeira" Welcome page - Get Started

Once all the little popups indicating where things were had gone from the screen, I was left with this beautiful desktop. Now to tell you the truth, I felt right at home with this as the layout, while based on Dynamics NAV, feels very close to that of Dynamics GP's web client.

Cronus US - Sample Company

All in all, the sign up process was pretty straight forward and predictable -- except for some of the multiple credential validation windows I had to click through. I guess, there's always room for improvement. I also have to give Microsoft credit for the uber clean user interface. If you are familiar with Dynamics GP's web client or Microsoft CRM, this should be fairly simple to navigate.

Tomorrow, I will continue with some of the functional aspects of the application by looking at the navigation bar and where to find each module and some of the traditional functions you would come to expect from an ERP application.

For other takes on Project "Madeira" check these resources out:

MVP Mark Polino - Microsoft's Project "Madeira"
MVP Aleksandar Totovic - Project Madeira - Preview
ERP Software Blog - The first 21 things we know about Microsoft Project "Madeira"

Until next post!

MG.-
Mariano Gomez, MVP

Senin, 11 April 2016

Microsoft Dynamics GP 2016 Feauture of the Day Series - Week 3

Microsoft Dynamics GP 2016 Feauture of the Day Series - Week 3

Last week's Feature of the Day series dive into the world of exports from Excel, payroll, purchase order processing, and budgeting, presenting key enhancements to SmartLists, the handling of prepayments in purchasing, and enhancements to old foes like paycodes lookup in payroll.

Monday, April 4, 2016
Dynamics GP 2016 Feature of the Day: Excel Export as Numbers

Monday, April 4, 2016
Dynamics GP 2016 Feature of the Day: Inactive Pay Codes Lookup


Thursday, April 7, 2016

Until next post!

MG.-
Mariano Gomez, MVP

Senin, 04 April 2016

Microsoft Dynamics GP 2016 Feauture of the Day Series - Week 2

Microsoft Dynamics GP 2016 Feauture of the Day Series - Week 2

Just wow! All the new features coming out in GP 2016 are fantastic! Last week brought a new list of cool features ranging from a new All-in-One viewer Inventory, to full integration of Project Accounting with Requisitions and document attach, to support for pay runs with credit cards. Below is a link to all the published articles over at Inside Microsoft Dynamics GP


Tuesday, March 29, 2016

Dynamics GP Feature of the Day: All-In-One Document Viewer Inventory


Tuesday, March 29, 2016

Wednesday, March 30, 2016


Until next post!

MG.-
Mariano Gomez, MVP