Microsoft Dynamics GP 2016 Feature of the Day – Word templates for Batch Approval workflow emails

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

Word Templates for Batch Approval Workflow Emails

Dynamics GP 2016 Feature of the Day

Feature of the Day Program

In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product. 

Dynamics GP Smartlist: Unposted Manual Payments

Creating Unposted Manual Payments Smartlist using Smartlist Designer

Open up Smartlist (Microsoft Dynamics > Smartlist)

Click on the New button in the Smartlist toolbar.

Dynamics GP

Enter a List Name (i.e. Unposted Manual Payments), select Microsoft Dynamics GP in the Product dropdown, and select Purchasing for the Series.

Dynamics GP

Expand Microsoft Dynamics GP > Tables > Purchasing by clicking on the plus signs.

Dynamics GP

Scroll down the Purchasing list and check the box next to PM Manual Payment WORK File. The Selected Fields section will then display what columns of data that will be pulled into the smartlist view. You can create Relationships or add Filters in this window as well.

Dyanmics GP

Clicking on the Execute Query button will display the data results in a preview pane on the bottom of the window under Result’s Preview. This will help the user to validate the data that is being pulled so modifications can be made if necessary.

Dyanmics GP

When complete, click OK.

Dyamics GP

The new smartlist view will now appear in the Smartlist window. All the normal functionality can be applied to this new smartlist (adding restrictions through the Search function and adding/removing Columns). One thing to note is that smartlists created through Smartlist Designer are not dynamic. So users can’t double click on a particular transaction or line within the smartlist and navigate into the document window.

Dynamics GP Smartlist

This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Microsoft Dynamics GP Add-in for Microsoft Word

While attempting to modify Microsoft Word Templates I found that generic Microsoft Dynamics GP doesn’t always install all available Additional Products. I guess that’s why they call them ADD-Ins.

To modify the new WORD Templates, you have to manipulate the Word setup and add addition document Options. Setting Word up to include the Developer tab was pretty easy. However I found getting the Field List to display, which is critical to the modify process, a challenge.

After doing some research, none of which addressed my issue, I finally found a WORD installation guide that eluded to installing Microsoft Dynamics GP Add-in for Microsoft Word. It turns out that the only way to get the Field List to display in the Word Developer tab is to install this additional product, Dynamics GP Add-in for Microsoft Word.

The Setup.exe is on the Microsoft Dynamics GP install DVD. The first step is to find the source file path and run through the installation steps. If you have the correct permissions this process lets the Fields List appear under the Word Developer tab.

To help others I have detailed the steps below to complete the Microsoft Dynamics GP Add-in for Microsoft Word installation.

  1. Find the MDGP2013R2_DVD_ENUS source Setup.exe to install the Word Add-In. Each installation downloads the Dynamic GP media is a safe location, so look for a source folder.Dyanmics GP
  2. Launch the setup then scroll down to find the Additional Product: Microsoft Dynamics GP Add-in for Microsoft Word
  3. Hover over the label and it will turn Blue, then left click and select Install
  4. Click on the radial next to I Accept the terms, then click NextDynamics GP
  5. Accept the default Install LocationDyanmics GP
  6. Click Install
  7. The install should run, click Finish to closeDynamics GP
  8. This will install the Developer Tab to show the Field List.

This article was written by Dean Anderson, Senior Dynamics GP Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

Microsoft Dynamics GP 2016 Feature of the Day – SmartLists from Favorites

Enjoy your Microsoft Dynamics GP 2016 Feature of the Day!

GP 2016

Feature of the Day Program

In addition to educating everyone on new features, the Feature of the Day is also meant to evangelize the tremendous features and functionality available in the Microsoft Dynamics GP product.