Microsoft GP 2018 – New Workflows

Learn about the three new workflows that have been included in GP 2018

Most of us are aware of the term ‘workflow’ in relation to Microsoft Dynamics GP: it is a system that one installs with the product. Workflow provides functionality that one can use to create individual workflows or approval processes for a document, master record, or a batch. A workflow determines how these flow through the system, showing who the approver is and the conditions that they need to follow to provide approval.

This article highlights three new workflows that have been added to Microsoft Dynamics GP 2018, which were all created based on feedback from the community.

  1. General Ledger Account Workflow

  1. Receiving Transactions Workflow

  1. Purchasing Invoice Workflow

It is time for you to get organized with the GP 2018 workflows. Need assistance or have any questions? Please reach out to us at info@trideapartners.com..

Microsoft Dynamics GP: Report Writer Discoveries

Report Writer within Microsoft Dynamics GP can be a very powerful tool when modifying standard GP reports. Recently, I came upon a more difficult request which required some research and table linking.  The specific request in my case is now included in standard reporting out newer versions of GP.

The issue overall however, is common. We need to add an element of data to a report.  The only table that includes the data has a many to one relationship to the source table of the report.

The first step is to locate the proper table that needs to be added to the report. The source tables are listed by clicking on the ‘Tables’ button from within the Report Definition window. Often, we can double click on an existing table and the system will already have a list of Related Tables that you can choose from.  When our table is not there, we should manually add it.

In order to create the new relationship, click on the Tables button on the main page of Report Writer. Select the table and then click on Relationships.  Select the table you are linking and establish the appropriate primary key links. Within this window, you will find, that you are unable to edit the keys available for the tables.  Usually, this is okay as it makes it much easier to link tables under standard circumstances.

In my case, this new link brought in the information I needed, but duplicated other sets of data from within the body of the report. That is when I utilized the table restrictions from within the Report Definition window. While doing my research of which table would be best to link, I determined a primary key that I could establish that would make my results a one to one relationship. From within this Restrictions window, I was able to set up another field to link, which resolved the issue.

These days, Smartlist Designer and other out of the box tools, allow us to write SQL views for ease of reporting.  For Report Writer, we sometimes have to be a bit more creative!

To learn more about Microsoft Dynamics GP, contact us at info@trideapartners.com.

Microsoft Dynamics GP 2018 – Document Attach Unplugged

The Microsoft Dynamics GP 2018 release enhances and expands existing functionality, notably in the document attachment feature. What are they? How has it evolved since GP2013? Our new blog takes you through the development of the Document Attach feature and how it has continued to add valuable enhancements in each of the versions.

Visit our sister company, InterDyn BMI’s, website to learn more. Read Document Attach Unplugged.

Microsoft GP 2018 – Document Attach in Summary

Microsoft Dynamics GP 2018 – Document Attach in Summary

Learn all about the Document Attach feature and its importance

In today’s article, we will be looking at the importance of document attachment. Microsoft Dynamics GP 2018 promises to enhance user experience and the Document Attach feature does exactly that. It enables users to attach multiple documents to Items, Customers, Vendors, Assets, and Transactions. The user gets easy and instant access to documents like W-9’s, Contracts, Credit Reports, Customer POs, pictures, and more. Now, users do not need to search all over the place for a document, and instead can attach any document or even a link to a OneDrive site or SharePoint.

Let us look at where you click to attach a document:

Here is what an attachment window looks like, allowing you an unlimited number of attachments while also storing date/time/user stamps:

In GP 2018, Document Attach added:

  • Receivables Transaction Inquiry Zoom
  • Journal Entry Inquiry
  • Transaction Entry Zoom Inquiry
  • Employee Inquiry
  • I-9 Form (No Corresponding Inquiry)
  • Asset General Information
  • Asset Inquiry Window

In GP 2018, Notes added to:

  • Vendor Inquiry Window
  • Customer Inquiry Window
  • Project Inquiry Window
  • PA Project Inquiry Window

Read our previous blogs on the document attachment feature: Comprehensive Document Attachment, Notes on Inquiry Windows, and Document Attach Security Setup feature. Learn more about our fixed GP upgrade costs by downloading our upgrade price comparison factsheet, click here.

Upgrade your GP to the cloud

Stay current and competitive to remain profitable

With cloud adoption increasing at a phenomenal rate, companies have started to notice that they have more to gain for less. In the past, companies have succumbed to the pressure of investing in infrastructure, which meant huge capital expenditure outlays. The legacy applications become redundant and the business needs to adapt to current market dynamics and requirements.

This is especially the case for Dynamics GP users. They need to upgrade to newer versions of SQL and Operating Systems. This requires new hardware or servers to be in place before upgrading their software, which is a considerable decision to make—along with the cost of upgrading.

Replace your aging infrastructure by moving GP to the cloud

As with all technology, servers also have a lifespan where beyond it they start failing to perform as expected. Aging servers could severely impact business operations, and if the warranties expire, the manufacturer can charge heavily to keep the servers online. This creates a huge cost even more than buying an all-new server. In short: the older servers are, the tougher it is to maintain them, and it’s imperative for companies to look at the health of their current infrastructure. To know more about the importance of servers and how you can maximize your IT infrastructure, check out InterDyn BMI’s post: “Servers are the be-all and by-all in your business”

Business drivers with GP on the cloud:

With GP on the cloud, you need no significant upfront investments to collaborate and streamline operations towards improved productivity. Mobility helps enhance work experiences, enable employees access/update business-critical data anytime, anywhere, resulting in improved customer satisfaction. GP on the cloud is “OpEX” based, pay-per-use. You can now conduct business at a rapid pace while freeing up your resources as the hosting provider takes care of all the server support and maintenance work to keep them up and running. To learn more about the OpEx advantage, go to InterDyn BMI’s detailed post: “Capitalize on the OpEX Advantage: Upgrade your GP to the cloud”

System Requirements for GP 2013 and higher versions

If you are still on Dynamics GP 2013 or an earlier version, you should consider scheduling an upgrade as Microsoft ends mainstream support for GP 2013 on April 10, 2018. With this, you will no longer receive year end updates and there will be minimal support for this version. GP 2013 will then move into extended support until April 11, 2023. Visit InterDyn BMI’s blog to learn more about these system requirements and other recommendations you should know: “Upgrading GP: System requirements for versions 2013 and higher

Transitioning your GP to the cloud can benefit your business with better backups, on-demand access anytime and anywhere, better uptime, greater visibility into the operations, and greater flexibility to scale up or down as your business needs change.

There are many reasons to upgrade your system to the cloud and our experienced team is waiting to help you plan your upgrade. Visit www.trideapartners.com or contact us at info@trideapartners.com to discuss your upgrade path.