Microsoft Dynamics GP2015 R2 Feature of the Day

Self Service User Tasks and Roles

In the Microsoft Dynamics GP 2015 R2 release a Self Service user type was added.  This user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.  

This feature also includes Employee Self Service Security Roles and the ability to filter on security tasks available for each user type, which will make the task and role assignment more efficient.

GP 2015 Self Service User Tasks and Roles

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!

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. 

 

Microsoft Dynamics GP2015 R2 Feature of the Day -Self Service User Type

In the Microsoft Dynamics GP 2015 R2 release a Self Service user type was added.  This user type will enable users that only require very limited access to the system a less expensive option to perform tasks such as entering payroll time, entering project time and expenses, or creating a requisition.   

GP 2015 Self Service User

Contact Tridea Partners if you are looking to find out more information on Self Service Users.

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 GP2015 R2 Feature of the Day – Workflow Document Attachment

When a document has been added to a transaction or record using the Microsoft Dynamics GP 2015 Workflow Document Attachment feature, these attachments can now be sent with the workflow task notification email.  This feature, new to Microsoft Dynamics GP 2015 R2, is available for PM Batch Approval, Purchase Order Approval, Purchase Requisition Approval, Vendor Maintenance, and the new workflow type, Payables Transaction Approval.  For example, you can now enter a payables invoice, scan in and attach the record from the vendor, then submit the invoice for approval.  When the approver receives the email, they will get the invoice information and the attachment will show the scanned invoice from the vendor.

Workflow Document Attachment

Contact Tridea Partners if you are looking to find out more information on GP2015 R2!

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. 

 

Viewing Missing Transactions in Apply Sales Documents with National Accounts

One of our clients recently encountered an issue where they were unable to see posted invoices for a customer in the Dynamics GP Apply Sales Documents window.  These documents were correctly created and processed, and were visible in inquiry, but were not available to have payments applied when viewing the customer in Apply Sales Documents.

After some troubleshooting, we ascertained that the cause of the issue was National Accounts.  By default, when a user enters a customer in Apply Sales Documents, the National Account radio button is automatically selected next to View/Apply:

Dynamics GP National Account radio button

This is normally not a problem, but occasionally the parent account is in a different status or handled differently than the children.  In this case, we simply needed to select the Specific Customer option and choose the child from the dropdown; this allowed users to view and apply payments to the invoices that were previously missing!

This article was written by Daniel Gonet, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, NH, MA, NY and surrounding regions.