Microsoft Dynamics GP2015 R2 Feature of the Day

Purchasing All in One Document View – Filter

This is a newly designed window inside of Microsoft Dynamics GP to enable users to view related purchasing documents in the same window.  Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.  The Filter icon allows users to select open and/or historical or saved vs. posted documents in the Purchasing All in One Document View window.  The options are specific to each column and saved per user allowing users to customize what they want to see.  Specific searches are also enabled in the filter window to narrow down the search results.  The clear filter icon with the red x will clear all filters and reset to the defaults.  

Purchasing All in One Document View – Filter

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

Microsoft Dynamics GP2015 R2 Feature of the Day – Scriptable Provisioning & Management

A critical element in successfully delivering Microsoft Dynamics GP as a cloud offering is the ability to centralize and automate the provisioning and management of the application. Automation speeds up delivery, minimizes human involvement which reduces costs and the possibility of human errors, and can provide self-service functionality to the end user. This feature will add APIs and PowerShell cmdlets that will enable automated/scriptable GP provisioning and management. The screen shot shows a list of the PowerShell cmdlets available.

GP 2015 R2 - Scriptable Provisioning & Management

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

Microsoft Dynamics GP2015 R2 Feature of the Day – Payables Transaction Approval

Workflow – Payables Transaction Approval 

You asked for it and we have delivered!  A new workflow type for AP Invoice approval in Workflow Maintenance is now available.  The Payables Transaction Approval workflow type will allow you to submit and approve each transaction in the Payables Transaction Entry window.  Approval is also available through the email notification and the navigation lists.  The PM Batch Approval workflow type is still available as well.

GP 2015 R2 Payables Transaction Approval

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

Grow Your Business Webcast Series: Five Ways to Turn Your Business Data into Business Insight

When you’re growing a business, it can be hard to get a complete view of your financial picture and performance. It’s especially hard if you still depend on an entry-level accounting software or are trying to get by with an outdated legacy solution. Isn’t it time to take advantage of the latest technology and tap into the information that can help drive your business forward?

Knowledge is power and Microsoft Dynamics gives you the analytics, intelligence, and reporting features that puts your business information at your fingertips. An out-of-the-box business management solution designed to get you up and running quickly and affordably, Microsoft Dynamics connects your people to each other and to the information they need to be productive in the office, at home, or on the go.

Put real-time, role-relevant information into your team’s hands so that they can make confident, forward looking decisions for your business. Join us for the “Five Ways to Turn Business Data into Business Insight” webcast to learn why other companies have made the change to Microsoft Dynamics ERP.

Register today!

Presenter: Craig Crescas, Microsoft Partner Technology Strategist

Contact Tridea Partners for more information.

Macros in Microsoft Dynamics GP

Have you ever needed to mass update something that isn’t available through Integration Manager? I know that most people would say ABSOLUTELY!  Sometimes we have to bring it back to how things were before we had eConnect and Integration Manager…meaning, let’s use a macro!

Macro’s are easy to create through Microsoft Dynamics GP (Microsoft Dynamics GP > Tools > Macro > Play/Record).  In order to create a macro to update many records, start by compiling your data into an excel workbook.  Next record your macro within the GP interface.  Be careful to use your keyboard as much as possible, and your mouse as little as possible while doing so.  After complete, copy and paste the macro into MS Word and create a mail merge with your excel data and the macro.  Go all the way through the mail merge wizard until you get to the point where you can ‘Edit Letters’.  Copy and paste that data into the macro and voila!  You are now ready to play the macro to update records. 

This article was written by Kaydee Baker, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.