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 It’s especially hard if you still depend on an entry-level accounting software or are trying to get by with an outdated legacy solution.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.



How To Find The Hiding Notes Window In Dynamics GP

Have you ever clicked on the Notes icon in a GP window, saw it flash, but the window never popped up? Well here is a trick to help get it back up on your screen instead of hiding in the background.

When you click on the note icon in the GP window and nothing pops up, hold down ALT and SPACEBAR, this will bring up the following menu.

Dynamics GP Note Window

Click on Maximize. This will open the note window to fit your computer screen. Then just simply resize the window by dragging in the corners and/or sides of the maximized Note window. Once you close out of the resized note window, it will open to that newly resize window you just created. This issue can come up a lot with users who use dual monitors. Hope this helps!

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

Tridea Partners Expanding into New England!

Tridea Partners is excited to announce our expansion into the Northeast! To better service our customers on the east coast, we have opened an office in Portsmouth, NH.  Tridea supports over 300 clients throughout the United States with a strong base of companies in the Life Sciences, Manufacturing, Food and Beverage, Healthcare, Distribution, Alternative Energy, High-Tech and Services Industries. The office is equipped to provide Dynamics AX, Dynamics GP and Dynamics CRM consulting services to help our clients maximize their growth through streamlining business processes.

Portsmouth, NH is a beautiful seacoast town settled in 1623 and is conveniently located only an hour from Boston, MA, Manchester, NH and Portland, ME. The Portsmouth team possesses a depth of knowledge in ERP & CRM Integrations, Customizations, Custom Reporting, Business Intelligence, E-Commerce, Legacy Data Migrations, Material Planning, Manufacturing, Inventory Control and Financial Management.

Since 2004, Tridea Partners has completed over 300 process improvement and business application projects in the US, and provides a complete team of functional and technical consultants who are available to meet in person to discuss your important business challenges.

Contact our New England Microsoft Dynamics Team:

Tridea Partners – New England
1 Middle Street, Suite 204

Portsmouth, NH 03801
Tel: 603.373.9027