Dynamics GP 2018: Feature of the Day – Sorting

In this article from our “GP 2018 Feature of the Day” blog series, we will take a look at sorting.  This feature adds sorting options to the following five windows in Purchasing, Sales, and Bank Reconciliation:

  1. Add sort to Receivables Transaction Inquiry – by Customer
  2. Add sort to Receivables Transaction Inquiry – by Document
  3. Add sort to Payables Transaction Inquiry – by Vendor
  4. Add sort to Payables Transaction Inquiry – by Transaction
  5. Additional Sorting in Bank Reconciliation Window

Visit our sister company’s blog post to continue reading about these key sorting options and what they look like in the system. Read more

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.

Dynamics GP 2018 – New Workflow Functionality

What’s new in the workflow functionality of Microsoft Dynamics GP 2018?

Microsoft continues to build on its Dynamics GP feature-rich functionality by making updates every year. In our latest blog, we look at the four key features added to workflows in GP 2018, improving their functionality and enhancing user experience. Read New Workflow Functionality.

Interested in making the jump to GP 2018 and taking advantage of these new features? Visit www.trideapartners.com or contact us at info@trideapartners.com to discuss your upgrade path.

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.