Dynamics GP 2018 – Purchase Order Processing Enhancements

The release of Dynamics GP2018 has introduced interesting enhancements to the Purchasing Module, the purchasing cycle is now becoming richer and more effective. In this post, I will shed a light on some impressive features which are:

[icon name=”angle-double-right” class=”” unprefixed_class=””] Purchase Order Generator opens the list of purchase orders filtered by the generated PO
[icon name=”angle-double-right” class=”” unprefixed_class=””] Purchase Order and originating Requisition are displayed on the Home Page – Requisition List

While completing the purchase of requisition, the purchase order generator window opens to list down all the related POs for the specific vendors that are associated with requisitions. After finalizing the purchasing process, the purchase order generator will print out and then the list of POs will be automatically displayed and filtered by the specific generated order.

Here are the steps in the sequential order:


Purchase Order Entry
Purchase Order Generator
Purchase Order Generator – Report
List of Purchase Orders – Filtered by Generated PO

Now the other feature is that you can refer to the “Procurement” tab on Dynamics GP home page for the list of requisitions and the associated purchase orders as illustrated below:



List of Requisitions – Dynamics GP Home Page


Furthermore, requisition report has been added to the purchasing cycle which has already been illustrated in a previous post.




Best Regards, 
Mahmoud M. AlSaadi


February 19, 2018 Dynamics GP, Siroco GP Care No comments yet

Empower your System by Upgrading to Dynamics 2018 – Upgrade Checklist

Dynamics GP 2018 has been recently released introducing several enhancements and new features to various modules. Upgrading your system into the most recent release of Dynamics GP ensures that you are up to date with the most requested enhancements requested by the GP community. Although, before kicking off your upgrade project, you do need to read the following article in order to touch upon the primary essential topics for upgrade

System Requirements for Dynamics GP 2018
Initially, before rolling up your sleeves, read thoroughly the system requirements for Dynamics GP 2018 which sheds a light on the supported and not supported systems including windows platform, SQL server …etc. In several projects, the upgrade fails due to the fact that the minimum system requirements are not met by the client and rather taken for granted, which results in devastating outcomes. Therefore, pay extra caution to the fact that system requirements are the very first baby steps that you should take.

On Premises versus Cloud
There are new questions which you need to ask regarding the infrastructure of your Dynamics GP deployment, are you willing to move to the cloud or stay on premises. This is a turn key question which requires comprehensive answers from the IT department and should be in coherence with the company strategy. Certain companies are moving to the cloud which should be considered as part of your upgrade strategy.

Dynamics GP 2018 Enhancements – New Features

Dynamics GP 2018 has introduced several enhancements fulfilling top clients requests. You’ve asked for it, and now it is part of the new version. Therefore, it is essential to present these new features to the client process owners and departments so that you either resolve a current pain or enhance a business process. In this essence, it is important to shed a light on the most attractive features in GP2018:

1- Document Attachment Enhancements
2- Better User Experience:
– Sorting Options or several inquiry windows
– New more system password prompts
– Several enhancements to the GP Web Client
– Smart list favorites unique passwords

3- Financial Enhancements
– Analytical Accounting copy user access
– Ability to email and print single statement from customer card
– Purchase Order Generator enhancements
– Link PO to a requisition by displaying the PO number on the requisition list
– Printing purchase requisition report
– Display hold status on SOP transaction entry
– Vendor settings optimizations
4- Workflow Management Enhancements
5- Power Suite Evolutions

Current System Customizations
As part of the upgrade plan, current system customizations should be thoroughly analyzed in order to provide an impact-analysis on the upgrade and how it will affect such customizations. This includes but not limited to VBA, modifier, VSTools …etc. The best way to check current system customization and the impact of the upgrade on them is to do “Upgrade Testing” which is explained in the next step.

Testing
Upgrades mostly starts with testing, there is no single client which usually upgrades directly on the live environment without prior thorough testing on a separate test environment which is identical of the live environment. This helps the client checks whether any issues will be encountered as part of the upgrade, as well as checking customizations validity.

Communications
Last but not least, communicating your upgrade, system new features and enhancements with the concerned stakeholders is a key to a successful upgrade. It’s required to get in touch with the business process owners, demonstrate the new system functionality, confirm with them that the new system will not affect negatively any of the current processes, and ensure to implement any change as part of the upgrade plan.

Eventually, it is important to remember that upgrading to Dynamics GP 2018 is an absolute added value to the any GP client right now due the fact that Microsoft is responding to the various GP Community requests with every single release, delivering exceptional versions of the system and proving how mature Dynamics GP is.

Keep in mind that Dynamics GP is staying forever

Best Regards,
Mahmood M. AlSaadi – MVP

————————————————–
Principal Dynamics ERP Consultant
SIROCo LLC – (844) 708-0008
McKinney TX
m.saadi@sirocollc.com
http://www.sirocotech.com
————————————————–

February 14, 2018 Dynamics GP, Siroco GP Care No comments yet

Automatically Generate New Inventory Location Card from Sales Person Card

In a recent implementation of Dynamics GP for a big distributor company, we’ve had a business requirement to track salesperson sales. The simplest automation for that was to create one site (Location ID) for every single salesperson depending on the area they are serving.

One Salesperson Serving Multiple Areas

For each area, the salesperson will have one site. The business role is that the salesperson could server one area at a time (The area is a city in our example). In order to simplify the process, the end user creates one salesperson according to the following serial number (SLP-XXXX), one the other hand, the site will have the following numbering criteria:
[icon name=”transgender” class=”” unprefixed_class=””] Area Prefix
[icon name=”transgender” class=”” unprefixed_class=””] Serial Number

In order to automate the process, the following script has been applied in order to create a new primary site for every single salesperson when it is created.

— The following script creates a trigger on the RM00301 table, which uses eConnect stored procedure in order to create a new inventory site according to the salesperson parameters

CREATE TRIGGER [dbo].[DI_RM_GenerateSiteFromSalesPerson] ON [dbo].[RM00301]

    AFTER INSERT

AS

DECLARE             @SLPRSNID VARCHAR(500),

                    @SITEID VARCHAR(500),

                    @ADDRESS1 VARCHAR(500),

                    @ADDRESS2 VARCHAR(500),

                    @ADDRESS3 VARCHAR(500),

                    @CITY VARCHAR(500),

                    @Segment VARCHAR(500),

                    @STAXSCHD VARCHAR(500),

                    @Region VARCHAR(500),

                    @return_value int,

                    @O_iErrorState int,

                    @oErrString varchar(255)

SET @SLPRSNID = (SELECT TOP(1) SLPRSNID FROM INSERTED ORDER BY SLPRSNID)

SET @ADDRESS1 = (SELECT TOP(1) ADDRESS1 FROM INSERTED ORDER BY ADDRESS1)

SET @ADDRESS2 = (SELECT TOP(1) ADDRESS2 FROM INSERTED ORDER BY ADDRESS2)

SET @ADDRESS3 = (SELECT TOP(1) ADDRESS3 FROM INSERTED ORDER BY ADDRESS3)

SET @CITY = (SELECT TOP(1) CITY FROM INSERTED ORDER BY CITY)

IF @CITY = ‘AREA1’

             BEGIN

             SET @Segment = ’01’

             SET @Region = ‘AR1’

             END

IF @CITY = ‘AREA2’

             BEGIN

             SET @Segment = ’03’

             SET @Region = ‘AR2’

             END

IF @CITY = ‘AREA3’

             BEGIN

             SET @Segment = ’02’

             SET @Region = ‘AR3’

             END

SET @STAXSCHD = ‘SALES TAX’

       SET @SITEID = REPLACE(@SLPRSNID, ‘SLP’, @Region)

       EXEC   @return_value = [dbo].[taCreateInventorySite]

                    @I_vLOCNCODE = @SITEID,

                    @I_vLOCNDSCR = @ADDRESS2,

                    @I_vADDRESS1 = @ADDRESS1,

                    @I_vADDRESS2 = @ADDRESS3,

                    @I_vADDRESS3 = @SLPRSNID,

                    @I_vCITY = @CITY,

                    @I_vLocation_Segment = @Segment,

                    @I_vSTAXSCHD = @STAXSCHD,

                    @I_vCountry = ‘JO’,

                    @O_iErrorState = @O_iErrorState OUTPUT,

                    @oErrString = @oErrString OUTPUT

GO

 

Best Regards,
Mahmoud M. AlSaadi
February 5, 2018 Dynamics GP, Siroco GP Care No comments yet
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