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

Exciting New Features in Microsoft Dynamics GP 2018

Microsoft Dynamics GP 2018 was officially released on December 1, 2017.  Microsoft Dynamics GP was molded on an ERP model which continues to evolve with a detailed roadmap for the future with continual investments from Microsoft for its strong mid-market sector.  As a mature application, we can see more focus on User Experience and user requested functions, rather cosmetic touch up module releases to maintain a youthful appearance. This update launch is a great experience on the additional functionality experiences in the ERP system, where stability, flexibility, and scalability count the most.

In today’s modern world, businesses are running at a faster pace than ever before. If you stand at the crossroads with no leveraging on your software solutions properly you may fall behind in competitive advantage.  Following are the indirect advantages when you migrate to Microsoft Dynamics GP 2018.

[icon name=”gg” class=”” unprefixed_class=””] Drive productivity with simplicity and ease of use
[icon name=”gg” class=”” unprefixed_class=””] Offers your users anywhere, anytime access
[icon name=”gg” class=”” unprefixed_class=””] Streamline your business with powerful capabilities
[icon name=”gg” class=”” unprefixed_class=””] Informed decision making with easily accessible, contextual business insight
[icon name=”gg” class=”” unprefixed_class=””] Enable power reporting and simplified document creation
[icon name=”gg” class=”” unprefixed_class=””] Evaluate the cloud on your terms
[icon name=”gg” class=”” unprefixed_class=””] Lower the costs and free up IT resources to be more strategic
[icon name=”gg” class=”” unprefixed_class=””] Make the most of your investments

A Closer Look at Microsoft Dynamics GP 2018

Microsoft Dynamics GP 2018 come with an updated and new feature that helps the ERP clients in a great way. Here is an attempt to learn more about the added features with special emphasis on the different areas of improvement Dynamics GP’s latest update addressed.

[icon name=”cubes” class=”” unprefixed_class=””] Human Resources & Payroll

Optimizing the Human Resources (HR) and Payroll experience for users was a huge priority for this update. Here are a few capabilities GP added to this department:

[icon name=”gg” class=”” unprefixed_class=””] Turn off garnishments reports in posting setup
[icon name=”gg” class=”” unprefixed_class=””] Roll down payroll setup options from setup to inactive records
[icon name=”gg” class=”” unprefixed_class=””] Change department codes in all files
[icon name=”gg” class=”” unprefixed_class=””] Restrict inactive deduction and benefit codes in lookups
[icon name=”gg” class=”” unprefixed_class=””] Reprint distribution detail & summary reports
[icon name=”gg” class=”” unprefixed_class=””] Advanced human resource wellness & health insurance integration

[icon name=”cubes” class=”” unprefixed_class=””] Workflow 4.0

Microsoft Dynamics GP 2018 helps companies that are looking for ways to leverage their ERP investment, find efficiencies and strengthen internal controls.  In later releases of GP as evolved from 2013 through 2018, Microsoft continued to roll out additional workflows options for better user experience. Below are the highlights of the latest version on workflow 4.0.

[icon name=”gg” class=”” unprefixed_class=””] Principal list of workflows available through MS Dynamics GP 2018
[icon name=”gg” class=”” unprefixed_class=””] Purchase order approval
[icon name=”gg” class=”” unprefixed_class=””] Purchase requisition approval
[icon name=”gg” class=”” unprefixed_class=””] Purchase Receiving workflow
[icon name=”gg” class=”” unprefixed_class=””] Purchase enter/match invoice workflow
[icon name=”gg” class=”” unprefixed_class=””] Project timesheets approval
[icon name=”gg” class=”” unprefixed_class=””] Project expense report approval
[icon name=”gg” class=”” unprefixed_class=””] Payroll timecard approval
[icon name=”gg” class=”” unprefixed_class=””] Employee skills approval
[icon name=”gg” class=”” unprefixed_class=””] W4 approval
[icon name=”gg” class=”” unprefixed_class=””] GL Account approval
[icon name=”gg” class=”” unprefixed_class=””] General Ledger batch approval
[icon name=”gg” class=”” unprefixed_class=””] Vendor approval
[icon name=”gg” class=”” unprefixed_class=””] Additional EFT/Bank Details to Vendor approval
[icon name=”gg” class=”” unprefixed_class=””] Payables batch approval
[icon name=”gg” class=”” unprefixed_class=””] Payables Transaction approval
[icon name=”gg” class=”” unprefixed_class=””] Receivables batch approval
[icon name=”gg” class=”” unprefixed_class=””] Reminder emails for Workflow

Using the reminder functionality, set up the GP workflow to create a reminder email in case someone forgot to complete an approval.  You can reuse existing messages and modify with comments for the reminder.

[icon name=”gg” class=”” unprefixed_class=””] Copy Workflow Step

Allows you to select and copy a workflow step to another workflow. This simplifies the messaging and approval process, allowing companies to avoid repetition in creating a workflow.  This is a great time saver for companies who shall use several workflow conditions within a single workflow.

[icon name=”gg” class=”” unprefixed_class=””] Reporting for Workflow

Visibility into the workflow process with additional fields in workflow reporting including filters by workflow type, workflow approvers, workflow status and approval date. The reports also include the workflow comments as an option.   Additional fields in Payables Transaction Workflow include Vendor Account, Vendor Master Comment 1, Vendor Master Comment 2, Vendor Class ID, and Payment Priority.

[icon name=”gg” class=”” unprefixed_class=””] Additional fields in PO Workflow

Add more detail to the automated messages for PO Requisition or PO approval and include relevant fields in the message like the account description.

[icon name=”cubes” class=”” unprefixed_class=””] New Doc Attach Feature

With the new Document Attach features customers can now attach to the General Ledger transaction from the Action Pane.

Here’s a preview: Make sure you turn on the Document Attachment feature first. (Go to, Administration >> Setup >> Company >> Document Attachment Setup)

The document attach feature is available from the Action Pane for these windows:

[icon name=”gg” class=”” unprefixed_class=””] General Ledger Entry
[icon name=”gg” class=”” unprefixed_class=””] Receivables Transaction Entry
[icon name=”gg” class=”” unprefixed_class=””] Enable this feature in the setup window above and you can view the documents attached to these inquiry windows:
[icon name=”gg” class=”” unprefixed_class=””] Employee Inquiry
[icon name=”gg” class=”” unprefixed_class=””] I-9 Form Inquiry
[icon name=”gg” class=”” unprefixed_class=””] Fixed Assets Inquiry

You can now also see Notes in these inquiry windows:

[icon name=”gg” class=”” unprefixed_class=””] Vendor Inquiry
[icon name=”gg” class=”” unprefixed_class=””] Customer Inquiry
[icon name=”gg” class=”” unprefixed_class=””] Project Inquiry
[icon name=”gg” class=”” unprefixed_class=””] PA Project Inquiry

Now you can attach documents to transactions after they are posted through the Payables Edit Transactions window. (Purchasing >> Transactions >> Edit Transaction Information); Drill-down on the Number field: And then, you can attach your documents

[icon name=”cubes” class=”” unprefixed_class=””] Web Client Changes

Thee web client improvements in Microsoft Dynamics GP 2018 shall make navigation and usage a lot easier with the added features listed below.

[icon name=”gg” class=”” unprefixed_class=””] Autocomplete
[icon name=”gg” class=”” unprefixed_class=””] Shortcut to Smartlist within the Web Client
[icon name=”gg” class=”” unprefixed_class=””] Bank Reconciliation maximize window
[icon name=”gg” class=”” unprefixed_class=””] Smart lists Favorites with unique password protection. Great for sharing as read-only so no one makes changes to your Smartlists
[icon name=”gg” class=”” unprefixed_class=””] Checks and Cheques have been renamed as Payments as seen in Payables Transaction windows. This reflects the common term for ETF vs Cheque.
[icon name=”gg” class=”” unprefixed_class=””] Copy user access settings and security across Analytical Accounting dimension codes. Saves time on setting up new users for those using Analytical Accounting.
[icon name=”gg” class=”” unprefixed_class=””] A variety of new Sort functions for the Receivables Transaction Inquiry window – by Type, document number, amount, amount remaining, document date, etc.
[icon name=”gg” class=”” unprefixed_class=””] Ability to Print and Email a single statement from the customer maintenance or customer inquiry windows.
[icon name=”gg” class=”” unprefixed_class=””] Ability to print Purchase Requisitions.
[icon name=”gg” class=”” unprefixed_class=””] User experience updates to the Dynamics GP web client including ‘type ahead auto-complete’.
[icon name=”gg” class=”” unprefixed_class=””] Additional sorting options for Bank Reconciliations. Helps save time when working on your monthly bank record.
[icon name=”gg” class=”” unprefixed_class=””] More integration and accelerators for Power BI with the new GP 2018 Power BI Content Pack.

SIROCo Support on Microsoft Dynamics GP 2018

As a reliable Microsoft Certified Partner, SIROCo provides all-in-one support for installation to training with customized after-care. Data analysis through our system training delivered to client users and management shall make data-driven results easier and outcomes guaranteed. We provide maximum efficacy, which leads to our clients’ growth with our SIROCo Microsoft Dynamics GP  2018 Care and support. Our process takes a different approach than other traditional software companies. With our excellent Business Impact Assessment (BIA), we deliver support for critical investment decisions and ensure that your Dynamics GP 2018 implementation is executed to the business needs in a cost-effective manner.

Dynamics GP 2018 – Copy Analytical Accounting User Access

Analytical Accounting is an essential module in Dynamics GP, although, its configuration and setup process has always been criticized for its difficulty. With each release, Microsoft is presenting important enhancement to this module in order to simplify the setup process and facilitate administrative tasks.For instance, in a prior release of Dynamics GP, “restrict user access” feature was presented to the Analytical Accounting module.
With the release of Dynamics GP 2018, a new feature is presented on the user access level which enables GP Administrators to copy user access across multiple analytical dimensions with one click.

Navigate to Microsoft Dynamics GP > Tools > Setup > Company > Analytical Accounting  > User Access

A new button has been added to the screen, which is titled as “Copy”, click on that button and a window will pop up including two primary fields for the user to copy from and the user to copy access to.

User Access – Analytical Accounting Module
Copy User Access – Analytical Accounting Module

This feature is essential especially when multiple analytical accounting dimensions are configured in the system. It helps to facilitate the administrative process of maintaining user privileges on the AA module.

Best Regards,