How to Use “Record Permissions” in Dynamics NAV
In a previous post on Dynamics NAV Essentials; understanding user setup and security, we have clarified how the security model is built and configured in Dynamics NAV. The following representation illustrated how users, user groups, permission sets and permission represent a comprehensive security model which allows the client to have full control over the system forms and associated… Continue Reading Mahmoud M. Alsaadi’s...
Change Item Base Unit of Measurement
In a recent implementation of Dynamics NAV 2018, the client has requested to upload the master data from their old legacy ERP system. In the old ERP system, there were two unit of measurements which are: Each Piece Now logically speaking, both are just an identifier of one unit, regardless of the terminology used to describe this unit. Import occurred at the beginning of the year, and then… Continue Reading Mahmoud M....
Dynamics GP – In Transit Documents and Reversal
In Transit transfer in Dynamics GP is a way to transfer items from one site to another via a specific site, though which laded cost functionality can be used in order to allocated further cost factors on the transferred items such as freight, shipping cost, packaging costs …etc. This functionality is quite effective in GP, and it might be used basically when products are shipped from one location to another via a vehicle or...
Manufacturing Order Cost Distribution
The following reports retrieves data from the manufacturing order closing file, it illustrates the following details for every single MO per item number: Material Cost Material Fixed Overhead Material Variable Overhead Labor Cost Labor Fixed Overhead Labor Variable Overhead Machine Machine Fixed Overhead Machine Variable Overhead Total MO cost SELECT ITEMNMBR, DATEPART(yy, COMPLETECLOSEDATE)...
Historical Inventory Aging Report – Finally !!
We have always received requests from clients about historical inventory aging report, unfortunately, this report is not available in the system as a standard report, and thus requires customizations. We’ve illustrated in a previous post on GPUG how to calculate the inventory turn over analysis as part of the inventory reporting. On this article, we will dig deeper into the aging report. Such… Continue Reading Mahmood M....
Move AR Records from History to Open – Reversing Apply ( After Paid Transactions Removal )
The apply process in Dynamics GP is different between the receivable and the payable modules, when payable transactions are fully applied they are “automatically” moved to history which means that the data is migrated from the open tables into the history tables. On the other hand, this is not the same behavior of the receivable module, in which fully applied documents are not moved to history… Continue Reading...
Dynamics GP 2018 – Worklow History Reporting
Workflow reporting is always important, it’s always required to track the workflow history of a specific purchase requisition, AP transaction, General Ledger batch …etc. Despite of the fact that this has always been available with through the workflow history inquiry, Dynamics GP 2018 introduces another interesting way to have detailed reporting for all the workflow history details. Go To… Continue Reading...
Dynamics GP 2018 – Copy Workflow Steps
In a previous post of the GP 2018 features and enhancements, the workflow reminders have been thoroughly illustrated showing how reminders can be helpful for approvers. Today, we are going to shed a light on another essential feature of the Dynamics GP 2018 release, showing how workflow steps can be managed easily. On the workflow maintenance window, a new function has been added so that… Continue Reading Mahmood M....
Dynamics GP 2018 – Workflow Reminders
With the release of Dynamics GP2018, new features were introduced to the workflow management module which represents as always a major enhancement to the product. One of the interesting features is “Workflow Reminders” On the workflow maintenance window, under the “Assignment” section, there is an option to “Apply Workflow Calendar”, under which there is a Reminder, and a number of either:...
Dynamics 365 Business Central is Live
It has been announced previously that Dynamics 365 Business Central will be generally available by Monday, the 2nd of April, 2018. When logging into Dynamics 365 Trials, you will be able to have a trial of the Business Central. You do need to note that this is available for specific regions and countries so far. Dynamics 365 Trials Here is the first look on Dynamics 365 Business Central:
Item Price List – Free Tool
In Dynamics GP, prices can either be configured using the standard or extended functionality. Dynamics GP essentials is sharing a free tool to import the prices into Dynamics GP using an excel-based functionality which has been applied on big GP implementations. Here is the template for the item price list:Scroll Line is a function which auto generates the line sequence number on the item… Continue Reading Mahmood M....
The Future of Microsoft Dynamics GP – By Belinda Allen
Mark was sharing his thoughts and opinions on the future of the Microsoft Dynamics family. As much as I respect Mark, I disagree with most of his blog post, even going so far as to state that it has some incorrect facts about Microsoft Dynamics GP that I would like to clear up Last Friday Morning, as I was returning from GPUG Amplify in Chicago, I read a blog post from my friend and NAV… Continue Reading...
Dynamics GP is part of the New Dynamics 365 Portal – Microsoft Dynamics Ideas
The new MS Connect website has been released recently providing spaces for ideas, blogs, trials, help and roadmap for Dynamics 365 and Dynamics GP. Yes, Dynamics GP is part of the new portal and it is not going away. As published by the Microsoft Dynamics GP Support and Services blog, it was addressed that ” Have no fear, the end is nowhere near for Microsoft Dynamics GP. We are back in… Continue Reading...
Dynamics GP 2018 – Power BI Content Pack
Power BI is a great investment for any ERP company which has a considerable amount of data, it allows you to dig into the various modules in your system, link them all together and extract meaningful information from raw data. With the release of Dynamics GP 2018, Microsoft has introduced Power BI – Content Pack for Dynamics GP which includes the following:Financial PurchasingSalesInventory Dynamics GP 2018 –...
It’s important to Remember that Dynamics GP will always be available
Yes, Dynamics 365 Business Central has been officially announced by Microsoft, and yes there will be a SaaS offering for Dynamics NAV. But it is also a fact that Dynamics GP is here to stay, and will be always available. I have received multiple calls from clients asking about the future of Dynamics GP, and here is the answer.;Dynamics GP RoadmapHere are some important facts: Dynamics 365 is a… Continue Reading Mahmood M....
Announcing Dynamics 365 Business Central
It’s now official, Microsoft has announced recently that Dynamics 365 Business Central will be available on April 2, 2018 in 14 countries – United States, Canada, United Kingdom, Denmark, Netherlands, Germany, Spain, Italy, France, Austria, Switzerland, Belgium, Sweden, and Finland, and will be sold only through our Cloud Solution Provider (CSP) partners. Australia and New Zealand will be… Continue Reading Mahmoud M....
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:Purchase Order Generator opens the list of purchase orders filtered by the generated POPurchase Order and originating Requisition are displayed on the Home Page -… Continue Reading Mahmood M....
Dynamics NAV 2018 – Employee Account Type
Microsoft Dynamics NAV has always had a Human Resources module which is quite simple and could barely cop up with the local requirements on an international level. We always consider a local HR and Payroll solutions for Dynamics NAV rather than using the standard module. Although, in several implementations, it’s highly important to record ledger transactions on an employee, either as an… Continue Reading Mahmoud M....
Automtically Generate New Inventory Location Card from SalesPerson 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… Continue Reading Mahmood M....
Five Years for Dynamics GP Essentials – Which gives birth to Another Blog of Mine
Blogging and giving to the Dynamics Communities has always been my passion, it’s been almost 5 years since I started writing and contributing on Dynamics GP Essentials, which has been created for the purpose of sharing knowledge and experience as derived from the various ERP implementation projects I’ve worked on in a variety of fields and domain; Trading and Distribution, Manufacturing, NGOs,… Continue Reading...
Inactivating a Customer with Open Transactions – Work Around Solution (SQL Tool)
It’s a common case in Dynamics GP that you want to inactivate a customer, although, you always receive the warning message that “You cannot inactivate a customer record with un-posted or posted transactions.”Here is the scenario:A customer with open transactions has a zero balance, all invoices are paid. Although, the system doesn’t allow inactivating a customer. Customer Maintenance Window
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 by its difficulty. With each release, Microsoft is presenting important enhancement to this module in order to simply the setup process and facilitate administrative tasks.For instance, in prior release of Dynamics GP, “restrict user access” feature was… Continue Reading Mahmood M....
Dynamics GP 2018 – Smart list Favorites Password Protection
End users were always complaining in previous releases about the fact that their Smart list favorites can be modified or even deleted by other end users when it is created on the system or company level. With the release of Dynamics GP 2018, end-users now can create their own smart list favorites and protect any further modifications, changes or deletion by setting a system password. Here is… Continue Reading Mahmood M....
Dynamics GP 2018 – Enhancing the Web Client
With the release of Dynamics GP 2018, web client is getting richer as Microsoft is enhancing the user experience. There is no wonder that any enhancement introduced for the web client would absolutely represents an essential value.One of the most important features is the “Auto Complete” , as illustrated below, end-users using the desktop client are empowered with auto-complete feature which… Continue Reading Mahmood...
Item Attributes are Missing from Item “Fact Box”
In a recent implementation of Dynamics NAV, we have imported a huge number of items with several characteristics. The “Item Attribute” have been intensively used for this company in order to keep track of all the details of the products such as: color, usage, fabrics compositions, length, width, season, model year ….etc. After completing the import of the item attributes, they were showing on… Continue Reading...
Dynamics GP 2018 – Print Purchase Requisition Document
In previous versions of Dynamics GP, end-users have complained about the ability to have print-out or the purchase requisition document in Dynamics GP. Several GP community end-users have asked for it, here is one.There have been several work around solutions such as the one which have been proposed by MVP Mohammad Daoud on this link . The idea was to create a custom SSRS report and having it… Continue Reading Mahmood M....
Dynamics GP 2018 – System Password Prompts
Despite of the urging necessity of having system password configured in Dynamics GP, system admins have always complained about the behavior of the system password, which keeps popping up when opening administrative screens. Here is the commonly known system password window:The system password window has been considered quite annoying since it always pops up asking for password entry. Now in… Continue Reading Mahmood...
Dynamics GP 2018 – Sorting Options on Inquiry Windows
Another interesting feature that has been introduced with the release of Dynamics GP 2018 is the ability to sort results of the inquiry windows in both; the accounts receivable and the payable. The sorting option has been added to the following inquiry windows:Receivable Transaction by Customer | Inquiry > Sales > Transaction by CustomerReceivable Transaction by Document | Inquiry > Sales >… Continue Reading Mahmood...
Dynamics NAV 2018 – Features and Enhancements
It has been recently announced that Dynamics NAV 2018 is available now with interesting new features and enhancements which addresses the powerful capabilities of this product and its continuous improvements to ensure an exceptional added value to businesses worldwide. At Dynamics Innovations, we’ve started to introduce this product among the other ERP offerings (Dynamics AX, GP and CRM) in… Continue Reading Mahmoud M....
Dynamics GP 2018 – Attachment Report – All Attachments ( Updated SQL Script )
In a previous post on Dynamics GP Essentials, an SQL Script was provided for the attachment details across all the modules. Now with the release of GP 2018, new enhancements have been introduced addressing powerful capabilities for the document attachment module in GP. In this essence, it is important to provide an updated SQL script which includes the new windows which have been covered by… Continue Reading Mahmood M....
Dynamics GP 2018 – Document Attachment Enhancements
One of the most essentials features in Dynamics GP 2018 is the enhancement presented in the document attachment module which includes extending this capability to new windows. In GP 2018, you can now attached documents to general ledger transaction entry and receivable transaction entry window. On the setup level, check “Allow Document Attachments” in order to enable the attachment… Continue Reading Mahmood M....
Dynamics GP 2018 is now Released
It is officially published that Microsoft Dynamics GP 2018 is available, the download link is provided below:Product download page Microsoft Dynamics GP 2018 enhances the core application and user experience around the below areas:Comprehensive Doc AttachUser ExperienceOptimize Financials and HRPWorkflowPower “Suite” Evolution You may refer to the What’s New in Microsoft Dynamics GP 2018… Continue Reading...
Notifications in Dynamics NAV 2017
With the release of Dynamics NAV 2017, several enhancements have been introduced which represent such a considerable move. One of the most interesting features is the notification enhancement. In previous releases of Dynamics NAV, notifications used to be as messages popping up on the screen in case of a specific event such as but not limited to: Transaction has been posted successfully The… Continue Reading Mahmoud M....
Rapid Start Services in Dynamics NAV
Rapid Start services are considered as the import / export utility of Dynamics NAV through which you can setup / configure a new company, import customers, vendors, chart of accounts, items …etc. Basically, in order to navigate to the rich functionality of rapid start services, use a predefined profile which is “Rapid Start Services Implementer“, here is a screen shot of the home page of Rapid… Continue Reading...
Item Consumption Quantity Decimals are rounded on Production Order
When creating a production order in Dynamics NAV, line item components are automatically derived from the bill of material, on which the standard quantities are provided. I have been working on a case in which the consumption quantities are being rounded automatically when creating a production order, for instance, if one of the line components is 1.2 the consumption quantity on the… Continue Reading Mahmoud M. Alsaadi’s...
Item Transfer in Dynamics NAV
When working with inventory, transferring items from one site to another is a very common business requirements. Such requirement can be processed in Dynamics NAV in two different ways, each of them fulfills specific business needs. Inventory Transfer Order Transfer order is one easy way for transferring items from one site to another, although, it needs to be done from one location to another… Continue Reading Mahmoud M....