As we mentioned in a previous blog post, Microsoft has been gradually revealing the new features that will be included in Dynamics GP 2015 R2, which is being released this month, via “feature of the day” emails sent to people who, like us here at TGO Consulting, are more excited about this new release than we were about our own birthdays last year! (OK, OK, maybe we’re exaggerating – but only a little!) So without further ado, here are a few more of the new features to look for in the upgrade.
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Purchasing All in One Document View
How often have you spent way too much time searching for info you needed for a purchasing document, and thought to yourself how much easier it would be if you could just see all related purchasing documents in one window? Well, Microsoft read your mind, and they’ve made a new window that can be accessed from the Vendor Maintenance window, several purchasing inquiry windows, some Navigation lists, and the Home Page. When you open this window, the most recent documents will automatically pop up, and you can then navigate to the next 5 transactions, as well.
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Purchasing All in One Document View – Checkbox
This feature makes the Purchasing All in One Document View even more convenient. By clicking on the checkbox next to any one document in the window, your display will refresh and show only documents related to that one specific item, in every column. So for example, when clicking the checkbox by a purchase order, you would see only the receipts, invoices, payments, and returns related to that one purchase order. Handy-dandy, no?
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Purchasing All in One Document View – Options
Customization is also possible with this new feature. The Options button allows you to choose the columns you want displayed in your window. It’s possible to have up to six columns displayed at once, or any number fewer than that, depending on how you’d like it configured. You could display the Purchase Orders column and the Receipts columns only, or maybe add the Credit Documents column, as well – it’s up to you and your company’s unique workflow.
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SmartList Designer Create View
An SQL view based on a SmartList query can now be created within SmartList Designer by sending a SmartList through workflow. Once created, this SQL view can now also be exported outside of Dynamics GP in order for it to be used in reports that utilize SQL reporting services or Power BI reports in Excel. It also makes it possible to publish the SmartList from within GP as a refreshable Excel report.
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SmartList Designer View Workflow Type
Finally, the new SmartList features include a new way to set up SmartList workflows, as well. In order for the SQL view to be able to go through the approval process, at least one active workflow will have to be put in place, but more can be set up, as well. To do this, you’ll just need to access the Administration series in the Workflow Maintenance Window.
Those are just 5 of the exciting new features included in the new release. Contact us here at TGO Consulting today if you’d like to learn more, or for help upgrading to Microsoft Dynamics GP 2015 R2!
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