Dynamics GP 2016 R2 - Password Protection for Smart list Favorites

Proceeding with the features of Dynamics GP 2016 R2, this post will shed a light on another important features related to smart list favorites. It is a wide concerns for users who creates favorites on smart lists that their conditions or rules are sometimes modified by other users, either by mistake or in purpose. This feature allows the smart lists favorites to be protected using a system password.  

In order to activate this feature, go to Microsoft Dynamics GP > Tools > Setup > System > Smart list options.

Smart list options password

You may note here that there is one single password for protecting smart list favorites, and it is not a user-custom settings that is defined per user. Now, if we go to the smart list and try to modify another user's smart list favorite, the system will ask for a password in order to prevent such modifications (unless a password is entered.)

Smart list favorite - Prevents Modifications

Best Regards,
Mahmoud M. AlSaadi

Dynamics GP 2016 R2 - Cancel Purchase Order originating from a Requisition

Dynamics GP 2016 R2 has been recently released, ad Dynamics GP Essentials will publish several blog posts addressing a comprehensive explanation of the important features presented in this release. 

In this release, I will shed a light on an important enhancement that was presented to enable a cancellation of Purchase Orders which are linked to requisitions. In the previous releases, it was hardly difficult to accomplish such an easy task and tons of warning messages used to pop up preventing you from cancelling a purchase order. Back in 2015, I wrote a blog post; Cancelling or voiding a purchase order generated from a requisition, which illustrated this issue, and how annoying it is for end-users to have a solution. 

In order to illustrate this feature, we will present it in a real-life case study in order to show how this feature can help end-users manage their purchases ad most importantly "cancellation".

1- Create a purchase requisition from (Transactions > Requisition > Purchase Requisition) 
 

Purchase Requisition Entry Window

2- Convert the purchase requisition into a purchase order (Purchase Requisition Entry > Actions > Purchase)

Requisition to Purchase Order

3- Now, on the purchase order entry window, nothing has changed as for the quantities since you can not decrease the quantity ordered (it is committed to a requisition). Although, you can now cancel quantities out of the ordered quantities and he system shall pop up a warning message, but you can still proceed. 

Purchase Order

Quantity Cancelled > Warning Message

Purchase Requisition Inquiry for Cancelled Purchase Order

When a purchase order is cancelled, the original requisition will indicate such cancellation with a an icon addressing the fact that the link between the requisition and the PO has been cancelled.

Purchase Requisition Inquiry

Technical Perspective 

The link between the purchase order and the requisition is recorded under SOP60100. In previous versions, cancelling a PO originating from a requisition used to require delete the associated record for the PO-Requisition combination. 

It is worth to note that this record is maintained in GP2016 R2, and is never deleted even when the link between the requisition and the PO is broken 

SOP60100 Table - Requisition to PO link table

Best Regards,
Mahmoud M. AlSaadi