Analytical Purchase Requisition Entry - Dimension Code Lookup is not working (Temporary Customized Solution)

In the previous post, Analytical Purchase Requisition Entry - Dimension Code Lookup is not working, this issue was thoroughly illustrated along with a link to vote on MSConnect in order to get this resolved by the next release of Dynamics GP. 

Although, there must be a current; yet a temporary, solution in order to remove such glitch from the Analytical Accounting entry as part of the requisition cycle and ensure that the process is running smooth without any issues.

The code simply represents an additional form which retrieves the dimension codes for the specific dimension within the AA purchase Requisition Entry window.

Customization Deployment

The customization can be downloaded from this link, which includes a dll file. Copy the file into Microsoft Dynamics GP Addins folder, which usually can be found on (C:\Program Files (x86)\Microsoft Dynamics\GP2015\AddIns). 

Just in case the dll file is being blocked, right click on the file and make sure to check "unblock" before running Dynamics GP. 

unblock dll file

Note ! 

The customization can only be used with Dynamics GP 2015 R2, on which the error is reported. Future versions will definitely get this resolved and therefore, you will have to remove the dll file before upgrading. 

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The customization is totally developed by Mr. Ibrahim Omran; Development Manager at Dynamics Innovations; a Golden Microsoft Partner in Amman, Jordan.

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Open Microsoft Dynamics GP.

Go to Purchase Requisition Entry window on Transactions >  Purchasing > Purchase Requisition. 

Purchase Requisition Entry Window

Make sure to fill in an account which is linked to Analytical Accounting and require AA details to be filled up. Proceed by clicking on the "AA" button in order to open the Analytical Accounting Purchase Requisition Entry window. 

 

AA Requisition Entry

Place the cursor on the Dimension Code filed and click the lookup button (or the well-known shortcut Ctrl+l) to open up the customized lookup form, which will retrieve the associated dimension code details as shown below:

Customized Dimension Code Lookup Form

Best Regards,
Mahmoud M. AlSaadi

Analytical Purchase Requisition Entry - Dimension Code Lookup is not working

With the introduction of GP 2013 R2, a new feature came along to integrate Analytical Accounting with Purchase requisitions so that the requested can enter associated dimension code values. It was working just perfectly without any issues. 

Although, when testing the same functionality in GP 2015 R2, there is a tiny issue encountered with the lookup button on the Analytical Purchase Requisition Entry window, it seems the lookup for dimension codes is not working at all. 

Here is the original Scenario in GP 2013 (Perfect, without any issues)

• Go to Transactions > Purchasing > Purchase Requisitions
• Create a new requisition with items.
• On the line item level, enter an account that is linked to Analytical Accounting
• Click on the AA button in order to open the Analytical Purchase Requisition Entry
• On the Dimension Code field, click on the "Look up" button to retrieve a list of available dimension codes
• A window including all dimension codes pops up, from which you can choose.

Purchase Requisition Entry - GP 2013

Analytical Purchase Requisition Entry - GP 2013

Applying the same scenario on GP 2015 R2

While applying the same steps mentioned above, you are going to miss the lookup button 

Purchase Requisition Entry - GP 2015

Analytical Purchase Requisition Entry - GP 2015

Technical Perspective (SQL Profiler)

Apparently, when the loop up button (in GP 2013) is clicked, the trace shows appropriate code being run on the SQL server. On the other hand, clicking the same button in GP 2015 shows nothing on the trace.

Here is the code retrieve in GP 2013

SELECT TOP 25

        aaTrxDimID ,

        aaTrxDimCodeID ,

        aaTrxDimCode ,

        aaTrxDimCodeDescr ,

        aaTrxDimCodeDescr2 ,

        NOTEINDX ,

        INACTIVE ,

        DEX_ROW_TS ,

        DEX_ROW_ID

FROM    GP13R.dbo.AAG00401

WHERE   ( aaTrxDimID = 1

          AND INACTIVE = 0

        )

ORDER BY aaTrxDimID ASC ,

        aaTrxDimCode ASC

go

SELECT TOP 25

        aaTrxDimID ,

        aaTrxDimCodeID ,

        aaTrxDimCode ,

        aaTrxDimCodeDescr ,

        aaTrxDimCodeDescr2 ,

        NOTEINDX ,

        INACTIVE ,

        DEX_ROW_TS ,

        DEX_ROW_ID

FROM    GP13R.dbo.AAG00401

WHERE   ( aaTrxDimID = 1

          AND INACTIVE = 0

        )

        AND aaTrxDimID = 1

        AND aaTrxDimCodeID = 1

ORDER BY aaTrxDimID ASC ,

        aaTrxDimCodeID ASC

go

If you have encountered the same issue, you may share your vote on MSConnect to get this fixed by the support team, here is the MsConnect link. (ID: 2048691, Analytical Purchase Requisition Entry - Dimension Code Lookup)

Best Regards,
Mahmoud M. AlSaadi

GP 2015 R2 Feature List - All in One View

This comes out as one of the most astonishing features introduced in GP 2015 R2, it provides an effective and efficient way of reviewing vendor-related documents in an easy, user-friendly and dynamic way. 

The theoretical concept beyond designing this window is to provide one central window to review vendor associated documents, including all purchasing documents; purchase orders, receipts, invoices, payments, return and credit documents.

 

All in One View - Purchasing Module

All in one view for the purchasing module can be reached from a various windows, which are:

• Vendor Maintenance (Cards > Purchasing > Vendor)
• Vendor Inquiry (Inquiry > Purchasing > Vendor)
• Purchase Order Processing Document Inquiry (Inquiry > Purchasing > Purchase Order Documents) 
• Purchase Order Processing Item Inquiry (Inquiry > Purchasing > Purchase Order Items)
• Transaction by vendor inquiry (Inquiry > Purchasing > Transaction by Vendor)
• Transaction by Document inquiry (Inquiry > Purchasing > Transaction by Document)
• Navigation Lists:
• Vendors
• All Purchasing Transactions
• Payable Transactions
• Purchase Order Transactions 

In any of the windows above, there is a new icon added to the ribbon to open the All-in-one view for purchasing, an example is shown below for the payable transaction inquiry window,

All in one view - Icon (Action Pane)

In case the menu bar is activated instead of the action pane, the icon is illustrated as shown below:

All in one view - Icon ( Menu Bar)

 

Window Components

The window has a variety of components, which are all dedicated to provide a better user experience. These components are briefly illustrated below

All in one view - Details

1- Options:

This window gives you the ability to choose which document type to show within the window, you may want to create your custom view including only POs and receipts or payments ..etc.

Purchasing Options

2- Filter 

Each purchasing document tab has its own filter, through which you can consider specific search criteria to find specific documents. 

Filter 

3- Sorting Options

If you want to order the listed documents either in an ascending or descending way, these two arrows will do the sorting for each of the purchasing document types. 

Sorting Options

4- Dynamic View

When choosing a specific vendor, the view will retrieve all purchasing documents according to the search criteria. If you want to limit the view as illustrated in the example below:

               - Payments to specific PO

               - Receipts on a specific PO

               - Invoices on a specific PO

               - ....etc

 In such cases, the all in one view provides a dynamic capability to filter by a specific document, and the other document types tabs will be filter to show only the documents related to your original choice.

As shown below, choosing a specific PO will result with the following view:

Dynamic View

 5- More details

Each of the purchasing document has an arrow to show further more details within the view itself, this will provide a brief about any of the purchasing documents in case you do not want to drill down into another inquiry window.

More details

6- Flip through pages

The view shows only five documents under each purchasing document type, you may use the arrows of (Next and Previous) in the bottom of the screen to navigate through the purchasing documents. This can be done for each of the types solely

Best Regards,
Mahmoud M. AlSaadi