Analytical Purchase Requisition Entry | Dimension Code Lookup (Resolved with Dynamics GP 2016)

Apart from the long list of product enhancements introduced in Dynamics GP 2016, a considerable issues have been completely resolved and logged in the Quality Report.  One of these issues was previously addressed on Dynamics GP Essentials blog addressing the Dimension Code lookup is not working for the Analytical Purchase requisition entry window. A temporary solution was to provide a quick customized fix until a permanent fix is delivered. 

As derived from the Quality Report of Dynamics GP 2016, the following addresses the fact that this issue is completely resolved: 

" Analytical Accounting:

Unable to use the Selection button to pull up the Transaction Dimension Code selection window from the Analytical Purchase Requisition Entry window  "

I am including the complete scenario below, as applied in Dynamics GP 2016 to show that the behavior is error-free :

• 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 2016

Analytical Purchase Requisition Entry - GP 2016

If you are using the temporary quick fix addressed in the previous article and you are considering an upgrade, make sure to remove the .dll file from the Add ons within Dynamics GP folded.

Best Regards, 

Mahmoud M. AlSaadi 

Dynamics GP 2016 - Product Enhancement Suggesstion | Open more than one window at a time in Web Client

It goes without saying that the HTML web client introduced in GP 2016 release represents the most important enhancement which stands tall among all other features and enhancements. Although, there has been a specific drawback which was initially addressed by MVP Belinda Allen and then discussed by other Dynamics GP MVPs.

In previous versions of Dynamics GP web clients which is Silverlight-based, the user were accustomed to a specific behavior of the client, in which manipulating among the windows of the system was an easy option making such a rich user experience. Although, the new web client which is HTML based has dropped this important feature, preventing the user from opening more than one window at a time. 

If you would like to get this functionality back, vote on the link below created by MVP Belinda Allen

• MSConnect Suggestion |  Open more than one window at a time in GP2016 Web Client

Best Regards,
Mahmoud M. AlSaadi

Dynamics GP 2016 - Analytical Accounting User Access

One of the important enhancements brought by Dynamics GP 2016 is the Analytical Accounting User Access, which used to be considered as a long task, by which you have to assign the access per transaction dimension and transaction dimension code for every single user. Long time ago, Siva Kumar has provided an important script which can be used to automatically grant access to Dynamics GP user for all AA codes.

With the new version of Dynamics GP 2016, when a new user is added, it will automatically be given access to all analytical accounting dimension codes, which means that having full access to all dimension codes is the default unless a restriction has been created. 

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

As shown in the screen below

AA User Access

A new checkbox is added to the usual window of Analytical Accounting, which can be used to create restrictions to specific AA dimension and Dimension Codes. As shown below:

AA User Access Restrictions

Best Regards, 

Mahmoud M. AlSaadi

 

Dynamics GP 2016 - Sales All in One View

The All in One View represents a new way of inquiring data in Dynamics GP. With the release of Dynamics GP 2016, two inquiries were delivered for Sales and Inventory. In the previous post, the inventory all in one view was fully explained. Now we are going to introduce and explain the Sales All in One View which is not less important at all than the one mentioned above.

Sales All in One View

I have mentioned previously that this inquiry is important for analysis purposes. The sales all in one view represents a centralized screen to show all sales transactions for a specific customer in an interrelated way. As taken for granted, in sales order processing, the cycle includes multiples types which are:

• Quotation
• Sales Order
• Sales Invoice
• Fulfillment Order
• Back Order
• Sales Return

Sales Order Processing Cycle

The old inquiries of Dynamics GP such as Sales Documents provide a traditional way of inquiring the transaction details, you will have to manually check the source of each sales transaction (whether it has been transferred from quotation, order ...etc). The all in one view provides a centralized and visualized way of presenting the interrelation among the SOP documents. By clicking on any of the sales documents, only the related types will be shown in the other sections. These sections reflect he types of SOP documents (Quotation, Order, Back Order, Return, Invoice, Cash Receipt ...etc)

Relations in Sales All in One View

The view provides a setup window by which you can choose which documents types to be shown, which includes the following:

1. Quotations
2. Orders ad Back Orders
3. Invoices and Fulfillment Orders
4. Cash Receipts
5. Credit/ Returns
6. Other Charges (Debit Memo, Finance Charges, Service repairs or warranty)

It is important to note here that the relations between a sales order processing document and AR document (cash receipt, credit, return and other charges) is determined by the apply processes. 

Furthermore, there is an option for each section to show or hide open and historical transactions. Certain sections such as Cash Receipts has got an additional filter to show fully apply documents.

Best Regards, 

Mahmoud M. AlSaadi

Dynamics GP 2016 - Inventory All in One View

With the release of Dynamics GP 2016, multiple features were introduced making this release an outstanding one. In this post, I am shedding a light on the new reporting method represented with the "All in One view". 

Inventory-related transactions can be categorized as either Quantity In Such as Adjustment In, Receiving ...etc or Quantity Out such as Adjustment Out, Sales Transaction ..etc. Or Quantity Moved represented with the Transfer type through which quantities are moved from one site to another. 

Inventory - Item Site All in One View

 

In a previous post; Cost Layers Analysis, I have provided a script which provide a view for how each cost layers has been consumed. A purchase receipt; represented with any (In) transaction will either be moved among sites or withdrawn out by an adjustment out, sales transaction ...etc. Dynamics GP 2016 provides the same results in a "visualized" way. The purpose of this view is the following:

• To provide an analysis for cost layers. How every purchase receipt has been consumed per each or all sites. 
• To provide an inter-related view of the inventory transaction. By clicking on a specific document, the other sections will be updated accordingly.
• To provide brief details of every single item transaction such as: originating module, document number, quantity, cost ...etc

Inventory All in One View

Related Cost Layers

As shown above, when checking a specific purchase receipt from the "Quantity In" section, the system will automatically filters the other sections to leave only related cost layers, the "related cost layers" means that the quantities out/ moved have been withdrawn from the selected quantity in.

Below is a look at the SQL tables; primarily IV10200 and IV10201 showing the link between a specific purchase receipt (in IV10200) and the related Out Transaction (in IV10201) 

Inventory Tables - IV10200 and IV10201

Important Note !

Unlike the Item Stock inquiry which retrieves data primarily from IV30300 and IV10200, The inventory All in one view retrieves data primarily from SEE30303, which is the historical inventory trial balance HITB.Therefore, if you've got any internal inventory issues represented with inconsistent quantities and values, these two inquiries may not provide the same results.

Best Regards,
Mahmoud M. AlSaadi