Monday, November 24, 2014

Requisitions Management Purchase – Item Cost Selection

One of my customers reported that when they transfer the Purchase Requisition to Purchase Order, the cost they specified in the requisition for their items is not being transferred to the purchase order.

Checking the Requisition setup I didn’t find an option to keep the cost of requisition on Purchase Order, only the below options are available:

image

For this particular customer, they are not using the “last vendor originating cost”, so I have created a Trigger that updates the field for each update occurs on requisition screen, below the trigger code if anybody is interested.

CREATE TRIGGER [dbo].[DI_UPDATEITEMCOST]
ON [dbo].[POP10210]
AFTER INSERT, UPDATE
AS

DECLARE @ITEMNMBR VARCHAR(500)
DECLARE @UNITCOST numeric(18,5)
DECLARE CUR CURSOR FOR SELECT ITEMNMBR, UNITCOST FROM INSERTED

OPEN CUR
FETCH NEXT FROM CUR INTO @ITEMNMBR, @UNITCOST

WHILE @@FETCH_STATUS = 0
BEGIN

UPDATE IV00103 SET Last_Originating_Cost = @UNITCOST WHERE ITEMNMBR = @ITEMNMBR AND @UNITCOST <> 0

FETCH NEXT FROM CUR INTO @ITEMNMBR, @UNITCOST
END
CLOSE CUR
DEALLOCATE CUR
GO






Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Saturday, November 15, 2014

Dynamics GP Purchase Order Workflow: Approver requires A Full User not Limited

 

If you are looking to implement the Purchase Order Workflow, you must keep in mind that limited users will not be able to approve Purchase Orders, user should be FULL user to be able to process orders, I am not sure why Microsoft folks designed it this way but I got one of my customers to purchase additional 5 users to get this implemented!

I have requested this enhancement from Microsoft and kindly asking for your votes to get this fixed, below is the article on MS Connect:

https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/1030936/purchase-order-approval-to-work-with-limited-users

Happy ordering!


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Friday, November 14, 2014

Dynamics GP Purchasing - Request for Quotations module

Thinking about this subject, can’t find a company who does not follow the standards in their procurement process, everyone brings 3 quotations from 3 different suppliers and selects the best fit from requirements and pricing!

I found this process on Connect requested since 2010 with very limited votes! I would kindly ask for your help in voting and getting this scheduled soon, below the description of the product suggestion:

I think Dynamics GP is one of the few applications in the ERP world that does not have the request for quotation functionality, the process is like this: - RFQ (enter details for items willing to purchase) - Select one or more vendors and the system should print separate RFQ for each (and prepare the system to receive responses from each) - Receive quotes from Vendors and update on system - Compare vendor’s prices against same lines in RFQ - transfer one of the quotes to Purchase order Note: The is the simplest cycle possible and there are many other advanced consideration that can be added later on like: - Issuing PO against more than one vendor quote for same RFQ - Ability to update quotation with new discounts and data maintaining original information and changes (quote version control). - Ability to make the budget commitment from RFQ point rather than PO point (and this will be major advance for the application as most of the people in business or government would like to reserve budget before knowing the vendor and not after like it is currently acquiring in GP) - Specify a minimum number of quotations if the RFQ estimated price is more than a specific value. - Include in GP workflow if possible - Link to specific one or more requisitions created in Business Portal.

Below the link for the connect article:

https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/537585

Happy voting!


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Web Client – Date Fields “Please check and reenter the date”

If you are using the web client, you might be going through the message in the subject, this is annoying for users with too many daily transactions!

image

As reported by one of my customers! This issue occurs only when you have the date format with string month (dd-MMM-yy) like the below:

image

Just make sure that the month is numeric (dd-MM-yyyy) and you will get rid of this message!


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Tuesday, November 11, 2014

No Print for Purchase Requisitions!!

When you see the window print button you expect that the information of the window you are on is being printed on a report writer report, and when one of your customers inform you that no action is being taken upon pressing the report you just feel like the user is not aware whats going on and a privileges  issue should take place!

Well for Purchase Requisition Entry form this is not the case! the window print is not linked to any of the available reports, clicking the button will do nothing and you will feel a little bit confused about what to be done!

image

The button indeed does not have a report assigned, but you can design your report on SSRS and link it to this button! Just click the Small Arrow near the print button and hit “Assign Reports”, then select the report you need to link, see the below for clarification:

image


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Monday, November 10, 2014

Workflow 2.0 “OR” Operator not working

While working on the Dynamics GP 2013 R2 workflow, I realized that the “OR” operator is not working properly, take a look into the below example:

Step 1: Approval By User X --> Only when the Requester is "User 1" OR "User 2"
Step 2: Approval By User Y --> Only when the Requester is "User 3" OR "User 4"

When you submit the requisition it goes for both User X & User Y, this is for both the Requisition and the Purchase Order as well!

I reported this to the connect website, hope they will fix this in the upcoming 2015 release.

https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/1026359/or-is-not-working-properly-in-dynamics-gp-2013-r2-workflows-po-requisition


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

Saturday, November 8, 2014

Management Reporter CU10 is available

For customers with complicated reports and huge sizes, you need to consider the upgrade to this release of Management Reporter, noticeable improvements has been made to fasten up the report generation process, along with many more features found below:

http://blogs.msdn.com/b/dynamics_financial_reporting/archive/2014/09/30/management-reporter-2012-cu-10-now-available.aspx


Regards,

--
Mohammad R. Daoud MVP - MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 - 79 - 999 65 85
me@mohdaoud.com
http://www.di.jo

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