What’s New GP2018: Workflow Features

Microsoft Dynamics GP 2018 was released in December 2017 and new features are abound. One of the most impressive features for me is the changes to the workflow process, which defines how information flows through the system.

Workflow 1.0, released with Microsoft Dynamics GP 2013, worked the same as it did in Business Portal without the dependency on Sharepoint to function. Microsoft Dynamics GP has expanded workflow’s capabilities with each version. It had started with a workflow for Purchase order approval and has increased to six modules. In Microsoft Dynamics GP, the following workflows available in their most recent release:

  • Financial
    • General Ledger Account Approval
    • General Ledger Batch Approval
  • Sales
    • Receivables Batch Approval
  • Purchasing
    • Payables Batch Approval
    • Payables Transaction Approval
    • Purchase Order Approval
    • Purchase Requisition Approval
    • Purchase Invoice Approval
    • Receivings Transaction Approval
    • Vendor Approval
  • Payroll
    • Employee Profile Approval
    • Employee Skills Approval
    • Payroll Direct Deposit Approval
    • Payroll Timecard Approval
    • Payroll W4 Approval
  • Project
    • Expense Report Approval
    • Timesheet Approval
  • Administration
    • Smartlist Designer View Approval

Originally, Workflow 1.0 restricted its functionality into four purchasing workflows. In Workflow 2.0, it became compatible with the Web Client and integrated with Active Directory. Workflow 3.0 improved set conditions and created notifications within GP to alert users. The release of Microsoft Dynamics GP 2018 added new interesting features to expand Workflow. The two most expected are the reminders and copying of workflow steps.

1. Reminders

Microsoft Dynamics GP 2018 added the ability to send reminder e-mails without having end users tracking down their supervisors, or the workflow administrator reach out to the approver. Reminders allow users to select intervals of when the reminders go out. The interval’s present daily or even hourly options.

2. Copy workflow steps

In previous versions of Microsoft Dynamics GP, copying an entire workflow was the only way to make changes. The new release brings the capability to copy a step within a workflow. If you have complicated workflows that require you to add multiple steps that are approximately the same, thus this will save you hours of work.




Error Tuesday: Workflow errors & EXEC wfDeployClrAssemblies

There are many issues that can occur with workflow within Microsoft Dynamics GP. The first step should always be to run the following script on your database (After a backup).

EXEC wfDeployClrAssemblies

If this does not resolve your issue, then I would recommend checking your setup. Sometimes a manager will be removed or an email changed. I had one instance where workflow was being used and the email server was changed and this caused an error.

IF after you ran the script and went through the setup steps to verify that everything is correct, then I would open a case with Microsoft.

Jet Reports Prerequisites and Prebuilt Reports

The Prerequisites for Jet Express are low. If your Microsoft Dynamics GP, office and Operating system are on a supported version then you will be able to run Jet Express. The only item that may need to be completed is verifying .NET Framework 4.5 is installed. Here are the following requirements from Jet Report’s website.

Database: Microsoft Dynamics GP (Version 9.0 and Newer)
Microsoft Office: Microsoft Office 2007, 2010, 2013, 2016, Microsoft Office 365 Desktop Edition
Operating System: Microsoft Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Vista, Windows Server 2008 through 2012R2
Prerequisites: Microsoft .NET Framework 4.5**
**Microsoft .NET Framework will be installed with Jet Express.

Pre-Built Reports
Another benefit of the link above is the pre-built reports. With Jet Express and Jet Professional, you will receive a list of templates that are ready to be implemented.

IT Friday: Top 3 Reasons You Need to use a Phishing Simulators

Despite all your network protections, all it takes is one click from your end user to open your network.

Imagine, it is three o’clock on a Friday afternoon. Joe opened his email to check the responses from his clients. He sees an email from FedX saying his tracking number is available. Perplexed, Joe opens the e-mail to find what it is about. He wasn’t expecting something from a client. He opens the tracking PDF and sees a generic looking document that doesn’t appear like anything he is working on. Rolling his eyes, after confirming it has nothing to do with his job, he closes it and then deletes it.

After a relaxing weekend. Joe comes into the office and logs into his computer. He goes to open his sales document to be told that it is in an unrecognizable format. Document after document after document produces the same result.   After a 1/2 hour of frustration he finally reaches out to his IT.

His computer and shared drives were encrypted by CryptoLocker.

I would request a raise of hands if this has happened to your company but in this day and age, it probable that your company already has dealt with this horrible virus.

What can we do to protect ourselves?

Typically, a good firewall and anti-virus are recommended. These are the first line of defense against any intruders trying to brute force their way onto your network. Scammers are getting clever and going to old reliable tactics.  Spamming your inboxes with fake messages that launch viruses directly on your end user’s PC. Even a properly setup spam filter will miss a few of the items coming into your network. Which leads us to the last line of your networks defense.

Often the last line of defense against viruses are your users. Users can be tricky. Many end users are savvy and are able to keep up with technological advancements. Others don’t know the first thing about a computer except to turn them on and complete their daily work functions.  With various degrees of technological know-how, they are your last line of defense and it’s your responsibility to verify all of them are trained to not click on that one suspicious email.  If they do click on it, then to reach out to your IT ASAP to immediately start cleaning the PC.

How to provide effective training?

Knowing that it only takes one user, there is a better way to train all employees to reduce the risk of your company becoming a statistic. People learn best by doing. If you want to learn anything then active learning is best. You can send lists to your employees until you are blue in the face and all they will accomplish is a passive understanding. There are several options out there. The one that I have used in the past is knowbe4.   Knowbe4 is only one example of a phishing simulator.  Here are some more:

These types of services allow you to send test emails mimicking phishing emails.  They can be used in conjunction with training and a way to train how well your team is listening and applying what they learned.  If your team is struggling with one concept you can use the simulators to nudge them to remember.  The benefit is that you can train your users in a safe, secure method.  It also allows you to see the likelihood of someone in your network clicking on something they should not.  This is by providing proactive training instead of reactive training.

To summarize the article above:

1. Scammers are not going anywhere.
2. Firewalls, antivirus, and spam filters cannot catch everything and your users will be your last/first line of defense.
3. People learn best by doing.  Using the simulators will only allow your users to train in a safe way while expanding their security awareness knowledge.

Error: “You Can’t complete this process while transactions are being edited”


“You can’t complete this process while transactions are being edited,” is a common error that I see at least 3-4 times a month from various clients. This error can happen on almost any screen or even when you try to exit GP right after you opened the program. Often times if you wait a moment and try the action again the warning will disappear. It is seen when an end user opens Microsoft Dynamics GP and then try to immediately close the program. I have several steps I take to troubleshoot.
First I wait a few moments and try again. If the error persists then I would first have everyone log out of GP and then go into task manager and force a log off for the end user.

Then I would apply a script to clear the temp tables after all users are out of GP.
First I would check to see if these 5 tables are clear after everyone is logged out.

If there is any data in this table then run the delete version of this script to clear the 5 tables.

After these scripts are completed, I would then run the process again to see if it still persists.

If the issue still persists then there could be a duplicate transaction that is hanging around in the Microsoft Dynamics GP tables. Microsoft Dynamics GP is purposely designed to have separate tables for WORK, OPEN and HISTORY transactions and because of this division, it is possible to have transactions stuck between tables or even have duplications. More specifically, when the triggers in SQL were activated they did not clear the previous table in the correct order. Let us say that you have a Purchase order batch that was running before you got the error. The tables this batch would use are the PM1000, PM2000, and PM30300. It is possible for one or more entries to be in the PM100 and PM2000 or even the PM2000 and PM30300. The best way to detect this is to run the duplicate transactions script on this link.  Dave Musgrave created this script and you would run it on the modules to see where the duplications lie.
After I identify which module, I will do a lookup on all the tables within his script to see which are the culprits. After IDing where the problem lies, I will then refresh the test database with a copy of LIVE.
After your test company is refreshed I will then start to delete the lowest table, and then open GP to the Tcompanymany. I then go to batch recovery. If it is the correct table then the batch recovery should complete the posting of the transaction. If it does not work then I exit GP and refresh the test company again. I then delete the other table and try the batch recovery to very that it posts. After confirmation that the batch posts I then login to the LIVE company and run the delete script on the correct table.

It is important to note that each duplicate transaction posting is different. ALWAYS back up your live environment before running a delete statement in your SQL.


Pittsburgh’s Power BI Dashboard in a Day

On March 9, 2018, Microsoft in partnership with Orion Systems Integrators will host another Dashboard in a Day event at its Pittsburgh office.  I encourage anyone interested in learning more about Power BI’s business analytics service to monitor your company’s health to attend this event.

This hands-on event is a built around a demo environment, however, attendees are encouraged to bring their own CSV or excel documents to play and explore with a familiarity.

Here is a link to the registration.

If you are not near Pittsburgh, then I would recommend reaching out to your local Power Bi group to see if they host or can create a similar event.

What is Power BI and why do I need it?

Over the past few months, I have spoken with many customers and discussed Power Bi and how it can benefit their company.   There is always a push back because people do not believe they need the service or they already had a report for that and it seems too complicated.  In retrospect, it seemed complicated because it was a new, unfamiliar way to analyze and filter their company data.  From my perspective, Power BI can be useful for your accountants to your CEOs and everywhere in between.

Instead of long complicated reports, Power Bi creates dashboard snippets of your data that allow you to grab a snapshot of where your company is at that point in time.  For example,  I created power BI template for a that mimics the Payables Aging Summary, as you can see in the screenshot below.  What makes this unique from other reporting solutions, such as Management Reporter, Jet Reports, SSRS, Etc, is that it is interactive.  You can narrow the slicer for the aging bucket to show you the items in only the 1-30 days.  Or you can select a vendor on the left and it will filter all the invoices that create those totals.   It’s a snapshot that is intuitive and does not need an analysis of 10 pages to get the final total.  It connects to the database and updates the data with a simple refresh.


Or you can place the report in the Power Bi Portal and share it within your company or outside your company, based on your payment plan.  There are different ways to access the data.

  1. Desktop: This version allows you to create reports on your desktop and uploads them to the Power Bi Service.  Clients have the option to create reports and storing them in a share.  Then everyone with permissions to the share and the desktop version installed could open the reports and refresh them.  The desktop version of Power BI is free as of February 2018.
  2. Service: Power Bi offers the Power Bi Services which is their online portal. This is where the pricing can become tricky and I would recommend consulting with a Microsoft partner if you have questions.
  • Free/without subscription: You can upload a report to your dashboard within the Power BI Service and access it on your mobile device for free.  This feature limits the ability to share with other users or auto update the report.
  • Office 365 business license:  This is tricky for Office 365 administrators to locate, however once installed it will allow users to share Power BI reports only with users in your company.  When you log in to your Office 365 admin portal you would go to Billing, then Select Subscriptions.  Under the subscriptions select Add subscriptions.  You will look for one that says “Power BI (free).”   You will select your license quantity and this choice will allow you to share Power BI reports within your company.


  • Pro:  There is a paid version of $9.99 a month/ per user, that allows you to share reports, internally and externally.
  • Office 365 Enterprise E5 license: With the Office 365 Enterprise E5 license for office 365 it includes Power BI.  This license is purchased on a per-user basis.
  1. Mobile: When your reports upload to the Power BI service you can download the iPhone or Android app from their respective app stores. Once you sign on via the app, you can open your reports and view from anywhere you have an Internet connection.

With so many options, it can overwhelm for some companies that are still trying to grasp what Power BI is and if it can be useful for making their lives easier.  Several companies may find the Payables Aging Summary useful, while others have no need for this specific data.  It comes down to what our clients need and asking the right questions to determine where their current reporting structures are failing them.  Power BI just provides the tools to see your business in a snapshot without long tedious reports.



The pricing in this post is based on the current cost on their website as of 2/10/2018.  Pricing is subject to Microsoft and can change.  For current information, please review their pricing page.

Here is a link to the Office 365 licensing comparison.


Web Client Error: “A problem occurred creating a session error.”

I’m sure that this has happened to everyone, you follow the steps and you launch your web client web page. Then, after you log in you receive the dreaded error, “A problem occurred creating a session error.” Often the first response is to repair the web client and proceed to check the local certificate. This is followed by checking the services. And alas, nada. None of these processes fix the error.

The problem is not the web client install, but the added feature on the actual Microsoft Dynamics GP installation. One misconception about installing the web client is that multiple Runtime installs exist. You have the Web Client Runtime and the Web Services Runtime. The Web Client Runtime is often missed because it hides in the Microsoft Dynamics GP install.

1. Web Client Runtime: On the Web Client server go to Programs and Features, select Microsoft Dynamics GP 2015 (Desktop Client Install), click Add/Remove Features and check if Web Client Runtime is installed. If this runtime is not installed edit and then try logging into the Web Client.



2. Web Services Runtime: The second Runtime is located in the GP installation. When you open the installer you will see the Web Services Runtime.