Microsoft Dynamics GP 2018 New sort options on many windows giving the user easier access to find information.

Hello Community!

Hopefully you have had an opportunity to dig into GP 2018 and check out some of the new features.

One feature that really makes me excited is our new sort by options. This makes viewing data within GP a whole lot easier. Below I have outlined where you can find these new sort by options and what they do.

Updated Note about Performance:
If you notice this area is slower than normal after the upgrade, here are a few things you should review and why.
1. Make sure you have applied the 2018 Year-End Update, functionality was changed to open the window blank in this release, 18.00.0672.

2. We did make changes in GP 2018 to allow for more sorts as indicated below.  To allow for these sorts in the window, you may compromise a bit on performance, again based on dataset.  After this is applied in general testing performed 100,000 pulls in 6 seconds just as an example on average.

3. In this window we are pulling back a lot of data from open to history.  Tables that may be reviewed for this are
Payables: PM30200, PM20000, PM10000, PM10300, and PM10400 - Receivables: RM30101, RM20101, RM10201, and RM10301. 

Typically a large company may see the window hang a bit.

4. You could look at pulling transaction document by customer or vendor first as that will pull information quick and still allow you to use the Document number search, such as Inquiry | Purchasing | Transaction by Vendor or Inquiry by Customer. 
The all in one viewers are nice too with drill back capability.

5. Review your data/tables and see how much history you may have and if you feel necessary look at archiving some of your older year data.
You may also consider created a historical company prior to remove this information, depending on your need/ use of the information.

Receivables Transaction Inquiry by Customer
Open the Receivables Transaction Inquiry by Customer by choosing Inquiry, click Sales, and then Transaction by Customer

Receivables Transaction Inquiry by Document
Open the Receivables Transaction Inquiry by Document by choosing Inquiry, click Sales, and then Transaction by Document

Receivables Transaction Inquiry Sort by Options
The following are the different methods in which you can sort the data within the Receivables Transaction Inquiry windows:
• Type
Sorting the documents by Type will sort by the numerical value assigned to each document type:
1 – Sale / Invoice
2 – Reserved for scheduled payments
3 – Debit Memo
4 – Finance Charge
5 – Service / Repair
6 – Warranty
7 – Credit Memo
8 – Return
9 – Payment/Cash Receipt

• Document Number
Sorting by Document Number allows you to sort by the Document Number by 0-9, then A-Z.
• Document Amount
Sorting by Document Amount allows you to sort by the original Document Amount.
• Amount Remining
Sorting by Amount Remaining allows you to sort by the Amount Remaining on each document.
• Document Date.
Sorting by Document Date allows you to sort by the date each document was assigned.

Payables Transaction Inquiry by Vendor
Open the Payables Transaction Inquiry by Vendor by choosing Inquiry, click Purchasing, and then Transaction by Vendor

Payables Transaction Inquiry by Document
Open the Payables Transaction Inquiry by Document by choosing Inquiry, click Purchasing, and then Transaction by Document

Payables Transaction Inquiry Sort by Options
The following are the different methods in which you can sort the data within the Payables Transaction Inquiry windows:
• Document Number
Sorting by Document Number allows you to sort by the Document Number by 0-9, then A-Z.
• Type
Sorting the documents by Type will sort by the numerical value assigned to each document type:
1 – Invoice
2 – Finance Charge
3 – Miscellaneous Charge
4 – Return
5 – Credit Memo
6 – Payment

• Original Amount
Sorting by Original Amount allows you to sort by the original document amount.
• Unapplied Amount
Sorting by Unapplied Amount allows you to sort by the amount remaining on each document.
Document Date.
Sorting by Document Date allows you to sort by the date each document was assigned

ADDITIONAL FUNCTIONALITY:
Refer to this blog for new functionality added in the October 2021 release to set the default sorting options in several Inquiry windows: 

Microsoft Dynamics GP October 2021 - Default Inquiry sort Options (AP, AR, BR) - Microsoft Dynamics GP Community

I hope that the information offered has proven helpful to you and you are now are ready to use the new sort by feature included into GP 2018.

Until next time,
Nicole Fiskum | Support Engineer | Microsoft Dynamics