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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Safe Pay (SafePay) Dia...
Microsoft Dynamics GP (Archived)

Safe Pay (SafePay) Dialog and Report Suppression

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Posted on by Community Member

Hi all.  Dynamics GP2016 R2 on prem.

I have looked through the blogs and forum and haven't really found anything I can use, though I've spent a couple of hours getting some good ideas for other projects :).

Problem Statement: As an end user, I would like to reduce the number of "needless" clicks when uploading a Safe Pay transaction.

Current Steps:
1) Financial>Safe Pay>Transactions Upload
2) Select Bank Upload ID and click Load/Reload transactions
3) Click Upload
4) Click "Proceed" on the confirmation dialogue to upload the transactions
5) Click "OK" to dismiss the File Location dialogue
6) Click "OK" to dismiss the "Please obtain...confirmation number" dialogue
7) Enter confirmation number and click Successful button
8) Select a destination for the Safe Pay Uploaded Transactions report and click OK
9) Close (or save) the report

In the end-user's mind, steps 4-9 should be eliminated.  Is there a way to suppress (turn off) the dialogue boxes and disable the report? I have a feeling that we'd need to address the "confirmation number is required" logic as well.  Maybe a constant value?

I wonder if a macro is the solution to eliminate the need to alter any code?

How would YOU do it?

Kind Regards,

Jody Wood

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    I created a macro that would be sufficient, but I'd like to either trigger the macro automatically from the Upload button, or add a Macro button to the menu bar.  

    Still open to other options.

  • Suggested answer
    MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    Shameless plug - this is exactly what our Multi-Batch Management (MMM) solution does. Our product IS NOT macro based which makes it more robust as it validates all conditions to ensure you can generate the file before you even attempt to generate it. Find out more about MMM at www.mekorma.com/.../microsoft-dynamics-cross-company-batch-posting.aspx

  • Community Member Profile Picture
    Community Member on at

    Thank you, Mariano.  Nothing shameless about it if it helps!

    I'll check out the info about MMM and see if it's a good fit.  We already use Mekorma, so it may not be a far leap from where we are.

    Kind regards,

    - Jody Wood

  • MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    Jody,

    The good thing is, if your customer already owns Mekorma they already have MMM installed, so there's really nothing more for you to do more than configure it to work.

  • Community Member Profile Picture
    Community Member on at

    Mariano,

    I started reading the documentation today and, sadly, I don't think MMM will work for my customer because they use MEM.  Sorry I didn't mention this earlier, and I know I should have because it tends to lend itself to a lot of compatibility/functionality limitations.

    MMM Faq:

    Does MMM work with Binary Stream’s Multi-Entity Management (MEM)?

    1.Yes, but you cannot Build Payments in companies where MEM is enabled.

    I attempted to set it up anyway in the DEV environment with the following results:

    1) Tools > Setup > System > Mekorma MICR > Multi-Batch Management Setup

       - Enable SafePay Integration

    2) Tools > Setup > System > Mekorma MICR > Multi-Batch Management Process Maintenance

       - Create new process

        WARNING:

                         Mekorma MICR is not configured for checkbook 'CHKBK1' in company 'TEST'. Use the

                         Mekorma MICR Checkbook Setup (Payables) window (Purchasing > Setup > Mekorma MICR > Checkbook

                        Setup) to configure this checkbook for MICR.

    3) Purchasing > Setup > Mekorma MICR > Checkbook Setup > Additional > Additional Features

       - The MEM Connector for Payables is not selectable

    If I am missing a step or two, let me know and I'll reach out to Mekorma support.

    Thank you for your help and suggestion,

    - Jody

  • Suggested answer
    MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    Jody,

    Glad you asked! Our x70 build to be released in Spring will be supporting MEM - www.mekorma.com/.../future-micr-build-features.aspx. I would encourage your customer to join the Mekorma Beta Program as it will give them the ability to test the code prior to its release and provide feedback - www.mekorma.com/.../mekorma-beta-program.aspx

    It also seems you are using a very old build of MICR and MMM. I would suggest you download the latest version from our website at www.mekorma.com

  • Community Member Profile Picture
    Community Member on at

    Thanks, Mariano.  I have sent links to the customer about both updating to the latest build and considering the Beta Program.  

    You're always such a helpful resource.  Thank you so much for everything!

    -Jody

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