MDGP 2013 Feature of the Day: Return Quantity Types

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty seventh feature they’ve announced is Return Quantity Types.

Prior to Microsoft Dynamics GP 2013, RMA returned items would default to On Hand quantity type. Now you can return quantities to other inventory quantity types to more accurately account for the return. For example, if a return is because of a damaged product, you’ll be able to return the item to the Damaged quantity type instead of the always returning to On Hand. You can set up a default quantity type for returns, which then can be changed at RMA Receiving.

The inventory quantity types can be handled separately in terms of RMA processing for scrap, RTV or Work orders. You can also change the quantity type from the Process Returns window.
The quantity type is visible from the RTV or the Work Order as well.

RMA Type Maintenance

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MDGP 2013 Feature of the Day: Honour Discontinued Item Status In Field Service

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty sixth feature they’ve announced is Honour Discontinued Item Status In Field Service.

In Microsoft Dynamics GP 2013, when a discontinued part is entered on a service call or depot work order, the system searches the requested warehouse and the restocking warehouses to determine quantity available. When the quantity available is less than the quantity entered a window will appear showing you the quantities available so that you are able to make a decision such as changing the quantity entered or substituting the item.

Discontinued Items

This new feature is targeted at the following roles:

  • Customer Service Rep
  • Customer Service Manager
  • Order Processor
  • Purchasing Agent
  • Purchasing Manager
  • Accounts Payable Coordinator
  • Shipping and Receiving
  • Warehouse/Inventory Manager
  • Accounts Receivables Administrator

MDGP 2013 Feature of the Day: Create Equipment From Manufacturing

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty fifth feature they’ve announced is Create Equipment From Manufacturing.

You can now automatically create equipment records from Manufacturing Order Receiving’s and from Manufacturing Quick Orders. You can also decide whether you want to create equipment records from non-serialized items on manufacturing orders as well;

Service Setup

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MDGP 2013 Feature of the Day: Inactivate Item/Site

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty fourth feature they’ve announced is Inactivate Item/Site.

Inactivate a Site — This feature allows a customer to keep the site in the system for historical transaction analysis. Marking the item/site inactive will stop an end user from posting transactions for the site;

Site Maintenance

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MDGP 2013 Feature of the Day: Payroll Integration To Payables

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty third feature they’ve announced is Payroll Integration To Payables.

With Microsoft Dynamics GP 2013 Payroll Integration to Payables we have added multiple enhancements to the integration.

You can have custom voucher descriptions, include or exclude leading zeros from the voucher number or consolidate vouchers for federal tax.

Control how the payroll information is posted to Payables Management by modifying your settings to meet your business needs;

HRP Suite Options

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Management Reporter 2012 RU3 Now Available (With Included Web Client)

Microsoft Dynamics GPOn the 12th November, RU3 for Management Reporter 2012 was released.

Full information available here and it can be downloaded here.

Management Reporter 2012 RU3 brings a web client (reports can be deployed to a network share or to SharePoint depending on preference), the Financial Reporting Data Mart for Dynamics GP (good for dealing with large datasets), the ability to report against Dynamics GP General Ledger and Analytical Accounting information using a single company as well as more than 35 bugs.

I’ll be doing some more posts on MR 2012 RU3 over the coming couple of weeks so stay tuned.

Microsoft Dynamics GP SmartList Default Visible To Company

Microsoft Dynamics GPIn July, as part of his weekly MS Connect suggestion series, Mark Polino raised the issue of SmartList Favourites and the default Visible To which is set to System.

Mark’s suggestion was to have the default changed to User which would leave a generally tidier list. To be honest I’d rather have a setting which allowed the default to be chosen by each client. The reason for this is we’re currently in the middle of an upgrade project where a few Microsoft Dynamics GP systems will be merged into one and it would be good to have the default Visib le to set to Company.

Following on from my recent post on a fixed width SmartList left pane I decided to have a fiddle and see if I could force the default to something else. And it turns out with some simple VBA that you can do exactly that;

SmartList

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MDGP 2013 Feature of the Day: Copy AA Trx Dimensions For POP, SOP And GL

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty second feature they’ve announced is Copy AA Trx Dimensions for POP, SOP And GL.

In Microsoft Dynamics GP 2013 when you copy a Sales Transaction (SOP) or Purchase Order (POP), you can now include the Analytical Accounting Transaction Dimension information;

Copy a Sales Order

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Microsoft Dynamics GP 2013 SmartList Fixed Width Left Pane

Microsoft Dynamics GPIn July last year, Frank Hammelly posted a SmartList customisation for Microsoft Dynamics GP 2010 on his blog gp2themax.

I’ve recently been taking a look at Microsoft Dynamics GP 2013 and decided to see if I could use Modifier to reproduce this customisation for GP 2013 (I have no reason to believe the customisation posted by Frank won’t work with 2013, but I wanted to dabble with Modifer and this seemed a good starting point); the customisation can be downloaded at the bottom of this post.

The screenshots below show SmartList in both it’s default size and maximised with the left pane remaining a static size and the right pane occupying the rest of the window;

SmartList

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MDGP 2013 Feature of the Day: Shipping Address Overrides Remain In Service Call

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixty first feature they’ve announced is Shipping Address Overrides Remain In Service Call.

When you override the shipping address on a part line with a miscellaneous address ID, that shipping address is used throughout the service call process for that part. A tax schedule ID is added to the Misc. Address Maintenance window, so that when that shipping address override is used on the part, the tax schedule assigned to the address is used to calculate the tax on the invoice in Sales Order Processing.

Service Call Entry/Update

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