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

The sixty eighth feature they’ve announced is Document Attach.

You can now easily and efficiently attach documents to a Purchasing or Sales transaction or Purchasing, Sales or Inventory master records. This feature creates the foundation for Document Attachment and the necessary additions to address Document Attachment for the Procure to Pay & Quote to Cash process and Inventory card.

The feature supports the scan process “Scan to be attached later”. “Scan to be attached later” — Is the process when documents are scanned using either a desktop or bulk multi-functional scanner to a storage location. At a later time the image is attached to a transaction or record in the ERP system.

Document attachment will store the initial scans in a file location and then upon attaching to the Microsoft Dynamics GP 2103 record, the image will store the attachment in a new SQL table specific to Document Attach. Attachments are stored by company.

Easy access is achieved from the transaction or record.

The default location for the documents to be attached can be specified in a new Document Attachment Setup window;

When entering a Purchase Order, for example, a new button is available in the scrolling window;

Which opens the Document Attachment Management window where the user can specify the files to be attached;

This new feature is targeted at the following roles:

• Warehouse Manager
• Accounting Manager
• Purchasing Agent
• Shipping and Receiving
• Accounts Payable Coordinator
• IT Manager

Microsoft 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.

Continue reading “MDGP 2013 Feature of the Day: Return Quantity Types”

Microsoft 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.

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

In 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;

Continue reading “Microsoft Dynamics GP SmartList Default Visible To Company”

Microsoft 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;

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

In 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;

Continue reading “Microsoft Dynamics GP 2013 SmartList Fixed Width Left Pane”