This post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Mask SSN on Human Resource Reports Human Resource & Payroll enhancement.

A few versions back, Microsoft added the Social Security Number (SSN) mask for payroll; this original change has prompted a request for this new functionality.

In the Human Resources Preferences window (Microsoft Dynamics GP menu » Tools » Setup » System » Human Resources Preferences), towards the bottom of the window a new SSN Mask button has been added.

By default on the install, everything will be marked as masked, so if you would like to see the SSN on the report you will need to unmark it from this window.

If you open the Report Masking window and no reports are listed, this script from Microsoft can be run to populate the default information. The selected reports can be amended through the window.

This post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Disable system print dialog box when printing a Word Template Distribution enhancement.

With the Fall 2020 GP update, you can now use Named Printers to skip the Print Dialog and enable one-click printing of Word Templates.

To enable this feature you must first have Named Printers setup, you can find instructions for a new setup here.

Once you have the basic Named Printers setup, you can mark each printer to use Named Printers for Templates. Just open the Assign Named Printers window. Go to Tool, click setup, choose system, and click Named Printers.

Once you open this window, all you need to do is click the Setup button and select the Printer ID the users usually use, then mark the ‘Use Named Printer when printing word Templates’ checkbox. Click Save on the Setup Named Printers window, and now when users click print the document will be sent directly to the printer after generation.

This post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Print all Sales Documents Distribution enhancement.

In the Print Sales documents window, there is now an option called “Print ALL Documents”. With the addition of this option there is now even more flexibility to print/email exactly how you want.

The Print All Documents, gives you the ability to tell Microsoft Dynamics GP when you want to actually print out all documents regardless if it was emailed or not. When you select E-mail and Print All documents the system will E-mail every document it can, then print all documents included in the range regardless if emailed or not. You can also select both ‘Print Document’ and ‘Send Document in E-mail’, and Microsoft Dynamics GP will E-mail every document it can, then print all other documents not setup for email.

The Microsoft blog post includes some examples of how this functionality can be used.

As Béat Bucher notes in the comments, this may be useful to clients who want to retain a PDF copy of the documents produced, even when they have been emailed.

This post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Export/Import stock counts to Excel Distribution enhancement.

The Stock Count Schedule and Stock Count Entry windows have had an Export/Import option added. When a stock count schedule is created, you can now export the data to excel. Then once the stock has been counted, Excel spreadsheet can be imported into the Stock Count Entry window where the Inventory variance can be posted.

To use this functionality, open the Stock Count Schedule window (Inventory area page » Transactions » Stock Count Schedule). When the count is started, the Export/Import option will become available allowing the user to export rhe count data to an Excel worksheet:

Continue reading “Microsoft Dynamics GP Fall 2020 Release New Features: Export/Import stock counts to Excel”

This post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Remove Fully applied Multicurrency documents from PM HATB Financial enhancement.

For those of you working with different currencies we all know that seeing fully applied Multicurrency documents on the PM HATB can create a much longer report than necessary. With the new release of GP you will now have the ability to remove fully applied Multicurrency documents from your Payables Historical Aged Trial Balance making it easier to focus just on those documents that are outstanding.

In example below I have a customer with and invoice and payment that went through a revalue and are now fully applied. They do not show on the PM HATB where in previous versions they would have appeared on the report.

This post is part of the Microsoft Dynamics GP Fall 2020 Release New Features series where I am going to echo the posts from the Dynamics GP Support and Services Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP Fall 2020 Release which is now available.

This post is on the Import Credit Card Transactions Financial enhancement.

Importing a credit card statement to a vendor account in Dynamics GP makes it fast and easy to enter invoice transactions. Users can import the credit card transactions as payable invoices or manual payments. Using the import functionality helps reduce the chances of data entry errors and brings invoices for a vendor into a batch.

The imported transactions must be saved as a batch and appropriate distributions must be created for each transaction.

Once the transactions import process is completed, a report will print with a list of transactions and status of the transactions.

An example of how this will work is; a company gets their credit card statement electronically or they can download the transactions to a qbo/qfo/qfx file locally. This allows the user to bring that data into Microsoft Dynamics GP and generate invoices for the credit card that is setup as a vendor within the Dynamics GP system.

Vendor Mapping and Transaction Type mapping setup needs to be completed before the functionality will work.

NOTE: Only debit type transactions will be brought in with the import. Credit type transactions will still need to be manually entered.

Table Changes: There are two new tables:

• PMVendorMapCreditCardSetup – PM40107 with two fields OriginText and VENDORID
• PMCreditCardAccountSetup – PM40108 — 3 fields CreditCardTrxType, ACTINDX, ACTNUMBR

In the Payable Management Setup window (Purchasign area page » Setup » Payables); two buttons have been added: Vendor Map and Trx Type Map:

Continue reading “Microsoft Dynamics GP Fall 2020 Release New Features: Import Credit Card Transactions”