Tag Archives: Inventory Control

MDGP 2013 Feature of the Day: Document Attach

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;

Document Attachment Setup

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

Purchase Order Entry

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

Document Attachment Management

This new feature is targeted at the following roles:

  • Warehouse Manager
  • Accounting Manager
  • Purchasing Agent
  • Shipping and Receiving
  • Accounts Payable Coordinator
  • IT Manager
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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 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 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
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MDGP 2013 Feature of the Day: Inactivate Item/Site

Microsoft 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: Default View Stores Sort Order

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

The forty seventh feature they’ve announced is Default View Stores Sort Order.

Customers have the ability to choose additional sorts or custom sorts within lookups and can choose Set as Default View. Once this has been chosen as the default, the next time the user enters the lookup the list will populate based off the sort they Set as Default View.

This gives the customer the flexibility to set the lookups based off how they need to see the data and can save them valuable time in the application. The Set as Default option is available within the Customer and Prospects, Vendors, Items, Salespeople and Employees lookups;

Customers and Prospects Lookup

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MDGP 2013 Feature of the Day: Update Item Allocation Inquiry In Field Service

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

The forty third feature they’ve announced is Update Item Allocation Inquiry In Field Service.

In the Item Allocation Inquiry window, Field Service now appears in the Module Restrictions box. You can now view item quantities allocated from Service Calls, RTVs and Depot work order documents. You can also use the Document Number field zoom to open the Field Service series inquiry window displaying the original document;

Service Call Entry/Update

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MDGP 2013 Feature of the Day: Update Back Order Item Qty In Field Service

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty ninth feature they’ve announced is Update Back Order Item Qty In Field Service.

Microsoft Dynamics GP Service Call Management and Depot Management will now update the Item Quantity Master when they have a back ordered item. This will be visible in the Item Inquiry and Item Quantities Maintenance windows and give you a truer representation of your inventory quantities.

The example screenshots show Item 3-D2657A (DB 15 Male Adapter) with no items on back order in Item Inquiry;

Item Inquiry

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MDGP 2013 Feature of the Day: Relate/Link Items for Suggested Sales

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The nineteenth feature they’ve announced is Relate/Link Items for Suggested Sales.

With this feature it is now possible to link together items for suggesting during the entry of a Sales Order Transaction.

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MDGP 2013 Feature of the Day: Item Standard Cost Adjustment

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The seventeenth feature they’ve announced is Item Standard Cost Adjustment.

In Microsoft Dynamics GP 2013, a new window for changing the Standard Cost of an item has been introduced. When the Standard Cost of an item is changed, an adjusting entry will be made to the General Ledger which will keep the General Ledger and Inventory Control series in balance.

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MDGP 2013 Feature of the Day: SSRS Reports On Forms

Microsoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The sixteenth feature they’ve announced is SSRS Reports On Forms.

This feature allows users to print SQL Server Reporting Services (SSRS) reports directly from a window in Microsoft Dynamics GP. This has been made available on a range of windows across General Ledger, Receivables Management, Sales Order Processing, Payables Management, Inventory Management, Human Resources and Payroll.

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