MDGP 2018 RTM Feature of the Day: One Payment Per Vendor/Invoice Setting on Vendor Card

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

This delayed Feature of the Day (I think I missed the official post when it was posted) is One Payment Per Vendor/Invoice Setting on the Vendor Card which allows the user to decide, on a per vendor basis, if one payment should be produced per vendor or invoice:

Vendor Maintenance Options

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MDGP 2018 RTM Feature of the Day: Human Resources and US Payroll Enhancements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The nineteenth Feature of the Day is a set of enhancements to the HR and Payroll modules. I did think about splitting this post apart as I did for the Purchase Order Processing Feature of the day Posts, but these modules are not targetted at the US and Canada, so I have nothing to add to them.

Therefore they’re all in this one post.

There are six new features across HR and Payroll:

Turn off Garnishments Reports in Posting Setup

The Garnishment reports (Garnishment Detail Report and Garnishment Detail Report now default to Ask Each Time, but can be controlled via the usual options:
Posting Setup

Roll down payroll setup options from setup to inactive records

A new option to roll down changes to all records, including inactive ones, has been introduced to the following windows:

  1. Pay Code Setup
  2. Deduction Setup
  3. Benefit Setup
  4. Shift Code

Deduction Setup

Change department code in all files

Allow the user to select an existing department code and modify it to a new department code (all files including history tables are updated):
Payroll Code Modifier

Restrict Inactive Deduction and Benefit Codes in Lookups

This is a per User setting which adds an option to restrict inactive records. The following windows are affected:

  1. Setting for Company Deductions, Company Benefits
  2. Setting for Employee Deductions, Employee Benefits

Deductions
Payroll Transaction Entry - Employee Transaction Required Deductions

Reprint Distribution Detail and Summary reports

You can now print posting journals anytime, even after posting which can enable you to identify wage reconciliation issues more easily:

Reprint Payroll Posting Journals

Advanced Human Resource Wellness and Health Insurance Integration

Track discount incentives like an employee is a non-smoker or if they go to a gym on their insurance premium?



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MDGP 2018 RTM Feature of the Day: Print Purchase Requisition

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The eighteenth Feature of the Day is actually a set of distinct feature enhancements to the Purchase Order Processing module around the handling of purchase requisitions and orders. I am breaking this down into three separate posts, as the changes are not related beyond being about purchase requisitions and orders.

The final enhancement is the addition of a print button to the Purchase Requisition Entry window which allows the requisition to be printed:

Purchase Requisition report

I’d say I have very mixed feelings on this one, but, to be entirely honest, my feelings are actually very much on the negative side. One of the reasons for using requisitions is to have approval workflows. With a requisition needing to be approved before being purchased, there is no way for a PO to be emailed or printed; I realise this print option doesn’t print a PO, but it does print the requisition. This opens the system to potential abuse.

This can be limited through the creation or modification of security tasks which do not give access to this window; or the report could be customised to be in a format which could not be presented as if it was a PO.

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MDGP 2018 RTM Feature of the Day: Make PO Number Visible to Requisition Originator

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The eighteenth Feature of the Day is actually a set of distinct feature enhancements to the Purchase Order Processing module around the handling of purchase requisitions and orders. I am breaking this down into three separate posts, as the changes are not related beyond being about purchase requisitions and orders.

The second of the changes, is making the purchase order number easily visible to the requisition originator.

The PO number has been made available in two places. The first of them is on the Dynamics GP home page. The Procurement panel has been updated too have a new PO Number in the Requisition List:

Home page

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MDGP 2018 RTM Feature of the Day: On PO Generation Show Purchase Order Transactions Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The eighteenth Feature of the Day is actually a set of distinct feature enhancements to the Purchase Order Processing module around the handling of purchase requisitions and orders. I am breaking this down into three separate posts, as the changes are not related beyond being about purchase requisitions and orders.

The first of the three features is a new option to the Purchase Requisition Entry window on the generation of a purchase order which will pop up the Purchase Order Transactions navigation list and show the generated orders:

Purchase Order Transactions Navigation List

From the screenshots supplied by Microsoft, it isn’t apparent how the option works, but this is potentially very useful, in that it will allow the originator to convert the requisition to an order and then, from the navigation list, be able to email or print the purchase order.

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MDGP 2018 RTM Feature of the Day: Email Single Customer Statement

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The seventeenth Feature of the Day is Email Single Customer Statement. This feature allows a statement to be emailed from both the Customer Maintenance and Customer Inquiry windows:

This feature is meant to use the statement format defined in Receivables Setup.

From the screenshot I am left with some questions as to how this will actually work, as there is no Email button, but only a print one and I was expecting a button like on the recreate cheque stub function, but instead the button is a Print button.

I’ll have to wait to get hands on with this one to see how it actually works.

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MDGP 2018 RTM Feature of the Day: SmartList Favorite Password Protection

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The sixteenth Feature of the Day is SmartList Favorite Password Protection. This new feature is in response to the reaction to the Microsoft Dynamics GP 2016 R2 new feature of SmartList Favorite Protection.

The problem with this feature, was that the security was at the global SmartList level so all SmartLists would be protected by the same password. The new feature being introduced in Dynamics GP 2018, is password protection at the SmartList Favourite level:

Add or Remove Favorites

I’m bery happy to see the password available at the SmartList Favourite level as this will make it useful to quite a few clients who have asked about how to protect their favourites. It’s also nice to see it for another reason; it shows that Microsoft is responsive to the requests of the Dynamics GP community.

You can influence the development of Microsoft Dynamics GP by submitting, and voting on, suggestions on the Microsoft Connect website.

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MDGP 2018 RTM Feature of the Day: Copy User Access Across AA Dimensions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The fifteenth Feature of the Day is Copy User Access Across AA Dimensions. A new button has been introduced to the User Access to Trx Dimensions window which allows setup to be copied between users:

User Access to Trx Dimensions

All alphanumeric dimensions in AA need to have access configured on a per user basis; this can mean a lot of work to both setup and maintain. This new functionality should at least make it a little easier by allowing you to copy settings between users.

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MDGP 2018 RTM Feature of the Day: Display Hold Status

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The fourteenth Feature of the Day is Display Hold Status. The Sales Transaction Entry and Sales Transaction Enquiry/Inquiry windows have been updated to have a hold status icon displayed next to the Type/Type ID field:

Sales Transaction Entry

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MDGP 2018 RTM Feature of the Day: System Password Remembered

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.

The series index for this series of posts is here.

The thirteenth Feature of the Day is System Password Remembered.

One of the big frustrations for people who maintain security in Microsoft Dynamics GP is having to type the System Password every single time a password protected window is opened.

This feature sees a change whereby the System Password, ocnce entered, is remembered for the rest of the session.

This feature is well overdue and is going to save so much frustration from having to enter the system password so many times when creating security roles and tasks.

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