Tag Archives: Purchasing

MDGP 2013 Feature of the Day: Manual Prepayments

Posted on 7th December 2012 by Ian Grieve

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

The eighty seventh feature they’ve announced is Manual Prepayments.

This feature allows the management of the prepayment amount from Purchase Order creation through the creditor invoice by using the Manual Payment process in Payables Management while allowing the purchaser to control the prepayment amount.

The user has the ability to pay the prepayment at the time of creating the Purchase Order by using a check or credit card. GP tracks prepayment amounts separately from the vendors account balance which means creditor aging is not affected by prepayment transactions;

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Posted in Dynamics, GP, Microsoft | Tagged GP, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Payables Management, Purchase Order Processing, Purchasing | 1 Comment

MDGP 2013 Feature of the Day: Computer Prepayments

Posted on 4th December 2012 by Ian Grieve

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

The eighty sixth feature they’ve announced is Computer Prepayments.

This feature allows a user or multiple users to process a Purchase Order Prepayment using a computer check or EFT (Electronic Funds Transfer). The process is managed from the creation of the purchase order with the prepayment through the consumption of the prepayment when the vendor invoice is posted.

When raising a purchase order, there is now a field for entering the Prepayment amount (which can be printed on the PO);

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Posted in Dynamics, GP, Microsoft | Tagged GP, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Payables Management, Payment Run, Purchase Order Processing, Purchasing | 1 Comment

MDGP 2013 Feature of the Day: Prevent PO Close with Unmatched Quantity

Posted on 20th November 2012 by Ian Grieve

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

The sixty ninth feature they’ve announced is Prevent PO Close with Unmatched Quantity.

With Microsoft Dynamics GP 2013 Purchase Order Processing you will be warned if you try to close a purchase order when the quantity invoiced doesn’t match the quantity shipped on the purchase order.

In Edit Purchase Orders each line on the PO will check the quantity shipped and quantity invoiced. If the quantities don’t match and you try to close the PO line, a warning will be given for the line item. If you try to close the PO, a warning will be given if one or more lines have quantities that don’t match. You can continue to close the PO once the warning is given.

This new feature is targeted at the following roles:

Accounts Payable
Purchasing Agent
Purchasing Manager

Posted in Dynamics, GP, Microsoft | Tagged GP, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Purchase Order Processing, Purchasing | Leave a comment

MDGP 2013 Feature of the Day: Document Attach

Posted on 20th November 2012 by Ian Grieve

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

Posted in Dynamics, GP, Microsoft | Tagged GP, Inventory, Inventory Control, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Payables Management, Purchase Order Processing, Purchasing, Receivables Management, Sales, Sales Ordrer Processing | 3 Comments

MDGP 2013 Feature of the Day: Inactivate Item/Site

Posted on 15th November 2012 by Ian Grieve

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;

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Posted in Dynamics, GP, Microsoft | Tagged GP, Inventory, Inventory Control, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Purchase Order Processing, Purchasing | 1 Comment

MDGP 2013 Feature of the Day: Payroll Integration To Payables

Posted on 15th November 2012 by Ian Grieve

Microsoft 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;

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Posted in Dynamics, GP, Microsoft | Tagged GP, Human Resources, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Payables Management, Payroll, Purchasing | 1 Comment

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

Posted on 28th October 2012 by Ian Grieve

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;

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Posted in Analytical Accounting, Dynamics, GP, Microsoft | Tagged Analytical Accounting, Financial, General Ledger, GP, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Purchase Order Processing, Purchasing, Sales, Sales Order Processing | 1 Comment

MDGP 2013 Feature of the Day: Reprint Payables Management Remittance

Posted on 23rd October 2012 by Ian Grieve

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

The fifty eighth feature they’ve announced is Reprint Payables Management Remittance.

Now, in Microsoft Dynamics GP 2013, you can reprint the vendor check stub or remittance form after you’ve processed the payment. You can see invoices that were paid, credits that were applied and other information that displays on the check stub or remittance.

Re-create Check Stub is available on the Payables Payments Zoom window;

This new feature is targeted at the following roles:

Accounts Payable
Bookkeeper
Certified Accountant
Accounting Manager

Posted in Dynamics, GP, Microsoft | Tagged Check Remittance, GP, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Payables Management, Payment Run, Purchasing | 1 Comment

MDGP 2013 Feature of the Day: Encumbrance Cost Difference Notification

Posted on 22nd October 2012 by Ian Grieve

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

The fifty first feature they’ve announced is Encumbrance Cost Difference Notification.

When you encumber an item in Purchase Order Entry, you reserve a certain amount of your budget for the item based on the item cost.

With Microsoft Dynamics GP 2013 Encumbrance Management, in order to help users reduce data entry errors and control costs, if the receipt item cost is different than the original encumbered item cost, you will be warned that the costs are different.

When notified, you will be allowed to continue and enter the receipt or correct the item cost;

This new feature is targeted at the following roles:

Purchasing Agent
Accounts Payable
Receivings Clerk

Posted in Dynamics, GP, Microsoft | Tagged Encumbrance Mannagement, GP, MDGP 2013 Feature of the Day, Microsoft, Microsoft Dynamics, Microsoft Dynamics GP 2013, Purchase Order Processing, Purchasing | 1 Comment

MDGP 2013 Feature of the Day: Printing 1096 Forms

Posted on 1st October 2012 by Ian Grieve

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

The forty eighth feature they’ve announced is Printing 1096 Forms.

In Microsoft Dynamics GP2013, you can print the 1096 summary form in addition to printing the 1099 forms.

The 1096 information can be printed on a pre-printed form for the 1099 Miscellaneous, 1099 Dividend and 1099 Interest tax types.

There is also a 1096 SQL Reporting Services Report that is similar to the IRS report layout that you can use for informational purposes only.

In Print 1099, mark to print the 1096 after you’ve printed your 1099’s for the tax type. Microsoft Dynamics GP will print on the preprinted form and mark the correct box for each tax type;