Update Taxes In Fabrikam Sample Company to Add Current UK VAT Rates

Microsoft Dynamics GPWhile the Fabrikam sample company is very US-centric, it is still somewhat useful to use as it has data spread across lots of different modules. The sample data hasn’t been updated for years and so still has the UK VAT rate set at 17.5%; VAT was raised to 20% in the 2010 budget and came into force in January 2011.

I created a script a while ago which could be used to create VAT rates for use in both Purchasing and Sales.

In Sales only a Standard 20% rate is created, but for purchasing rates are created for the Standard 20%, reduced 5%, Exempt and Zero Rated.

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
-- Sales/Purchases Tax Schedule Header Master (TX00101)
INSERT INTO TX00101
	(TAXSCHID,TXSCHDSC,NOTEINDX)
VALUES
	-- Purchasing
	('UKVATP','UK VAT All Purchasing',0)
	,('UKVATPS','UK VAT Purchasing Standard',0)
	,('UKVATPR','UK VAT Purchasing Reduced',0)
	,('UKVATPE','UK VAT Purchasing Exempt',0)
	,('UKVATPZ','UK VAT Purchasing Zero Exempt',0)
	-- Sales
	,('UKVATS','UK VAT All Sales',0)
	,('UKVATSS','UK VAT Sales Standard',0)
GO

-- Sales/Purchases Tax Schedule Master (TX00102)
INSERT INTO TX00102
	(TAXSCHID,TAXDTLID,TXDTLBSE,TDTAXTAX,Auto_Calculate)
VALUES
	-- Purchasing
	('ALL DETAILS','UKVATPS',3,0,0)
	,('ALL DETAILS','UKVATPR',3,0,0)
	,('ALL DETAILS','UKVATPE',3,0,0)
	,('ALL DETAILS','UKVATPZ',3,0,0)
	,('UKVATP','UKVATPS',3,0,0)
	,('UKVATP','UKVATPR',3,0,0)
	,('UKVATP','UKVATPE',3,0,0)
	,('UKVATP','UKVATPZ',3,0,0)
	,('UKVATPS','UKVATPS',3,0,0)
	,('UKVATPR','UKVATPR',3,0,0)
	,('UKVATPE','UKVATPE',3,0,0)
	,('UKVATPZ','UKVATPZ',3,0,0)
	--Sales
	,('ALL DETAILS','UKVATSS',3,0,0)
	,('UKVATS','UKVATSS',3,0,0)
	,('UKVATSS','UKVATSS',3,0,0)
GO

--Sales/Purchases Tax Master (TX00201)
INSERT INTO TX00201
	(TAXDTLID,TXDTLDSC,TXDTLTYP,ACTINDX,TXIDNMBR,TXDTLBSE,TXDTLPCT,TXDTLAMT,TDTLRNDG,TXDBODTL,TDTABMIN,TDTABMAX,TDTAXMIN,TDTAXMAX,TDRNGTYP,TXDTQUAL,TDTAXTAX,TXDTLPDC,TXDTLPCH,TXDXDISC,CMNYTXID,NOTEINDX,NAME,CNTCPRSN,ADDRESS1,ADDRESS2,ADDRESS3,CITY,STATE,ZIPCODE,COUNTRY,PHONE1,PHONE2,PHONE3,FAX,TXUSRDF1,TXUSRDF2,VATREGTX,TaxInvReqd,TaxPostToAcct,TaxBoxes,IGNRGRSSAMNT,TDTABPCT)
VALUES
	-- Purchasing
	('UKVATPS','UK VAT Purchasing Standard',2,90,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPR','UK VAT Purchasing Reduced',2,90,'',3,5.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPE','UK VAT Purchasing Exempt',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	,('UKVATPZ','UK VAT Purchasing Zero',2,90,'',3,0.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
	-- Sales
	,('UKVATSS','UK VAT Sales Standard',1,89,'',3,20.00000,0,1,'',0,0,0,0,1,1,0,0,'',0,'',0,'','','','','','','','','','','','','','','',0,0,1,0x00000000,0,0)
GO

--Sales/Purchases Tax Summary Master (TX00202)
INSERT INTO TX00202
	(TAXDTLID,TDTSYTD,TDSLLYTD,TXDTSYTD,TDTSLYTD,TXDSTYTD,TDSTLYTD,KPCALHST,KPERHIST)
VALUES
	-- Purchases
	('UKVATPS',0,0,0,0,0,0,1,1)
	,('UKVATPR',0,0,0,0,0,0,1,1)
	,('UKVATPE',0,0,0,0,0,0,1,1)
	,('UKVATPZ',0,0,0,0,0,0,1,1)
	-- Sales
	,('UKVATSS',0,0,0,0,0,0,1,1)
GO

This script has only ever been tested in the Fabrikam sample company; the script will need to be run again any time you redeploy the sample company using GP Utilities.

Hands On With MDGP 2018 RTM New Features: One Payment Per Vendor/Invoice Setting on Vendor Card

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-third new feature of the day is One Payment Per Vendor/Invoice Setting on Vendor Card. In older versions of Dynamics GP, you could, on the Select Checks window (Purchasing area page >> Transactions >> Select Checks), select to produce one payment per vendor or invoice; in Dynamics GP 2018, the same options exists in the Build Payment Batch window (Purchasing area page >> Transactions >> Build Payment Batch), which is a renamed Select Checks window, along with the option to read the setting from the Vendor Maintenance window.

To set the option on the vendor, open Vendor Maintenance window (Purchasing area page >> Cards >> Vendor Maintenance), select a vendor and click the Options button.

The option is a pair of radio buttons half way down the page which is defaulted to Vendor; this default will apply to all existing vendors when you upgrade to Dynamics GP 2018:

Vendor Maintenance

Continue reading “Hands On With MDGP 2018 RTM New Features: One Payment Per Vendor/Invoice Setting on Vendor Card”

Hands On With MDGP 2018 RTM New Features: Print Purchase Requisition

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-second feature of the day is Print Purchase Requisition. I said in the Feature of the Day series, that my feelings were largely negative towards this feature and my opinion hasn’t changed now that I’ve been hands on with it.

A new Print button has been added to the Purchase Requisition Entry window (Purchasing area page >> Transactions >> Purchase Requisitions):

Purchase Requisition Entry

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Hands On With MDGP 2018 RTM New Features: Make PO Number Visible to Requisition Originator

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twenty-first feature of the day is Make PO Number Visible to Requisition Originator. This feature of the day makes the PO number for purchased requisitions visible to the originator by adding a PO Number column to the Procurement section of the home page:

Procurement

This feature is a nice addition; it gives the originator confirmation and an easy way of seeing the PO Number for the requisition.

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Hands On With MDGP 2018 RTM New Features: On PO Generation Show Purchase Order Transactions Navigation List

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twentieth feature of the day is On PO Generation Show Purchase Order Transactions Navigation List. When I heard of this feature, I initially thought it might be quite useful, but since I’ve been hands on, I’ve changed my mind.

The feature works by launching the Purchase Order Transactions navigation list when the purchase requisition is purchased and the purchase order created:

Purchase Order Transactions navigation list

My problem is that navigation lists can be quite slow to load, especially when Reporting Services Reports have been deployed. This feature would have been much better if it had been introduced with an option to enable/disable it (I’ve looked and can’t find one; if anyone knows different please let me know via the comments).

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Hands On With MDGP 2018 RTM New Features: Save Build Payment Batch Settings

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The thirteenth feature of the day is Save Build Payment Batch Settings. This feature allows you to save restrictions for the Build Payment Batch window. The idea behind this functionality, is that it can save time building the restrictions, if yuo use the same or very similar restrictions each time.

As an example, I have added restrictions for Class ID and Payment Priority:

Build Payment Batch

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Hands On With MDGP 2018 RTM New Features: Sorting

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The twelfth feature of the day is Sorting. Five windows inquiry windows have had the ability to change the sort order added:

  • Payables Transaction Inquiry – Vendor
  • Payables Transaction Inquiry – Document
  • Receivables Transaction Inquiry – Customer
  • Receivables Transaction Inquiry – Document
  • Select Bank Transactions
Payables Transaction Inquiry - Vendor

Across the years I have been asked numerous times by clients if it was possible to reorder the inquiry windows into date order, but this was never possible. Until Microsoft Dynamics GP 2018 that is.

This feature of the day has seen five of the inquiry windows updated to have sort options available. For Payables Transaction Inquiry – Vendor this means you can change the sort order from Document Number to one of the following:

  • Type
  • Original Amount
  • Unapplied AMount
  • Document Date

The other windows have similar sorting options. We have already started rolling out Dynamics GP 2018 to clients and have had a few positive comments about this feature.

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Hands On With MDGP 2018 RTM New Features: Rename Payment Run Windows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The eleventh feature of the day was the renamed payment run windows; this feature saw all of the references in the names of the payment run windows renamed to have Payment in the name isntead of Check (or Cheque for those who use proper English):

Purchasing area page Transactions section

This feature was requested by MVP Mariano Gomez, and I can’t express hjow much I like it. It’s a relatively small change, but makes so much sense. In the UK virtually all payments are EFT payments; virtually no-one still uses cheques for payment so it was always a harder sell than it should have been when the windows all had cheque in the name.

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MS Dynamics World Article: Diving into Microsoft Dynamics GP 2018: 6 areas of community-driven enhancements

Microsoft Dynamics GPYesterday, MS Dynamics World published a I wrote for them on the new functionality of Microsoft Dynamics GP 2018.

In just over three months, this is the second post I have written which has not been for my own blog (the last one was #GP2018 Feature of the Day: Workflow Unplugged. It is obviously quite a new experience for me, writing for other blogs, but it was a good experience.

This post is a round up of the new functionality in 6 areas of Microsoft Dynamics GP 2018 RTM; I won’t post spoilers of the article, so you will need to go here to read it.

Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reminder Emails

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The eighth feature if the day was Workflow Reminder Emails. This feature allows the WOrkflow manager to define a time after which a reminder email should be sent to the approver.

The Workflow Maintenance window (Administration area page >> Setup >> Company >> Workflow >> Workflow Maintenance) has has the Workflow Step pane amended to have a Reminder field which allows a number and type of duration to be defined; this field is linked to the Time Limit field:

Workflow Maintenance

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