Tag Archives: Purchasing

Cashbook Bank Management – Value Exists In The PM_Key_MSTR Table

A client had an odd error with the Cashbook Bank Management module the other day when trying to enter a deposit; the following was printed on the exception report when trying to post the transaction:

Value exists in the PM_Key_MSTR table

I did some digging around and found that the Next Voucher Number field in Payables Management Setup – Options (Microsoft Dynamics GP menu >> Tools >> Setup >> Purchasing >> Payables Setup) was blank.

I set a new value in the Next Voucher Number field and the deposit could be posted without problem.

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Microsoft Dynamics GP 2013 SP2 Web Client Scale-Out Deployment: Navigation Differences Between Desktop & Web Clients

The Microsoft Dynamics GP Web Client is very similar in form and function to the desktop client, but there are some differences between the two.

The first of the differences is with the menu bar. The first image below shows the menu bar in the desktop client; the second shows that of the web client. As you can see the main difference is in the absence of the drop down menus from the web client:

Web Client Menu BarDesktop Client Menu Bar

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Adding the Vendor’s Address To The Check Remittance

In Microsoft Dynamics GP 2010, Microsoft changed the underlying tables used by the Check Remittance; I believe this was for purposes of efficiency. However, the downside is that the table, pmRemittanceTemp, used to replace PM_Payment_WORK did not contain the vendor’s address or a link to a table which did.

In the past I have tended to use VBA to add the vendor’s address to the Check Remittance because it was quick and easy to do and I didn’t revisit this approach until Microsoft Dynamics GP 2013 was released. And the reason I revisited, was because of the new Web Client which does not support VBA customisations.

As always, I figured I might as well do a blog post about this and had it scheduled in to write when Richard Wheeler asked the question on the Community Forum. So, here is the step-by-step guide to adding the vendor address back onto the Check Remittance modified report.

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Please Enter A Valid Tax Registration Number

After upgrading a client from Microsoft Dynamics GP 10 to 2013 they started getting a problem when creating, or editing, creditors. The error only came up when they had loaded the options window:

Microsoft Dynamics GP - Please enter a valid tax registration number.Microsoft Dynamics GP – Please enter a valid tax registration number.

I did some testing and found that this error was produced when the Country Code field was set. Microsoft Dynamics GP 10 didn’t exhibit this behaviour, but there is a difference in the installation of version 10 and 2010. And that difference is the VAT Daybook.

In Microsoft Dynamics GP 2010, and later, the VAT Daybook module needs to be installed to use the VAT 100 report which I had installed during the upgrade process.

In this case, the client operates only in the UK and doesn’t need to have Tax Registrations recorded in GP, so they were able to just stop setting the Country Code field on the addresses.

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MDGP 2013 Feature of the Day: Manual Prepayments

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;

Purchasing Prepayment Entry

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MDGP 2013 Feature of the Day: Computer Prepayments

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);

Purchase Order Entry

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

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.

Edit Purchase Order Status

This new feature is targeted at the following roles:

  • Accounts Payable
  • Purchasing Agent
  • Purchasing Manager
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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: 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: Payroll Integration To Payables

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;

HRP Suite Options

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