MDGP 2013 Feature of the Day: RMA And SOP Consolidation

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

The fifty fifth feature they’ve announced is RMA and SOP Consolidation.

In Microsoft Dynamics GP, the creation of the cross ship order is per RMA line. If there are multiple lines on an RMA, each line generates a new SOP order.

Now with Dynamics GP 2013, you can optionally consolidate multiple cross shipped lines on an RMA onto a single SOP order document. As long as the SOP order is open, any additional lines cross shipped for that same RMA will be added to the same sales order.

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MDGP 2013 Feature of the Day: Hotline Notes Re-Sorted

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

The fifty fourth feature they’ve announced is Hotline Notes Re-Sorted.

Currently in Service Call Management, the hotline notes are appended to the bottom of the text rather than inserting the latest notes at the top of the stack.

With Microsoft Dynamics GP 2013, notes entered in the Hotline Entry window are displayed in the Call Number Note window newest first. You will always have the most recently entered information at the top of the window. Any additional notes you enter in the Note window will remain where you entered them.

Service Call Entry/Update

This new feature is targeted at the following roles:

  • Dispatcher
  • Customer Service Manager
  • Customer Service Rep
  • Outbound Technician
  • Account Manager
  • Sales Manager
  • Dedicated Sales Rep

MDGP 2013 Feature of the Day: US HR Year End Age – Life Insurance

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

The fifty third feature they’ve announced is US HR Year End Age – Life Insurance.

Microsoft Dynamics GP 2013 now supports an “End of Year” method for calculating life insurance premiums determined by age based tables.

End of year will set the record age to the age which the employee will be at the end of the current calendar year. This age will be used to determine premium amounts.

Life Insurance Setup

This new feature is targeted at the following roles:

  • HR Assistant
  • Compensation and Benefits
  • HR Generalist

MDGP 2013 Feature of the Day: Build Check Exception Report

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

The fifty second feature they’ve announced is Build Check Exception Report.

Microsoft Dynamics GP 2013 US Payroll now includes a Build Check File Exception report as part of the payroll build reports.

The Build Check File Exception report contains only build errors and warnings. This allows the user to easily identify and focus on any issues in a payrun.

Posting Setup

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MDGP 2013 Feature of the Day: Encumbrance Cost Difference Notification

Microsoft Dynamics GPMicrosoft 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;

Receivings Transaction Entry

This new feature is targeted at the following roles:

  • Purchasing Agent
  • Accounts Payable
  • Receivings Clerk

MDGP 2013 Feature of the Day: Equipment Supersession Date History Is Maintained

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

The fiftieth feature they’ve announced is Equipment Supersession Date History is Maintained.

In Service Call Management, when posting a supersession on an equipment card, the historical event from the post is not recorded if there are multiple changes to the serial number or item number within the same day.

Now with Microsoft Dynamics GP 2013, the date has been added to the history so when multiple changes are made on the same day they will be recorded and can be viewed;

Equipment Maintenance - Supersession

This new feature is targeted at the following roles:

  • Warehouse Manager
  • Product Designer
  • Warehouse Worker
  • Customer Service Rep
  • Customer Service Manager
  • Quality Controller
  • Shipping and Receiving

Posting Hiatus Of Unknown Length


You’ll have noticed a delay since my last post early last week. This is due to an unexpected hospitalisation resulting in emergency surgery from which I am now recovering.

While recovering I will be off work and not have access to my usual materials. I am viewing this as a good thing as it will allow me to focus on gettin better.

Hopefully, this will be a quick process and I will be back fit and healthy soon.

MDGP 2013 Feature of the Day: BAI Format Added To Electronic Reconcile

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

The forty ninth feature they’ve announced is BAI Format Added To Electronic Reconcile.

The BAI file format, developed by the Bank Administration Institute (BAI), is a common format used to perform electronic cash management balance reporting. Many banks use the format for electronic account balance reporting. However, the Electronic Reconcile module in Microsoft Dynamics GP was not compatible with the format.

This feature makes the necessary updates to the Electronic Reconcile module needed to be compatible with the BAI format. Fields and record types required by the format have been added to the configurator, and related forms and processes to enable reading files in the BAI format.

Electronic Reconcile Format Configurator

This new feature is targeted at the following roles:

    • CFO
    • Accounting Manager
    • Controller
    • Accountant

MDGP 2013 Feature of the Day: Printing 1096 Forms

Microsoft Dynamics GPMicrosoft 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;

1096

This new feature is targeted at the following roles:

    • Accounts Payable
    • Accountant
    • Bookkeeper

MDGP 2013 Feature of the Day: Default View Stores Sort Order

Microsoft Dynamics GPMicrosoft 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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