MDGP 2013 Feature of the Day: PTO Manager Enhancements

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

The eighty second feature they’ve announced is PTO Manager Enhancements.

In Microsoft Dynamics GP 2013, a number of enhancements were made to PTO Manager.

During payroll processing, you can select to update the vacation calendar with PTO information;

PTO Options

Continue reading “MDGP 2013 Feature of the Day: PTO Manager Enhancements”

MDGP 2013 Feature of the Day: Use Multiple Budgets With Encumbrance Management

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

The eight first feature they’ve announced is Use Multiple Budgets With Encumbrance Management.

In Microsoft Dynamics GP 2013 you can enter multiple budgets for a single fiscal year. This allows you to have different budgets for different departments or for different periods and instead of combining them yourself, you let encumbrance management combine the budgets for you.

In Encumbrance Management Setup, there is a new window to enter all of the budgets that are for a fiscal year. Now, if the same account exists in more than one budget, encumbrance management will combine the amounts from each budget to verify against as a single available budget amount for a budget period.

Encumbrance Setup

This new feature is targeted at the following roles:

  • Purchasing Agent
  • Accounts Payable
  • Receivings Clerk

MDGP 2013 Feature of the Day: Custom Fields In Advanced HR

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

The eightieth feature they’ve announced is Custom Fields in Advanced HR.

In Microsoft Dynamics GP 2013, you can set up labels for four user-defined fields for certifications and licenses for tracking additional information not provided by the system. The labels you set will appear as fields in the Certification Entry and License Entry windows.

Label definitions are configured in the setup window;

User Defined Field Setup

Continue reading “MDGP 2013 Feature of the Day: Custom Fields In Advanced HR”

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

Microsoft Dynamics GPMicrosoft 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

MDGP 2013 Feature of the Day: Document Attach

Microsoft Dynamics GPMicrosoft 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

MDGP 2013 Feature of the Day: Return Quantity Types

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

The sixty seventh feature they’ve announced is Return Quantity Types.

Prior to Microsoft Dynamics GP 2013, RMA returned items would default to On Hand quantity type. Now you can return quantities to other inventory quantity types to more accurately account for the return. For example, if a return is because of a damaged product, you’ll be able to return the item to the Damaged quantity type instead of the always returning to On Hand. You can set up a default quantity type for returns, which then can be changed at RMA Receiving.

The inventory quantity types can be handled separately in terms of RMA processing for scrap, RTV or Work orders. You can also change the quantity type from the Process Returns window.
The quantity type is visible from the RTV or the Work Order as well.

RMA Type Maintenance

Continue reading “MDGP 2013 Feature of the Day: Return Quantity Types”

MDGP 2013 Feature of the Day: Honour Discontinued Item Status In Field Service

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

The sixty sixth feature they’ve announced is Honour Discontinued Item Status In Field Service.

In Microsoft Dynamics GP 2013, when a discontinued part is entered on a service call or depot work order, the system searches the requested warehouse and the restocking warehouses to determine quantity available. When the quantity available is less than the quantity entered a window will appear showing you the quantities available so that you are able to make a decision such as changing the quantity entered or substituting the item.

Discontinued Items

This new feature is targeted at the following roles:

  • Customer Service Rep
  • Customer Service Manager
  • Order Processor
  • Purchasing Agent
  • Purchasing Manager
  • Accounts Payable Coordinator
  • Shipping and Receiving
  • Warehouse/Inventory Manager
  • Accounts Receivables Administrator

MDGP 2013 Feature of the Day: Create Equipment From Manufacturing

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

The sixty fifth feature they’ve announced is Create Equipment From Manufacturing.

You can now automatically create equipment records from Manufacturing Order Receiving’s and from Manufacturing Quick Orders. You can also decide whether you want to create equipment records from non-serialized items on manufacturing orders as well;

Service Setup

Continue reading “MDGP 2013 Feature of the Day: Create Equipment From Manufacturing”

MDGP 2013 Feature of the Day: Inactivate Item/Site

Microsoft Dynamics GPMicrosoft 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

Continue reading “MDGP 2013 Feature of the Day: Inactivate Item/Site”

MDGP 2013 Feature of the Day: Payroll Integration To Payables

Microsoft Dynamics GPMicrosoft 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

Continue reading “MDGP 2013 Feature of the Day: Payroll Integration To Payables”