MDGP 2013 R2 Feature of the Day: Assign An Item To Multiple Sites

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The thirtieth Feature of the Day covered is Assign An Item To Multiple Sites. This feature will allow the user to select an item and assign it to one, multiple or all sites quickly and easily. The user can also select key item/site default settings for Item Print Option, Primary Vendor and Landed Cost Group during the assignment process.

When I started looking at this feature, it took me a few minutes to actually find it. To assign items to multiple sites open Item Quantities Maintenance (Inventory » Cards » Quantities/Sites) and click the Go To's button on the ribbon and select Site Item Assignments:

Item Quantities Maintenance

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MDGP 2013 R2 Feature of the Day: Dashboards

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twentieth Feature of the Day covered is Dashboards. Four new reporting dashboards have been added to the Excel Reports in Dynamcis GP 2013.

The new dashboards are for the Financial, Sales, Purchasing and Inventory series and are deployed with the other Excel Reports. These refreshable reports can deployed to a shared network drive, SharePoint or SharePoint Online.

The Financial dashboard:

Financial dashboard

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MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Sales Script and Additional Information

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The nineteenth Feature of the Day covered is Suggested Item Enhancements - Sales Script and Additional Information. The Suggested item enhancements allows the user to add a sales script to each suggested item. This script will give the salesperson more information about the item.

As you can see in the screenshot the Item Maintenance - Suggest Items window (Inventory » Cards » Item Maintenance | Suggest Items button) has been updated with a Sales Script field for each item:

Item Maintenance - Suggest Items

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MDGP 2013 R2 Feature of the Day: Suggested Item Enhancements – Analysis and Assignment

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The eighteenth Feature of the Day covered is Suggested Item Enhancements - Analysis and Assignment. Suggested Items were introduced in Dynamics GP 2013 and it is really good to see this feature extended further.

The Suggestion item enhancements allows the user to analyze an item and recommends companion items that should be sold with it. The assignment feature uses the suggestions from the analysis and will provide the ability to update the Suggested Sales Items window at the time of the analysis.

One window has been amended and one created for this feature. The amended window is the Item Maintenance - Suggest Items window (Inventory » Cards » Item Maintenance | Suggest Items button):

Item Maintenance - Suggest Items

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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

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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: 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

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MDGP 2013 Feature of the Day: Update Back Order Item Qty In Field Service

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty ninth feature they've announced is Update Back Order Item Qty In Field Service.

Microsoft Dynamics GP Service Call Management and Depot Management will now update the Item Quantity Master when they have a back ordered item. This will be visible in the Item Inquiry and Item Quantities Maintenance windows and give you a truer representation of your inventory quantities.

The example screenshots show Item 3-D2657A (DB 15 Male Adapter) with no items on back order in Item Inquiry;

Item Inquiry

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MDGP 2013 Feature of the Day: Multi-Select Serial Numbers

Microsoft Dynamics GPMicrosoft have started the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The thirty sixth feature they've announced is Multi-Select Serial Numbers.

Microsoft Dynamics GP 2013 brings the ability to select multiple serial numbers at the same time. Up till now each serial number had to be selected and submitted separately.

As the below screenshot of Item Serial Number Entry shows, multiple serial numbers can be highlighted for insertion at the same time;

Item Serial Number Entry

I like this feature and can see it being quite a good time saver when entering sales orders.

This new feature is targeted at the following roles:

  • Order Processor
  • Warehouse Manager
  • Shop Supervisor
  • Customer Service Rep