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Best way to Import Fixed Assets into GP

April 22, 2015, 11:29 am
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I need to import fixed assets into newly created companies due to the company being sold.  We did not Copy the existing Companies because we did not want to bring over any history as well as the client wanted to scrub vendors, customers, change intercompany setup, GL account structure, etc.

We were given a spreadsheet of assets, adjusting the cost to equal the remaining NBV and will finish depreciating over the remaining life plus 30 days. 

I have seen posts using Asset Import / Export and others using Integration Manager.  I also read that someone used a sample fixed asset integration for fixed assets.

Can someone point me in the right direction to start this project?  What do you think would be the best way to do this, are there sample templates to use, and where would one find sample integrations? 

Thank you in advance for any help you may give.

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migrating from FRx to Management reporter with different segments - work around solution

April 22, 2015, 11:36 am
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Hi,

Does anyone has work around solution for migrating from FRx to Management reporter with different segments ? For example, one company has division-account-department, another company has division-department-account-cost center.

Thanks,

Kevin Li 

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Dynamics GP 2013 Purchase Order Distributions and Deposits

April 22, 2015, 11:51 am
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In December, we've migrated from GP 8.0 to 12.0.031570 and there are a few things that seem very different.

One of the biggest things is we can't seem to overwrite the GL while receiving or processing invoices against a PO. We have to do additional lines to properly code the items, as the employee's placing the PO don't necessarily know which GL, so the GL that will be in the system when receiving against, can't be overwritten.

Example:

00-00-1200 Purch $204.00 (debit)

00-00-200 Pay $204.00 (Credit)

42-20-5520 Misc $204.00 (debit)

00-00-1200 Misc  $204.00 (credit)

The above example is how we've been told by our Certified Partner as to how to correct the GL's, but in 8.0, this could be overwritten where the debit for 00-00-1200 could have been changed on that line to 42-20-5520 (typed over), causing it to only be the 2nd and 3rd lines from above. Instead, that line is currently locked and the Certified Partner says it can't be unlocked to make it so it was like how 8.0 was. Are they correct, or is there a way that they're unaware of that someone could show us how to do? All these extra GL entries are taking up time and space.

The other item that we've never been shown how to do through the certified partners used through the years  is deposits against PO's. An example would be Vendor ABC we issue a PO to for $40,000.00. They come back and say they would like a 50% deposit, so we need to cut a check for $20,000.00 to ABC, which should go against the PO. The only way that we've been able to do this is a very not accounting friendly version of issuing the check through a Payables Batch Entry, then try to remember when we receive the invoice from the vendor that we've already made a deposit (as some vendors do not reflect the deposits on their invoice). If the Accounts Payable person gets hit by the proverbial bus, we should be able to see that there was a deposit check issued against a PO (without receiving against the PO) in the system without having to make 100% sure we understand whether or not a deposit was issued to a vendor. Is the software setup to do this and if so, how?

Thank You

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Delaying Vendor EFT Remittances

April 22, 2015, 11:59 am
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We are currently in the process of switching to paying our vendors via EFT as opposed to issuing cheques. We are looking for a way to delay the emailing of Vendor EFT remittances until after the batch has been approved, but at the same time we need to remittance to print to be reviewed. I have tried using the process later option, but this does not print the remittance.

Has anyone else tried to delay the sending of Vendor EFT remittances, and had any luck?

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MR suppress underscore in DESC column?

April 22, 2015, 1:34 pm
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Hello,

We are in the process of migrating from FRx to MR, and are noticing that underscore rows are now printing in the DESC column of our reports.  Is there a way to suppress this?  According to https://support.office.com/en-ca/article/Adding-a-column-restriction-in-Management-Reporter-9d0b2cfe-d02b-40ed-878a-75c29a3d530d there is a Column Restriction Code of "SU" that sounds like it would do the job, but when I double-click the Column Restrictions cell in the DESC column I get a message stating "This option is not available for the selected column type."

Thanks,

Joe

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Dynamics GP PO Receipt data lost (not showing in Match\Invoice screen ) upon changing PO approvers and PO approval limits.

April 22, 2015, 2:49 pm
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Hello All,

Early February, 2015, there was the need to change the PO Approvers in Dynamics GP along with the PO Approval limits. Some users approval limits were removed altogether, others had their limits reduced and finally new users were added with new approval limits. However upon making these changes we noticed 2 issues - I have named them: issue A and issue B. Issue B is the larger issue and I'll describe that momentarily, and issue A, is smaller but perhaps a symptom that is related to issue B. This issue all relates to one PO I'll name: PO12345.

 ISSUE A description:

I noticed that upon reducing the limit for say USER1, the PO12345 that USER1 had previously approved became unapproved. I then proceeded to have the new user: USER2, with the new approval limit, review and then re-approve this PO12345. USER1's earlier approval had been the basis for PO Receipts that were done against the one massive PO12345, and there were a handful of correctly posted PO receipts during that time. 

ISSUE B description:

Then the PO approver and PO limit changes were made. Thereafter, the new PO receipts were made against PO12345 (we continued to use PO12345 as it was a very large qty PO), and at this point we attempted to "Enter/Match Invoices". Issue B occurred at this point - we were unable to see a number of previously posted PO receipts so that we can make the match in the "Enter/Match Invoice" screen.

We have ensured that all the PO receipts were fully posted to the correct vendor and GL accounts. We can view the posting details & posting journals for the PO receipts yet we cannot locate a number of these posted PO receipts in the "Enter/Match Invoice" screen, which leads me back to thinking the problem started when the PO approver and limits were revised.

Has anyone else seen these issues A & B? Is there a solution? I was contemplating using the Reconcile PO Documents option - I tried this and it did not work. I was also contemplating using the Checklinks routine against the Payables module - will this work? I believe it is highly recommended that if you are to running the checklinks it should be done for all modules and not be done for a single module alone. Would I therefore need to run the checklinks for all modules and would this solve the issue? is there a solution for this issue? - where it appears that Dynamics GP PO Receipt data is lost (not showing in Match\Invoice screen ) upon changing PO approvers and PO approval limits.

Perhaps there is a sql script that can solve this?

Please advise.

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Script to copy home page reminders from one user to another.

April 22, 2015, 3:15 pm
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Hi All,

I want to copy a bunch of home page reminders from one user to another and I thought at one point I had come across a SQL script that would allow me to do this but now I can't seem to find it. Does anyone know where I might have come across this? It is much less tedious to run a single script rather than manually setting up each reminder.

I appreciate any suggestion.

Kirk

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Is there got a log file for GP 2013 activity?

April 23, 2015, 12:39 am
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Hi there,

 Recently i got a request from my customer asking me, "Is there got a log or record for Microsoft Dynamics GP activity?" such as creating or deleting company/database, creating or deleting GP user account and etc. If there got any SQL script that able to create a log for this activity, please let me know?

 Thank you.

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Why document status stuck in WORK, not change to HIST after payment.

April 23, 2015, 2:00 am
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How can I change document status from WORK to HIST from AP?

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Collection Management Build Query does not find any customers

April 23, 2015, 3:01 am
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Hello,

After pressing the query button the GP does not pull any customers (in any selected restrictions) at all although the "Statement TO" field in Customer Maintenance is has the address code.

Your contributions is appreciated.

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Collection Management Build Query does not find any customer

April 23, 2015, 3:14 am
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Hello, After pressing the query button the GP does not pull any customers (in any selected restrictions) at all although the "Statement TO" field in Customer Maintenance is has the address code.

Your contributions is appreciated.

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Business Portal KPIs

April 23, 2015, 3:27 am
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Hello,

I would like to create KPIs on Business portal GP 2010 but I couldn't find from where.

According to the manual you have to go to the Administration Home page on the Business Portal web site.

and under Key Performance Indicators, click KPI management. The KPI Management page appears.

Went there couldn't see them.

Thank you for the support.

Regards,

Saad 

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Dynamics GP 2015 Workflow

April 23, 2015, 8:38 am
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Hi,

I'm trying to a assign a user to a workflow step (Purchase Requisition) from a trusted domain, but when I add the user in the Workflow User selection and click Add its seems to work ok, But when click the ok button and return to the Workflow Maintenance page and look in the Assign To field the account its not added. But if I use and account from the domain gp its installed its work well.

Thanks,

VE_M

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Deposits on Sales Orders

April 23, 2015, 9:54 am
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When creating a customer order, is there any way to use an existing CM from their account as a deposit to the order?

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vacation/sick available is 0.00

April 23, 2015, 10:09 am
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I have looked all over for an answer as to why the web client is showing 0.00 in the vacation/sick available fields, could this be due to using HR for accruals not payroll?

I would love for this information to be available to our users....

Any thoughts?

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Page numbering in GP Templates not working in header

April 23, 2015, 11:15 am
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I have a template that shows only the formula for the page number and not the actual numbers. IE {PAGE  \*MERGEFORMAT}. I have reviewed the bookmarks and compared against functioning numbering on other templates and they all appear to be in place. Does anyone know of what else might cause this and how to fix it. Thanks.

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New version of PSTL has been released

April 23, 2015, 12:30 pm
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A new version of PSTL has been released

https://mbs.microsoft.com/partnersource/northamerica/support/support-news/NOAM_PSTL

Microsoft Are doing are a really bad job at the moment in keeping Partners updated with these essential releases.  You search in Partnersource and you get no finds or if you click on GP 2015 links you get GP 2013 links.  How can Microsoft release multiple versions frequently and they can not keep quality control in check.

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Send Remittance Exception Report

April 23, 2015, 12:48 pm
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I have a customer who is trying to e-mail EFT Remittance out of GP but when they process remittance they receive "an unknown error occurred" as a failure/ success status on the Send Remittance Exception report.

They are able to print the remittance to screens and are able to e-mail PO's under the same user for the same workstation. What is the "an unknown error occurred" mean and how do we resolve it.

Thank you,

Angie

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Does PO have to exist to import invoices using taPMTransactionInsert?

April 23, 2015, 12:51 pm
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Hello,

I would like to import invoices into Dynamics GP using eConnect and the taPMTransactionInsert transaction.

Does the PO need to exist first in Dynamics GP to be able to import the invoice or can you import an invoice without the existence of the PO?

If the PO does NOT need to exist first, how do you specify the PO fields that are not available in the taPMDistribution transaction such as Project, Cost Category and Site?

Thank you!

Randy

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Can GP13 Automatically Push Unfulfilled Line Items to Backorder?

April 23, 2015, 1:33 pm
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We're struggling with our backordering process since we get large orders with many line items and fulfill gradually as stock arrives. It's common for us to get an order with 100 line items and fulfill 10 of them, then 15 lines, then 20, then 50, etc until we either ship everything or cancel the remainder.

We currently leave Sales Orders open until fulfilled completely or cancelled, but this is proving to be rather problematic. We'd much rather move to a backordering process whereby any unfulfilled (or partially fulfilled) line item automatically gets pushed to a new Sales Order, ideally with the same number of the original Sales Order plus a suffix like -1, -2, etc. We don't want someone to have to type in for each line item the quantity to backorder since the system already knows the quantity ordered and the quantity fulfilled. Since we could backorder multiple times from the same original Sales Order, GP's standard backorder process doesn't seem to be equipped to handle our needs since a Backorder can't be created from another Backorder.

Is there a way to get GP to push unfulfilled/partially fulfilled items to a new order? Alternatively, is there a bolt-on out there that satisfied this need? I have to believe there's a solution for this out there since backordering is so common.

Thanks! 

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