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Microsoft Dynamics GP -
October 2019 Features
“Our mission is to empower
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© 2019 Microsoft Corporation. All rights reserved. Last
modified: October 11, 2019
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Application and System Features for Microsoft Dynamics GP
Application and System Features for Microsoft Dynamics GP
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Application & System Features Microsoft Dynamics GP
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Contents Microsoft Dynamics GP Features
.................................................................................................................................................
1
Microsoft Dynamics GP - Modern Lifecycle
.............................................................................................................................
2
Microsoft Dynamics GP and Modern Lifecycle
................................................................................................................
2
Financials Enhancements
.................................................................................................................................................................
3
SmartList add Date options
.....................................................................................................................................................
3
Long Description for Payables Transaction Entry
...........................................................................................................
4
Table Changes
.....................................................................................................................................................................
7
Display user who posted on Journal Entry Inquiry
.........................................................................................................
8
Expand Display for Fiscal Period Setup
............................................................................................................................
10
Visual Cue on Edit Payment Batch window to show if Vendor is
setup for EFT .............................................. 11
Vendor Approval Workflow: Enable workflow on Hold and Document
Attachment .................................... 12
Add Class ID to the Fixed Asset transfer window
........................................................................................................
14
History drop-down box defaults to the most recent
year........................................................................................
17
Distribution Enhancements
.........................................................................................................................................................
18
Filter Item Stock Inquiry by
date.........................................................................................................................................
18
Exclude Inactive Items on Item Price List
........................................................................................................................
19
Display User ID in Item Master Table
...............................................................................................................................
20
Table Changes
..................................................................................................................................................................
20
Minimize Transaction when Go To is selected for PO that Exists
..........................................................................
21
Save setting for Display new PO message per users (prevent
future prompts) ..............................................
22
Skip displaying the New Purchase Order Options
............................................................................................
23
Table Changes
..................................................................................................................................................................
23
Inactive field added to Item SmartList
.............................................................................................................................
24
Show Check Number in Apply Sales Doc
Window......................................................................................................
25
Document Attach available in Bank Reconciliation
.....................................................................................................
26
Human Resource & Payroll Enhancements
..........................................................................................................................
28
Payroll option to not include additional withholding
................................................................................................
28
Payroll Reprint Pay Statement by Audit Trail
Code.....................................................................................................
31
Exclude Inactive records for Human Resource Benefit and
Deduction lookups .............................................
33
Employment History Reason for Change
........................................................................................................................
36
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Application & System Features Microsoft Dynamics GP
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Payroll Integration to Payables: Add Remit to Address in Setup
..........................................................................
40
Payroll Integration to Payables Voucher Report and Payables
Voucher Edit List Report............................ 43
Deduction and Benefit Quick Assignments
....................................................................................................................
46
System Enhancements
...................................................................................................................................................................
52
User Security Workflow
..........................................................................................................................................................
52
User
Workflow............................................................................................................................................................................
54
Security Roles Workflow
........................................................................................................................................................
57
Security Tasks Workflow
........................................................................................................................................................
60
Copy Report Option
................................................................................................................................................................
64
More than 32 report options in Report Group
.............................................................................................................
66
Ability to change Approvers for an active Workflow Task
.......................................................................................
67
Import and Export
Workflows..............................................................................................................................................
72
User Access Setup adding Sort, Search and Filter
Options......................................................................................
75
Web Client Excel Copy and Paste General Ledger Journal
......................................................................................
76
Web Client - More Keyboard Shortcuts allowed
.........................................................................................................
79
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Application & System Features Microsoft Dynamics GP
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Microsoft Dynamics GP Features
This course/module was created for Partners and Customers.
The features for Microsoft Dynamics GP are built around
enhancing the core application
and platform.
After this course/module you will be able to:
Understand the Microsoft Dynamics GP Feature key areas:
Workflow
Financials
Human Resource and Payroll
System Manager
Icons are used throughout this guide to direct you to types of
information:
Resource lookup information.
An activity for partners.
Additional note information.
A group activity.
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Application & System Features Microsoft Dynamics GP
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Microsoft Dynamics GP - Modern
Lifecycle
After this lesson you will be able to:
• Describe the Dynamics GP Modern Lifecycle
• Understand the supported lifecycle and how it impacts your
business
Microsoft Dynamics GP and Modern Lifecycle
With the October 2019 release of Microsoft Dynamics GP, we are
moving to the Modern Lifecycle.
As you can see from some of the documentation that has published
with the release the "year" has been
dropped from our name. This is because Microsoft Dynamics GP is
moving to the Modern Lifecycle
model. (like most of Microsoft's other products) This
demonstrates Microsoft's commitment to Dynamics
GP and a clear Roadmap for customers and partners to tell the
story of what to expect in the future.
Modern Lifecycle model
Software Lifecycle Policy for Microsoft Dynamics GP
What does Modern Lifecycle mean for Dynamics GP? - blog with Q
and A
https://support.microsoft.com/en-us/help/30881/modern-lifecycle-policyhttps://support.microsoft.com/en-us/help/30881/modern-lifecycle-policyhttps://support.microsoft.com/en-us/help/30881/modern-lifecycle-policyhttps://docs.microsoft.com/en-us/dynamics-gp/terms/lifecyclehttps://community.dynamics.com/gp/b/dynamicsgp/posts/what-does-modern-lifecycle-mean-for-microsoft-dynamics-gp
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Application & System Features Microsoft Dynamics GP
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Financials Enhancements
After this lesson you will be able to:
• Describe and use the new Financial Enhancements in Microsoft
Dynamics GP October
2019 release.
SmartList add Date options In SmartList there will be new search
options available for filtering transactions by the Prior Month,
Prior
Period, Next Month and Next Period. In previous versions you
would have needed to manually select
these dates and update them on your saved Favorites. Now you can
save a Favorite SmartList that will
display transactions for the Prior Month, Prior Period, Next
Month or Next Period that will automatically
filter based on your current user date.
For example, if my user date in Microsoft Dynamics GP is
currently 11/02/2019, then the data displayed on
my SmartList would be filtered as follows with each option:
Prior Month – all values from October 1-31
Prior Period – all values from 1st day of previous period to
last day based on period setup
Next Month – all values from December 1-December 30
Next Period – all values from 1st day of the next period to the
last day based on period setup
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Application & System Features Microsoft Dynamics GP
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Long Description for Payables Transaction
Entry In the Payables Setup, you now have the option of enabling
a longer description field for the Payables
Transaction Entry window. Marking this option in setup will
enable a new field called long description to
the Payables Transaction Entry window that will also be viewable
when inquiring on the transaction. The
traditional description field will hold a maximum of 30
characters, where the long description field will
hold up to 200 characters.
To enable the long description field, go to the Microsoft
Dynamics GP menu, point to Tools, point to
Setup, point to Purchasing, and click on Payables. You will
notice a new option to mark titled Enable Long
Description in Payables Transaction Entry.
Once enabled, the Long Description field will now be displayed
below the original description field in the
following windows as well as the Check Printing Reports:
Payables Transaction Entry
Payables Transaction Entry Zoom
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Application & System Features Microsoft Dynamics GP
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When adding a check amount directly to an invoice in the
Payables Transaction Entry window, the Long
Description will print on the following reports when selecting
the Print Check button:
Check With Stub on Top
Check With Stub on Bottom
Check With Stub on Top and Bottom-Text
Check With Stub on Top and Bottom-Graphical
Check With Two Stub on Top
User-Defined Check1
User-Defined Check2
Note: The long description field will not be printed in the
reports from the select
payments/checks window. The reports above will only display the
long description when
printed directly from the Payables Transaction Entry Window.
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Application & System Features Microsoft Dynamics GP
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When printing the PM Transaction Inquiry Report from the
Payables Transaction Inquiry - Vendor will also
print Long Descriptions. Go to the Inquiry menu, point to
Purchasing, and click on Transaction by Vendor.
After entering a Vendor, selecting a range and clicking the
refresh button, click Print.
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Application & System Features Microsoft Dynamics GP
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You can also view all 200 characters in the long description
field, from the Payables Transaction Entry
Zoom window by clicking on the ellipse button behind the Long
Description field and the View Long
Description window will open to display the data.
Table Changes
Additional Notes:
Default Word Template reports will not automatically display the
Long Description, they must
be modified to print this new field.
The Long Description will not be posted on General Ledger
transactions, this only updates the
LNGDESC column in the tables below.
Table Physical Names Table Technical Name New field
PM10000 PM_Transaction_WORK LNGDESC
PM10300 PM_Payment_WORK LNGDESC
PM20000 PM_Transaction_OPEN LNGDESC
PM30200 PM_Transaction_HIST LNGDESC
PM40100 PM_SETP ENBLNGDESC
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Application & System Features Microsoft Dynamics GP
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Display user who posted on Journal Entry
Inquiry The Journal Entry Inquiry and Transaction Entry Zoom
will both now display the user who posted the
transaction in the General Ledger. In previous versions SQL,
SmartList, or a custom report would have
been required to display this information.
The new User Who Posted field will display the data from the
USWHPSTD column in the GL20000 for
current year transactions, or GL30000 for historic year
transactions.
Go to Inquiry, point to Financial, Click Journal Entry
Inquiry.
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Application & System Features Microsoft Dynamics GP
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Go to Inquiry, point to Financial, Click Detail. Enter or select
an Account, then highlight a Journal Entry
from the list and click the Journal Entry drill back link.
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Application & System Features Microsoft Dynamics GP
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Expand Display for Fiscal Period Setup The default size of the
Fiscal Periods Setup window will now open large enough to display
more than 12
periods without requiring additional scrolling. In the past,
this window would open and display only the
top 8 periods by default, and then you would be required to
scroll down to see periods 9 plus.
To access the Fiscal Periods Setup window, go to the Microsoft
Dynamics GP menu, point to Setup, point
to Company, and click Fiscal Periods.
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Application & System Features Microsoft Dynamics GP
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Visual Cue on Edit Payment Batch window to
show if Vendor is setup for EFT A new visual cue has been added
to the Edit Payment Batch window to show if a Vendor is set up for
EFT.
This will be a huge time saver for those who have many Vendors
and cannot remember which ones are
set up for EFT or not. Now you can tell right away and can avoid
the warning message stating that the
Vendor is not set up for EFT if you would accidently select a
non-EFT Vendor in this window.
To access the Edit Payment Batch window, go to the Transactions
menu, point to Purchasing, and click
Edit Payment Batch.
You can also access this window from the Build Payments Batch
window by going to the Transactions
menu, point to Purchasing, Click Build Payments Batch, and then
click the Edit Payment Batch button.
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Application & System Features Microsoft Dynamics GP
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Vendor Approval Workflow: Enable workflow
on Hold and Document Attachment Vendors will now require
approval if the Hold status is changed, or if a document is
attached to the
Vendor card. In previous versions these two actions would not
require the vendor to be resubmitted for
approval.
For example, if the Hold button is either marked, or unmarked on
the Vendor Card, you will be prompted
to resubmit the Vendor for approver in Workflow. Also, if a
document is attached using the large
paperclip on the Menu bar, then then you will be prompted to
resubmit the Vendor for approver in
Workflow.
In both situations you will receive the following message:
To access the Vendor Maintenance window, go to the Cards menu,
point to Purchasing, and click Vendor.
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Application & System Features Microsoft Dynamics GP
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Vendors will no longer be automatically marked as On Hold during
the workflow process. Instead, while
the Vendor has a Workflow Status of not submitted, recalled,
rejected, or Pending Approval workflow
status, a message will be presented to prevent new transactions
from being posted until the workflow is
completed on the Vendor.
If a transaction was created before the change on the vendor was
made, then a message will appear in the
Edit List preventing you from posting until the workflow is
completed on the Vendor.
Note: This feature requires a Workflow to be set up and active
for Vendor Approval, and
Document Attachment must also be enabled in order to be able to
attach documents directly
to the Vendor Card, rather than attaching documents to notes on
the vendor. Documents
attached to notes will not trigger a workflow resubmission.
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Application & System Features Microsoft Dynamics GP
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Add Class ID to the Fixed Asset transfer
window With this release of Microsoft Dynamics GP, users can now
transfer the Class ID for one asset via the Asset
Transfer window. Additionally, users can now transfer the Class
ID for a group of assets via the Fixed
Assets Mass Transfer window. The Class ID change will be
reflected in the Asset General window.
In prior versions of Microsoft Dynamics GP, users did not have
the ability to transfer the Asset
Class ID via the Asset Transfer window. Instead, the Asset Class
ID had to be changed for each
asset in the Asset General window.
As always, the Transfer Date must fall in the 'current' Fixed
Assets year.
If the transfer date is earlier than the depreciated to date for
the asset at the time of the transfer,
depreciation will be backed out to the transfer date.
If the transfer date is later than the depreciated-to date for
the asset at the time of the transfer,
depreciation will be taken through the transfer date.
New depreciation will begin for the asset on the day after the
transfer date. Newly assigned accounts will
be used for depreciation moving forward if applicable.
Changes to Windows
Windows have been changed to accommodate the new "Add Class Id
to the Fixed Asset Transfer window"
functionality. The following are those windows.
The Class ID field has been added to the Transfer Maintenance
window to accommodate the "Add Class
ID to Fixed Assets Transfer window" feature. To open the
Transfer Maintenance window: On the Microsoft
Dynamics GP menu, highlight Transactions, point to Fixed Assets,
and click on Transfer.
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Application & System Features Microsoft Dynamics GP
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Expansion Transfer window
Functionality has been added to the GL Accounts expansion window
to accommodate this feature. To
open the Expansion Transfer window: On the Microsoft Dynamics GP
menu, highlight Transactions, point
to Fixed Assets, select Transfer, and click on the blue arrow
next to G/L Accounts.
When the Class ID is changed, the Account Group ID and accounts
in the GL Accounts expansion window
will automatically be updated to match the Account Group ID
assigned to that Class ID in the Class ID
Setup window.
If no Account Group ID is assigned in the Class ID Setup window,
no changes will automatically occur in
the GL Accounts expansion window.
Users can manually update the Account Group ID and/or accounts
regardless of whether they default in
from the Class ID Setup window.
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Application & System Features Microsoft Dynamics GP
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Fixed Assets Mass Transfer window
The Class ID field has been added to the Fixed Assets Mass
Transfer window to accommodate the "Add
Class ID to Fixed Assets Transfer windows" feature. To open the
Fixed Assets Mass Transfer window: On
the Microsoft Dynamics GP menu, highlight Transactions, point to
Fixed Assets, and click on Mass
Transfer.
When the Class ID is assigned in the Fixed Assets Mass Transfer
window, the Account Group ID and
accounts will automatically default in from the Account Group ID
assigned to that Class ID in the Class ID
Setup window.
If no Account Group ID is assigned in the Class ID Setup window,
the Account Group ID and accounts will
not be updated automatically.
Users can manually update the Account Group ID and/or accounts
regardless of whether they default in
from the Class ID Setup window.
Changes to Tables
Two new fields were added to the FA00800 and FA00801 tables to
accommodate the new "Add Class ID
to Fixed Assets Transfer windows" functionality. The following
are those fields
Table Name New Field New Field
FA00800 FromClassID TOCLASSID
FA00801 FromClassID TOCLASSID
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Application & System Features Microsoft Dynamics GP
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History drop-down box defaults to the most
recent year The history year drop down list will now have the
most recent years listed first to help you quickly select
your desired year with less scrolling in the following
windows:
Net Change Inquiry
Detail Inquiry
Summary Inquiry
Journal Entry Inquiry
Trial Balance Report Options
For Example: To access the Trial Balance Report Options window
go to the Reports menu, point to
Financial, Click Trial Balance, the Click the New or Modify
Button and mark the History Option. Notice
how the most recent years are listed first on the top of the
drop-down list.
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Application & System Features Microsoft Dynamics GP
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Distribution Enhancements
After this lesson you will be able to:
• Describe and use the new Distribution Enhancements in
Microsoft Dynamics GP October
2019 release.
Filter Item Stock Inquiry by date The Item Stock Inquiry how
allows you to filter your results based on a date range. A new
option to Sort
by Document Date, Document Type, and Document Number is also
available in this window.
To access this window, go to the Inquiry menu, point to
Inventory, Click Item Stock. After selecting a date
filter and sort, click the redisplay button to view the
results.
Note: The totals in the bottom of the Item Stock Inquiry will
not change based on the date
filters selected.
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Application & System Features Microsoft Dynamics GP
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Exclude Inactive Items on Item Price List The Item Price List
reports will now have an option to include Inactive items.
To access this report option, go to the Reports menu, point to
Inventory, and Click Item. Select any of the
Inventory Item Reports form the list, then click New or select
an option and click the Modify button.
Marking the Inactive Items radio button will include inactive
items.
Unmarking this option will exclude inactive items.
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Application & System Features Microsoft Dynamics GP
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Display User ID in Item Master Table The Item Master Table
(IV00101) will now have a column (USERID) to track the User ID who
last made
changes to an Item. For example, if a change is made and saved
in the Item Maintenance window, or if a
change is rolled down from an Item Class to items, the User ID
who executed this action will be listed in
this column.
The User ID column is also available to add to the Items
SmartList for visibility in the user interface.
Table Changes
Table Physical Name Table Technical Name New field
IV00101 IV_Item_MSTR USERID
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Application & System Features Microsoft Dynamics GP
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Minimize Transaction when Go To is selected
for PO that Exists When a Payables Transaction is saved and the
option to Warn if Vendor has Existing Purchase Orders is
marked in payables setup, you are prompted to Continue, Go To,
or Cancel your action. When selecting
the Go To option, your Payables transaction will minimize rather
than being closed out and deleted as it
did in previous versions.
To turn on the option to Warn if Vendor has Existing Purchase
Orders Go to the Microsoft Dynamics GP
menu, point to Tools, point to Setup, point to Purchasing, and
Click Payables. Then mark the option to
Warn if Vendor has Existing Purchase Order.
When a Payables transaction is saved, the following message will
appear if the Vendor you selected has
an existing purchase order.
If you click the Go To button the Payables Transaction Entry
window will be minimized, and the All
Purchasing Transactions navigation list will appear with a list
of documents specific to your Vendor.
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Application & System Features Microsoft Dynamics GP
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Save setting for Display new PO message
(prevent future prompts) When creating a Purchase Order with the
Purchase Orders Preview window, a prompt appears to skip
displaying the new purchase orders. The user can select No which
directs them to a navigation list with all
of the new purchase orders that they created, or select Yes, to
simply print the purchase order generation
report.
A new setting is available to choose whether you wish for this
prompt to occur, or if you would rather skip
the prompt and the selected setting will automatically
occur.
To choose a preference, go to the Microsoft Dynamics GP menu,
point to Tools, point to Setup, point to
Purchasing, and Click Purchase Order Processing. Select your
desired preference from the list next to Skip
displaying the new Purchase Order.
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Application & System Features Microsoft Dynamics GP
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Skip displaying the New Purchase Order Options
Show the message: The prompt will be displayed every time.
Don't show the message and open the new PO: The Purchase Order
Transactions navigation list will open
with the newly created Purchase Order(s) automatically without
prompt.
Don't show the message and don't open the new PO: The Purchase
Order Generation Register Report
Destination window will appear without prompt.
Table Changes
Table Physical Name Table Technical Name New field
POP40100 POP_Setup GeneratePOMessageOption
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Application & System Features Microsoft Dynamics GP
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Inactive field added to Item SmartList The Inventory Items
default SmartList will now have an Inactive column. This is
primarily useful for
filtering your list to display only items that are active
without having to do any additional column
modifications.
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Application & System Features Microsoft Dynamics GP
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Show Check Number in Apply Sales Doc
Window The Apply Sales Documents window now displays the
Check/Card Number for the selected payment. This
means you will no longer have to use the Document No. zoom to
find this information. To access this
feature, go to the Transactions menu, point to Sales, and Click
Apply Sales Documents. When the
payment selected is a Check, the check number will be
displayed.
When the payment selected is a Credit Card, the card number will
be displayed with standard masking.
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Application & System Features Microsoft Dynamics GP
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Document Attach available in Bank
Reconciliation Document Attachments are now available to use in
the Bank Deposit Entry window, and Bank Transaction
Entry window. To use this feature, you must first enable
Document Attachments in your Microsoft
Dynamics GP company.
Go to the Microsoft Dynamics GP Reports menu, point to Tools,
point to Setup, Point to Company, then
click on Document Attachment Setup and mark the option to Allow
Document Attachments.
Once enabled the following windows in Microsoft Dynamics GP will
display a paper clip on the top menu
for adding and viewing Document Attachments.
Bank Transaction Entry
Bank Deposit Entry
Bank Transaction Entry Zoom
Bank Deposit Entry Zoom
The following is an example of the Bank Deposit Entry window
without a document attached yet.
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Application & System Features Microsoft Dynamics GP
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The following is an example of the Bank Deposit Entry Zoom with
a document already attached to it.
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Application & System Features Microsoft Dynamics GP
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Human Resource & Payroll
Enhancements
After this lesson you will be able to:
• Understand how to include/exclude Additional Tax when
processing a pay run.
• Reprint Pay Statements in mass by Audit Trail Code.
• Exclude Inactive Benefit and Deduction Codes from the Lookup
windows in Human
Resources.
• Record and view a 'Reason for Change' for some fields on the
employee record.
• Understand how to assign a unique 'Remit to Address' in the
Vendor Setup window to be
assigned on Vouchers created in Payables via PIP.
• Print the Payables Voucher Edit list and/or the Payables
Voucher report.
• Use the Quick Code Assignment window to quickly assign
deductions and/or benefits to
one or more employees.
Payroll option to not include additional
withholding With this release of Microsoft Dynamics GP, users
now can specify whether "Additional Taxes" are
included or excluded in a Payroll build via the Build Payroll
Checks window.
To exclude a specific "Additional Tax" from a specific payroll
build, users can simply "unmark" the box next
to the appropriate additional tax type in Build Payroll Checks
window. By default, the boxes will upgrade
and be marked to consistent with current functionality of always
including additional withholding.
In prior versions of Microsoft Dynamics GP, users did not have
the ability to include or exclude
Additional Tax in the Build Payroll Checks window. Additional
Tax Withholding amounts were
automatically included and calculated as part of the normal
payroll process.
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Application & System Features Microsoft Dynamics GP
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Additional Tax Withholding amounts are assigned in the following
windows:
Tax Window Field
Federal Tax Employee Tax Maintenance window Additional
Withholding
State Tax Employee State Tax Maintenance window Additional State
Withholding
Local Tax Employee Local Tax Maintenance window Additional
Withholding
Changes to Windows
One window has been changed to accommodate the new "Exclude
Additional Tax from the Payroll Build"
functionality. The following is that window:
Build Payroll Checks window
Federal, State, and Local Check Boxes have been added to the
Build Payroll Checks window to
accommodate the new "Include/Exclude Additional Tax from the
Payroll Build" functionality. To open the
Build Payroll Checks window: On the Microsoft Dynamics GP menu,
highlight Transactions, point to
Payroll, and click on Build Checks.
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Application & System Features Microsoft Dynamics GP
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By default, boxes are marked to "Include Additional Taxes For"
Federal, State, and Local tax in the Build
Payroll Checks window.
To 'exclude' a specific 'Additional Tax" from a specific Payroll
Build, simply "unmark" the box next to the
"Additional Tax" type that should not be included in the
build.
Changes to Tables
Three new fields were added to the UPR10200 and UPR10210 tables
to accommodate the new
"Include/Exclude Additional Tax from the Payroll Build"
functionality.
Table Name Federal Additional
Tax Field
State Additional Tax
Field
Local Additional Tax
Field
UPR10200 PayRunIncAddlFedTax PayRunIncAddStateTax
PayRunIncAddStateTax
UPR10201 PayRunIncAddlFedTax PayRunIncAddStateTax
PayRunIncAddStateTax
1 = Include Additional Tax, 0 = Exclude Additional Tax
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Application & System Features Microsoft Dynamics GP
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Payroll Reprint Pay Statement by Audit Trail
Code With this release of Microsoft Dynamics GP, users can now
reprint pay statements in mass per Audit Trail
code in the Reprint Payroll Posting Journals window. Please note
that the pay statement is not the same
as the "paycheck" itself.
In prior versions of Microsoft Dynamics GP, it was not possible
to reprint the pay statement in
mass. Instead, users were required to reprint each employee pay
statement individually via
'Recreate Pay Stub' button in the Payroll Check Inquiry
window.
Reprint Payroll Posting Journals window
"Reprint Pay Statement" has been added to the "Reports" dropdown
in the Reprint Payroll Posting
Journals window to accommodate the new "Reprint Pay Statement
per Audit Trail Code" functionality. To
open the Reprint Payroll Posting Journals window: On the
Microsoft Dynamics GP menu, highlight
Reports, point to Payroll, and click on Reprint Journals:
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Application & System Features Microsoft Dynamics GP
32
Reprint Payroll Posting Journals Report Options window
Functionality in the Reprint Payroll Posting Journal Options
window has been added accommodate the
new "Reprint Pay Statement per Audit Trail Code" feature. To
open the Reprint Payroll Posting Journals
Options window: On the Microsoft Dynamics GP menu, highlight
Reports, point to Payroll, click on Reprint
Journals, select Reprint Pay Statement, and click on the "New"
or "Modify" (if a reporting option already
exists) button appropriately:
To reprint pay statements for a specific audit trail code, enter
or select an Option, restrict to a specific
audit trail code, choose an appropriate destination, and click
the Print button.
Additions to Reports
A report been added to accommodate the new "Reprint Pay
Statement" feature. The following is that
report:
Reprint Pay Statement Report
The Reprint Pay Statement Report has been created accommodate
the new "Reprint Pay Statement in
Mass" functionality. This report will display the same
information as the Reprint Pay Statement report
which can be printed via the Check History Inquiry window. The
difference on this report is that all pay
statements for a specific audit trail code can be reprinted at
the same time.
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Exclude Inactive records for Human Resource
Benefit and Deduction lookups With this release of Microsoft
Dynamics GP, Human Resources has been enhanced to allow users
to
exclude inactive benefit and/or deduction codes from some HR
Lookup windows. This enhancement
provides the same 'exclude inactive codes from lookups'
functionality currently available in the Payroll
module.
To exclude an inactive code from being displayed in the lookup
window, click on the 'black' arrow on the
left hand side of the lookup window and click on 'Exclude
Inactive Benefits/Deductions'.
Microsoft Dynamics GP stores the personalization of these
lookups on a per GP user basis.
The following lookups in Human Resources allow users to exclude
inactive codes:
Window Fields
Miscellaneous Benefit Setup Account
Miscellaneous Benefit Enrollment Account Name
Health Insurance Setup Code
Health Insurance Enrollment Benefit Name
Life Insurance Setup Plan Name
Life Insurance Enrollment Benefit Name
Retirement Plan Setup Benefit
Retirement Plan Enrollment Plan Name
In prior versions of Microsoft Dynamics GP, users did not have
the ability to exclude inactive
codes from the Benefit/Deduction Lookup windows in Human
Resources.
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Changes to Windows
Windows been changed to accommodate the new "Exclude Inactive
Codes from Human Resources
Benefit/Deduction Lookups" functionality.
The following are those windows:
Miscellaneous Benefits Lookup
Health Insurance Lookup
Life Insurance Lookup
Retirement Plan Lookup
The 'Exclude Inactive Benefits' option has been added to all 4
benefit type windows to accommodate the
new "Exclude Inactive Benefits in HR Lookups" feature. There are
two ways to open the benefits lookup
window:
On the Microsoft Dynamics GP menu, highlight Cards, point to
Human Resources, select Employee-
Benefits, point to any of the benefit option window you wish to
go into.
On the Microsoft Dynamics GP menu, highlight Microsoft Dynamics
GP, point to Tools, highlight Setup,
point to Human Resources, select Benefits and Deductions, point
to any of the benefit option window you
wish to go into.
Below is an illustration of each of these windows for the
different benefit types.
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Employment History Reason for Change With this release of
Microsoft Dynamics GP, users can record a reason for change via the
'Reason' field in
the Employee Maintenance window when certain fields are modified
for an employee record in Payroll
and/or Human Resources. These changes can be viewed after the
fact in the Employee History Inquiry
window.
Microsoft Dynamics GP has always required users to specify a
reason for change when the
'Date Inactivated Field' is modified in the Employee Maintenance
window.
In prior versions of GP, the 'Date Inactivated' field was the
only field in the Employee
Maintenance window for which the "Reason" field was editable in
the Employee Maintenance
window.
In addition to the 'Date Inactivated' field, the following
fields now allow users to specify a reason for
change in the Employee Maintenance window:
Last Day Worked
Hire Date
Adjusted Hire Date
In prior versions of Microsoft Dynamics GP, the "Reason" field
was grayed out and not editable
when the Last Day Worked, Hire Date, or Adjusted Hire Date were
changed.
Microsoft Dynamics GP does not require users specify a reason
for change when the Last Day Worked, Hire
Date, and/or the Adjusted Hire Date fields are changed. Rather
the "Reason" field simply becomes
editable when one of those fields are modified.
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Employee Maintenance window
New functionality was added to the 'Reason' field in the
Employee Maintenance window to accommodate
this new feature. The 'Reason' field is now editable when a user
changes the Last Day Worked, Adjusted
Hire Date, and/or the Hire Date field. To open the Employee
Maintenance window: On the Microsoft
Dynamics GP menu, highlight Cards, point to Payroll, and click
on Employee.
Employee Human Resources Maintenance window
Functionality associated with the 'HR Status' field was added to
accommodate this new feature. The
'Reason' field in the Employee Maintenance window is now
editable when a user changes the Last Day
Worked, Adjusted Hire Date, and/or the Hire Date field in the
Employee Maintenance window as a result
of changing the 'HR Status' field in the Employee Human
Resources Maintenance window. To open the
Employee Human Resources Maintenance window: On the Microsoft
Dynamics GP menu, highlight Cards,
point to Payroll, select Employee, and click on the Human
Resources button.
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Employment History Inquiry window
The 'Reason for Change' and 'Record Level Note' fields have been
added to the Employment History
Inquiry window to accommodate this new feature. To open the
Employment History Inquiry window: On
the Microsoft Dynamics GP menu, highlight Inquiry, point to
Payroll, select Employee, and click on GoTo
Employment History.
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When a user saves 'Reason' field modifications in the Employee
Maintenance window, that information
will be viewable in the 'Reason For Change' field underneath the
'Change' field in the Employment History
Inquiry window. Additionally, if a user wants to add further
notes about the change, he/she can do so by
highlighting the appropriate record in the Employment History
Inquiry window, and then by clicking on
the 'Note' icon to add/save a note appropriately.
Changes to Tables
The 'Reason_for_Change' and 'NOTEINDEX' fields were added to the
UPR30700 table to accommodate
this new functionality.
The notes associated with the NOTEINDEX fields in the UPR30700
table are stored in the SY03900 table.
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Payroll Integration to Payables: Add Remit to
Address in Setup With this release of Microsoft Dynamics GP,
users can now specify a vendor Remit to Address in the
Payroll Vendor Setup window. This feature will be beneficial to
use in conjunction with Vendors that have
multiple "Remit to" addresses that are used on a regular
basis.
Example:
Your company has multiple garnishments assigned to multiple
employees, all of which need to
be sent to the same Courthouse vendor. The Courthouse vendor has
multiple Remit to
Addresses (ex: Courthouse1, Courthouse2, Courthouse3, etc.). Our
new feature allows users to
specify ‘which’ Courthouse address should be associated with
each individual garnishment to
ensure those funds are sent to the right place!
The “Remit to Address” field in the Vendor Setup window will be
the "Remit to Address" used on the
voucher created in Payables Management.
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In prior versions of Microsoft Dynamics GP, the "Remit to"
Address Id on the Payables voucher
is pulled from the "Remit to" Address Id field in the Vendor
Maintenance window.
Payroll Vendor Setup window
The "Remit To Address" field was added underneath the Vendor
Address field in the Payroll Vendor Setup
window. To open the Payroll Vendor Setup window: on the
Microsoft Dynamics GP menu, point to Tools,
highlight Setup, point to Payroll, highlight Payables
Integration, and click on Vendors.
The Address ID must exist in the Vendor Address Maintenance
window prior to assigning it as
the 'Remit To Address'' in the Payroll Vendor Setup window.
Users will receive the following
error when attempting to assign a Vendor Address that has not
been setup yet, “Vendor
Address does not exist.”
When the Remit To Address is assigned in the Payroll Vendor
Setup window, it will default as the Remit To
Address Id for on the PM voucher created via PIP. Users can view
the Remit To Address Id associated a
voucher prior to posting in the Payables Transaction Entry
window as follows: on the Microsoft Dynamics
GP menu, point to Transactions, highlight Purchasing, click on
Transaction Entry. Next, pull up the
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appropriate Batch Id, and then use the navigation arrows at the
bottom left hand side of the window to
scroll through transactions and associated Remit To Address
Ids:
Changes to Tables
The VADCDTRO column was added to the APR_PIP40100 table (APR
Payroll Vendors) to accommodate
the new Remit To Address functionality:
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Payroll Integration to Payables Voucher
Report and Payables Voucher Edit List Report With this release
of Microsoft Dynamics GP, users can print the Payroll Integration
to Payables Voucher
Edit list, as well as the Payables Voucher report as part of a
computer check pay run.
The Payables Voucher Edit List report allows users to gain
visibility into what vouchers will be created
payables prior to posting the pay run. The Payables Voucher Edit
is printed after the Precheck Report (aka
Calculate Checks report), and prior to when checks are printed.
The main advantage is that this report is
available BEFORE the posting process, allowing users visibility
into what is going to happen prior to
posting.
The Payables Voucher report allows users to see the voucher
numbers created in payables upon posting
the pay run. The Payables Voucher report is the last journal
printed as part of the payroll posting process.
In prior versions of Microsoft Dynamics GP, users did not have
the ability to review the
vouchers to be created in Payables prior to posting a pay run.
Additionally, no Payables
Voucher report was printed as part of the posting process.
Posting Setup window
The Posting Setup window to accommodate the new "Payroll
Integration to Payables Voucher Edit List
report" functionality. To open the Posting window: On the
Microsoft Dynamics GP menu, highlight
Microsoft Dynamics GP, point to Setup, highlight Posting, and
click on Posting:
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To print the Payables Voucher Edit List report, mark the Print
box next to Payables Voucher Edit List, select
an appropriate destination (Always Ask, Screen, Printer, File),
and click Save in the Posting Setup window
when the Payroll Series, and Computer Check Origin are
selected.
To print the Payables Voucher report, mark the Print box next to
Payables Voucher Report, select an
appropriate destination (Always Ask, Screen, Printer, File), and
click Save in the Posting Setup window
when the Payroll Series, and Computer Check Origin are
selected.
Additions to Reports
Reports have been added to accommodate the new "Payroll
Integration to Payables Voucher Report and
Payables Voucher Edit List report" functionality. The following
are those reports
Payables Voucher Edit List Report
The Payables Voucher Edit List Report has been created
accommodate the new "Payroll Integration to
Payables Voucher Edit List report" functionality. This report
will display the Transaction Type, Transaction
Code, Voucher Description, Vendor ID, Vendor Name, Employee ID
(where appropriate), and the Amount
of the voucher that will be created in Payables Management:
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Payables Voucher Report
The Payables Voucher Report has been created accommodate this
new functionality. This report displays
the Transaction Type, Transaction Code, Voucher Number, Voucher
Description, Vendor ID, Vendor Name,
Employee ID (where appropriate), and the Amount of the voucher
that was created in Payables
Management:
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Deduction and Benefit Quick Assignments With this release of
Microsoft Dynamics GP, users can now assign benefit and/or
deduction codes to
employees in mass at the Payroll/Human Resources Setup
level.
Quick assignments are only accessible via GoTo menus which are
available on each of the
benefit/deduction code setup windows in Human Resources and
Payroll. This allows users to create or
modify a code and then immediately assign it to one or more
employees quickly.
When the Quick Assignment window is opened from a setup record,
it will default in the code
that is currently being displayed in its parent window.
Users can change the "Code Type" and/or the "Code" in the Quick
Assignment window to
quickly assign additional codes to one or more employees without
having to first open the
corresponding setup window.
Quick Assignment GoTo Menus can be accessed via following
windows:
Window Module
Deduction Setup window Payroll
Benefit Setup window Payroll
Miscellaneous Benefit Setup window Human Resources
Health Insurance Setup window Human Resources
Life Insurance Setup Human Resources
Retirement Plan Setup Human Resources
"Payroll View for Human Resources" must be marked in the User
Setup window to access the
Quick Assignment window via the Human Resources
Benefit/Deduction Setup windows.
When benefit/deduction codes are assigned via the Quick Code
Assignment window, Microsoft Dynamics
GP creates the corresponding maintenance records in Payroll
and/or enrollment records in Human
Resources for the employee.
When Human Resources codes are being assigned, dependent on the
settings, Microsoft Dynamics GP
will automatically create or prompt the user to create the
corresponding benefit and deduction records in
Payroll.
In prior versions of Microsoft Dynamics GP, it was not possible
to quickly assign benefit and
deduction codes to one or more employees via the Quick Code
Assignment window.
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Quick Code Assignment window
The Quick Code Assignment window has been added to accommodate
the new "Deduction and Benefit
Quick Assignment" functionality. To open the Quick Code
Assignment window: On the Microsoft
Dynamics GP menu, highlight Tools, select Setup, point to one of
the Payroll or Human Resources Benefit
or Deduction Setup windows, and click on GoTo Quick Code
Assignment.
The following Code Types are available in the Quick Code
Assignment window:
Payroll Deduction
Payroll Benefit
HR Retirement
HR Life Insurance
HR Miscellaneous Benefit
HR Health Insurance
To quickly assign a deduction/benefit code to one or more
employees in the Quick Assignment window:
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1. Select an appropriate Code Type.
2. Assign an appropriate Code.
3. Restrict employees by Class ID, Employee ID, Department,
Position, and Start Date to control which
employees are displayed in the bottom half of the window.
4. If desired, mark the box next to 'Exclude Inactive Employees'
to exclude inactive employees from being
shown.
5. Click on the Apply Filter button to see all employees that
meet the restriction criteria.
6. Mark the box next to 'Include' for all employees for whom the
code should be created/modified. Use
the 'Mark All' and/or 'Unmark All' buttons to quickly mark or
unmark the 'Include' box next to all
employees.
7. Click on the 'Process' button to create/modify appropriate
Payroll/Human Resourced Deduction/Benefit
Records.
As always, if Human Resources is installed, it is recommended
that all deduction/benefit codes
are created first in Human Resources and then rolled down to
Payroll appropriately.
If users assign deductions/benefits in mass via the Payroll when
Human Resources is installed
the following message will appear when the user clicks 'Process'
in the Quick Code Assignment
window:
Clicking 'Yes' prompts Microsoft Dynamics GP to create the
appropriate codes in Payroll.
However, the user will have to run reconcile on 'Update Benefit
Setups' in Human Resources to
create corresponding benefits/deductions in Human Resources.
Clicking 'No' means the user doesn't want to create the codes in
Payroll based on the warning
message.
Deduction Setup window
The GoTo Quick Code Assignment menu option has been added to the
Deduction Setup window to
accommodate the new "Deduction and Benefit Quick Assignment"
functionality. To open the Deduction
Setup window: On the Microsoft Dynamics GP menu, highlight
Tools, select Setup, point to Payroll, and
click on Deduction.
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Benefit Setup window
The GoTo Quick Code Assignment menu option has been added to the
Benefit Setup window to
accommodate the new "Deduction and Benefit Quick Assignment"
functionality. To open the Benefit
Setup window: On the Microsoft Dynamics GP menu, highlight
Tools, select Setup, point to Payroll, and
click on Benefit.
Miscellaneous Benefit Setup window
The Benefits GoTo Quick Code Assignment menu option has been
added to the Miscellaneous Benefit
Setup window to accommodate the new "Deduction and Benefit Quick
Assignment" feature. To open the
Miscellaneous Benefit Setup window: On the Microsoft Dynamics GP
menu, highlight Tools, select Setup,
point to Human Resources, highlight Employee-Benefits, and click
on Miscellaneous Benefits.
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Health Insurance Setup window
The Benefits GoTo Quick Code Assignment menu option has been
added to the Health Insurance Setup
window to accommodate the new "Deduction and Benefit Quick
Assignment" feature. To open the Health
Insurance Setup window: On the Microsoft Dynamics GP menu,
highlight Tools, select Setup, point to
Human Resources, highlight Employee-Benefits, and click on
Health Insurance.
Life Insurance Setup window
The Benefits GoTo Quick Code Assignment menu option has been
added to the Life Insurance Setup
window to accommodate the new "Deduction and Benefit Quick
Assignment" feature. To open the Life
Insurance Setup window: On the Microsoft Dynamics GP menu,
highlight Tools, select Setup, point to
Human Resources, highlight Employee-Benefits, and click on Life
Insurance.
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Retirement Plans Setup window
The Benefits GoTo Quick Code Assignment menu option has been
added to the Retirement Plans Setup
window to accommodate the new "Deduction and Benefit Quick
Assignment" feature. To open the
Retirement Plans Setup window: On the Microsoft Dynamics GP
menu, highlight Tools, select Setup, point
to Human Resources, highlight Employee-Benefits, and click on
Retirement Plans.
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System Enhancements
After this lesson you will be able to:
•
User Security Workflow In Microsoft Dynamics GP we have added a
new User Security workflow where you can require approval
when a user adds or modifies or deletes security from a specific
user, per company, then have the change
submitted to Workflow before committing the change.
Navigate to Microsoft Dynamics GP, choose Tools then click
Setup, Company and Workflow Maintenance.
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The default email message for the User Security Approval
workflow displays the following information:
--User ID
--Company ID
--Company Name
--Security ModAlt Forms ID
--Comments
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User Workflow In Microsoft Dynamics GP, we have added a new User
Approval workflow where you can require approval
when a user creates, modifies or deletes a user within Microsoft
Dynamics GP, then have the change
submitted to Workflow before committing the change.
Navigate to Microsoft Dynamics GP, choose Tools then click
Setup, Company and Workflow Maintenance
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The default email message for the User Security Approval
workflow displays the following information:
--User ID
--User Name
--User Type
--Status
--Class ID
--Comments
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If a user is in the workflow process and someone attempts to
give company access via the User Access
window, a warning message will show: “You must complete the
workflow process for this user before you
can continue.” will be displayed and will not be allowed to mark
until the user is approved.
If a user opens the ‘Copy user setting’ window then attempts to
copy from User ID which is in pending
approval status will display a warning message: “You must
complete the workflow process for this user
before you can continue.” and will clear the user Id field.
The User Approval workflow is applicable for all user types:
Full, Limited and Self-Service.
If an existing user is logged in Microsoft Dynamics GP while
changes are being made by an Admin for that
specific user, they will remain logged in and can continue to
log into the company(s) they have access.
However, any changes to the user won’t be seen by the user until
they log out and back into the GP
application.
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Security Roles Workflow New Security Roles Approval workflow was
added to Microsoft Dynamics GP where you can require
approval when a user creates, modifies or deletes a security
role within Microsoft Dynamics GP, then have
the change submitted to Workflow before committing the
change.
Navigate to Microsoft Dynamics GP, choose Tools then click
Setup, Company and Workflow Maintenance
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The default email message for the Security Roles Approval
workflow displays the following information:
--Role ID
--Role Name
--Comments
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If an existing user is logged in Microsoft Dynamics GP while
changes are being made by an Admin for that
specific user’s security, they will remain logged into the
company(s) with the same security permissions.
However, any changes to the user’s security won’t be seen by the
user until they log out and back into the
GP application.
If a security role that is in the workflow process is assigned
to a user’s security, the following message will
show when it is marked: “The selected Security Role ID is in a
workflow process so it can’t be assigned.”
The task will remain un-marked.
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Security Tasks Workflow New Security Task Approval workflow was
added to Microsoft Dynamics GP where you can require
approval when a user creates, modifies or deletes a security
task within Microsoft Dynamics GP, then have
the change submitted to Workflow before committing the
change.
Navigate to Microsoft Dynamics GP, choose Tools then click
Setup, Company and Workflow Maintenance
The default email message for the Security Roles Approval
workflow displays the following information:
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--Task ID
--Task Name
--Task Description
--Task Category
--Comments
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If an existing user is logged in Microsoft Dynamics GP while
changes are being made by an Admin for that
specific user’s security, they will remain logged into the
company(s) with the same security permissions.
However, any changes to the user’s security won’t be seen by the
user until they log out and back into the
GP application.
If a security task that is in the workflow process is assigned
to a security role, the following message will
show when it is marked: “The selected Security Task ID is in a
workflow process so it can’t be assigned.”
The task will remain un-marked.
Security Workflow Pending Approval Navigation List
Administration area page > Security Workflow Pending
Approval
This navigation list works for all the security workflows:
--Security Roles Approval
--Security Tasks Approval
--User Approval
--User Security Approval
Default column information displayed by this navigation
list:
--Workflow Type
--User ID
--User Name
--Company Name
--Role Name
--Task Name
--Workflow Status
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--Task Due Date
--Task Due Time
--Workflow Approver
The specified workflow approver(s) can act on the workflows
directly from the Security Workflow Pending
Approval list: Approve, Reject, Delegate.
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Copy Report Option This feature allows you to copy from an
existing report option or make edits and save as a new report
option.
An example you can setup ‘demo10’ and then save changes.
You can then pull up or create a new report option that you want
to copy the same setup too
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Clicking ‘Copy’ on the destination report option, I can select
which report option I want to choose from
and then click OK to copy to that report option with the same
setup.
This copy feature will replace all fields within the report
option window with that of the copy from report
option. The user could then make any necessary edits and save
the report option.
The Copy Report Options window displays the options in
alphabetical order to make them easier to
navigate through.
Along with the report option settings, the Email Options and
Destination window settings are also copied
from, including the Email Message off the Email window.
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More than 32 report options in Report Group
In the Report Group window, you now can have more than 32 report
options listed/available to you,
where in prior versions only 32 reports were allowed in a
group.
From any of the Report menu items choose groups.
Example Report, then click Financial and choose Group.
This functionality was added for all the Report Group windows
under all modules: System, Company,
Financial, Sales, Purchasing, Inventory, Payroll and
Project.
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Ability to change Approvers for an active
Workflow Task In Microsoft Dynamics GP, functionality was added
to give the user the ability in Workflow to change
approvers on an existing workflow task that is active and has
current documents pending approval from
that approver.
This could be used if an Approver left the company and they have
active workflows. This is also nice to
use if someone is on vacation or unexpectedly gone and workflow
items need to get approved quickly.
This will not change or delegate the pending workflows to the
new approver for the task, but unlike
previous versions, we don’t have to wait until all open
workflows are completed for an active workflow
type before we can make changes to it.
By using the new Edit Workflow Approver located under
Administration, choose Setup, click Company,
then choose Workflow, Edit Workflow Approver, Workflow Managers
can now look at all workflows that
are active, for all workflow types they are assigned as the
manager, below example
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In this window, you can also filter by workflows assigned to a
specific approver:
You may also look at a specific Workflow Type if they are
assigned as a Workflow Manager over different
types of workflows.
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When you choose ‘by Workflow Type’ and then the Series and
Workflow Type, or choose ‘by Workflow
Approver’ or ‘by Workflow Manager’, you can either filter by
Workflow Document Number and then click
the ‘Redisplay’ button which will list those specified workflow
for which you are the manager, based on
what options and filter have been applied.
For example, a Workflow Manager of both a PO Approval and GL
Batch Approval workflow types. I have a
purchase order, say PO2077, that I need to change the currently
assigned approver on, because the
current approver is going to be away or has left the
company.
In the ‘Delegate Document To’ field for the workflow I want to
edit, I click the magnifying glass/lookup
button to bring up the Workflow User Selection window and select
the approver of the workflow step to
change.
Click ‘Process’ which will process the assigned approver on the
workflow(s) specified in this window,
showing a green progress bar at the bottom of the window. Once
it has finished, you can go back into
the workflow and verify that the currently assigned approver has
now been changed.
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This feature will only change the currently assigned approver
for the workflows that you select to change,
this does not make any changes to the workflows or workflow
steps in the Workflow Maintenance
window, nor does it setup any type of delegation for any future
workflows that may be submitted for
approval.
NOTE: If the workflow manager’s Dynamics GP login is not
assigned the POWERUSER security role, the
only security role, by default, that gives access to the
Workflow Maintenance and Edit Workflow Approver
windows is the ‘ACCOUNTING MANAGER*’ security role. The default
security task is the
‘ADMIN_COMPANY_013*’.
If the workflow manager is not assigned the POWERUSER security
role, in the Workflow Maintenance
window, they will only see and have access to those workflow
types that they are assigned to as a
workflow manager, while the POWERUSER role user will see all
workflow types.
Because the ‘Edit Workflow Approver’ window is new to the
Microsoft Dynamics GP release, you will need
to run the security insert scripts from the following blog,
otherwise non-POWERUSERS will not be able to
access this window:
New Security Roles and Tasks missing after upgrading to
Microsoft Dynamics GP and Year-End Update
(18.2.1007 or later)
https://community.dynamics.com/gp/b/dynamicsgp/posts/new-security-roles-and-tasks-missing-after-upgrading-to-microsoft-dynamics-gp-and-year-end-update-18-02-1007-or-laterhttps://community.dynamics.com/gp/b/dynamicsgp/posts/new-security-roles-and-tasks-missing-after-upgrading-to-microsoft-dynamics-gp-and-year-end-update-18-02-1007-or-later
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Also with this new window, you can add a comment to the
delegation, which will show up in the Workflow
History for approvers and workflow managers to be able to look
at for additional information, such as why
the workflow was delegated.
In the Edit Workflow Approver window, a workflow manager for the
PO Approval workflow could use it to
bring up all the purchase order workflows they have that are
currently active/pending approval, then see
which are assigned to someone that they need to delegate to
another approver(s).
In the Workflow History for the PO2076 purchase order, in this
example, that was delegated to the new
approver along with the comments, so it can be known why the
delegation was done or any other
important information the approver may need to see.
The workflow comments are held in the WF30100 company table, so
you could potentially use this table
for a report pulling in other workflow tables to keep track of
workflows and the steps, assigned approvers
and delegations, if needed.
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Import and Export Workflows Functionality is added to give you
the ability to import and export Workflow types in Microsoft
Dynamics
GP. This is useful if you are testing workflow and need to
Export them from one install to another install.
When the workflow is exported out and then imported into another
install, it will import all the setup of
the workflow type, including all steps and conditions. You need
to go through the imported workflow
and add approvers, as those are not imported.
This could also be very useful if you need to send your workflow
to the Microsoft Support team to test or
your partner.
The workflow steps will have the exact same name and the
conditions will remain intact. The name of the
workflow can be set during the import process.
Clicking ‘Export’ option under the Export/Import menu in the
Workflow Maintenance window, it opens the
following Export/Import Workflow window:
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In another instance of Microsoft Dynamics GP, clicking the
‘Import’ option under the Export/Import menu
in the Workflow Maintenance window, it opens the same
Export/Import Workflow window, where you can
browse to the .json file that was exported out for our existing
workflow type, give it a new name or keep
the same name, then click ‘Import’ to bring the exported
workflow type into your Workflow Maintenance
window.
The import process will mention that you need to assign
approvers to the workflow step(s) that were
brought into the application.
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You will also need to re-mark the option to ‘Send Message’ on
imported workflow types, for email
notifications to be sent to approvers, on the workflow
steps.
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User Access Setup adding Sort, Search and
Filter Options In Microsoft Dynamics GP you have the ability in
the User Access Setup window to search and sort for a
specific company name and filter out inactive users from the
list.
The ‘Include Inactive Users’ option, allows us to either display
or not display those users that have an
‘Inactive’ status applied to them, to more easily find the users
that we need to add/remove company
access for.
It used to be that the company names listed in the User Access
window were in the order of when the
companies were created and there wasn’t any way to change this,
until now. We can now sort the
Company Name list by either company name or company ID
(CMPANYID) values for easier navigation.
If the customer has multiple company names, we can now search
through the list of companies for the
one we want to work with and assign user access to or remove
access.
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Web Client Excel Copy and Paste General
Ledger Journal
A huge request from our customers was to allow the Copy and
Paste of a journal entry in Web Client.
Because of the complexity of Web Client this was not an easy
task! With the new release you can now
import journal entry lines from an excel file using the Paste
button on the menu bar of the General Ledger
Transaction Entry window.
Just like the desktop client, the format of the data in your
excel file is the same with the exception that
you must not have a header line on your file. In my below
example, the first row contains headers that
describe each column.
NOTE: There is no header information in the Excel document
INCORRECT: This file would receive errors stating an account
number does not exist.
CORRECT: This file would import successfully without errors.
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To access this feature in Web Client, Expand the Area Pages menu
on the left navigation pane and click on
Financial Microsoft Dynamics GP menu, then under Transactions,
Financial, Click General. This opens the
Transaction Entry window with a new Journal Entry.
Click the ‘Paste’ button on the menu to open a Browse window,
where you can select the Excel file holding
your Journal Entry data. This is slightly different from the
Desktop Client as we do not actually paste the
data, all data on the selected excel file will be imported to
your Journal Entry.
Browse to the location of the Excel file, select it on the list
and click the Open button.
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Upon Clicking the Open button, the Journal Entry lines from the
Excel file will be pasted/imported into the
window. A spinning circle indicating that the process is still
working will appear between the SmartList
link and the User Date on the Microsoft Dynamics GP Menu Bar.
This will disappear once the process has
completed. Please wait for the process to complete before
continuing to other activities in your Web
Session.
A report will print only if there are errors detected in the
file such as invalid accounts.
Transaction in web client after the above process.
Note: The Paste button will only be enabled if you are entering
a new Journal Entry. Existing
Journal Entries are not compatible with this feature in the Web
Client or Desktop Client.
Note: All data on the Excel file will be pasted into a single
Journal Entry, so you must have one
file per Journal Entry that you are intending to upload.
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Web Client - More Keyboard Shortcuts
allowed In Microsoft Dynamics GP, more Keyboard shortcuts have
been added to Microsoft Dynamics GP – Web
Client. Some of the shortcuts are the following, but not limited
to this list:
ALT+F: Activates the File menu in a GP window
ALT+E: Activates the Edit menu in a GP window
ALT+H: Activates the Help menu
Ctrl+P: Print
Ctrl+W: Close the current window
Tab: Move to next field
Shift+Tab: Move to previous field
Enter: Default button on a window
Alt + X: Tools option on browser window (IE)
Alt + D: Address Bar in browser window (IE)
Alt: Toolbar (File, Edit, View, Favorites, Tools, Help) on
browser window (IE)
Ctrl + 1: Home page is displayed
Ctrl + 2: Financial area page displays
Ctrl + 3: Sales area page displays
Ctrl + 4: Purchasing area page displays
Ctrl + 5: Administration area page displays
Ctrl + 6: Inventory area page displays
Ctrl + 7: HR & Payroll area page displays
Ctrl + 8: Manufacturing area page displays
Ctrl + 9: Project area page displays
Windows specific keyboard shortcuts:
Ctrl+E Open Item Detail
Ctrl+D Display Vendor Item Detail
Ctrl+T: Create Temporary Vendor
Ctrl+M Purchasing Invoice Entry — Open Match Shipments to
Invoice
Ctrl+Q: Quick Print