National Accounts addition
If you give a credit to a specific customer who is part of national accounts, why is it necessary to create separate debit memos and credit memos when "moving" that credit to another child of a national account? Many companies pay with one check for many locations, mixing in credits from one c...
Fix the RM Inquiry (by customer/document) windows
With the initial release of GP 2018, opening these windows attempted to return all receivables records (work/open/history). For GP customers with larger datasets, this did not scale and the application would remain unresponsive until all of this data has been inserted into a temp table on the ...
This is fixed in the 18.3 release
(99+) Microsoft Dynamics GP (2020) New Feature Blog Series Schedule! - Microsoft Dynamics GP Community
Add a warning message on Sales Cash Receipt that you are posting to an inactive account in General Ledger
RM Cash Receipts can be posted in RM using inactive accounts. Would like to see the system prompt you that it is an inactive account when you post the RM document. Today it will post on the RM side and will create a GL batch transaction indicating that inactive accounts are present.
Thank you for your suggestion, we will consider this in a new release.
Jodi Christiansen
PM, Microsoft
Dynamics GP: The 'Customer Combiner' tool not compatible with the RM Recalc scripts for 'average days to pay'
If you use the RM Recalc scripts for 'average days to pay', data exists for both customers in the ta780000 table, and so when you use the Customer combiner tool, it sees this as a duplicate record and you get this error: Violation of PRIMARY KEY constraint 'PKta78000'. Cannot insert duplicate k...
Auto expand Customer lookup window
When you click the magnifying glass (lookup icon), the lookup window opens to about 1/6 of the screen. It would be nice if this would open larger and/or allow users to set how large they'd like to see this window. If you use the corners to expand the window, it does not remember the resizing th...
Void Cash Receipts update Checkbook on Posting
A recent update to GP was to allow posting of Cash Receipts without having to create a Bank Deposit. Unfortunately, this same feature has not been updated when voiding that same Cash Receipt. It should be the same.
Thanks for the information. We will look to include this in a future release.
Jodi Christiansen
PM, Microsoft
RM HATB Report should accommodate user defined fields
The Historical Aged Trial Balance Report should accommodate user defined fields to allow some more information to display through report modifications. Since this report is based on temp table we add extra information to this report,
Terry Heley
Microsoft
Email - Write Letters - Customer
Would be nice if these could be emailed to customers instead of just printing on paper and mailing them.
RM Statement Word Template - Adding Short Form Email Functionality
Please add Word Template Email functionality to the RM Statement Short Form. Currently this functionality is only available on the RM Statement Blank Paper Form. Ideally Word Template Email functionality should be available on all RM Statement Forms.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
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Move to history based on apply date
An option to move transactions to history based on APPLY date. Currently can only set a transaction date. This often means the invoice moves to history as it has been fully paid, but the payment remains in the open table. It would make reporting (and statements) much easier if both the payment...
Thank you for your suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Administrator
Thank you for taking the time to share your product suggestion with us. We value your input and appreciate your interest in improving our services. After careful consideration, we have decided not to implement your suggestion at this time.
Terry Heley
Microsoft