Receivables transaction entry VCR buttons do not function when you have 2 batches and the document number in the batches are not is sequence
When you have 2 batches and the document number in the batches are not is sequence. You open TESTB batch in the RM Batch Entry screen and then clicked on Transactions button, It opened the RM Transaction Entry window and then you change the lower left option from by Document to by Batch ID and...
EFT for Receivables - Include SOP Order Deposits in EFT File When Sales Order is Saved
Currently, customer deposits entered on a sales order aren't available to include in the EFT file until the order is transferred to invoice and the invoice posted. Those payments should be included in the file as soon as they're received. It could take weeks until the sales order is ready to...
Subtotal by National account when consolidating on Statements
When using National accounts and Consolidating Statements, would like the ability to subtotal by each Child. Example: Parent statements Child 1 - $10 Child 1 - $20 Total $30 Child 2 - $40 Child 2 - $50 Total $90 Grand total $120 due.
Freight Tax Exempt by Tax Detail
I have 3 states that I'm not required to collect sales tax on the freight. I would like to have the option, within the Tax Detail setup, to select a check box called "Freight Tax Exempt" so that tax would not be calculated on freight. My preference would be not to use freight as a line item on th...
Sales Document Purchase Order Search
That's not the right catagory. But I would love to be able to search by Sales Document purchase order number in Receivables transaction Inquiry - Document & Sales Order Processing Document Inquiry Windows
Thank you for your suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Printed Tax Details - tax rate should show all decimals when printed on transactions
NO FUNCTIONALITY CHANGE - PRINTED DISPLAY CHANGE ONLY!
Company only has one currency and it is set to 2 decimals 0.00
Receivables Setup- Mark Print Tax Details on Documents
Create a Sales Tax Detail and Assign to a Schedule.
Based on Flat Amount per Unit -- A...
Dynamics GP: Choice to unapply only those documents or all downline when using the RM Transaction Unapply tool in PSTL
Once you move a fully applied document to history in Receivables/Sales, the only way to get it unapplied and moved back to the RM Trx open table (RM20101) is to use the 'RM Transaction Unapply' tool in PSTL to move the documents back to open for you. However, in older version of GP, the user ...
Thanks
Dynamics GP: Have the DINVPDOF (date invoice paid off) column populate for all applied documents in Receivables
The DINVPDOF (date invoice paid off) column does not populate for all applied documents in the RM20101/RM30101 tables. The method you use to apply will drive if this column is populated or not and it should be populate for all 'apply' scenarios. For payables, it is populated for all 'apply' ...
Additional PROX terms
On the Payment Terms setup, in addition to Next Month, add Following Month as we have many customers with Payment Terms of 15th PROX + 30 Days
Process Flow (Attachments) Sales Orders to Invoices
Currently, there is a process to pull data (attachments) from the Customer Card to the Customer Sales Order. This process can be turned on or off. Could it be possible to set up a process to pull attachments from the Sales Order and Flow thru to the Invoice. I know there is a manual step that wil...
Administrator
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
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