Vendor SSN masking and DB encryption
Currently in the vendor record card anyone can access the SSN field. This field should be masked unless you are granted access. The field should also be encrypted at the database level
Invoice Transaction Approval Workflow
Would be nice if there was an invoice transaction approval workflow tied to Transactions > Sales > Invoice Entry.
Invoice Batch Approval Workflow
Would be nice if there was an invoice batch approval workflow tied to Transactions > Sales > Invoice Entry.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Receivables Transaction Approval Workflow
Would be nice if there was a receivables transaction approval workflow like other transactions/batches have as options so you could approve invoices one at a time.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Sales Invoice Entry
Transactions > Sales > Invoice Entry Please allow these invoices to be emailed to customers like Sales Order and receivables transaction entry invoices.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Sales Posted Transactions
Transactions > Sales > Posted Transactions A Sales Order Invoice entered on Transactions > Sales > Sales Transaction Entry nor an invoice entered on Transactions > Sales > Invoice Entry should show up on this window as an option to void since they both require "Returns" to be entered to reverse ...
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Allow all customer address ID's in Email Setup
Customer has multiple address ID's. Defaults are set to: Bill to = ACCOUNTING, Statement to = STATEMENT. In some cases they have the same person's email address. When setting up the Email for customer statements, the STATEMENT address ID is not available because the email addresses for ACCOUNTI...
Integration of receivables transactions should not require setup/configuration rights
When using Integration Manager to enter receivables transactions, IM requires that the user have rights to the Accounts Receivable Setup window. However, if the user keys in the transactions, the user is not required to have rights to the Accounts Receivable Setup window. For separation of duti...
Workflow on Customer/Debtor Maintenance Window
Hi Team,
- Customers want to be able to approve the Creation of Customers/Debtors.
- Allow workflow in Dynamics GP when creating a Customer/Debtors. (Card - Sales - Debtors)
Best Regards,
Makarius
Automatic creation of a credit card surcharge fee
I have multiple clients that would like to charge an additional fee when customers choose to pay by credit card.
They would record a cash receipt for more than the invoice(s) the customer is paying and would then like GP to automatically create an additional transaction that w...
Administrator
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.