PO - Delete/Add Lines
Add the Delete and Add lines buttons to the PO Entry window.
Print and Email POP documents at the same time
With Microsoft Dynamics GP 2018 R2 we now had the functionality of Printing and Emailing SOP documents at the same time, can the same be implemented for POP Documents. This feature was added to the following windows: Transaction Entry Window Print Documents Window and Navigation Lists
This will be added with the October 2022 release, 18.5 version.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Thanks
Terry Heley
Microsoft
Have option to roll down PO Date changes to PO line items
When a date change has occurred in the Purchase Order header, there should be an option to allow this new date to be pushed to the line items on the purchase order. Used by Requisition Date, Required Date, Promised Date and Promised Ship Date)
When you are on the Purchase order entry. Use the blue arrow to expand the date, then you will be in the Purchasing date entry window.
You can change the date and the system will prompt you with a message to roll it down.
Do you want to roll down the changes to the promised ship dates and the promised date to the line items.
Thanks
Terry
Purchase Order Inquiry - Item Quantity Remaining
Please add 'Quantity Invoiced', 'Quantity Shipped', 'Quantity Remaining', 'Quantity Returned', 'Quantity Remaining' (at least this field) to the Purchase Item Detail Inquiry Zoom window. We should be able to start w/ a Purchase Order, drill-into the lines and see more of a status than just the '...
You can see this if you select the line item, then click the 'I' between the gear and the note icon in the header.
Thanks
Microsoft
Data Check before PO status can be moved to 'Closed'
Currently you are able to change the status of a PO to closed if it has a shipment recorded against even if the shipment has not been invoiced. This action stops the ability to invoice match against the shipment receipt. There should to be error checking to validate that to close a PO/PO Line al...
Setting under: Purchasing>Setup>Purchase Order Processing
Receivings Batch Approval Workflow
Would be nice if there was a receivings batch approval workflow like other transactions/batches have as options so you wouldn't have to approve receivers one at a time.
This feature is completed
(+) Microsoft Dynamics GP October 2021 - Auto Post Workflow for complete end to end process - Microsoft Dynamics GP Community
Thanks
Terry Heley
Microsoft
Copy Vendor from another company
There should be an option to copy vendor name/ address/ tax details etc from one company to another.
Documentation
Professional Services Tools Library - Dynamics GP | Microsoft Learn
Download
Professional Services Tools Library (PSTL) for Microsoft Dynamics | Microsoft Learn
Add Batch Number to Workflow Purchase Order Transactions
There should be a way for the Approvers to Filter the Receivings and Purchasing Invoices by Batch Number. This will be helpful for organizations that have Workflow set up for different locations and approvers for specific locations. This needed because the Site ID's are not part of the transac...
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Thanks
Terry Heley
Microsoft
Administrator
Works in the Project version of this window.
Thanks
Terry Heley
This is completed in the 18.7 Release, October 2024
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
Thanks
Terry Heley
Microsoft