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...
Add void as a selection option in AR Transaction Inquiry screen
Along with the Work, Open, and Historical checkboxes, add a Voided checkbox to include voided transactions.
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...
Cashbook ID field in Receivables Transaction SmarList to be taken from the transaction instead the Customer Card.
The cashbook ID field in Receivables Transaction SmarList is taken from the Customer Card instead of the actual transaction.
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 ...
Recievables Transaction Inquiry-Customer-show dates in window
Currently the dates are not visible in the Customer screen. In the column Doc Date it shows Status (OPEN or HIST) and the Due Date is Doc Type (SLS or PMT). If you choose the drop down to show the payment, it is too much info displayed to view easily.
A view similar to Payables Transa...
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' ...
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...
Transaction By Customer Inquiry SubTotal for Multi Currency
When you have a customer that uses two currencies and you print the Transaction By Inquiry Report, it calculates the total but does not consider that these are different currencies. It would be nice if it gave subtotals by currency. If you have $10 US worth of transactions and $20 CDN worth of tr...