Detail Inquiry Account Balance
Inquiry > Financial > Detail It would be nice if "Account Balance" would show the as of balance of the date range if filters are used in the Date section. If Date is "All" the existing balance works fine.
Fiscal Periods Setup Window
Microsoft Dynamics GP > Tools > Setup > Company > Fiscal Periods Would be nice if it would open up with the fiscal year that the current user date resides in instead of assuming calendar year fiscal year are for everyone all of the time. If this doesn't work for all users, maybe a ...
Filter Budget to Active Accounts
Add a filter when creating or exporting a budget to exclude Inactive Accounts.
Drilling back from SmartList to Detail Inquiry window takes wrong date range.
When drilling back from SmartList the Detail Inquiry window takes the date range based on the GP user date instead of the year the transaction was posted to. To work around this; you have to either change date range in the Detail Inquiry window and refresh, or bring the entry up directly from ...
Batch Note Attachments - Make attachments retrievable after posting
Product suggestion/ improvement, --We are suggesting that the batch note attachments be retrievable after posting similar to transactions with note attachments after posting. Current functionality and pain: GP allows you to attach notes/attachments to any unposted batch. The attachments are st...
GP should update currency index for GL quick journals instead of leaving it at 0
Since at least GP 2015, GL quick journals currently does not set the currency index on transactions, only the currency ID. Instead of setting the value for currency index, it leaves it at 0 causing the value to be incorrect in the GL20000\ GL30000 tables. This can cause various issues with these...
Batch Edit shows incorrect GL Account
After adding the Distribution Reference to the Batch Edit report, when posting inter company transactions the GL account is incorrect as it tries to pull them from the originating company. Need ability to add the Distribution References to the Batch Edit List and also have the correct GL distr...
"Account is inactive" error in GL when posting from sub-module (PM/RM/SOP/POP) and account defaults in
When a GL account is defaulted on to a document in Payables, Receivables, SOP or POP, there is no validation. The batch will post fine in the sub-module, but will fall out to Batch recovery when you try to post in GL. The message on the GL edit list is "Account is inactive; please activate or ...
More MDA Reporting Functionality
MDA Smartlists need to include Originating Master Name and Originating Document Number and add the option to run on Posting Date in addition to the existing Transaction date. Also, the ability to include MDA groups and codes on batch edit lists, specifically in the Purchasing module, would be ...
When you use the Mass Modify Chart of Accounts it does not update MODIFDT column in GL00100
We use this column in a SmartList to show when an account changes so it would be nice if it updated all the time even when the Mass Modify is used When inactivating a range of accounts using the 'Mass Modify' feature in Dynamics GP, the Modified Date populates at 0/00/0000 on the SmartList aft...