The standard reports (like Receivables Trial Balance) allows for options to be set and saved. However, there is no way to make a new option set based on an existing one. If I open a report option set and then change the name to a new one, all of the existing options in the window are reset to default.
Please add "Save As" functionality that will allow a new report option set to be created from an existing one retaining the existing options.
Consider some sort of ‘light mode’ launch for Web Client Only users where only specific pieces load. Something that would be more mobile-friendly, too.
We need something that is easier for users to modify what an employee sees or does not want them to see.
A light mode launch of some kind where it doesn’t load everything, just enough to send the timecard/get paystub would be a great feature.
I may not want to do W2's nor direct deposit just pay stubs but I have to keep all the links there, it is not easy to modify this.
In SmartList > Columns (Change Column Display), allow selection of multiple fields to remove and/or move columns.
In the majority of lookup windows, you can type in the first several characters of the ID before doing a lookup, and when you select the desired record from the lookup window, it brings you back to the maintenance window and populates with the selected record. If you take those same steps in the account maintenance window, you are asked if you want to save the record (the few characters you typed prior to going to the lookup). If the lookup is engaged after typing the characters, it should not ask if you want to save that record when you return to the window.
On the FA Transfer Maintenance window, you can transfer the Physical Location, Location ID, G/L Accounts, Master Asset ID & Structure ID, which is all good. However this would be much more powerful and simpler if you could transfer the asset class as well.
Classes are frequently linked to Account Groups in a GP deployment so that when a class is assigned to an asset, the associated account group gets assigned and the assets inherits the appropriate GL accounts.
Most of our customers setup their classes to represent both the asset class and the location, so for example FF&E-NORTH, FF&E-SOUTH, etc... They do this because their COA contains separate accounts for FF&E depending on the location. Since both the asset class and the location are part of the class, they can then setup matching Account Groups, and once again by simply adding the class to a new asset, the appropriate accounts get assigned.
So in the above scenario, it is very common to need to move an asset from one class to another, either because it was coded incorrectly initially, or more commonly, because the asset physically moved from one location to another.
For example, a new desk was setup as FF&E-NORTH and depreciated for a number of months, but then it was moved to FF&E-SOUTH. Doing a transfer of this asset allows us to transfer any of the fields mentioned above. Most importantly it creates the GL distributions to move the Cost and Accumulated balances plus it assigns the new GL accounts to the asset, which is all good. However, it does not change the class of the asset, which in the above scenario is necessary. So after the transfer is done, we then have to pull up the general window and manually change the asset class.
Not only is this an extra step that is easy to forget, but it also adds confusion to the entire process. If someone forgets the proper sequence and changes the class first and then does the transfer, that is typically problematic because changing the class will very likely also update the GL accounts with the new GL accounts because of the linked account group. Then when they go to transfer the asset, GP already has the updated GL accounts on the asset therefore you can't transfer them. It seems to me that simply adding the class id to the transfer window would solve all of these problems.
When trying to post FA to General Ledger (i.e. MDGP>>Tools>>Routines>>FA>>GL Posting), if any of the GL accounts in the batch are inactive, you cannot post and receive a message that some of the accounts are inactive.
However, there doesn't appear to be any notification of which inactive accounts are the problem. Including the problem account(s) along with the rest of the message would be ideal. If that is not possible, then providing some other means of easily identifying the inactive accounts in the FA batch would be helpful.
Our workaround of dumping the edit list to excel and then doing a vlookup against a list of inactive accounts wasn't too difficult, but nevertheless is a bit time consuming and should be unnecessary IMHO.
Please add the field 'User who posted' to the Journal Entry Inquiry window in GP. This is one of the most requested fields for managers & auditors and having to generate a report (whether it be a posting journal or smartlist) to pull the field is not preferable.
The Item SmartList is missing the "Inactive" field from the available columns to add list. It would be helpful to have this field by default so that you don't have to modify the list in SmartList Builder or create a new list in SmartList Designer to add it.
The field being referenced is the Inactive checkbox on the Item Maintenance window to the right of the Item Number field.
Navigation Lists are a great way to manage master records and transactions. When Business Analyzer (part of the SQL Reports setup) are enabled, users will receive an error when loading if they are not setup correctly in SQL. Business Analyzer also significantly slows down the loading of the Navigation List windows. Currently, companies/partners need to run the following scripts to disable. Please make these default to not show. If someone wants to turn them on, they can do this manually.
Here are the scripts:
Step 1 Remove it from existing NAV lists:
update DYNAMICS..SY07225 set FactBoxVisible = 0
Step 2 – Remove from future ‘save as’ navigation lists:
dbo.Update_SY07225_FactBoxVisible ON dbo.SY07225 AFTER INSERT
Update SY07225 SET FactBoxVisible = 0