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.
In order to generate PDFs from Dynamics GP, Adobe Acrobat Pro must be installed. It's expensive, and an administrative hassle, to have to license this for users just to be able to print and email PDFs from Dynamics GP. Microsoft Word has had the ability to natively generate PDFs for years now. Additionally, Windows 10/Server 2016 comes with a Microsoft PDF printer out of the box.
Please either implement native support for PDFs in the GP code or enable support for generating PDFs using the Windows 10 "Microsoft Print to PDF" printer so that the dependency on Adobe Acrobat can be eliminated.
Project Accounting Misc Log entry-detail line to default to expanded mode. The user has to deliberately click on the 'show more details' icon so that they can key in a unit cost. The default capture mode should be expanded so that the cost field is easily visible.
Many clients are utilizing Web Client On Premise.
There are many types of reports such as Management REporter, SSRS and Excel Reports
The SSRS reports and Management REporter reports work.
However, although users can see the Excel Reports in the List Pane, they cannot generate them from the Web viewer. Only the Desktop version of GP. Please add the ability to generate Excel Reports from the Web Client.
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
GP needs the ability to import credit card transactions into payables a la QuickBooks.
We now can pay them with a 'credit card' check run, please give us an easy way to get the invoice recorded.
When working with web client, even though the templates have been disabled for the whole Company, 'template' value is setup as default report value. Can't change this setting.
Please, review to modifiy this, in order to have the same behaviour that the desktop versión.
Many times we are all completed with payroll ready to send the file to the bank and we found an oops on 1 employee check, right now there is no way to get that check out of the direct deposit ach file, you have to call the bank, see if they will manually remove it or try to edit the file without causing issues. It would be nice if we had an option to remove a check from the ACH file, either through the VOID or a different option
Checklinks is a symptom of a problem that need not exist, and likely a holdover from the application's past. Now that only Microsoft SQL Server is supported as a database backend, there are powerful features available that weren't when multiple database backends were supported.
Please define foreign key relationships at the database level so that it becomes impossible to experience the data damage that checklinks is designed to correct.