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  • 4

    Email Settings to Link to Address ID's

    Suggested by Heather RoggeveenNew 0
    Category: System

    In playing with the email document settings to meet a specific client need, it seems to be lacking somewhat in how you can send emails for specific document types.

    This is a discussion I started in the forum: https://community.dynamics.com/gp/f/32/p/279898/800443#800443

    Essentially, I think you should be able to link a document type e.g. Invoice or Delivery Docket to an address ID type rather than a specific address.

    Examples:

    Invoice goes to the Bill To Address as defined on the Card OR
    Invoice goes to the Bill To Address as defined on the transaction
    Delivery Docket goes to the Ship To address as defined on the Transaction

    The forum post has some screen shots to elaborate and a very basic indicator of what I believe is needed.

    The scenario that drove this investigation was a client who has multiple store locations but one customer ID. The Ship To address is updated on each transaction.
  • 4

    Service Base architecture has a 10 min time out that would be nice to expand the setting

    Suggested by Terry HeleyNew 1
    Category: Tools - Other

    When performing SBA calls against exposed Dex procedures, if the operation takes longer than 10 minutes the BackgrounInstructions stops and throws an InternalRequestError. The operation does seem to finish but throws an error. It would be nice to change the program so we have a longer time out than 10 min. Workaround is to break up the SBA operation to stay under the 10 min time out.
  • 4

    Default Vendor Class Update to "No"

    Suggested by Shari BrunoNew 0
    Category: Financials - Accounts Payable

    When changing a Vendor Class ID a message box pops up that states "Do you want to update the vendor with the information from class XXXX?" The default has been "Yes" since I began using GP in 2003. Unfortunately for companies like mine that use Vendor Class ID for sorting and reporting, rolling down a change can overwrite necessary information. Can it default to "No" instead? Having to re-enter a change that all vendors in that class need, is much easier than adjusting hundreds of vendors back to their original version.

    Thanks!
    Shari Bruno
    Bible League International
  • 4

    Fixed Assets - Post Through to General Ledger

    Suggested by Kyle MaloneNew 0
    Category: Financials - Fixed Assets

    Please set the posting process to post through to the G/L, not just post to. If unable to make that the default, please allow an option.
    For all other main sub ledgers, when I create a batch (as I do in Fixed Asset GL Posting routing) and select 'Post', the batch posts through to the G/L.
    Currently in fixed assets, I have to generate the batch, post the batch in Fixed Assets & the subsequently go post the batches again in the G/L.
  • 4

    Navigation List - Add Columns Available via SmartList

    Suggested by Amber BellNew 0
    Category: Tools - Other

    Navigation Lists include options for bulk actions. Currently the columns available are very limited. Please increase Navigation List to use the columns available via the similar SmartList (Customers, Vendors, Items, etc.). For example: Currently Navigation Lists do not include the Class ID for master records and the Batch ID for transactions. These 2 fields are very important for searches and transactions.
  • 4

    Ability to drill into Payables distribution history from smartlist when you post a journal per batch option

    Suggested by Terry HeleyNew 0
    Category: Financials - Accounts Payable

    The Payables Transactions are set to create a Journal per Batch. If you open the Journal via Enquiry -> Financial -> Journal Entry Enquiry all works ok. You can select a Distribution line, click the Source Document Link and drill down into the relevant Transaction.

    This does not work correctly when you try to drill down from the Smartlist
  • 4

    Negative Amount on a PO

    Suggested by Kelly HobartNew 0
    Category: Financials - Accounts Payable

    It would be OH SO AWESOME if you could create a way to add a negative amount to a PO. For instance, when we have a PO that the invoice comes in under the amount requested, add a line item of 1 item at negative amount to reduce the PO amount with description to document the change order reasoning.
    TRACKING of this for auditing would be awesome instead of just closing the PO (which may sit out there for a while until someone checks to see what's still open and needs to be closed) and having no paper trail to show why...
  • 4

    Update EFT for Receivables

    Suggested by Jennifer HershbergerNew 0
    Category: Financials - Accounts Receivable

    Would love a build batch feature for cash receipts where the customer is set-up for EFT. I'd also like to be able to e-mail EFT "remits" to customers to notify them of the payment being taken from their account and where it is being applied.
  • 4

    HR Attendance allow to accrue by different options

    Suggested by Terry HeleyNew 1
    Category: Human Resources/Payroll - Human Resources

    HR Attendance, allow to accrue by different options; dept, position or class ID
  • 4

    Purchase Order Buyer Default

    Suggested by Mike GiuffreNew 0
    Category: Distribution - Purchase Order Processing

    Allow the Buyer on the PO to default from the user entering the PO.