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    • 14

      On a SOP Return it should be possible to apply it to an invoice

      Suggested by Sheila O'LinnNew 0
      Category: Distribution - Sales Order Processing

      On a SOP Return it should be possible to apply it to an invoice
    • 14

      Trial Balance report does not work when signing into Web Client with Windows Authentication if Account Security is enabled

      Suggested by Terry HeleyNew 1
      Category: Web Client

      The Trial Balance report will not display any data if you sign into Web Client with Windows Authentication and have the Account Security feature \ Organization Structure setup, Windows Authentication if Account Security is enabled
    • 14

      Document Attach - Bank Transaction windows

      Suggested by New 6
      Category: Financials - Other

      Please add Document Attach to Bank Transaction Entry and Bank Deposit Entry.
    • 14

      Improve User Activity Tracking

      Suggested by Sandip JadhavNew 1
      Category: System

      Need to have simple auto user activity tracking for insert delete and update. Currently we have to activate user activity tracking but it is bit cumbersome to get data. By default system should track all those with simple activation.
      Reports should be very user friendly to understand what was previous value and what is new value. Deleted records should goto deleted table etc.
      Thanks much
    • 14

      Ability to combine maximums on deductions and benefits

      Suggested by Terry HeleyUnder Review 2
      Category: Human Resources/Payroll - Payroll

      Federal requirement:
      We have two types of deductions for our retirement. We have a regular 401K pre-tax option and we have a 401K Roth deduction. Employees can elect one or a combination of both. I keep running into an issue when employees elect both. As you know the deferred comp limit for this year is $18,500 for 2018 but these two codes in my system do not "talk" to each other and I often end up having people over withheld.
    • 14

      Allow selection of multiple fields in SmartList "Change Column Display" window

      Suggested by Dawn PrigmoreNew 0
      Category: Business Intelligence

      In SmartList > Columns (Change Column Display), allow selection of multiple fields to remove and/or move columns.

    • 13

      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:

      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.


      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.
    • 13

      Web Client - Single Row for records in scrolling window

      Suggested by New 0
      Category: Web Client

      When maximizing a web client window that has a scrolling window in it, it would be AWESOME if that row was taken from multi rows per record (need to hit the expansion button) to single row per record! I know that is a change in GP thinking... but it makes sense right? There is so much more 'screen' available... so why not?
    • 13

      Ability to print Fixed Asset forms 4562 and 4797

      Suggested by Terry HeleyNew 1
      Category: Financials - Fixed Assets

      We get questions yearly from a few GP Fixed Asset users whose auditors are looking for the forms 4562 and 4797, these are IRS regulatory tax forms. It would be a great feature to include in Dynamics GP, rather than relying on 3rd party or manually preparing the forms
    • 13

      Stock Count - ability to export and import counts to Excel

      Suggested by Wyatt BrocklebankNew 0
      Category: Distribution - Inventory Control

      Ability to export and import counts (including quantities counted and serial/ lot numbers) to Excel