On a SOP Return it should be possible to apply it to an invoice
Trial Balance report does not work when signing into Web Client with Windows Authentication if Account Security is enabledThe 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
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.
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.
In SmartList > Columns (Change Column Display), allow selection of multiple fields to remove and/or move columns.
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.
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.
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Category: Web ClientWhen 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?
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
Ability to export and import counts (including quantities counted and serial/ lot numbers) to Excel