Inactive option in the Project Allocation Maintenance still allows you to enter a transaction
When attempting to use the inactive field for Project Allocation, nothing happens and searches do not change as expected. Example: Go to Cards>Project>Project Allocation and select an allocation ID or create a new one, then mark it as inactive Go to Transactions>Project>Allocation and enter a tr...
Blank Invoice Form with Options prints blank when you print from Navigation List when you include tax details
When printing Blank Invoice Form with Options from the All Sales Transactions or Invoicing transactions Navigation list the report prints with no lines on the report when you include tax details. The workaround is User will need to pull up the transaction in Invoice Entry and print or print by b...
Retain the alignment settings for pre-printed forms in web client
When printing a pre-printed RW reports (such as POP Purchase Order Blank Form), in web client, users are prompted for alignment if printing from Web Client. This appears as the Pre-printed form options tab in the print dialog of a thick client. When value is entered in thick client, value is sav...
Add functionality for a 1099 withholding tax required in CA and PA
In year 2018, Pennsylvania is requiring a ‘withholding tax’ on out of state vendors that receive a 1099 form, CA is also requiring this. It is my understanding that PA withholdings need to be reported on the providers federal 1099 – in box 16 and 17 For CA there is no requirement on their 1099, h...
Users may not get prompted that a deferral exist when modifying distributions amounts with different Orgin currencies
Ensure that you have Revenue Expense Deferrals installed and enabled. If you key a transaction other than your functional currency, then reopen that transaction, change the purchase amount and currency, then drill to distributions again, change your distributions, you are not prompted that the De...
Tax Detail is not getting assigned to overpayment write off's with originating currency
If you mark to ‘Require tax detail totals to match the pre-tax amount’ in Company Setup Options { MDGP | Tools | Setup | Company | Company – click the Options button } and the Invoice/Payment are in an Originating currency, the tax detail is not added automatically to the Debit Memo during the o...
Bank Transfer does not drill back when you have 1 in OPEN & 1 in HIST
Bank transfers create 2 records in the CM20200 table. One for the 'from' checkbook and one for the 'To' checkbook. If you reconcile one checkbook and then move those reconciled transactions to history (CM30200), then the drill-back on this bank transfer from Checkbook Inquiry window is missing ...
Web Client: Vendor account lookup window will not open if you have changed vendors after having previously been on the account tab
Only occurs in web client instances. The account lookup hourglass of the account tab in the vendor maintenance window will not do anything if you have switched vendors in the window after having previously been on the accounts tab without closing the window.
Ship to Address changes do not roll down to all lines on a PO when Enhanced Intrastat is active
When you have Enhanced Intrastat active, you are not prompted with the warning “Do you want to roll down changes to line items with the same Ship To Address ID and Shipping Method", and nothing will roll down to all lines on the document. Would be nice to have this functionality if EI is active.
Payroll Monthly Deduction / Benefit Maximum
Many times there is a need in payroll to have a monthly maximum field which we do not have, it is getting more and more common, it would be nice to have a monthly deduction and benefit maximum field on those windows. Thanks