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Copy IV items to another Comapny
Sometimes we have to copy same Inventory items in all associated companies. Currently there is no option to copy IV item from another company. I believe most of users are facing same issue as well. Regards. Irfan Rasheed
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Copy and Paste feature for Purchase Order between companies
ability to have copy and paste feature for Purchase Order Window for Inter-company PO's -
Copy Vendor from another company
There should be an option to copy vendor name/ address/ tax details etc from one company to another. -
Copy Stock Items from another company
There should be an option to copy Inventory Items from one company to another. -
Import/ Export IV Items in Budget Detail IV items Window
Suggestion to import/ export list of Items, their quantities, unit rates/ billing rate in Project Accounting- budget Detail IV Items Window. -
PTE Expense Approval Issue for Approvers
Hello,
We have upgraded to GP 2018 October Release (18.4.1361) from GP 2016 R2 (16.00.901).
We are using Project Time and Expense Feature to claim employee expenses for projects. After the upgrade, the approver cannot view his team’s expenses once he clicks Approve Expense Report which redirects the approver to the Navigation window for approval of expenses, which is also blank.
However, the Workflow Managers can view all submitted expenses, whose status is pending user action.
Interestingly, the approver can apply workflow actions via alert emails.
We raised a support ticket and the Microsoft support engineer advised us a resolution to enter the Approver's name in the delegation window under Employee Maintenance Window (TrackingID#2205120060000535), then the approver can see all his pending expenses, At the same time support engineer submit that issue to the development team as he believes it shall be also fixed in newer versions.
Please fix this problem in newer versions or via the service pack, as by doing this the approver can see all employee's expenses whether they are relevant to him or not and it makes confusion.
With Regards.
Irfan Rasheed | Manager ERP | Avanceon Limited
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Template for PTE Employee Expense Entry
Suggestion to add or save templates for employee expense entry, as users can use this in Timesheets.
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Shuffle budget between cost categories of change orders
While Change Order Entry for project budgets, Dynamics GP does not notify any warning or popup, in case of cost-category budget-cost is reduced than the total available budget.
Example: The forecast budget of an employee expense category is 60,000 and its available budget is 40,000. A user still can move 50,000 from that category to any other cost category, without any error/flag raised by system. Resulting, the available budget of the said category as (10,000).
Need to fix it.
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Integrate Analytical Accounting Data with Project Accounting at Transactional Level
We are extensively using Project Accounting Module and Analytical Accounting in Dynamics GP.
Analytical Accounting codes are linked at financial GL level. When number of transactions posts from Project Accounting module (like timesheets, employee expenses, billing entries, revenue recognition) and data parked in General Journal then system prompts for analytical analysis information, which we again dig into details of each project and provide necessary analysis information.
Is there a way that analytical codes can be linked at transaction recording level, as we have in purchasing, sales, payroll and other GP modules.
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Contract/ Project Open Workflow
Hi,
Like cards under Financial GL Code, Vendor we have workflows in Dynamics GP. It is suggested to bring this feature in Card for project accounting module for Contracts/ Projects/ Change Order Entries.
With Regards.
Irfan Rasheed
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