Welcome to this years second week of Dynamics GP New Feature Blog series, where we will showcase the top features requested by Microsoft customers and partners. Let’s get started!
Feature 4 – Add Class ID to Fixed Assets Transfer Windows
Users can now transfer the Class ID for one asset via the Asset Transfer window; additionally, users can now transfer the Class ID for a group of assets via the Fixed Assets Mass Transfer window.
The Class ID change will be reflected in the Asset General window.
In prior versions of Microsoft Dynamics GP, users did not have the ability to transfer the Asset Class ID via the Asset Transfer window. Instead, the Asset Class ID had to be changed for each asset in the Asset General window.
As always, the Transfer Date must fall in the ‘current’ Fixed Assets year.
If the transfer date is earlier than the depreciated to date for the asset at the time of the transfer, depreciation will be backed out to the transfer date.
If the transfer date is later than the depreciated-to date for the asset at the time of the transfer, depreciation will be taken through the transfer date. New depreciation will begin for the asset on the day after the transfer date.
Newly assigned accounts will be used for depreciation moving forward if applicable.
The Class ID field has been added to the Transfer Maintenance window to accommodate the “Add Class ID to Fixed Assets Transfer window” feature. To open the Transfer Maintenance window: On the Microsoft Dynamics GP menu, highlight Transactions, point to Fixed Assets, and click on Transfer.
Functionality has been added to the GL Accounts expansion window to accommodate this feature. To open the Expansion Transfer window: On the Microsoft Dynamics GP menu, highlight Transactions, point to Fixed Assets, select Transfer, and click on the blue arrow next to G/L Accounts.
When the Class ID is changed, the Account Group ID and accounts in the GL Accounts expansion window will automatically be updated to match the Account Group ID assigned to that Class ID in the Class ID Setup window.
If no Account Group ID is assigned in the Class ID Setup window, no changes will automatically occur in the GL Accounts expansion window. Users can manually update the Account Group ID and/or accounts regardless of whether they default in from the Class ID Setup window.
The Class ID field has been added to the Fixed Assets Mass Transfer window to accommodate the “Add Class ID to Fixed Assets Transfer windows” feature. To open the Fixed Assets Mass Transfer window: On the Microsoft Dynamics GP menu, highlight Transactions, point to Fixed Assets, and click on Mass Transfer.
When the Class ID is assigned in the Fixed Assets Mass Transfer window, the Account Group ID and accounts will automatically default in from the Account Group ID assigned to that Class ID in the Class ID Setup window. If no Account Group ID is assigned in the Class ID Setup window, the Account Group ID and accounts will not be updated automatically. Users can manually update the Account Group ID and/or accounts regardless of whether they default in from the Class ID Setup window.
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Table Name |
New Field |
New Field |
|
FA00800 |
FromClassID |
TOCLASSID |
|
FA00801 |
FromClassID |
TOCLASSID |
Feature 5 – Document Attach Available in Bank Reconciliation
Now you can attach documents related to your bank transactions to help you keep a more detailed history.
Document Attachments are now available to use in the Bank Deposit Entry window, and Bank Transaction Entry window. To use this feature, you must first enable Document Attachments in your Microsoft Dynamics GP company.
Go to the Microsoft Dynamics GP Reports menu, point to Tools, point to Setup, Point to Company, then click on Document Attachment Setup and mark the option to Allow Document Attachments.
Once enabled the following windows in Microsoft Dynamics GP will display a paper clip on the top menu for adding and viewing Document Attachments.
Bank Transaction Entry
Bank Deposit Entry
Bank Transaction Entry Zoom
Bank Deposit Entry Zoom
The following is an example of the Bank Deposit Entry window without a document attached yet.
The following is an example of the Bank Deposit Entry Zoom with a document already attached to it.
Feature 6 – Visual Cue for EFT Vendor on Edit Payment Batch
A new visual cue has been added to the Edit Payment Batch window to show if a Vendor is set up for EFT. This will be a huge time saver for those who have many Vendors and cannot remember which ones are set up for EFT or not. Now you can tell right away and can avoid the warning message stating that the Vendor is not set up for EFT if you would accidently select a non-EFT Vendor in this window.
To access the Edit Payment Batch window, go to the Transactions menu, point to Purchasing, and click Edit Payment Batch.
You can also access this window from the Build Payments Batch window by going to the Transactions menu, point to Purchasing, Click Build Payments Batch, and then click the Edit Payment Batch button.
Feature 7 – Show Check Number in Apply Sales Doc Window
No more drilling back to find the check or credit card number for a payment when applying it to invoices! The Apply Sales Documents window now displays the Check/Card Number for the selected payment.
To access this feature go to the Transactions menu, point to Sales, and Click Apply Sales Documents.
When the payment selected is a Check, the check number will be displayed.
When the payment selected is a Credit Card, the card number will be displayed with standard masking.
And that wraps it up for this years week 2 of Microsoft GP New Feature blog series. For more information/documentation on new features please check out Microsoft Dynamics GP New Feature Blog Series!
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