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Saturday, 6 October 2012

Distribution Review in FA Prior to Posting to GL

In new MS Dynamics GP 2013, Microsoft has introduced a top most required functionality where users using FA Module could review the distribution before posting the transaction to General Ledger.

New look of GL Posting Routing of Fixed Asset Module. We can see we can restrict the posting to,


  • Asset ID
  • Class ID
  • Periods
  • Source Document (For example, Deprecation Only)


This windows has also enabled users to print edit list,


It is always better to review distribution before posting.


MS Dynamics GP 2013 Inventory Reason Codes

Inventory Adjustments, Transfers, Variances, and Bin Transfers all allows Warehouse managers to manage inventory efficienctly. Problem arises when they realaly want to know the reasons of transcactions like,


  • Inventory Lost
  • Inventory Spoiled
  • Inventory Damaged by Accidents
  • Inventory Expired
  • Inventory Movement Due to Space Issues
  • Inventory Movement Due to wrong placements
  • And so on.
In previous versions of MS Dynamics GP, these could places as Notes or using description,  but users faced too much trouble when sorting or finding the number of transaction for specific users. Thanks to Microsoft that they have introduced reason codes in newer version of MS Dynamics GP 2013.

All administrators are required to set the reason codes and its access to transactions, for example Inventory Movement due to Space issue could only be used in Inventory Transfer Transactions and Inventory Damaged by Accidents could only be used for Negative Adjustments in Inventory Transactions.

To setup the reason codes navigate to Inventory > Setup > Reason Code Setup

Enter the Reason Code, its description  Mark appropriate options like whether it should only be allowed to be used for Adjustment Entries and that must be negative only. User may also enter the default offset account. These Offset account could be modified during the normal transaction.


Microsoft has modifed Item Transaction. Item Transfer, Item In-Transit Transfer and Item Bin Transfer windows to allow users to select reason code for transactions. Also note that its available on line level not on header level, that is it could be much better if user could have select default reason code for entire transaction, though may be it will be available in future releases.


In case of wrong selection of reason code, user shall be prompted for the following kinds of informative messages.




Thursday, 4 October 2012

Suggested Item in GP 2013

Hi guys, this is my first post in regards to GP2013, Microsoft has introduced radical changes to MS Dynamics GP and introduced new features, this enables partners to provide default features available rather than customising them. Today we are going to discuss Suggested Item Functionality. 

With Suggested Item, you can define items that could be sold along with the main item. For example, my company sells laptops but sales persons also suggests other items like Mouse, Keyboard, Printer, Hard Drive etc.

Suggested Items are available in Item Maintenance window, Setup the item and Click Suggest Items.



Enter the Suggested item and select where suggestions should be available like (Quotations, Orders , Invoices or Fulfilment Order)




Suggested Item, windows shall be available within SOP transaction, window will automatically appear when Item having Suggested Items where selected on the line item,


Alternatively window can also be opened from the Options Menu of the SOP Transaction, make sure line item is selected.



 Mark the suggested items, along with quantity and Site ID, and Click OK


SOP Transaction line item will have suggested order along with main item


There is no flag in printing, whether item was main item or suggested item, for example if you have if you need to send quotation of main items and suggestions separately you may need to customize your quotations.