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Showing posts with label Field Services. Show all posts
Showing posts with label Field Services. Show all posts

Thursday, 15 November 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 16 & 17 Digest

Posted on 06:02 by Unknown

Since Week 16 brought little movement in the Features department - Pam was out of town and Jay, well I really don't know - I saw it fit to combine it with week 17 features into one Digest article for your reading pleasure. On we go with the Futures of the Day.


Feature of the Day: Payroll integration to Payables
Payroll Vendor Setup window
 
Original article: Feature of the Day: Payroll integration to Payables
Link to presentation: GP2013 FOD PIP Voucher Integration FOD.ppsx

Feature of the Day: Inactivate Item/Site
Site Maintenance window

Item Quantities Maintenance window

Original article: Feature of the Day: Inactivate Item/Site
Link to presentation: GP2013 FOD Inactivate a Site and Item Site.ppsx

Feature of the Day: Create Equipment from Manufacturing
Service Setup window: these options will only display with Manufacturing module installed

Original article: Feature of the Day: Create Equipment from Manufacturing
Link to presentation: GP2013 FOD Create Equipment from Manufacturing.ppsx

Feature of the Day: Honor Discontinued Item Status in Field Service
Discounted Item Quantity Available window

Original article: Feature of the Day: Honor Discontinued Item Status in Field Service
Link to presentation: GP2013 FOD Honor Discontinued Items in Field Service.ppsx

Feature of the Day: Return Quantity Types
RMA Type Maintenance window

Original article: Feature of the Day: Return Quantity Types
Link to presentation: GP2013 FOD Return Quantities to Any Quantity Type.ppsx

Feature of the Day: Document Attach

Sales Transaction Entry window: document attach buttons

Document Attach Management window


Original article: Feature of the Day: Document Attach
Link to presentation: GP2013 FOD Document Attach.ppsx

Feature of the Day: Prevent Purchase Order Closing

Edit Purchase Order Status window

Original article: Feature of the Day: Prevent Purchase Order Closing
Link to presentation: GP2013 13928 Prevent PO Close FOD.ppsx

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/
Read More
Posted in Dynamics GP 12, Field Services, Human Resources, Inventory, Manufacturing, Payroll, Purchasing, Service Call Management | No comments

Tuesday, 30 October 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 15 Digest

Posted on 08:37 by Unknown

Week 14 saw no activity from the Inside Microsoft Dynamics GP team, since all the relevant players were out at the GPUG Summit 2012 Seattle event - read GPUG Summit 2012 Seattle - Wrap Up! to find out more.

Last week, the Inside Microsoft Dynamics GP team, however, went nuts (probably as a result of jet lag) with Pam and Jay mixing things up a bit in renaming the "Features of the Day" to "Feature when Pam or Jay Reveals it". The truth is, these two are a bit unpredictable, so I will simply continue to call this - and in the interest of keeping your sanity and mines in check - Feature of the Day.

Feature When Pam or Jay Reveals It: Reprint Payables Management Remittance

Now you can reprint remittances from Payables Payment Zoom window


Original article: Feature When Pam or Jay Reveals It: Reprint Payables Management Remittance
Link to presentation: GP2013 13716_Reprint PM Remit FOD.ppsx
Learning script: N/A

Feature When Pam or Jay Reveals It: RMA Sales Order Consolidate

Consolidate SOP Order Document now an option in Service Setup

Items entered on the RMA...

... are consolidated on the Order in SOP

Original article: Feature When Pam or Jay Reveals It: RMA Sales Order Consolidate
Link to presentation: GP2013 FOD RMA SOP Consolidate.ppsx
Learning script: N/A

Feature When Pam or Jay Reveals It: Search by Contract in Revenue Recognition

Search by Contract Number now an option in Contract Revenue Recognition

Original article: Feature When Pam or Jay Reveals It: Search by Contract in Revenue Recognition
Link to presentation: GP2013 FOD Search by Contract in RR.ppsx
Learning script: N/A

Feature When Pam or Jay Reveals It: Shipping Address Overrides Remain In Service Call



Original article: Feature When Pam or Jay Reveals It: Shipping Address Overrides Remain In Service Call
Link to presentation: GP2013 FOD Shipping Address Overrides Remain in Service Call.ppsx
Learning script: N/A

Feature When Pam or Jay Reveals It: Copy AA Trx Dimensions for POP, SOP, GL

Now you can copy analytical accounting info across the board

Original article: Feature When Pam or Jay Reveals It: Copy AA Trx Dimensions for POP, SOP, GL
Link to presentation: GP2013 12245 Copy AA Trx Dimension Info FOD.ppsx
Learning script: N/A

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/
Read More
Posted in Dynamics GP 12, Field Services, Payables Management, Sales Order Processing | No comments

Tuesday, 16 October 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 13 Digest

Posted on 20:16 by Unknown

Week 13 saw a number of Field Services and Contract Administration enhancements. Frankly, these were much needed improvements and will certainly make life easier for you the end-user. Now, enjoy the enhancements:


Feature of the Day: Hotline Notes Re-Sorted


Notes are resorted by date


Original article: Feature of the Day: Hotline Notes Re-Sorted
Link to presentation: GP2013 FOD Hotline Notes Re-sorted.ppsx
Learning script: N/A

Feature of the Day: RMA and SOP Consolidation

Service Setup - Returns: can now choose to Consolidate SOP Orders

Original article: Feature of the Day: RMA and SOP Consolidation
Link to presentation: GP2013 FOD RMA SOP Consolidate.ppsx
Learning script: N/A

Feature of the Day: Item Description from RMA

Item descriptions from RMA Line...
...are now transferred to SOP Return document

Original article: Feature of the Day: Item Description from RMA
Link to presentation: GP2013 FOD Item Description from RMA.ppsx
Learning script: N/A

Feature of the Day: Consolidate Revenue Recognition to Single GL Entry

Contracts revenue recognition are now consolidated into a single batch entry

Original article: Feature of the Day: Consolidate Revenue Recognition to Single GL Entry
Link to presentation: GP2013 FOD Consolidate Revenue Recognition to Single GL Entry.ppsx
Learning script: N/A

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/
Read More
Posted in Dynamics GP 12, Field Services | No comments

Tuesday, 9 October 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 12 Digest

Posted on 20:26 by Unknown

Week 12 added some much needed improvements in the areas of Field Services, Purchase Order Processing and Encumbrance, and HR/Payroll. Here they are for your delight. If you would want me to pass on anything to the Microsoft Dynamics GP Product Management team regarding these features, please add your comments to this post.

Feature of the Day: Equipment Supersession Date History is Maintained

Equipment Maintenance - Supersession window

Original article: Feature of the Day: Equipment Supersession Date History is Maintained
Link to presentation: GP2013 FOD FA Equipment Supersession Date History.ppsx
Learning script: N/A

Feature of the Day: Encumbrance Cost Difference Notification

Receiving Transaction Entry window - Encumbrance variance alert

Original article: Feature of the Day: Encumbrance Cost Difference Notification
Link to presentation: GP2013 FOD Encumbrance Cost Difference Notification.ppsx
Learning script: N/A


Feature of the Day: Build Check Exception Report


Check File Exception Report - output controlled by Posting Setup window
 

Original article: Feature of the Day: Build Check Exception Report
Link to presentation: GP2013 FOD Build Exception Report.ppsx
Learning script: N/A

Feature of the Day: Year End Age - Life Insurance

Life Insurance Setup window

Original article: Feature of the Day: Year End Age - Life Insurance
Link to presentation: GP2013 13954 Life Insurance FOD.ppsx
Learning script: N/A

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/
Read More
Posted in Dynamics GP 12, Encumbrance, Field Services, Human Resources, Payroll, Purchasing | No comments

Tuesday, 25 September 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 10 Digest

Posted on 04:58 by Unknown

It's been 10 weeks so far of great features in Microsoft Dynamics GP 2013. The list seems to be endless, but at the same time super informative. This shows the amount of work that went into making this one of the biggest releases ever.

Enjoy this weeks features:

Feature of the Day: Journal Entry History Inquiry

Journal Entry Inquiry

Original article: Feature of the Day: Journal Entry History Inquiry
Link to presentation: GP2013 FOD Journal Entry History Inquiry.ppsx
Learning script: N/A


Feature of the Day: Edit Remit To Address

Edit Remit to Address

Original article: Feature of the Day: Edit Remit To Address
Link to presentation: GP2013 FOD Edit Remit To Address.ppsx
Learning script: N/A


Feature of the Day: Update 1099 Information

Update 1099 Information

Edit 1099 Transaction Information

Original article: Feature of the Day: Update 1099 Information
Link to presentation: GP2013 FOD Update 1099 Information.ppsx
Learning script: N/A


Feature of the Day: Update Item Allocation Inquiry in Field Service

Service Call Entry - Parts showing allocated item
Can now inquiry Field Service allocations from Item Allocation Inquiry window

Original article: Feature of the Day: Update Item Allocation Inquiry in Field Service
Link to presentation: GP2013 FOD Update Item Allocation Inquiry from Field Service.ppsx
Learning script: N/A


Feature of the Day: Multitenant SQLReports

Can now select deployment folder for reports of a specific company

Original article: Feature of the Day: Multitenant SQLReports
Link to presentation: GP2013 FOD Multi-tenant SQL Reports Server.ppsx
Learning script: GP2013 Multitenant SQL Reports Server Learning Script

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/
Read More
Posted in Dynamics GP 12, Field Services, Functionality, General Ledger, Inventory, Payables Management, SQL Reporting Services | No comments

Monday, 17 September 2012

Microsoft Dynamics GP 2013 "Feature of the Day" - Week 9 Digest

Posted on 18:05 by Unknown

Just back from the Microsoft Dynamics GP Technical Airlift 2012, I could probably write a full series with the remaining features left to be covered, but that honor goes to the Inside Microsoft Dynamics GP blog team, which was able to kick these out while the event was in full swing in Fargo, North Dakota.

Here are the highlights from last week:

Feature of the Day: Multi-Select Serial Numbers

Item Serial Number Entry

Original article: Feature of the Day: Multi-Select Serial Numbers
Link to presentation: GP2013 FOD Multi-Select Serial Numbers.ppsx
Learning script: N/A


Feature of the Day: Saved Batch Approval

Query shows Approval User ID (APRVLUSERID) and Approval Date (APPRVLDT) columns with info

Original article: Feature of the Day: Saved Batch Approval
Link to presentation: GP2013 FOD Saved Batch Approval.ppsx
Learning script: N/A


Feature of the Day: Unapply Credit Documents when Voiding a Check
We start out with a fully applied invoice for $1,070 by a payment and a credit memo

We now void the payment for $705.00

Now the invoice and the credit memo return to open after voiding the payment

Original article: Feature of the Day: Unapply Credit Documents when Voiding a Check
Link to presentation: GP2013 FOD_UnapplyCreditDocumentsWhenVoidingCheck.ppsx
Learning script: N/A


Feature of the Day:Update Back Order Item Qty in Field Service
Work Order Entry/Update generated back order quantity of 2 and updates overall item BO qty
Original article: Feature of the Day:Update Back Order Item Qty in Field Service
Link to presentation: GP2013 FOD-Update Back Ordered Item Qty from Field Service.ppsx
Learning script: N/A


Feature of the Day: Pay Code, Benefit & Deduction


Original article: Feature of the Day: Pay Code, Benefit & Deduction
Link to presentation: GP2013 FOD Pay Code, Benefit & Deduction Modifier.ppsx
Learning script: N/A

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/
Read More
Posted in Dynamics GP 12, Field Services, Functionality, General Ledger, Inventory, Payables Management, Payroll | No comments
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