Microsoft Dynamics GP 2013 "Feature of the Day" - Week 19 Digest

By now, you are aware that the planned release date for Microsoft Dynamics GP 2013 is December 19, 2012. As such, the "Feature of the Day" series will be concluding soon. Inside Microsoft Dynamics GP brought 4 more features last week, ranging from HR/Payroll to Encumbrance, to Purchase Order Processing and Payables Management.

Feature of the Day: FICA Tax Sheltered Annuity Changes

Deduction Setup window

Employee Deduction Setup window

Original article: Feature of the Day: FICA Tax Sheltered Annuity Changes
Link to presentation: GP2013 FOD FICA Medicare and Social Security TSA.ppsx

Feature of the Day: Encumber General Journal Transactions

Encumbrance GL Transaction Entry and Journal Inquiry

Original article: Feature of the Day: Encumber General Journal Transactions
Link to presentation: GP2013 13740_GL Encumber FOD.ppsx

Feature of the Day: PTO Detail & History and PTO Exception Reports

PTO Detail & History Inquiry

Original article: Feature of the Day: PTO Detail & History and PTO Exception Reports
Link to presentation: GP2013 FOD PTO Detail - History and PTO Exception Report.ppsx

Feature of the Day: Computer Prepayments

Purchase Order Entry / Payables Batch Entry / Receivings Transaction Entry

Original article: Feature of the Day: Computer Prepayments
Link to presentation: GP2013 Computer Prepayment.ppsx

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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Microsoft Dynamics GP 2013 "Feature of the Day" - Week 18 Digest

As we approach the release date of Microsoft Dynamics GP 2013, the Feature of the Day series will inevitably begin to die out. However, the features are here to stay, so hopefully this series remains a place for you to continue learning about the new features long after the RTM version of Microsoft Dynamics GP 2013 hits the market.

Let's see what goodies we had in the basket for last week.

Feature of the Day: Custom Fields in Advanced HR

User Defined Field Setup window

Original article: Feature of the Day: Custom Fields in Advanced HR
Link to presentation: GP2013 FOD Advanced HR Custom Fields.ppsx

Feature of the Day: Use Multiple Budgets with Encumbrance Management

Encumbrance Budget Setup window

Original article: Feature of the Day: Use Multiple Budgets with Encumbrance Management
Link to presentation: GP2013 13929_Enc Budget Combine FOD.ppsx

Feature of the Day: PTO Manager Enhancements

PTO Options window

Original article: Feature of the Day: PTO Manager Enhancements
Link to presentation: GP2013 FOD PTO Manager Enhancements.ppsx

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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

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/

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

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/

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Microsoft Dynamics GP 2013 "Feature of the Day" - Week 6 Digest

Six weeks! Can you believe it? And so far 30 new features in Microsoft Dynamics GP 2013. The features have ranged across the board: payables, receivables, SOP, POP, inventory, system manager, you name it! Without further due, here are the features for Week 6 digest.


Feature of the Day: Requisition List

Requisitions Navigation List in HR & Payroll

Original article: Feature of the Day: Requisition List
Link to presentation: GP2013 FOD_Requisition_List.ppsx
Learning script: N/A

Feature of the Day: Consolidated Invoicing

Sales Bulk Confirmation window

Original article: Feature of the Day: Consolidated Invoicing
Link to presentation: GP2013 FOD Consolidated Invoicing.ppsx
Learning script: GP2013 Consolidated Invoicing Learning Script

Feature of the Day: Reconcile Bank Reconciliation to General Ledger
 

Reconcile Bank Rec to GL

Original article: Feature of the Day: Reconcile Bank Reconciliation to General Ledger
Link to presentation: GP2013 FOD Reconcile BR to GL.ppsx
Learning script: GP2013 Reconcile BR to GL Learning Script


Feature of the Day: 64-Bit Microsoft Office Compatibility
 

Configure Email Settings and Office 64-bit Compatibility

Original article: Feature of the Day: 64-Bit Microsoft Office Compatibility
Link to presentation: GP2013 FOD_64-Bit Office Compatible.ppsx
Learning script: N/A

Feature of the Day: Intercompany Asset Transfer

Fixed Assets IC Transfer window

Original article: Feature of the Day: Intercompany Asset Transfer
Link to presentation: GP2013 FOD Intercompany Asset Transfer.ppsx
Learning script: N/A

As you can tell, the Product Management team and Dynamics GP developers have been hard at work making things happen. I just can't wait to see the final product all put together.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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Microsoft Dynamics GP 2013 "Feature of the Day" - Week 5 Digest

Week 5 of the "Feature of the Day" series over at Inside Microsoft Dynamics GP is a mix bag of pleasant surprises: improvements in Sales Order Processing, Accounts Receivable, Human Resources/Payroll, and the Dexterity Runtime Engine, you could easily see how keeping track of all these things at once could drive anyone to the loony bin. As usual, this is where I come in by compiling all these features in one place for your delight.

Feature of the Day: Relate-Link Items for Suggested Sales

Two new windows: Suggest Sales Item Entry and Suggest Sales Item Maintenance

Original article: Feature of the Day: Relate-Link Items for Suggested Sales
Link to presentation: GP2013 Relate-Link Items for Suggested Sales.ppsx
Learning script: N/A

Feature of the Day: Cetification, Licensing, and Training Management

CLTM now allows to delete history (password protected) and rows

Orginal article: Feature of the Day: Cetification, Licensing, and Training Management
Link to presentation: GP2013 13915_CLTM_History FOD.ppsx
Learning script: N/A

Feature of the Day: Multicurrency Apply in RM Cash Receipts Entry

Multicurrency cash receipts can now be applied on the fly to invoices

Original article: Feature of the Day: Multicurrency Apply in RM Cash Receipts Entry
Link to presentation: GP2013 11800_MC Apply FOD.ppsx
Learning script: N/A

Feature of the Day: Select Printer at time of Print

Select Printer at Print Time

Original article: Feature of the Day: Select Printer at time of Print
Link to presentation: GP2013 13715_Select_Printer FOD.ppsx
Learning script: N/A

NOTE: It was just about darn time!

Feature of the Day: Deduction in Arrears Templates

Mandatory Arrears and Arrears Template Setup windows

Original article: Feature of the Day: Deduction in Arrears Templates
Link to presentation: GP2013 Deduction in Arrears Templates FOD.ppsx
Learning script: N/A

In all fairness, while they were no learning scripts, the presentations available acted very well as such. Congrats are in order for the Microsoft Dynamics GP Product Management team.

Until next post!

MG.-
Mariano Gomez, MVP
IntellPartners, LLC
http://www.IntellPartners.com/

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From the newsgroups: Tracking COBRA in Microsoft Dynamics GP Payroll (US only)

This week's answer comes courtesy of Microsoft's Aaron Richards over at the Partner Online Technical Community, but first the question -- no names given to protect the innocent :-)

We are using Dynamics GP2010. How do we track COBRA in Payroll. We are not using HR.

Specifically, we are trying to track what the government reimbureses us. For example, we're trying to track 70% that we pay to the insurer on the 941 that we send to the government which eventually reimburses back from the government that we had paid.

Please advise or point me to a reference for utilizing this.

As stated by the partner, the customer is not using the HR module which has full COBRA tracking capabilities. Here is what Aaron had to say:

Thank you for using Microsoft Online Communities. My name is Aaron and I will be assisting you with your questions today. This information was released when we started tracking COBRA in the hotfix pdf.

It stated the following:

Consolidated Omnibus Reconciliation Act (COBRA) changes

The recently-passed economic stimulus legislation (American Recovery and Reinvestment Act of 2009) establishes an employer-provided 65% COBRA premium subsidy for certain workers who lost their jobs between Sept. 1, 2008, and Dec. 31, 2009. The employer is reimbursed for the subsidy by claiming a credit on quarterly federal tax returns (Form 941). For details of the Act’s provisions relating to COBRA, see http://www.irs.gov/newsroom/article/0,,id=204505,00.html at the IRS site, and http://www.dol.gov/ebsa/COBRA.html at the Department of Labor site. The March 2009 Round 4 U.S. Payroll Tax Update contains the following Payroll and Human Resources changes to support the COBRA premium subsidy.

The Payroll Setup window contains new fields that allow you to select and display a COBRA subsidy benefit code.

The Cobra Premiums and Payments window in Human Resources contains a new field that allows you to indicate whether a payment is an employer-paid COBRA Premium Subsidy. If it is, you can enter or select a Batch ID for the payment (the batch lookup will display only manual check batches). These fields will be accessible only if you have assigned a COBRA subsidy benefit code in the Payroll Setup window.

The Quarterly 941 Preparation report and the Form 941 report have been changed to display COBRA subsidy information. Line 12a shows the total of the posted COBRA subsidy benefits for all employees during the associated quarter. Line 12b shows the number of employees receiving COBRA subsidy benefits during the associated quarter. The changes are included on both single-company and cross-company quarterly 941 reports.

Additionally, lines Line 7d through 7g are removed from Form 941, and Line 7h (Total Adjustments) becomes Line 7d. The form layout is changed to reflect the new field positions.

The Act specifies that employers must notify certain current and former participants and beneficiaries about the premium reduction. The U.S. Department of Labor has posted links to four model notices at http://www.dol.gov/ebsa/COBRAmodelnotice.html. You will need to decide which notification to use. A link to the Department of Labor Web site has been added to the Human Resources COBRA Recipients Lists window. There are no changes to the COBRA notifications generated by Human Resources.

March 2009 Round 4 U.S. Payroll Tax Update – 4

Setting up the COBRA subsidy
1. In the Benefit Setup window, create a new benefit code to track the employer COBRA subsidy.

2. In the Payroll Posting Accounts Setup window, assign General Ledger account codes for the employer subsidy payment (Benefit Expense and Benefit Payable).

If you do not want to post the amount to General Ledger, you can use the same account for both codes.

3. In the Payroll Setup window, assign the new benefit code as the COBRA subsidy benefit.

4. For any employees electing to receive COBRA benefits and eligible for the 65% subsidy, assign the new benefit code to the employee, using the Employee Benefit Maintenance window. Mark the Transaction Required option.

5. Inactivate the employee pay records, as well as all other deduction, benefit, and tax records for the employee.

6. Keep the employee record as well as the new COBRA benefit active.

Processing a COBRA subsidy if you are using only Payroll

1. In the Payroll Manual Check-Adjustment Entry window, enter an adjustment transaction for the employee.

2. In the Payroll Manual Check Transaction Entry window, specify the COBRA benefit code and the amount of the subsidy.

3. Post the adjustment transaction, which updates the benefit code.
4. At quarter end, print the Quarter End 941 report, which includes the COBRA subsidy amount.

I hope this in-depth review helps with your COBRA strikes.

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/

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