Microsoft Dynamics GP - EWS Group · 2020. 2. 15. · Application & System Features Microsoft Dynamics GP 8 Display user who posted on Journal Entry Inquiry The Journal Entry Inquiry

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Microsoft Dynamics GP -

October 2019 Features

“Our mission is to empower

every person and every

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© 2019 Microsoft Corporation. All rights reserved. Last modified: October 11, 2019

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Application and System Features for Microsoft Dynamics GP

Application and System Features for Microsoft Dynamics GP

Application & System Features Microsoft Dynamics GP

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Contents Microsoft Dynamics GP Features ................................................................................................................................................. 1

Microsoft Dynamics GP - Modern Lifecycle ............................................................................................................................. 2

Microsoft Dynamics GP and Modern Lifecycle ................................................................................................................ 2

Financials Enhancements ................................................................................................................................................................. 3

SmartList add Date options ..................................................................................................................................................... 3

Long Description for Payables Transaction Entry ........................................................................................................... 4

Table Changes ..................................................................................................................................................................... 7

Display user who posted on Journal Entry Inquiry ......................................................................................................... 8

Expand Display for Fiscal Period Setup ............................................................................................................................ 10

Visual Cue on Edit Payment Batch window to show if Vendor is setup for EFT .............................................. 11

Vendor Approval Workflow: Enable workflow on Hold and Document Attachment .................................... 12

Add Class ID to the Fixed Asset transfer window ........................................................................................................ 14

History drop-down box defaults to the most recent year........................................................................................ 17

Distribution Enhancements ......................................................................................................................................................... 18

Filter Item Stock Inquiry by date......................................................................................................................................... 18

Exclude Inactive Items on Item Price List ........................................................................................................................ 19

Display User ID in Item Master Table ............................................................................................................................... 20

Table Changes .................................................................................................................................................................. 20

Minimize Transaction when Go To is selected for PO that Exists .......................................................................... 21

Save setting for Display new PO message per users (prevent future prompts) .............................................. 22

Skip displaying the New Purchase Order Options ............................................................................................ 23

Table Changes .................................................................................................................................................................. 23

Inactive field added to Item SmartList ............................................................................................................................. 24

Show Check Number in Apply Sales Doc Window...................................................................................................... 25

Document Attach available in Bank Reconciliation ..................................................................................................... 26

Human Resource & Payroll Enhancements .......................................................................................................................... 28

Payroll option to not include additional withholding ................................................................................................ 28

Payroll Reprint Pay Statement by Audit Trail Code..................................................................................................... 31

Exclude Inactive records for Human Resource Benefit and Deduction lookups ............................................. 33

Employment History Reason for Change ........................................................................................................................ 36


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Payroll Integration to Payables: Add Remit to Address in Setup .......................................................................... 40

Payroll Integration to Payables Voucher Report and Payables Voucher Edit List Report............................ 43

Deduction and Benefit Quick Assignments .................................................................................................................... 46

System Enhancements ................................................................................................................................................................... 52

User Security Workflow .......................................................................................................................................................... 52

User Workflow............................................................................................................................................................................ 54

Security Roles Workflow ........................................................................................................................................................ 57

Security Tasks Workflow ........................................................................................................................................................ 60

Copy Report Option ................................................................................................................................................................ 64

More than 32 report options in Report Group ............................................................................................................. 66

Ability to change Approvers for an active Workflow Task ....................................................................................... 67

Import and Export Workflows.............................................................................................................................................. 72

User Access Setup adding Sort, Search and Filter Options...................................................................................... 75

Web Client Excel Copy and Paste General Ledger Journal ...................................................................................... 76

Web Client - More Keyboard Shortcuts allowed ......................................................................................................... 79


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Microsoft Dynamics GP Features

This course/module was created for Partners and Customers.

The features for Microsoft Dynamics GP are built around enhancing the core application

and platform.

After this course/module you will be able to:

Understand the Microsoft Dynamics GP Feature key areas:

Workflow

Financials

Human Resource and Payroll

System Manager

Icons are used throughout this guide to direct you to types of information:

Resource lookup information.

An activity for partners.

Additional note information.

A group activity.


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Microsoft Dynamics GP - Modern

Lifecycle

After this lesson you will be able to:

• Describe the Dynamics GP Modern Lifecycle

• Understand the supported lifecycle and how it impacts your business

Microsoft Dynamics GP and Modern Lifecycle

With the October 2019 release of Microsoft Dynamics GP, we are moving to the Modern Lifecycle.

As you can see from some of the documentation that has published with the release the "year" has been

dropped from our name. This is because Microsoft Dynamics GP is moving to the Modern Lifecycle

model. (like most of Microsoft's other products) This demonstrates Microsoft's commitment to Dynamics

GP and a clear Roadmap for customers and partners to tell the story of what to expect in the future.

Modern Lifecycle model

Software Lifecycle Policy for Microsoft Dynamics GP

What does Modern Lifecycle mean for Dynamics GP? - blog with Q and A

https://support.microsoft.com/en-us/help/30881/modern-lifecycle-policyhttps://support.microsoft.com/en-us/help/30881/modern-lifecycle-policyhttps://support.microsoft.com/en-us/help/30881/modern-lifecycle-policyhttps://docs.microsoft.com/en-us/dynamics-gp/terms/lifecyclehttps://community.dynamics.com/gp/b/dynamicsgp/posts/what-does-modern-lifecycle-mean-for-microsoft-dynamics-gp


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Financials Enhancements


• Describe and use the new Financial Enhancements in Microsoft Dynamics GP October

2019 release.

SmartList add Date options In SmartList there will be new search options available for filtering transactions by the Prior Month, Prior

Period, Next Month and Next Period. In previous versions you would have needed to manually select

these dates and update them on your saved Favorites. Now you can save a Favorite SmartList that will

display transactions for the Prior Month, Prior Period, Next Month or Next Period that will automatically

filter based on your current user date.

For example, if my user date in Microsoft Dynamics GP is currently 11/02/2019, then the data displayed on

my SmartList would be filtered as follows with each option:

Prior Month – all values from October 1-31

Prior Period – all values from 1st day of previous period to last day based on period setup

Next Month – all values from December 1-December 30

Next Period – all values from 1st day of the next period to the last day based on period setup


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Long Description for Payables Transaction

Entry In the Payables Setup, you now have the option of enabling a longer description field for the Payables

Transaction Entry window. Marking this option in setup will enable a new field called long description to

the Payables Transaction Entry window that will also be viewable when inquiring on the transaction. The

traditional description field will hold a maximum of 30 characters, where the long description field will

hold up to 200 characters.

To enable the long description field, go to the Microsoft Dynamics GP menu, point to Tools, point to

Setup, point to Purchasing, and click on Payables. You will notice a new option to mark titled Enable Long

Description in Payables Transaction Entry.

Once enabled, the Long Description field will now be displayed below the original description field in the

following windows as well as the Check Printing Reports:

Payables Transaction Entry

Payables Transaction Entry Zoom


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When adding a check amount directly to an invoice in the Payables Transaction Entry window, the Long

Description will print on the following reports when selecting the Print Check button:

Check With Stub on Top

Check With Stub on Bottom

Check With Stub on Top and Bottom-Text

Check With Stub on Top and Bottom-Graphical

Check With Two Stub on Top

User-Defined Check1

User-Defined Check2

Note: The long description field will not be printed in the reports from the select

payments/checks window. The reports above will only display the long description when

printed directly from the Payables Transaction Entry Window.


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When printing the PM Transaction Inquiry Report from the Payables Transaction Inquiry - Vendor will also

print Long Descriptions. Go to the Inquiry menu, point to Purchasing, and click on Transaction by Vendor.

After entering a Vendor, selecting a range and clicking the refresh button, click Print.


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You can also view all 200 characters in the long description field, from the Payables Transaction Entry

Zoom window by clicking on the ellipse button behind the Long Description field and the View Long

Description window will open to display the data.

Table Changes

Additional Notes:

Default Word Template reports will not automatically display the Long Description, they must

be modified to print this new field.

The Long Description will not be posted on General Ledger transactions, this only updates the

LNGDESC column in the tables below.

Table Physical Names Table Technical Name New field

PM10000 PM_Transaction_WORK LNGDESC

PM10300 PM_Payment_WORK LNGDESC

PM20000 PM_Transaction_OPEN LNGDESC

PM30200 PM_Transaction_HIST LNGDESC

PM40100 PM_SETP ENBLNGDESC


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Display user who posted on Journal Entry

Inquiry The Journal Entry Inquiry and Transaction Entry Zoom will both now display the user who posted the

transaction in the General Ledger. In previous versions SQL, SmartList, or a custom report would have

been required to display this information.

The new User Who Posted field will display the data from the USWHPSTD column in the GL20000 for

current year transactions, or GL30000 for historic year transactions.

Go to Inquiry, point to Financial, Click Journal Entry Inquiry.


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Go to Inquiry, point to Financial, Click Detail. Enter or select an Account, then highlight a Journal Entry

from the list and click the Journal Entry drill back link.


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Expand Display for Fiscal Period Setup The default size of the Fiscal Periods Setup window will now open large enough to display more than 12

periods without requiring additional scrolling. In the past, this window would open and display only the

top 8 periods by default, and then you would be required to scroll down to see periods 9 plus.

To access the Fiscal Periods Setup window, go to the Microsoft Dynamics GP menu, point to Setup, point

to Company, and click Fiscal Periods.


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Visual Cue on Edit Payment Batch window to

show if Vendor is setup for EFT 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.


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Vendor Approval Workflow: Enable workflow

on Hold and Document Attachment Vendors will now require approval if the Hold status is changed, or if a document is attached to the

Vendor card. In previous versions these two actions would not require the vendor to be resubmitted for

approval.

For example, if the Hold button is either marked, or unmarked on the Vendor Card, you will be prompted

to resubmit the Vendor for approver in Workflow. Also, if a document is attached using the large

paperclip on the Menu bar, then then you will be prompted to resubmit the Vendor for approver in

Workflow.

In both situations you will receive the following message:

To access the Vendor Maintenance window, go to the Cards menu, point to Purchasing, and click Vendor.


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Vendors will no longer be automatically marked as On Hold during the workflow process. Instead, while

the Vendor has a Workflow Status of not submitted, recalled, rejected, or Pending Approval workflow

status, a message will be presented to prevent new transactions from being posted until the workflow is

completed on the Vendor.

If a transaction was created before the change on the vendor was made, then a message will appear in the

Edit List preventing you from posting until the workflow is completed on the Vendor.

Note: This feature requires a Workflow to be set up and active for Vendor Approval, and

Document Attachment must also be enabled in order to be able to attach documents directly

to the Vendor Card, rather than attaching documents to notes on the vendor. Documents

attached to notes will not trigger a workflow resubmission.


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Add Class ID to the Fixed Asset transfer

window With this release of Microsoft Dynamics GP, 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.

Changes to Windows

Windows have been changed to accommodate the new "Add Class Id to the Fixed Asset Transfer window"

functionality. The following are those windows.

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.


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Expansion Transfer window

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.


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Fixed Assets Mass Transfer 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.

Changes to Tables

Two new fields were added to the FA00800 and FA00801 tables to accommodate the new "Add Class ID

to Fixed Assets Transfer windows" functionality. The following are those fields

Table Name New Field New Field

FA00800 FromClassID TOCLASSID

FA00801 FromClassID TOCLASSID


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History drop-down box defaults to the most

recent year The history year drop down list will now have the most recent years listed first to help you quickly select

your desired year with less scrolling in the following windows:

Net Change Inquiry

Detail Inquiry

Summary Inquiry

Journal Entry Inquiry

Trial Balance Report Options

For Example: To access the Trial Balance Report Options window go to the Reports menu, point to

Financial, Click Trial Balance, the Click the New or Modify Button and mark the History Option. Notice

how the most recent years are listed first on the top of the drop-down list.


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Distribution Enhancements


• Describe and use the new Distribution Enhancements in Microsoft Dynamics GP October

2019 release.

Filter Item Stock Inquiry by date The Item Stock Inquiry how allows you to filter your results based on a date range. A new option to Sort

by Document Date, Document Type, and Document Number is also available in this window.

To access this window, go to the Inquiry menu, point to Inventory, Click Item Stock. After selecting a date

filter and sort, click the redisplay button to view the results.

Note: The totals in the bottom of the Item Stock Inquiry will not change based on the date

filters selected.


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Exclude Inactive Items on Item Price List The Item Price List reports will now have an option to include Inactive items.

To access this report option, go to the Reports menu, point to Inventory, and Click Item. Select any of the

Inventory Item Reports form the list, then click New or select an option and click the Modify button.

Marking the Inactive Items radio button will include inactive items.

Unmarking this option will exclude inactive items.


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Display User ID in Item Master Table The Item Master Table (IV00101) will now have a column (USERID) to track the User ID who last made

changes to an Item. For example, if a change is made and saved in the Item Maintenance window, or if a

change is rolled down from an Item Class to items, the User ID who executed this action will be listed in

this column.

The User ID column is also available to add to the Items SmartList for visibility in the user interface.

Table Changes

Table Physical Name Table Technical Name New field

IV00101 IV_Item_MSTR USERID


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Minimize Transaction when Go To is selected

for PO that Exists When a Payables Transaction is saved and the option to Warn if Vendor has Existing Purchase Orders is

marked in payables setup, you are prompted to Continue, Go To, or Cancel your action. When selecting

the Go To option, your Payables transaction will minimize rather than being closed out and deleted as it

did in previous versions.

To turn on the option to Warn if Vendor has Existing Purchase Orders Go to the Microsoft Dynamics GP

menu, point to Tools, point to Setup, point to Purchasing, and Click Payables. Then mark the option to

Warn if Vendor has Existing Purchase Order.

When a Payables transaction is saved, the following message will appear if the Vendor you selected has

an existing purchase order.

If you click the Go To button the Payables Transaction Entry window will be minimized, and the All

Purchasing Transactions navigation list will appear with a list of documents specific to your Vendor.


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Save setting for Display new PO message

(prevent future prompts) When creating a Purchase Order with the Purchase Orders Preview window, a prompt appears to skip

displaying the new purchase orders. The user can select No which directs them to a navigation list with all

of the new purchase orders that they created, or select Yes, to simply print the purchase order generation

report.

A new setting is available to choose whether you wish for this prompt to occur, or if you would rather skip

the prompt and the selected setting will automatically occur.

To choose a preference, go to the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to

Purchasing, and Click Purchase Order Processing. Select your desired preference from the list next to Skip

displaying the new Purchase Order.


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Skip displaying the New Purchase Order Options

Show the message: The prompt will be displayed every time.

Don't show the message and open the new PO: The Purchase Order Transactions navigation list will open

with the newly created Purchase Order(s) automatically without prompt.

Don't show the message and don't open the new PO: The Purchase Order Generation Register Report

Destination window will appear without prompt.

Table Changes

Table Physical Name Table Technical Name New field

POP40100 POP_Setup GeneratePOMessageOption


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Inactive field added to Item SmartList The Inventory Items default SmartList will now have an Inactive column. This is primarily useful for

filtering your list to display only items that are active without having to do any additional column

modifications.


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Show Check Number in Apply Sales Doc

Window The Apply Sales Documents window now displays the Check/Card Number for the selected payment. This

means you will no longer have to use the Document No. zoom to find this information. 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.


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Document Attach available in Bank

Reconciliation 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.


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The following is an example of the Bank Deposit Entry Zoom with a document already attached to it.


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Human Resource & Payroll

Enhancements


• Understand how to include/exclude Additional Tax when processing a pay run.

• Reprint Pay Statements in mass by Audit Trail Code.

• Exclude Inactive Benefit and Deduction Codes from the Lookup windows in Human

Resources.

• Record and view a 'Reason for Change' for some fields on the employee record.

• Understand how to assign a unique 'Remit to Address' in the Vendor Setup window to be

assigned on Vouchers created in Payables via PIP.

• Print the Payables Voucher Edit list and/or the Payables Voucher report.

• Use the Quick Code Assignment window to quickly assign deductions and/or benefits to

one or more employees.

Payroll option to not include additional

withholding With this release of Microsoft Dynamics GP, users now can specify whether "Additional Taxes" are

included or excluded in a Payroll build via the Build Payroll Checks window.

To exclude a specific "Additional Tax" from a specific payroll build, users can simply "unmark" the box next

to the appropriate additional tax type in Build Payroll Checks window. By default, the boxes will upgrade

and be marked to consistent with current functionality of always including additional withholding.

In prior versions of Microsoft Dynamics GP, users did not have the ability to include or exclude

Additional Tax in the Build Payroll Checks window. Additional Tax Withholding amounts were

automatically included and calculated as part of the normal payroll process.


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Additional Tax Withholding amounts are assigned in the following windows:

Tax Window Field

Federal Tax Employee Tax Maintenance window Additional Withholding

State Tax Employee State Tax Maintenance window Additional State Withholding

Local Tax Employee Local Tax Maintenance window Additional Withholding

Changes to Windows

One window has been changed to accommodate the new "Exclude Additional Tax from the Payroll Build"

functionality. The following is that window:

Build Payroll Checks window

Federal, State, and Local Check Boxes have been added to the Build Payroll Checks window to

accommodate the new "Include/Exclude Additional Tax from the Payroll Build" functionality. To open the

Build Payroll Checks window: On the Microsoft Dynamics GP menu, highlight Transactions, point to

Payroll, and click on Build Checks.


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By default, boxes are marked to "Include Additional Taxes For" Federal, State, and Local tax in the Build

Payroll Checks window.

To 'exclude' a specific 'Additional Tax" from a specific Payroll Build, simply "unmark" the box next to the

"Additional Tax" type that should not be included in the build.

Changes to Tables

Three new fields were added to the UPR10200 and UPR10210 tables to accommodate the new

"Include/Exclude Additional Tax from the Payroll Build" functionality.

Table Name Federal Additional

Tax Field

State Additional Tax

Field

Local Additional Tax

Field

UPR10200 PayRunIncAddlFedTax PayRunIncAddStateTax PayRunIncAddStateTax

UPR10201 PayRunIncAddlFedTax PayRunIncAddStateTax PayRunIncAddStateTax

1 = Include Additional Tax, 0 = Exclude Additional Tax


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Payroll Reprint Pay Statement by Audit Trail

Code With this release of Microsoft Dynamics GP, users can now reprint pay statements in mass per Audit Trail

code in the Reprint Payroll Posting Journals window. Please note that the pay statement is not the same

as the "paycheck" itself.

In prior versions of Microsoft Dynamics GP, it was not possible to reprint the pay statement in

mass. Instead, users were required to reprint each employee pay statement individually via

'Recreate Pay Stub' button in the Payroll Check Inquiry window.

Reprint Payroll Posting Journals window

"Reprint Pay Statement" has been added to the "Reports" dropdown in the Reprint Payroll Posting

Journals window to accommodate the new "Reprint Pay Statement per Audit Trail Code" functionality. To

open the Reprint Payroll Posting Journals window: On the Microsoft Dynamics GP menu, highlight

Reports, point to Payroll, and click on Reprint Journals:


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Reprint Payroll Posting Journals Report Options window

Functionality in the Reprint Payroll Posting Journal Options window has been added accommodate the

new "Reprint Pay Statement per Audit Trail Code" feature. To open the Reprint Payroll Posting Journals

Options window: On the Microsoft Dynamics GP menu, highlight Reports, point to Payroll, click on Reprint

Journals, select Reprint Pay Statement, and click on the "New" or "Modify" (if a reporting option already

exists) button appropriately:

To reprint pay statements for a specific audit trail code, enter or select an Option, restrict to a specific

audit trail code, choose an appropriate destination, and click the Print button.

Additions to Reports

A report been added to accommodate the new "Reprint Pay Statement" feature. The following is that

report:

Reprint Pay Statement Report

The Reprint Pay Statement Report has been created accommodate the new "Reprint Pay Statement in

Mass" functionality. This report will display the same information as the Reprint Pay Statement report

which can be printed via the Check History Inquiry window. The difference on this report is that all pay

statements for a specific audit trail code can be reprinted at the same time.


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Exclude Inactive records for Human Resource

Benefit and Deduction lookups With this release of Microsoft Dynamics GP, Human Resources has been enhanced to allow users to

exclude inactive benefit and/or deduction codes from some HR Lookup windows. This enhancement

provides the same 'exclude inactive codes from lookups' functionality currently available in the Payroll

module.

To exclude an inactive code from being displayed in the lookup window, click on the 'black' arrow on the

left hand side of the lookup window and click on 'Exclude Inactive Benefits/Deductions'.

Microsoft Dynamics GP stores the personalization of these lookups on a per GP user basis.

The following lookups in Human Resources allow users to exclude inactive codes:

Window Fields

Miscellaneous Benefit Setup Account

Miscellaneous Benefit Enrollment Account Name

Health Insurance Setup Code

Health Insurance Enrollment Benefit Name

Life Insurance Setup Plan Name

Life Insurance Enrollment Benefit Name

Retirement Plan Setup Benefit

Retirement Plan Enrollment Plan Name

In prior versions of Microsoft Dynamics GP, users did not have the ability to exclude inactive

codes from the Benefit/Deduction Lookup windows in Human Resources.


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Changes to Windows

Windows been changed to accommodate the new "Exclude Inactive Codes from Human Resources

Benefit/Deduction Lookups" functionality.

The following are those windows:

Miscellaneous Benefits Lookup

Health Insurance Lookup

Life Insurance Lookup

Retirement Plan Lookup

The 'Exclude Inactive Benefits' option has been added to all 4 benefit type windows to accommodate the

new "Exclude Inactive Benefits in HR Lookups" feature. There are two ways to open the benefits lookup

window:

On the Microsoft Dynamics GP menu, highlight Cards, point to Human Resources, select Employee-

Benefits, point to any of the benefit option window you wish to go into.

On the Microsoft Dynamics GP menu, highlight Microsoft Dynamics GP, point to Tools, highlight Setup,

point to Human Resources, select Benefits and Deductions, point to any of the benefit option window you

wish to go into.

Below is an illustration of each of these windows for the different benefit types.


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Employment History Reason for Change With this release of Microsoft Dynamics GP, users can record a reason for change via the 'Reason' field in

the Employee Maintenance window when certain fields are modified for an employee record in Payroll

and/or Human Resources. These changes can be viewed after the fact in the Employee History Inquiry

window.

Microsoft Dynamics GP has always required users to specify a reason for change when the

'Date Inactivated Field' is modified in the Employee Maintenance window.

In prior versions of GP, the 'Date Inactivated' field was the only field in the Employee

Maintenance window for which the "Reason" field was editable in the Employee Maintenance

window.

In addition to the 'Date Inactivated' field, the following fields now allow users to specify a reason for

change in the Employee Maintenance window:

Last Day Worked

Hire Date

Adjusted Hire Date

In prior versions of Microsoft Dynamics GP, the "Reason" field was grayed out and not editable

when the Last Day Worked, Hire Date, or Adjusted Hire Date were changed.

Microsoft Dynamics GP does not require users specify a reason for change when the Last Day Worked, Hire

Date, and/or the Adjusted Hire Date fields are changed. Rather the "Reason" field simply becomes

editable when one of those fields are modified.


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Employee Maintenance window

New functionality was added to the 'Reason' field in the Employee Maintenance window to accommodate

this new feature. The 'Reason' field is now editable when a user changes the Last Day Worked, Adjusted

Hire Date, and/or the Hire Date field. To open the Employee Maintenance window: On the Microsoft

Dynamics GP menu, highlight Cards, point to Payroll, and click on Employee.

Employee Human Resources Maintenance window

Functionality associated with the 'HR Status' field was added to accommodate this new feature. The

'Reason' field in the Employee Maintenance window is now editable when a user changes the Last Day

Worked, Adjusted Hire Date, and/or the Hire Date field in the Employee Maintenance window as a result

of changing the 'HR Status' field in the Employee Human Resources Maintenance window. To open the

Employee Human Resources Maintenance window: On the Microsoft Dynamics GP menu, highlight Cards,

point to Payroll, select Employee, and click on the Human Resources button.


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Employment History Inquiry window

The 'Reason for Change' and 'Record Level Note' fields have been added to the Employment History

Inquiry window to accommodate this new feature. To open the Employment History Inquiry window: On

the Microsoft Dynamics GP menu, highlight Inquiry, point to Payroll, select Employee, and click on GoTo

Employment History.


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When a user saves 'Reason' field modifications in the Employee Maintenance window, that information

will be viewable in the 'Reason For Change' field underneath the 'Change' field in the Employment History

Inquiry window. Additionally, if a user wants to add further notes about the change, he/she can do so by

highlighting the appropriate record in the Employment History Inquiry window, and then by clicking on

the 'Note' icon to add/save a note appropriately.

Changes to Tables

The 'Reason_for_Change' and 'NOTEINDEX' fields were added to the UPR30700 table to accommodate

this new functionality.

The notes associated with the NOTEINDEX fields in the UPR30700 table are stored in the SY03900 table.


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Payroll Integration to Payables: Add Remit to

Address in Setup With this release of Microsoft Dynamics GP, users can now specify a vendor Remit to Address in the

Payroll Vendor Setup window. This feature will be beneficial to use in conjunction with Vendors that have

multiple "Remit to" addresses that are used on a regular basis.

Example:

Your company has multiple garnishments assigned to multiple employees, all of which need to

be sent to the same Courthouse vendor. The Courthouse vendor has multiple Remit to

Addresses (ex: Courthouse1, Courthouse2, Courthouse3, etc.). Our new feature allows users to

specify ‘which’ Courthouse address should be associated with each individual garnishment to

ensure those funds are sent to the right place!

The “Remit to Address” field in the Vendor Setup window will be the "Remit to Address" used on the

voucher created in Payables Management.


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In prior versions of Microsoft Dynamics GP, the "Remit to" Address Id on the Payables voucher

is pulled from the "Remit to" Address Id field in the Vendor Maintenance window.

Payroll Vendor Setup window

The "Remit To Address" field was added underneath the Vendor Address field in the Payroll Vendor Setup

window. To open the Payroll Vendor Setup window: on the Microsoft Dynamics GP menu, point to Tools,

highlight Setup, point to Payroll, highlight Payables Integration, and click on Vendors.

The Address ID must exist in the Vendor Address Maintenance window prior to assigning it as

the 'Remit To Address'' in the Payroll Vendor Setup window. Users will receive the following

error when attempting to assign a Vendor Address that has not been setup yet, “Vendor

Address does not exist.”

When the Remit To Address is assigned in the Payroll Vendor Setup window, it will default as the Remit To

Address Id for on the PM voucher created via PIP. Users can view the Remit To Address Id associated a

voucher prior to posting in the Payables Transaction Entry window as follows: on the Microsoft Dynamics

GP menu, point to Transactions, highlight Purchasing, click on Transaction Entry. Next, pull up the


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appropriate Batch Id, and then use the navigation arrows at the bottom left hand side of the window to

scroll through transactions and associated Remit To Address Ids:

Changes to Tables

The VADCDTRO column was added to the APR_PIP40100 table (APR Payroll Vendors) to accommodate

the new Remit To Address functionality:


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Payroll Integration to Payables Voucher

Report and Payables Voucher Edit List Report With this release of Microsoft Dynamics GP, users can print the Payroll Integration to Payables Voucher

Edit list, as well as the Payables Voucher report as part of a computer check pay run.

The Payables Voucher Edit List report allows users to gain visibility into what vouchers will be created

payables prior to posting the pay run. The Payables Voucher Edit is printed after the Precheck Report (aka

Calculate Checks report), and prior to when checks are printed. The main advantage is that this report is

available BEFORE the posting process, allowing users visibility into what is going to happen prior to

posting.

The Payables Voucher report allows users to see the voucher numbers created in payables upon posting

the pay run. The Payables Voucher report is the last journal printed as part of the payroll posting process.

In prior versions of Microsoft Dynamics GP, users did not have the ability to review the

vouchers to be created in Payables prior to posting a pay run. Additionally, no Payables

Voucher report was printed as part of the posting process.

Posting Setup window

The Posting Setup window to accommodate the new "Payroll Integration to Payables Voucher Edit List

report" functionality. To open the Posting window: On the Microsoft Dynamics GP menu, highlight

Microsoft Dynamics GP, point to Setup, highlight Posting, and click on Posting:


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To print the Payables Voucher Edit List report, mark the Print box next to Payables Voucher Edit List, select

an appropriate destination (Always Ask, Screen, Printer, File), and click Save in the Posting Setup window

when the Payroll Series, and Computer Check Origin are selected.

To print the Payables Voucher report, mark the Print box next to Payables Voucher Report, select an

appropriate destination (Always Ask, Screen, Printer, File), and click Save in the Posting Setup window

when the Payroll Series, and Computer Check Origin are selected.

Additions to Reports

Reports have been added to accommodate the new "Payroll Integration to Payables Voucher Report and

Payables Voucher Edit List report" functionality. The following are those reports

Payables Voucher Edit List Report

The Payables Voucher Edit List Report has been created accommodate the new "Payroll Integration to

Payables Voucher Edit List report" functionality. This report will display the Transaction Type, Transaction

Code, Voucher Description, Vendor ID, Vendor Name, Employee ID (where appropriate), and the Amount

of the voucher that will be created in Payables Management:


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Payables Voucher Report

The Payables Voucher Report has been created accommodate this new functionality. This report displays

the Transaction Type, Transaction Code, Voucher Number, Voucher Description, Vendor ID, Vendor Name,

Employee ID (where appropriate), and the Amount of the voucher that was created in Payables

Management:


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Deduction and Benefit Quick Assignments With this release of Microsoft Dynamics GP, users can now assign benefit and/or deduction codes to

employees in mass at the Payroll/Human Resources Setup level.

Quick assignments are only accessible via GoTo menus which are available on each of the

benefit/deduction code setup windows in Human Resources and Payroll. This allows users to create or

modify a code and then immediately assign it to one or more employees quickly.

When the Quick Assignment window is opened from a setup record, it will default in the code

that is currently being displayed in its parent window.

Users can change the "Code Type" and/or the "Code" in the Quick Assignment window to

quickly assign additional codes to one or more employees without having to first open the

corresponding setup window.

Quick Assignment GoTo Menus can be accessed via following windows:

Window Module

Deduction Setup window Payroll

Benefit Setup window Payroll

Miscellaneous Benefit Setup window Human Resources

Health Insurance Setup window Human Resources

Life Insurance Setup Human Resources

Retirement Plan Setup Human Resources

"Payroll View for Human Resources" must be marked in the User Setup window to access the

Quick Assignment window via the Human Resources Benefit/Deduction Setup windows.

When benefit/deduction codes are assigned via the Quick Code Assignment window, Microsoft Dynamics

GP creates the corresponding maintenance records in Payroll and/or enrollment records in Human

Resources for the employee.

When Human Resources codes are being assigned, dependent on the settings, Microsoft Dynamics GP

will automatically create or prompt the user to create the corresponding benefit and deduction records in

Payroll.

In prior versions of Microsoft Dynamics GP, it was not possible to quickly assign benefit and

deduction codes to one or more employees via the Quick Code Assignment window.


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Quick Code Assignment window

The Quick Code Assignment window has been added to accommodate the new "Deduction and Benefit

Quick Assignment" functionality. To open the Quick Code Assignment window: On the Microsoft

Dynamics GP menu, highlight Tools, select Setup, point to one of the Payroll or Human Resources Benefit

or Deduction Setup windows, and click on GoTo Quick Code Assignment.

The following Code Types are available in the Quick Code Assignment window:

Payroll Deduction

Payroll Benefit

HR Retirement

HR Life Insurance

HR Miscellaneous Benefit

HR Health Insurance

To quickly assign a deduction/benefit code to one or more employees in the Quick Assignment window:


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1. Select an appropriate Code Type.

2. Assign an appropriate Code.

3. Restrict employees by Class ID, Employee ID, Department, Position, and Start Date to control which

employees are displayed in the bottom half of the window.

4. If desired, mark the box next to 'Exclude Inactive Employees' to exclude inactive employees from being

shown.

5. Click on the Apply Filter button to see all employees that meet the restriction criteria.

6. Mark the box next to 'Include' for all employees for whom the code should be created/modified. Use

the 'Mark All' and/or 'Unmark All' buttons to quickly mark or unmark the 'Include' box next to all

employees.

7. Click on the 'Process' button to create/modify appropriate Payroll/Human Resourced Deduction/Benefit

Records.

As always, if Human Resources is installed, it is recommended that all deduction/benefit codes

are created first in Human Resources and then rolled down to Payroll appropriately.

If users assign deductions/benefits in mass via the Payroll when Human Resources is installed

the following message will appear when the user clicks 'Process' in the Quick Code Assignment

window:

Clicking 'Yes' prompts Microsoft Dynamics GP to create the appropriate codes in Payroll.

However, the user will have to run reconcile on 'Update Benefit Setups' in Human Resources to

create corresponding benefits/deductions in Human Resources.

Clicking 'No' means the user doesn't want to create the codes in Payroll based on the warning

message.

Deduction Setup window

The GoTo Quick Code Assignment menu option has been added to the Deduction Setup window to

accommodate the new "Deduction and Benefit Quick Assignment" functionality. To open the Deduction

Setup window: On the Microsoft Dynamics GP menu, highlight Tools, select Setup, point to Payroll, and

click on Deduction.


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Benefit Setup window

The GoTo Quick Code Assignment menu option has been added to the Benefit Setup window to

accommodate the new "Deduction and Benefit Quick Assignment" functionality. To open the Benefit

Setup window: On the Microsoft Dynamics GP menu, highlight Tools, select Setup, point to Payroll, and

click on Benefit.

Miscellaneous Benefit Setup window

The Benefits GoTo Quick Code Assignment menu option has been added to the Miscellaneous Benefit

Setup window to accommodate the new "Deduction and Benefit Quick Assignment" feature. To open the

Miscellaneous Benefit Setup window: On the Microsoft Dynamics GP menu, highlight Tools, select Setup,

point to Human Resources, highlight Employee-Benefits, and click on Miscellaneous Benefits.


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Health Insurance Setup window

The Benefits GoTo Quick Code Assignment menu option has been added to the Health Insurance Setup

window to accommodate the new "Deduction and Benefit Quick Assignment" feature. To open the Health

Insurance Setup window: On the Microsoft Dynamics GP menu, highlight Tools, select Setup, point to

Human Resources, highlight Employee-Benefits, and click on Health Insurance.

Life Insurance Setup window

The Benefits GoTo Quick Code Assignment menu option has been added to the Life Insurance Setup

window to accommodate the new "Deduction and Benefit Quick Assignment" feature. To open the Life

Insurance Setup window: On the Microsoft Dynamics GP menu, highlight Tools, select Setup, point to

Human Resources, highlight Employee-Benefits, and click on Life Insurance.


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Retirement Plans Setup window

The Benefits GoTo Quick Code Assignment menu option has been added to the Retirement Plans Setup

window to accommodate the new "Deduction and Benefit Quick Assignment" feature. To open the

Retirement Plans Setup window: On the Microsoft Dynamics GP menu, highlight Tools, select Setup, point

to Human Resources, highlight Employee-Benefits, and click on Retirement Plans.


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System Enhancements


•

User Security Workflow In Microsoft Dynamics GP we have added a new User Security workflow where you can require approval

when a user adds or modifies or deletes security from a specific user, per company, then have the change

submitted to Workflow before committing the change.

Navigate to Microsoft Dynamics GP, choose Tools then click Setup, Company and Workflow Maintenance.


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The default email message for the User Security Approval workflow displays the following information:

--User ID

--Company ID

--Company Name

--Security ModAlt Forms ID

--Comments


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User Workflow In Microsoft Dynamics GP, we have added a new User Approval workflow where you can require approval

when a user creates, modifies or deletes a user within Microsoft Dynamics GP, then have the change

submitted to Workflow before committing the change.

Navigate to Microsoft Dynamics GP, choose Tools then click Setup, Company and Workflow Maintenance


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The default email message for the User Security Approval workflow displays the following information:

--User ID

--User Name

--User Type

--Status

--Class ID

--Comments


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If a user is in the workflow process and someone attempts to give company access via the User Access

window, a warning message will show: “You must complete the workflow process for this user before you

can continue.” will be displayed and will not be allowed to mark until the user is approved.

If a user opens the ‘Copy user setting’ window then attempts to copy from User ID which is in pending

approval status will display a warning message: “You must complete the workflow process for this user

before you can continue.” and will clear the user Id field.

The User Approval workflow is applicable for all user types: Full, Limited and Self-Service.

If an existing user is logged in Microsoft Dynamics GP while changes are being made by an Admin for that

specific user, they will remain logged in and can continue to log into the company(s) they have access.

However, any changes to the user won’t be seen by the user until they log out and back into the GP

application.


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Security Roles Workflow New Security Roles Approval workflow was added to Microsoft Dynamics GP where you can require

approval when a user creates, modifies or deletes a security role within Microsoft Dynamics GP, then have

the change submitted to Workflow before committing the change.



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The default email message for the Security Roles Approval workflow displays the following information:

--Role ID

--Role Name

--Comments


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specific user’s security, they will remain logged into the company(s) with the same security permissions.

However, any changes to the user’s security won’t be seen by the user until they log out and back into the

GP application.

If a security role that is in the workflow process is assigned to a user’s security, the following message will

show when it is marked: “The selected Security Role ID is in a workflow process so it can’t be assigned.”

The task will remain un-marked.


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Security Tasks Workflow New Security Task Approval workflow was added to Microsoft Dynamics GP where you can require

approval when a user creates, modifies or deletes a security task within Microsoft Dynamics GP, then have

the change submitted to Workflow before committing the change.


The default email message for the Security Roles Approval workflow displays the following information:


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--Task ID

--Task Name

--Task Description

--Task Category

--Comments


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specific user’s security, they will remain logged into the company(s) with the same security permissions.

However, any changes to the user’s security won’t be seen by the user until they log out and back into the

GP application.

If a security task that is in the workflow process is assigned to a security role, the following message will

show when it is marked: “The selected Security Task ID is in a workflow process so it can’t be assigned.”

The task will remain un-marked.

Security Workflow Pending Approval Navigation List

Administration area page > Security Workflow Pending Approval

This navigation list works for all the security workflows:

--Security Roles Approval

--Security Tasks Approval

--User Approval

--User Security Approval

Default column information displayed by this navigation list:

--Workflow Type

--User ID

--User Name

--Company Name

--Role Name

--Task Name

--Workflow Status


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--Task Due Date

--Task Due Time

--Workflow Approver

The specified workflow approver(s) can act on the workflows directly from the Security Workflow Pending

Approval list: Approve, Reject, Delegate.


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Copy Report Option This feature allows you to copy from an existing report option or make edits and save as a new report

option.

An example you can setup ‘demo10’ and then save changes.

You can then pull up or create a new report option that you want to copy the same setup too


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Clicking ‘Copy’ on the destination report option, I can select which report option I want to choose from

and then click OK to copy to that report option with the same setup.

This copy feature will replace all fields within the report option window with that of the copy from report

option. The user could then make any necessary edits and save the report option.

The Copy Report Options window displays the options in alphabetical order to make them easier to

navigate through.

Along with the report option settings, the Email Options and Destination window settings are also copied

from, including the Email Message off the Email window.


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More than 32 report options in Report Group

In the Report Group window, you now can have more than 32 report options listed/available to you,

where in prior versions only 32 reports were allowed in a group.

From any of the Report menu items choose groups.

Example Report, then click Financial and choose Group.

This functionality was added for all the Report Group windows under all modules: System, Company,

Financial, Sales, Purchasing, Inventory, Payroll and Project.


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Ability to change Approvers for an active

Workflow Task In Microsoft Dynamics GP, functionality was added to give the user the ability in Workflow to change

approvers on an existing workflow task that is active and has current documents pending approval from

that approver.

This could be used if an Approver left the company and they have active workflows. This is also nice to

use if someone is on vacation or unexpectedly gone and workflow items need to get approved quickly.

This will not change or delegate the pending workflows to the new approver for the task, but unlike

previous versions, we don’t have to wait until all open workflows are completed for an active workflow

type before we can make changes to it.

By using the new Edit Workflow Approver located under Administration, choose Setup, click Company,

then choose Workflow, Edit Workflow Approver, Workflow Managers can now look at all workflows that

are active, for all workflow types they are assigned as the manager, below example


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In this window, you can also filter by workflows assigned to a specific approver:

You may also look at a specific Workflow Type if they are assigned as a Workflow Manager over different

types of workflows.


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When you choose ‘by Workflow Type’ and then the Series and Workflow Type, or choose ‘by Workflow

Approver’ or ‘by Workflow Manager’, you can either filter by Workflow Document Number and then click

the ‘Redisplay’ button which will list those specified workflow for which you are the manager, based on

what options and filter have been applied.

For example, a Workflow Manager of both a PO Approval and GL Batch Approval workflow types. I have a

purchase order, say PO2077, that I need to change the currently assigned approver on, because the

current approver is going to be away or has left the company.

In the ‘Delegate Document To’ field for the workflow I want to edit, I click the magnifying glass/lookup

button to bring up the Workflow User Selection window and select the approver of the workflow step to

change.

Click ‘Process’ which will process the assigned approver on the workflow(s) specified in this window,

showing a green progress bar at the bottom of the window. Once it has finished, you can go back into

the workflow and verify that the currently assigned approver has now been changed.


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This feature will only change the currently assigned approver for the workflows that you select to change,

this does not make any changes to the workflows or workflow steps in the Workflow Maintenance

window, nor does it setup any type of delegation for any future workflows that may be submitted for

approval.

NOTE: If the workflow manager’s Dynamics GP login is not assigned the POWERUSER security role, the

only security role, by default, that gives access to the Workflow Maintenance and Edit Workflow Approver

windows is the ‘ACCOUNTING MANAGER*’ security role. The default security task is the

‘ADMIN_COMPANY_013*’.

If the workflow manager is not assigned the POWERUSER security role, in the Workflow Maintenance

window, they will only see and have access to those workflow types that they are assigned to as a

workflow manager, while the POWERUSER role user will see all workflow types.

Because the ‘Edit Workflow Approver’ window is new to the Microsoft Dynamics GP release, you will need

to run the security insert scripts from the following blog, otherwise non-POWERUSERS will not be able to

access this window:

New Security Roles and Tasks missing after upgrading to Microsoft Dynamics GP and Year-End Update

(18.2.1007 or later)

https://community.dynamics.com/gp/b/dynamicsgp/posts/new-security-roles-and-tasks-missing-after-upgrading-to-microsoft-dynamics-gp-and-year-end-update-18-02-1007-or-laterhttps://community.dynamics.com/gp/b/dynamicsgp/posts/new-security-roles-and-tasks-missing-after-upgrading-to-microsoft-dynamics-gp-and-year-end-update-18-02-1007-or-later


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Also with this new window, you can add a comment to the delegation, which will show up in the Workflow

History for approvers and workflow managers to be able to look at for additional information, such as why

the workflow was delegated.

In the Edit Workflow Approver window, a workflow manager for the PO Approval workflow could use it to

bring up all the purchase order workflows they have that are currently active/pending approval, then see

which are assigned to someone that they need to delegate to another approver(s).

In the Workflow History for the PO2076 purchase order, in this example, that was delegated to the new

approver along with the comments, so it can be known why the delegation was done or any other

important information the approver may need to see.

The workflow comments are held in the WF30100 company table, so you could potentially use this table

for a report pulling in other workflow tables to keep track of workflows and the steps, assigned approvers

and delegations, if needed.


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Import and Export Workflows Functionality is added to give you the ability to import and export Workflow types in Microsoft Dynamics

GP. This is useful if you are testing workflow and need to Export them from one install to another install.

When the workflow is exported out and then imported into another install, it will import all the setup of

the workflow type, including all steps and conditions. You need to go through the imported workflow

and add approvers, as those are not imported.

This could also be very useful if you need to send your workflow to the Microsoft Support team to test or

your partner.

The workflow steps will have the exact same name and the conditions will remain intact. The name of the

workflow can be set during the import process.

Clicking ‘Export’ option under the Export/Import menu in the Workflow Maintenance window, it opens the

following Export/Import Workflow window:


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In another instance of Microsoft Dynamics GP, clicking the ‘Import’ option under the Export/Import menu

in the Workflow Maintenance window, it opens the same Export/Import Workflow window, where you can

browse to the .json file that was exported out for our existing workflow type, give it a new name or keep

the same name, then click ‘Import’ to bring the exported workflow type into your Workflow Maintenance

window.

The import process will mention that you need to assign approvers to the workflow step(s) that were

brought into the application.


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You will also need to re-mark the option to ‘Send Message’ on imported workflow types, for email

notifications to be sent to approvers, on the workflow steps.


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User Access Setup adding Sort, Search and

Filter Options In Microsoft Dynamics GP you have the ability in the User Access Setup window to search and sort for a

specific company name and filter out inactive users from the list.

The ‘Include Inactive Users’ option, allows us to either display or not display those users that have an

‘Inactive’ status applied to them, to more easily find the users that we need to add/remove company

access for.

It used to be that the company names listed in the User Access window were in the order of when the

companies were created and there wasn’t any way to change this, until now. We can now sort the

Company Name list by either company name or company ID (CMPANYID) values for easier navigation.

If the customer has multiple company names, we can now search through the list of companies for the

one we want to work with and assign user access to or remove access.


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Web Client Excel Copy and Paste General

Ledger Journal

A huge request from our customers was to allow the Copy and Paste of a journal entry in Web Client.

Because of the complexity of Web Client this was not an easy task! With the new release you can now

import journal entry lines from an excel file using the Paste button on the menu bar of the General Ledger

Transaction Entry window.

Just like the desktop client, the format of the data in your excel file is the same with the exception that

you must not have a header line on your file. In my below example, the first row contains headers that

describe each column.

NOTE: There is no header information in the Excel document

INCORRECT: This file would receive errors stating an account number does not exist.

CORRECT: This file would import successfully without errors.


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To access this feature in Web Client, Expand the Area Pages menu on the left navigation pane and click on

Financial Microsoft Dynamics GP menu, then under Transactions, Financial, Click General. This opens the

Transaction Entry window with a new Journal Entry.

Click the ‘Paste’ button on the menu to open a Browse window, where you can select the Excel file holding

your Journal Entry data. This is slightly different from the Desktop Client as we do not actually paste the

data, all data on the selected excel file will be imported to your Journal Entry.

Browse to the location of the Excel file, select it on the list and click the Open button.


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Upon Clicking the Open button, the Journal Entry lines from the Excel file will be pasted/imported into the

window. A spinning circle indicating that the process is still working will appear between the SmartList

link and the User Date on the Microsoft Dynamics GP Menu Bar. This will disappear once the process has

completed. Please wait for the process to complete before continuing to other activities in your Web

Session.

A report will print only if there are errors detected in the file such as invalid accounts.

Transaction in web client after the above process.

Note: The Paste button will only be enabled if you are entering a new Journal Entry. Existing

Journal Entries are not compatible with this feature in the Web Client or Desktop Client.

Note: All data on the Excel file will be pasted into a single Journal Entry, so you must have one

file per Journal Entry that you are intending to upload.


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Web Client - More Keyboard Shortcuts

allowed In Microsoft Dynamics GP, more Keyboard shortcuts have been added to Microsoft Dynamics GP – Web

Client. Some of the shortcuts are the following, but not limited to this list:

ALT+F: Activates the File menu in a GP window

ALT+E: Activates the Edit menu in a GP window

ALT+H: Activates the Help menu

Ctrl+P: Print

Ctrl+W: Close the current window

Tab: Move to next field

Shift+Tab: Move to previous field

Enter: Default button on a window

Alt + X: Tools option on browser window (IE)

Alt + D: Address Bar in browser window (IE)

Alt: Toolbar (File, Edit, View, Favorites, Tools, Help) on browser window (IE)

Ctrl + 1: Home page is displayed

Ctrl + 2: Financial area page displays

Ctrl + 3: Sales area page displays

Ctrl + 4: Purchasing area page displays

Ctrl + 5: Administration area page displays

Ctrl + 6: Inventory area page displays

Ctrl + 7: HR & Payroll area page displays

Ctrl + 8: Manufacturing area page displays

Ctrl + 9: Project area page displays

Windows specific keyboard shortcuts:

Ctrl+E Open Item Detail

Ctrl+D Display Vendor Item Detail

Ctrl+T: Create Temporary Vendor

Ctrl+M Purchasing Invoice Entry — Open Match Shipments to Invoice

Ctrl+Q: Quick Print