GP 2013 Resources


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New Features in GP 2013

Below are links to resources about new features in GP 2013 as well as my two cents on them. The features I have found the most exciting have been called out in bold below. I will keep adding new links at the top of the list as I come across them. I may also be skipping some features that are not too exciting or for modules I do not work with too much, so this is not necessarily a complete list. For a more complete list, please check out the GP 2013 What’s New documentation.  If you have any good links that are not here yet, please let me know.

  • Select a printer when printing – This is huge! Users and consultants alike have been waiting for this for a long time. When you print a report to the screen, then choose Print, instead of the printout going to the printer defaulted to by GP, you now will see a the standard Windows printer selection window. Hooray!
  • Suggested Sales Items – This feature adds a new window where you can add up to 5 suggested items for each inventory item. During Sales Transaction Entry, when you tab off an item that has suggested items set up, a new window pops up listing the suggested items. You can select the items you want to add and they will automatically be added to the transaction. I think that many companies will really like this, however, some users may find it cumbersome to click through the new window pop-up every time if they do not want to add the suggested items.
  • Web Client  – This is the biggie for GP 2013. While there are many other new features, the Web Client is the feature that most people are talking about and that many customers have been waiting for. Keep in mind that because it’s brand new, you should expect some ‘growing pains’ as well as a learning curve, not only for Dynamics GP partners,  consultants and ISV’s, but for Dynamics GP support, as well. Also not all GP functionality will be available for the web client right away, so most companies will still need the ‘traditional’ desktop client as well as the web client. Another consideration is that you may need additional infrastructure to support the web client that you may not currently have. In conclusion, while the web client is a great and very anticipated feature, you should approach it carefully with enough planning and testing. 
  • Computer Prepayments and Manual Prepayments for PO’s – These features allow entering a prepayment for Purchase Orders and having that follow the Purchase Order through the system. I personally have been asking for this feature for over 10 years and I know many of our customers will really appreciate this new functionality. UPDATE on June 21, 2013: in starting to investigate this feature, I found out that it can only be used if Project Accounting, Analytical Accounting AND Multidimensional Accounting are not registered. This effectively rules out a huge number of Dynamics GP implementations and it means that many companies out there will not able to take advantage of this functionality, including my company. I am really bummed to discover this.
  • Prevent PO Close with Unmatched Quantity  – Not something I have really run into before as an issue, this option will pop up a warning when a user tries to close a Purchase Order that has unmatched quantities.
  • Document Attach – This new feature allows for a much nicer interface to attach files to GP transactions – another long requested feature. The only caveat may be that it is only available for some windows/documents.
  • Return Quantity Types  – This will allow for changing the type of quantity when items are returned using an RMA. Definitely nice to have for many companies that use RMA’s.
  • Inactivate Inventory Site and Item/Site  – Very nice new feature to allow inactivating either an Item/Site combination or the entire Inventory Site. Inactivating will prevent new transactions from posting, but will keep history for reporting and inquiry purposes.
  • Reprint Payable Remittance  – This is one of the most requested features I have seen on Dynamics GP forums – the ability to reprint a payables check stub/remittance and show not only what invoices were paid, but also what credits were applied and shown on the original check stub.
  • RMA SOP Consolidate  – Nice new feature that will allow adding additional items from RMA’s to open SOP orders, so as to not need to create a new SOP order each time.
  • Print 1096 Form  – Great new feature that has been long requested, glad to see this finally!
  • Default Sort Order View for SmartList Favorites  – Looking at the more detailed description of this feature, I think it may be somewhat misnamed. That aside, this is another small but often requested feature that will allow setting the default view for a select list of key Dynamics GP lookups including Customers, Vendors and Items.
  • Multi-tenant SQL Reports  – Definitely about this was added. Although, I have heard many people complain that these reports don’t work very well. Not sure if any of that is being addressed as well.
  • Credit Card Vendor’s Invoice Void  – Long awaited feature for those, like me, that use credit card a lot in the Payables module. Now when you void a payment for a vendor, if it was made with a credit card and the associated credit card invoice is still open, that will be voided automatically. Excellent!
  • Update 1099 Information  – Awesome new feature to give us a lot more flexibility in updating 1099 information. This will allow updating all historical transactions for a vendor and/or making changes at the transaction level as needed and will be really helpful for many companies.
  • Edit Remit To Address  – Nice addition to Payables functionality allowing you to edit the Remit To Address after an invoice is posted. I have had to do this for customers directly in SQL in the past, especially when they were switching over to EFT, so I know this is something users need.
  • GL Journal Entry History Inquiry  – Another small, but nice, feature that’s been a long time coming. Versions of Dynamics GP prior to 2013 only allowed looking at open year GL entries in the inquiry window, so most users ended up using SmartList instead. It will be nice not to have this limitation anymore.   
  • Pay Code, Benefit & Deduction Modifier  – This looks like a new PSTL tool that would be very useful for Payroll users.
  • Update Back Order Item Qty in Field Service  – This addresses Service Call Management and Depot Management, which I have not worked with, but looks like something that would be a needed feature for a company using Inventory with those modules. 
  • Unapply Credit Documents when Voiding a Check  – This is a biggie, and will hopefully address a lot of requests we have seen about this. However, I am sure that we will now start seeing the reverse of this request, where users do not want the credits to be unapplied automatically. Overall, still a positive change, I think.   
  • Print SSRS Reports directly from GP forms windows  – This is very nice and I think many would say ‘about time!’ However, looks like it is limited to only a select number of windows in GP. Hard to judge how useful companies will find this, in my experience SSRS has still not taken off like we thought it would, so there are still many companies out there that prefer  Crystal Reports or even Excel reports to SSRS. Also, the name of this feature is slightly misleading, as many people think ‘forms’ are reports, whereas in GP Dexterity terminology forms are actually what most typically call ‘windows’.
  • Reconcile Inventory to GL  – Many users have been waiting for this feature, however, the AP and AR reconciliations to GL were also eagerly awaited and many users have found them lacking for a number of reasons. Hopefully this feature will take those lessons into consideration and be as useful as we all want it to be. 
  • Email Indicators  – This looks like a great idea, unfortunately there is not enough detail in the PowerPoint for me. I am guessing that this will be for SOP as well as POP transactions, but the screenshot only shows SOP. Also, if the indicators are only going to be visible on the navigation lists, then they are pretty useless for many customers who do not use the navigation lists.
  • Fixed Assets Historical Depreciation Report  – This has been a long requested feature and should address the needs of many companies. You will have an ‘as of’ date to run depreciation for. This one gets a thumbs up!
  • Additional Word Templates  – I could easily (but will not, so as to keep this list somewhat manageable) go on a rant about how ridiculous I think Word Templates are for Dynamics GP’s SOP and POP reports. However, this feature also adds the ability to email Packing Slips and Picking Tickets, which may be nice for some companies, although certainly not something that I have heard requested a lot.
  • Tenant Service  – This will add functionality for web services and the upcoming GP web client in GP 2013. Hard to talk about this without seeing more, but sounds good so far and certainly the web client is something many companies are eagerly awaiting.
  • Enhancements to the Alternate/Modified Forms and Reports Window  – Very nice feature that addresses one of the pet peeves I have had for a long time when working with modified windows and reports by adding a ‘Change All’ button.
  • Tracking Serial/Lot Numbers on Drop Ship PO’s  – Excellent feature and something that should get more companies using the GP drop ship functionality that is often done ‘manually’ now by receiving into and selling from a dummy (or real) inventory location.
  • Inactive Inventory Items  – This is another big new feature for anyone using Inventory! We’ll finally have the ability to mark any item Inactive to prevent sales and purchases of it. This has been a frequent request and will be anticipated by many.
  • Ship To Address Name  – Adds the ability to include a Name for each Customer or Vendor Address. This is nice, but has easily been handled by putting the name in another field by those customers that needed it. (Note: I could not open the PowerPoint file until I saved it, opened PowerPoint first, pointed to the file, then ran a repair when prompted. Hopefully it will be fixed soon, but until then, this is a workaround.)   
  • New Year End Close Features  – Options to clear Unit Account balances and keep Inactive accounts. I am very excited about the feature to clear Unit Account balances and have many customers that will also benefit from this.  
  • POP Tolerance Handling  – Works for both Inventory and Non-Inventory items. I am reserving judgement on this one, some companies may not like the automatic cancelling of under-received quantities. However, we get an inadvertent(?) sneak peak at the set up for POP Prepayments, which is something I have been waiting for since I started using Dynamics GP back in the stone age.
  • Naming User Defined Fields on Customer Address Maintenance  – This is a feature that does not really do anything for me. While I have had customers ask about renaming these in the past, this was never terribly important for anyone and certainly never a show stopper. Nevertheless, it is nice to see some of these small annoyances being addressed in new GP versions.
  • Print Picklist Shortage Inquiry  – I do not work with Manufacturing, however, this certainly looks like a nice feature for these that do. What I found interesting on this feature is the fact that this is a SQL Reporting Services report which would force users to set up SSRS if they want this, even if they are not using it for anything else. 
  • Inventory Bin Transfer History  – Very nice feature for companies using Multiple Bins in Inventory and another one that has been requested for quite a while.
  • EFT Format Enhancements  – Includes ability to have a Settlement Date that is different from the Transmission Date, which is something that I have been asked for by customers.
  • Inventory Transaction Reason Codes  – Introduces Reason Codes for inventory movements entered in the Inventory Module. A nice feature, but not a must have. Certainly would make reporting easier for companies that have a lot of inventory movements and start using this functionality.

51 Responses to “GP 2013 Resources”

  1. Chris Jackman Reply July 16, 2019 at 9:26 am

    Hi Victoria,

    We are still running GP2013 and are needing to upgrade our GP PowerTools due to our current version no longer supported by Winthrop.

    We installed it in the updated verstion (Going from v12 to v24) in our one of our non-prod environments and we are getting a .DIC error when we launch it.

    The error is Dictionary D:\Program Files(x86)\Microsoft Dynamics\GP2013\Data\GPPT_RPT.DIC needs to be upgraded. Use Dynamics GP Utilities to update your third party forms and report dictionaries.

    Our server admin that has done all of our installs/updates to GP is not familiar with this error nor what steps are needed to upgrade the .dic file.

    I am sure you have come across this before and any guidance will be greatly appreciated.

    Like

    • Victoria Yudin Reply July 16, 2019 at 9:44 am

      Hi Chris,

      You could try upgrading it with GP Utilities – when you go in there, there is an option to “Synchronize forms and reports dictionaries”. There is another for “Upgrade modified forms and reports”, but I suspect that this option will not help, as you likely do not have a modified dictionary for this.

      If that does not work, try this: delete all the .DIC files for GP Power Tools (you can see what they are in Dynamics.set), remove GP Power Tools from Dynamics.set and re-install the new build.

      If none of that works, you may need to ask Winthrop for help.

      -Victoria

      Like

      • Chris Jackman Reply July 22, 2019 at 2:37 pm

        Thank you for this! was very helpful!

        I did have another issue that I would like to run by you. We have a Smartlist that the view used seems to have originated from you. The name of the view is “view_RM_Trx_Distributions” and “view_AR_Apply_Detail”. your comment you left in both SL views state that this displays only functional currency amounts.

        My question is this, is it possible to add originating as well? We are using this in for our Canada entries and need to have both USD and CAD listed.

        Like

        • Victoria Yudin Reply July 23, 2019 at 10:01 am

          Hi Chris,

          Depending on what you needed to add the data will be in the tables already in the views or in the MC020102 table. So it’s certainly possible to add it, but I do not have code written for it that I can share. If it’s something you need help with creating, let me know.

          -Victoria

          Like

  2. Jon Godwin Reply October 4, 2017 at 12:10 pm

    Hi, Victoria. I’m a new GP Admin and your site has been a huge resource. I’m trying to run CheckLinks & Reconciliation for a company that hasn’t done it in years. I’m at the point of the Sales Reconciliation and I’m confused about the various options for the reconciliation… Current Customer Information, Outstanding Document Amounts, Batch Information, Fiscal Year, & Calendar Year. Before I run them, I want to make sure none of these should only be run for a problem, or at year end, etc. Also, for the fiscal & calendar year, should I go back to previous years, or just run current year. Thanks for the help.

    Like

    • Victoria Yudin Reply October 6, 2017 at 2:06 am

      Hi Jon,

      If it’s never been run before (or not for a long time), after Check Links I would recommend running the Reconcile for Outstanding Document Amounts first, then for the Current Customer Information. I don’t think you need to run any of the other options unless addressing a specific problem. I would also recommend making a backup of your SQL data having all users log out of GP prior to running Reconcile.

      -Victoria

      Like

      • Jon Godwin Reply October 13, 2017 at 5:54 pm

        Thanks very much. I really appreciate the help. I’m thinking of trying CDA to help speed up the process. My thought is if we can archive several years worth of data, it should speed up drastically.

        Like

    • annellis Reply July 16, 2018 at 4:18 pm

      Hi Victoria,

      Thank you so much for the information you provide. We have learned a lot from your site and it’s greatly appreciated!!

      I was wondering if you know a way to be alerted when creating an order or invoice for a customer who has open credits in the system.

      We have an unusually high amount of pending customer credits and trying to find a way to alert the person responsible for invoicing that a credit exists.

      We are using GP 2013 build 12.00.2198 (R2) along with SalesPad for entering orders (invoices are initiated from SalesPad and transferred to an INVTOPOST batch in GP)

      Thank you!
      Ann Ellis

      Like

      • Victoria Yudin Reply July 17, 2018 at 5:42 am

        Hi Ann,

        Since you are using SalesPad to enter transactions, I think any kind of ‘alert’ like this would need to be set up in SalesPad. I am only somewhat familiar with their setup, but I suspect this may be a customization they can create for you. In any case, I would recommend asking them about this directly, as a lot may depend on your specific version and other particulars of your licensing and implementation.

        -Victoria

        Like

  3. Darhl Thomason Reply May 17, 2016 at 8:38 pm

    Hi Victoria,

    Your blog has saved me many hours of work, I really appreciate you sharing your knowledge, and hope you can help me with a Security Role I’m building. I’m running GP2013 (build 12.00.1745) and am building a GL_Admin Security Role. I have a question about the Variable Allocation Maintenance window.

    I have granted access to this window for my user, however in the lower left of the window is an area called Distribution Account that populates for some people, but not for someone with only the GL_Admin role.

    Hoping will know what I need to add to my GL_Admin role so the Distribution Accounts populate?

    Thanks!

    Darhl

    Like

    • Victoria Yudin Reply May 18, 2016 at 6:21 am

      Hi Darhl,

      I suspect there is something else going on – with regular GP security, if you can see a window, you can see everything on it. Is it possible you are using Account Level Security and the users you’re testing with do not have access to the Distributions Accounts that you are using? You can test that theory out by clicking on the looking glass icon in the Distribution Account section and entering one of the accounts that you see when logged in as the user you’re testing with the GL_Admin role.

      -Victoria

      Like

      • Darhl Reply May 18, 2016 at 2:55 pm

        Thanks for getting back to me Victoria, I appreciate how responsive you are!

        When I went and asked my GL_Admin assignee to show me it not working, the Distribution Account populated like it should have. Guess I should have done that first LOL!

        Darhl

        Like

  4. Lee Reply December 2, 2015 at 12:21 pm

    Hi Victoria,

    We have a GP company that has multiple transactions to multiple debtors. Receipts are per debtor also, but collected by a third party and remitted as one lump sum. Under local GAAP they can only show one cash receipt in cashbook, GL and bank. Is there a way of posting the cash to each individual debtor, but showing only one deposit on the cashbook, GL and bank?

    Like

  5. Robert Reply November 11, 2015 at 5:12 pm

    Hi Victoria,
    I would like to run statements from SSRS, Do you know which tables I would need to get the information for the statements?

    Like

  6. Lynda Kelch Reply September 15, 2015 at 7:07 am

    Hi,

    I am trying to build a SRS report that mimics the Payables Remittance report. I am unable to find the table/field relationship to be able to pull in the credits that were applied on a check. Do you have any suggestions?

    Like

    • Victoria Yudin Reply September 15, 2015 at 10:41 am

      Hi Lynda,

      Unfortunately, GP does not keep track of credits applied together with payments. Credits are only applied to invoices. There may be some other options, though, in newer versions of GP – can you please let me know what version and build of Dynamics GP you’re on?

      -Victoria

      Like

      • Lynda Kelch Reply September 15, 2015 at 11:27 am

        Thanks. We are on GP2013. 12.00.1745. (R2)

        Like

        • Lynda Kelch Reply September 15, 2015 at 1:25 pm

          Also, as a further explanation, I am able to reproduce the Check Stub for a payment that includes the credit memo that was applied to the payment. That leads me to believe there must be a relationship in the tables somewhere….I hope. 🙂

          Like

          • Victoria Yudin Reply September 16, 2015 at 2:50 pm

            Hi Lynda,

            From doing some testing, I think it’s just using the PM30300 and PM10200 tables for the check remittance reprint. Any credits that were applied to the invoices that the check was applied to are being show, whether they are applied at the time of the payment or not.

            -Victoria

            Like

  7. Chastidy Reply August 4, 2015 at 12:25 pm

    HI Victoria –

    Our company is on GP2013 SP2 (12.00.1482). We currently use US Payroll. We were told that we HAD to upgrade to GP2015 or our year end taxes would not be correct. I do not believe this is true. We do have many add-on 3rd party software like Mekorma MICR, Greenshades, some of the Integrity-Data software, and Professional Advantage 1Staff to just to name a few. Is there any reason we have to move to GP2015 that you know of? We checked with our VAR as well and they said they did not believe we had to either.

    Like

  8. Jelana Bryan Reply July 7, 2015 at 1:42 pm

    Hi Victoria,
    I’m hoping you can help me with customer returns. Historically, we would have customers return product and put the product into inventory to produce itemized credit memos. Purchasing no longer wants customer returns to go back into inventory and requested that accounting does a dollar amount invoice instead. Is there a way to show the visibility of the itemization of credit memos without affecting inventory or COGS?

    Like

    • Victoria Yudin Reply July 9, 2015 at 7:32 am

      Jelena,

      One way I can think of doing this would be to create ‘dummy’ items that are not type Sales Inventory to enter on returns. That will give you the ability to have an itemized credit memo without having touching inventory.

      -Victoria

      Like

  9. TeknoBlast (@TeknoBlast) Reply April 30, 2015 at 2:05 pm

    My company just upgraded to GP 2013. With this upgrade, it broke a few of my stored procs. The tables I used before are EXT00103 and EXT00102. Now, the values from those tables after the upgrade have been moved to the following tables: EXT01101, EXT01103, EXT01102.

    However, in these new tables, where I do see the data, there’s no CUSTNMBR field in these tables to tie it to the RM00101 table. I’ve been searching for some type of LinkTable that would link these new EXT tables with another table that may have the CUSTNMBR.

    Any help would be appreciated. Thank you. This upgrade is causing me to have a huge headache and it was close to month end. UHG!!

    Gonzalo

    Like

    • Victoria Yudin Reply April 30, 2015 at 2:10 pm

      Hi Gonzalo,

      Unfortunately, with the Extender product having reverted back to the original manufacturer, eOne, the new versions of Extender have new tables and a slightly different table structure. The short answer to your question is that everything is now referenced by Extender_Record_ID and table EXT01100 has the linking between Extender windows, Keys (like your CUSTNMBR) and the Extender_Record_ID.

      You can download the complete list of the new (and old) Extender tables on this page: http://www.eonesolutions.com/extender/downloads/.

      Hope that helps,
      -Victoria

      Like

  10. Renee Younker Reply March 19, 2015 at 2:25 pm

    Victoria, I am a USER, not a programmer and need your help! Thank you for all the postings you provide, they are very helpful.
    I am in AP and we use use GP 2013 and Ingeration Manager 12 . I want to use Integration Manager to Import a Tab delimited file into a GP Invoice, in Purchasing as a Transaction Entry, these invoices have more than one line of transactions, there are two per each. Bank Notes, so we have 1 GL code for Interest and 1 GL code for Principal, however, they are the same Invoice. We can only get one line of code to come over, the second line kicks out as DUPLICATE INVOICE #, I am being told you can only import 1 line per invoice into GP. Is this correct? or is there something we can do to make this work? Sure will save us a lot of time manually entering all these invoices. Thank you for your time!
    Regards
    Renee’

    Like

    • Victoria Yudin Reply March 19, 2015 at 2:41 pm

      Hi Renee,

      It is absolutely possible to have multiple lines (accounts) import for one invoice, however you will need to set up a header and a detail source for your import. It’s probably not something I can walk you through in a blog comment, especially without seeing your data. There is just too much detail involved. I would recommend getting your GP partner (or whoever typically works with this kind of stuff for you) to help set this up or teach you/your team for the future if it’s something you want to be able to do on your own.

      -Victoria

      Like

  11. Joe Reply October 24, 2014 at 5:43 pm

    Victoria, In GP 12.0, how do I set a default AP account for all Vendors. I have on AP account 2000-00, and I want all purchase transaction entries to go there automatically. Thank you.

    Like

    • Victoria Yudin Reply October 25, 2014 at 6:00 am

      Joe,

      Here is a quote from my book:

      “Dynamics GP determines GL accounts to be used for payables transactions using the following logic:

      1. Use accounts set up for the vendor. These accounts will default in from the vendor class when a vendor is being created, but can be changed for each individual vendor as needed.
      2. If any accounts are missing from the vendor setup, use posting accounts for the company (Microsoft Dynamics GP | Tools | Setup | Posting | Posting Accounts).
      3. If any accounts are still missing, leave the accounts blank. Transactions will give a warning and fail to post if any required GL accounts are missing.”

      So in your case, if you set up the company posting accounts (#2), those will be used for any vendor that does not have an account set up.

      -Victoria

      Like

      • Joe Franco Reply October 11, 2016 at 4:11 pm

        Victoria,

        Thank you so much for the help on this. I’m having an issue now with AP. When I get ready to cut a check, the distribution account changes from 1000 CASH to 2000 CASH. It’s still called cash although 2000 is AP. Then the payment credits AP instead of cash. How do I correct this?

        Thanks,

        Joe

        Like

        • Victoria Yudin Reply October 12, 2016 at 3:01 am

          Hi Joe,

          Sounds like there may be a setup issue. It could be with the specific vendor, it could be with the checkbook, or it could be with the global company posting accounts. If you’re familiar with GP setup, you can check those…in the order I listed. If you’re not too familiar with it, I would encourage you to get some help on that. Changing settings can have serious implications on all future transactions, so you want to be careful.

          -Victoria

          Like

  12. Jon Reply July 25, 2014 at 11:41 am

    Victoria-

    Is there a report I can run in GP 13 that shows all the unapplied manual payments? and/or partial applied manual payments?

    Like

    • Victoria Yudin Reply July 28, 2014 at 3:07 am

      Jon,

      You can get a list of all not fully applied payments using the Payables Transactions SmartList by using the following search criteria:

      Document Type = Payment
      Voided = No
      Current Trx Amount 0

      You can also add a column called Payment Entry Type which will show you if the payment was by Check, Cash or Credit Card.

      -Victoria

      Like

  13. annellis Reply April 16, 2014 at 2:21 pm

    Victoria,

    First I want to say that you have helped me out of binds more times that I can mention. You are amazing!

    Now, I find myself in a bind that I’m hoping you can help with. We just upgraded to GP2013 and ran the first payroll today. We seem to be missing the “APR AFM” payroll report that shows the distributions in various ways. We need this report BAD and can’t find it anywhere. Do you have any idea how we can get this report??

    Thanks so much!
    Ann Ellis

    Like

    • Victoria Yudin Reply April 16, 2014 at 2:26 pm

      Hi Ann,

      Thanks for your kind words. I am not a Payroll expert, but that does not sound like an out-of-the-box report to me. Is it possible that this was something custom created for you that might not have been upgraded? 😦 First place to check would probably be your GP partner, or whoever you think would have put a customer report in place for you. If you think this is an out-of-the-box report, I would recommend asking about this on the Dynamics GP Community Forum – there are some very knowledgeable folks on there.

      -Victoria

      Like

      • annellis Reply April 16, 2014 at 2:47 pm

        Thank you so much Victoria,

        This is an out of the box report that has a breakdown of gross pay, taxes, deductions, etc in both summary and detail by employee. It appears that you can only get this report immediately upon calculation of the current payroll batch. GP asks you if you want to print it and calls it APR AFM (but I’m not sure what that stands for). We’ve found ourselves in a pickle if we accidentally don’t print it because there doesn’t seem to be a way to access this report historically.

        So, we’ve processed our first payroll since the upgrade and didn’t see that particular report come up as an option to print. So, we’re wondering what happened to it and how we can get it.

        I will try posting something in the GP Community Forum!

        Like

        • Chris Zeiler Reply June 6, 2014 at 12:03 pm

          Hi Ann,

          You may want to check the posting setups for payroll to ensure that this report is marked as one to print during the posting routine. I believe some of these settings change by default when upgrade to GP 2013.

          Good Luck!

          Like

  14. S Vinson Reply January 21, 2014 at 12:57 pm

    I’ve read much of your work and your posts have been helpful over the years. I’m hoping you may have suggestion or know of someone with the same problem we are currently having. I’m at my wit’s end on this one.
    We run payroll weekly and every week in 2014 we’ve had the same recurring problem: a payroll check is cut for more than the actual calculated net pay for some employees. The following are also associated with this issue:
    1) The check cannot be voided (says check does not exist)
    2) The check posting batch is out of balance by the amount the employee was overpaid (account affected is the Cash account bc it’s paying them more than the liabilities and expenses)
    3) Sometimes the Federal and/Or State Taxes are not calculated at all but other standard deductions are
    4) The Recreate Check Stub feature will display correct amount but shows where the direct deposit was for the wrong amount.
    5) All checks affected so far have garnishments (either court-order and/or notes/loans from our company). We use PIP for our garnishments not greenshades. It does not affect everyone with a garnishment.
    6) Some of the affected employees would have netted zero & been in arrears, but not all. It only adds money to their pay never takes it.

    Microsoft’s suggestion to our partner was to re-sequence the deductions to: TSA deductions, Standard, then Garnishments which we tried and less people were affected but it still occurred. This is creating major issues with net wages and taxes, not too mention paying people extra, non-traceable amounts. Having it affect a handful of people a week is burdensome for us. Through testing, I think I’ve ruled out an issue with minimun net pay and maximum garnishment rules. The amount they’re overpaid is not consistant either, I can’t narrow down how it gets the number but it does vary by the deduction sequence when testing.

    MS believe it’s just a sequencing problem which it is however, why it’s consistantly happening every week since the YE update seems questionable.

    Thank you.

    Like

  15. Leigh Ann Perry Reply November 19, 2013 at 4:22 pm

    We are having problems with the following and I hope you are able to help solve this problem – Transactions | Purchasing | Select Checks, we put a ‘due date’ in and basically I want to only cut checks that are due to be paid up to (and including) that date. The system is currently ignoring that and just selecting every single check, even if they’re due way after the date I’ve specified.
    For example: I have three invoices for the one vendor which are due as follows: 11/8/13; 11/15/13; 11/16/13
    When I ran my batch the first time, I used a due date of 11/3, which is my normal ‘ten days out’ date from today so NONE of them should have been pulled. I thought that perhaps I had screwed up, so I voided the check, and tried again, this time with a due date of 11/10, so I should – in theory – just catch one invoice. All three have pulled again. Do you have any insight as to what could be wrong?

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    • Victoria Yudin Reply November 29, 2013 at 5:16 am

      Hi Leigh Ann,

      I have not seen this be an issue before. Is this happening for a particular vendor or for all vendors? Have you confirmed the due dates in GP are what they should be for each of the invoices in question?

      -Victoria

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      • Leigh Ann Perry Reply December 2, 2013 at 9:23 am

        This is happening across all of our vendors. The due dates in GP are correct for the invoices in question. We’ve used this same process since upgrading into GP 2010 (over a year and a half ago) and have only started to see this issue since our GP 2013 upgrade. I thought it may be a permissions or alternate/modified forms configuration, but I don’t see anything that looks out of place or that has changed. This is quite perplexing and frustrating to our staff who are searching through and printing individual checks from the resulting list of all checks. Your help is greatly appreciated.

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        • Victoria Yudin Reply December 2, 2013 at 10:25 am

          Leigh Ann,

          I am not able to duplicate this in my testing. I am using GP 2013 SP 2 with no customizations or modifications that would touch the Payables Computer Check functionality. I cannot see anything related to this in any of the service pack fix lists, and I have not heard of this being an issue before, so it feels like this may be isolated to your environment. Have you talked to your GP Partner or Microsoft Support about this?

          -Victoria

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  16. Ron McVicar Reply September 17, 2013 at 2:22 pm

    Can someone point me to a KB or configuratin requirements document that allows for the Microsoft Windows 7 Enterprise edition instead of just Professinal and Ultimate?

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