Dynamics GP 2016 R2 – Sales Order Process Module Improvements

The all in one document view now exists for sales and inventory transactions! This gives a SOP user quick access to all documents related to a given sales transaction in a single window. See information flow from quote through to credits/returns for transactions for a given customer with ease.

Other sales order processing improvements include:

- Credit Limit warning calculations will now take into account unposted credit documents giving a more up to date credit situation for customers.

- Historical tax percentages are displayed at the correct historical rate at the time of the transaction when viewing sales transaction details.

If you want to see a demo of Dynamics GP 2016 R2, please contact us.

Submitted by Terence Graw CPA, CMA – Consultant

Dynamics GP 2016 R2 - Accounts Payable Module Improvements

 

The Accounts Payable module has seen some great improvements in the handling of company credit card payments. Dealing with credit cards is often one of the more challenging aspects of working in accounts payable. The new functionality available in Dynamics GP for use with credit card payments will help with this.

A payables batch credit card payment option will allow the payment of cheque batches with a credit card. An invoice will be created for the credit card vendor and a remittance form will provide access to detailed data on the vendor invoices paid using the credit card. A link between the credit card invoice and the original vouchers is established making it easy to trace credit card payments in the system.

Other accounts payable improvements include:

- The prepayment of a purchase order can now consist of the total amount including taxes, freight, and misc. charges instead of being limited to the subtotal amount of the PO.

- The SafePay file now uses the actual vendor name printed on the cheque when the payment was made and not the default name from the vendor maintenance window which will ensure the correct data is relayed to the bank for payment presentation.

- Batch approval workflows now have default word templates for edit lists to be emailed to approvers and supply them with complete information about the transactions in the batch.

Submitted by Terence Graw CPA, CMA – Consultant

Key2Act Adds New Features to Service Management in Signature 2016 R2 for GP 2016 R2

 

If your company is using Key2Act's Signature Product for Service Management, you are going to love the new features added in Signature 2016 R2.  Some of these features will help accountants close the month more quickly – look at the Service Call Status Window.

Service Call Status window

• The Service Call Status window allows you to view unposted, committed and actual costs as well as anticipated billable information. The costs displayed are all costs for the service call, not for a specific invoice. Margin information is also displayed although tax information is not included. The Service Call Status window also provides zoom capability to the cost categories and cost types for the service call. Inquiry > Signature Service Management > Service Call Inquiry

Service Call Lookup by Customer window

• Added the ability to filter the service calls displayed by technician.

Expansion Go To button for service call inquiry windows

• In the Service Call Inquiry window, an expansion button has been added next to the Service Call field that opens the new Service Call Status window. An expansion button is also available in the Service Call Status window that opens the Service Call Inquiry window.

Assignment Status field added to the Technician Reassignment Utility window

• The ability to choose a status when reassigning a service call or appointment has been added in the Technician Reassignment Utility window. This field is enabled when the duty selected is Service Call/Appts. The default status is UNASSIGNED.

Added email capabilities for purchase orders

• Added the ability to email a purchase order to a vendor from the Signature Purchase Order window. See the Microsoft Dynamics GP documentation for information and requirements for sending purchase orders in email as well as how to set up the document options for vendors. You can set this up individually for each vendor or you can assign email settings to multiple vendors.

Word templates for Signature service invoices

• Pre-defined service invoice Word templates are available in the Microsoft Dynamics\GP2016\Signature location that you can set up to use with service invoices.

Attachments to Additional Work

• MobileTech technicians can attach a file to Additional Work and can synchronize them to the Mobile Additional Work Inquiry window in Service Management.

Add Service Customer window

• A quick add customer option has been added to the Service Manager Additional menu. This window can be used by limited and full users to quickly add a new service customer with the essential data needed to create a service call. We've also added a SmartList that displays the new service customers added so that the full user can add additional customer information from the Customer Maintenance window. Users can only add or edit the quick add service customer record.

Contact Dynamics MCT Consulting Ltd. to see the new features (Support@dynamicsmct.com)

Submitted by Judith Hirst CPA, CMA MCP

Jet Reports Update for Dynamics NAV and GP

                          

Jet Reports Canada sent out a notice this morning announcing that Jet Reports has released a new build.  All the details are below.

• Build: 16.1.17081.0
• Release Date: March 23, 2017
• A new build of Jet Professional 2017 R2 has been released to the Jet Reports download site. You can view the release details at
• https://jetsupport.jetreports.com/hc/en-us/articles/223125607
• This release also affects Jet Express for Excel.
• View the change log for Jet Express for Excel for NAV at http://expresssupport.jetreports.com/viewtopic.php?f=9&t=3164
• View the change log for Jet Express for Excel for GP at
• http://expresssupport.jetreports.com/viewtopic.php?f=9&t=3165
• Download the Latest Version

Are you wondering whether Jet Reports is right for you?  Contact us at Support@dynamicsmct.com to find out about the wonderful features. 



Submitted by Judith Hirst CPA, CMA MCP