Tuesday, July 22, 2014
31 votes is a good start, but we need more. If you agree that this functionality would be awesome, please vote on Microsoft connect for the item below:
We've gotten two other items in the product because of popular support, so this method really works!
Let's go for it and get this feature added too!
Friday, July 18, 2014
As it turned out, the problem was because the DUEDATE field in the SOP10100 table was showing a value of 1900-01-01 00:00:00.000, that is not a valid date in the Dynamics GP SOP posting world. This situation came about because (as near as we could tell), the customer did not have a default payment term assigned to them.
If you get this error on your SOP Edit List, go take a look at that field.
Gotcha’s on using the withholding feature in Dynamics GP
Lately, I’ve been fielding several questions from clients regarding the ability to track Backup Withholding using Dynamics GP. The short answer is that you can do it, you’ve just got to be careful.
Here are a few tips:
- First, turn it on by entering a 1099 vendor ID in the Company Setup Options window:
Administration | Setup | Company | Options Button
- Open the Vendor card for the Vendor subject to backup withholding, push the Withholding button, and check the box indicating the Vendor is Subject to the Withholding Deduction .
- After entering, posting and paying some transactions subject to withholding, print the Form 1099 for the vendor on whom you have withheld. Make sure box 7 has not been reduced by amount withheld.
- The Vendor must be marked as a 1099 vendor on the date of the transaction subject to withholding or it will not make it onto the 1099. Neither the ‘update’ utility, nor the PSTL utility will fix it.
- Using the Update ‘1099 Information’ utility does not move the withheld amount to the new form.
- The ‘Edit 1099 Transaction Information’ window will likewise not move nor create the withholding information.
- If you enter any amounts in the 1099 details window and then reconcile, the amount not supported by a transaction will return to zero
- The withholding vendor will not withhold on itself even if you have it set up as a 1099 vendor subject to withholding.
Bear in mind, this withholding feature was not designed for the United States. If you are using it for US Backup Withholding, be sure to test it after each service pack release.
Tuesday, July 15, 2014
Please vote for this suggestion if you agree.
This refers to the new feature in GP2013 that will automatically unapply all documents (except payments) from a vendor invoice if even one of those documents is voided. For instance, if you pay an invoice using checks, credit memos, returns and write offs – ALL of those documents (other than checks) become unapplied when one of the checks is voided.
I just posted the suggestion on Connect, here’s why the new feature is a bad idea:
This new feature is a DISASTER and should be an option, NOT an automatic unapply of all non-payment documents. Here's what happens.
|You have a payable to a vendor|| |
|You pay by check ($400)|| |
|You pay by check ($415)|| |
|You apply a credit memo of ($10)|| |
|You apply a credit memo of ($75)|| |
|You apply a return ($50)|| |
|You write off ($50)|| |
|Remaining Balance|| |
At this point the invoice is fully applied and in history, as are the other apply documents.
Now, you void the $400 payment. Magically the following documents become unapplied:
- The credit memo of ($10)
- The credit memo of ($75)
- The return for ($50)
- The write off of ($50)
Now the balance of the invoice shows to be $585 instead of the ‘real’ balance of $400
WHAT! This is insanity!
So now you have to go back and figure out what those four documents should be applied to and apply them. This is causing a real problem and it should not behave this way. At least present a dialog asking the user if they want to unapply the other documents, don't just do it. And why the inconsistency with the payments, why aren't they unapplied too, the returns are.
This new 'automatic' feature is a nightmare and should instead be an option, not a mandate.
Please vote for this suggestion if you agree.
I just posted the suggestion on Connect as appears below:
Currently, if you check a voucher on the right side of the Edit Payables Check Batch window, the Amount Paid defaults to 100% of the Open amount. What if I don't want that? What if I want to pay less than the total amount.
Well, then we have to open that particular payment in the Edit Checks window and change the amount. OR, we have to enter the check anew in the Edit Checks window. Either way, it adds a lot of steps to the payables function.
I think we ought to be able to just change the amount on the Edit Payables Check Batch window and go on with processing the check run.