Tuesday, July 15, 2014

Add a [Mark/Unmark All] button to the Edit Payables Check Batch window ID: 921336

Please vote for this suggestion if you agree.

Vote here: https://connect.microsoft.com/dynamicssuggestions/Feedback

Read about it here: https://connect.microsoft.com/dynamicssuggestions/feedback/details/921350/allow-changes-to-the-amount-paid-field-on-the-edit-payables-check-batch-window

I just posted the suggestion on Connect as appears below:

The Edit Payables Check Batch window is a widely accepted, much sought after window and I was thrilled to see its addition to the program. However, I find it difficult to use if you have a long list of vouchers for a vendor and you need to uncheck most of them.

As soon as you select a vendor on the left-hand side, all of the vouchers are marked on the right-hand side. If you want to Unmark them, you have to do it one at a time. I expected the little check box above all of the other checkboxes would provide the Mark All, Unmark All functionality but it does not. If it's supposed to, it's broken.

This would reduce the amount of time it took for the payables clerk to pay vouchers if only a few vouchers were paid. Clients do not necessarily want to pay ALL of the vouchers outstanding, so there's always a second step to 'Unselect' the ones you do not want to pay.
It's easy to miss some vouchers, and end up paying too many. Cash out the door.

It would be much better if the default were 'unchecked', since changing the default doesn't make sense at this point, I think we need an "Check/Uncheck All" button, or an option in the Payables Setup window that controls the default behavior

Kind regards,

Leslie

Edit Payables Check Batch–Change the Columns Displayed

I find that there is a relatively unused feature of the Edit Payables Check Batch window. You have the option to change which columns appear on each side of the window. One change I nearly always make is to display the document number instead of the voucher number. Voucher number, really, what’s up with that?

Not only can you turn on or off the columns, you can also rearrange them.

In the screenshot below, notice I changed the left-hand section to include the Payment Priority. On the right-hand side, I changed Voucher Number to Document Number and added a field for the Original Amount.

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To make these changes, you just need to push the ‘Column’ button in the header of the side you want to change. The button is circled in red above.

Upon pushing the button on the left, you get the following window with some additional choices that you can turn on or off. You are limited; you can only choose to display three columns. It will bark at you if you select too many.

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Pushing the button on the right, will reward you with the following window with some additional choices that you can turn on or off. You are limited to seven columns for the right side. This side will bark at you too if you select too many.

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Choices for the left and right are listed in the table below:

Left Side Right Side
Vendor ID Voucher Number
Vendor Name Document Number
Total Amount Paid Due Date
Class ID Amount Remaining
Payment Priority Amount Paid
  Original Amount
  Discount Date
  Terms Available
  Terms Taken
  Type
  Transaction Description
  Currency ID

Utilizing this feature can make this popular window even more inviting.

Now, if we only had a way to ‘Unmark All’. The suggestion is on Connect. Vote for 921336 if you agree.

Kind regards,

Leslie

Wednesday, July 9, 2014

Richard Whaley’s memorial fund and services

Hi all,

I’ve been asked about where you could send a contribution in celebration of Richard’s life, and I now have that information. His family has established a memorial fund where you can send contributions that will be forwarded to the American Heart Association (AHA) in your name.

Richard was taken from us by congestive heart failure. The AHA is working to find a cure so that we do not lose any more colleagues that suffer the same problem as did our friend Richard. Here is the information you need to make contributions:

Richard’s memorial fund

Bank of America
555 S. Hunt Club Blvd
Apopka, FL 32703

Routing number: 063100277
Account number: 898065822095

Richard’s memorial services

Richard’s daughter, Betsy, gave this information to Heidi Pukas, which was conveyed to me . There will be two memorial services for Richard, the details are below:

First Baptist Church of Forest City
Saturday July 12th @ 11am
721 W Lake Brantley Road
Altamonte Springs, FL  32714
(407) 869-1278

Bethany United Methodist Church
Friday July 18th @ 10am
118 W. 3rd Street South
Summerville, SC 29483
(843) 873-1230

I hope some of you can be there.

Kind regards,

Leslie

Tuesday, July 1, 2014

Richard Whaley has passed away; 7/1/51- 7/1/2014

Farewell to the Professor. It saddens me to tell you that we lost Richard Whaley this morning 07/01/2014. He was home with his family by his side. As you may know, Richard’s health had been very bad these last couple of years, he slipped away in his sleep.

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Richard was a very close friend of mine and he will be sorely missed. I was very lucky to spend a few days with him the week before last, and I will treasure that trip for a lifetime.

Richard was one of the GPUG Superstars, on the ‘top’ 100 list from forever, and a former Microsoft GP MVP. We remember him for his conference antics, like cruising around on a Segway and dressing up like a professor.

Richard brought us nearly two dozen books on Dynamics GP, most of which he penned himself, as well as books on AX, CRM, NAV, SL and SQL Reporting Services:

As well as being an expert on the Manufacturing module, he was versed in nearly every other module. He knew so much about Dynamics GP and was never too busy to help others. Richard answered hundreds of questions for us on the Community Forum, he gave countless hours of his time to GPUG and taught classes at most of the conferences.

He will be a hard act to follow.

Please send me any pictures you may have of Richard and I will add them to this post.

Kind regards,

Leslie

Wednesday, June 18, 2014

Let Richard Whaley know how much he’s helped

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Our friend Richard Whaley is in poor health. In fact, he is in hospice care right now. Richard didn’t want anyone to know how poor his health was, because he didn’t want any of us to worry. Well, it’s time to worry – and to pray.

Beyond that, it’s time to let Richard know just how much he’s helped you, and meant to you, if he has. Whether with his books, or webinars, or forum responses, or just stopping by during one of the conferences for a chat. I don’t think he realizes just how much of a difference he’s made to this community.

So, let’s fill his mailbox at rwhaley@accoladepublications.com or  Richard.Whaley@IntegratedBusinessGroup.com. Trend on twitter with #ProfessorWhaley, or however you can get the message to Richard that he has been a giant amongst us Dynamics GP folks. We forgive him for ever supporting Macola – we all make mistakes Smile.

I’ll be flying to Orlando tomorrow from Dallas to see Richard. I hope by the time I see him his mailbox will be full!

Bless you all who care.

Leslie

P.S.  I’m kind of mad at him myself, I was just starting to like him. Winking smile