GP2013 R2 Procurement Enhancements!

GP2013 R2 Procurement Enhancements!

By Lorna Link, GP Product Manager 

Microsoft Dynamics GP 2013 R2 will be generally available in May 2014.

GP2013 R2 will feature three options that will help you roll out a requisition system available to Dynamics GP users and Microsoft Apps users!

Purchasing Requisition functionality will be brought into the desktop side of the application with GP2013 R2. The look and feel is like a transaction entry window in GP, but with fewer verified or required fields.  If the user doesn’t know the vendor or cost of an item, they can still submit the requisition to the purchasing agent.


With a tight tie-in to the NEW Dynamics GP Workflow from the start, you can leverage Dynamics GP functionality to manage the business‘s goods request process.

Workflow is being completely redesigned and rebuilt to be based in Dexterity rather than SharePoint. The first release of the new system will include five workflow types, and several methods for workflow approval.

GP2013 R2 Workflow Types:

–          Purchase Order Approval

–          Requisition Approval

–          Project Timesheet Approval

–          Project Expense Approval

–          Time and Attendance Approval


Finally in July 2014 – Business Analyzer R7 will be released and a new Procurement app will enable users to submit requisitions for inventory and non-inventory items and will be cross platform.

Visit our website to learn more about Microsoft Dynamics GP and our full product line.

Questions? Interested in learning more? Contact us today! 


TSA Set Up Roll Down Bug

A client recently asked us if it was ok to change the TSA setting on a deduction code that had history. Two of our seasoned Payroll consultants both said “no”, and that if there is history no change can be made in GP to deduction codes with history.

The client changed the TSA flag with their setup and rolled down the setting change from the deduction code setup window and the TSA change was reflected in the employee’s next check. The new TSA setting does not reflect properly in the Employee Deduction Maintenance window.

The screen shots below show the impact to changing the TSA settings at the setup level of a deduction reflecting that is does unmark the TXSHANTY field in the database while leaving the checkboxes marked on the employee deduction card.

Employee deduction card and the SQL query after rolling down the change at the setup level:


(Click on image to view larger).


The situation was reported to Microsoft and they have provided workaround scripts until a fix can be included in a service pack for GP2010 and GP2013.


To learn more about Microsoft Dynamics GP and other business solutions offered by InterDyn BMI click here or contact us.

3 Reasons to Upgrade to Microsoft Dynamics GP 2013

More great reasons to update to GP 2013!

By Lorna Link, GP Product Manager

1. Reason codes

Dynamics GP inventory transactions or variances can now track a reason code for the activity. Reason codes have been added throughout Inventory Management for tracking inventory movement. You can set up reason codes that can be entered on inventory transactions to provide a log of what is occurring in your warehouses as well as identify trends that can provide insight into daily operations.

The down side to this functionality is that there doesn’t appear to be a way to require this to be filed out of the box. Reason_Code is a new field in the IV10001 and IV30300 tables.



2. Inactivate items

Inventory items can be inactivated in order to prevent the sale, purchase or processing of an item. Inactivating allows you to maintain history for your inventory items while those items are not in use. Certain restrictions apply to inactivating, such as items on an active kit or bill of materials cannot be inactivated.


3. Inactive site and item-site relationships

If a site is no longer used, you can inactivate a site in order to prevent it from being entered on any new transactions. However, existing transactions can be posted so that your inventory on hand can be reduced. This will keep the site in your system until you’re ready to delete it. You will also be able to exclude inactive sites on the Site List Report.


You also can inactivate an item-site relationship. This is useful if you no
longer stock an item at a particular site. If you inactivate the item-site
relationship, no new transactions for that item-site combination can be entered,
but existing transactions can be posted. Inactivating the item-site relationship
does not affect the site ID or the item at other sites.


To learn more about Microsoft Dynamics GP and other business
solutions offered by InterDyn BMI click here or contact

GP 2013: MORE Great Purchase Order Features!

GP 2013: MORE Great Purchase Order Features
By Lorna Link, GP Product Manager

I am very excited about some of these new Purchase Order features with Dynamics GP 2013 – these settings really tighten up some gaps in prior versions.

I think we all have been told not to close a purchase order in the Edit Purchase Order Status window if the Purchase Order line status is received…you now can have a setting to receive a message when purchase order line item is not fully invoiced.

You can select in purchasing setup an option to receive a warning message that a line item has a remaining quantity to invoice when attempting to close a purchase order or a purchase order line item in the Edit Purchase Order Status window. You can require a password to be entered if you want to limit the users who can close purchase orders and purchase order line items when there is a remaining quantity to invoice.



Having the ability to track serial and lot numbers on drop ship purchase
order items will give us greater visibility to the life cycle of all our
purchases and sales.
You can enter serial numbers and lot numbers when
invoicing a drop-ship purchase order or drop-ship blanket purchase order.


The truck icon identifies it as a drop-shipped item.


The serial number from the purchase order is stored in the POP30330 (Purchasing
Serial/Lot History) table so we can view both sides of the transaction in the
Serial/Lot Trace Inquiry window.


To learn more about Microsoft Dynamics GP and other business solutions offered by InterDyn BMI click here or contact us.

Top 6 General Ledger Enhancements in GP 2013

By Lorna Link, GP Product & Project Manager for InterDyn BMI

There are some really nice General Ledger enhancements that were released with the GP 2013 product! I am especially fond of the change to the GL year-end close process screen and the fact that the batch approval information will now be a stored field after the post!

1. Clear balances of unit accounts during year-end close process

You can mark the Clear Balance During Year-End Close option in the Unit Account Maintenance window to clear the balance for the unit account during the year-end close process. If this option is unmarked, the balance for the account is carried forward to the next year during the year-end close process.


This field marking did not appear to copy with the mass modify functionality with BETA product.

2. Keep inactive accounts with zero balances during the year-end close

In the Year-End Closing window, you can specify how to handle inactive accounts with zero balances during the year-end close process. You have three options:

  • Delete all inactive accounts with zero balances.
  • Keep all inactive accounts with zero balances.
  • Delete inactive accounts with zero balances that have no budget amounts and keep inactive accounts with zero balances that have budget amounts.


3. View status during the year-end close

After you choose the Close Year button in the Year-End Closing window, a status bar appears, displaying the steps that are completed during the year-end process.


4. View net change and period balances for unit accounts at the same time

You can use the Unit Account Maintenance window to view period balances and net change balances for the selected account at the same time.


5. General Ledger batch approval information is stored

You have the ability to track batch approval information for a General Ledger general journal batch in addition to the posting information that is kept. The approval user (APRVLUSERID) and date (APPRVLDT) are now stored in the Year-to-Date Transaction Open (GL20000) and Account Transaction History (GL30000) tables. You can use Smart List Builder, Excel Builder or a Reporting Services report to add those new columns to a report or inquiry.


6. Reconcile subledgers to General Ledger

You can use the Reconcile to GL window to generate a Microsoft Excel spreadsheet that can help you match transactions in General Ledger with the originating transactions in Payables Management, Receivables Management, Inventory and Bank Reconciliation. The reconcile routine will not change data automatically, but helps you identify those transactions which may need to be corrected.


  • The process is now tracking a reconciliation number and stores a path to the reconciliation worksheet.
  • The reconciliation number is not ‘reused’.
  • The setup and resulting summary reconciliation information is stored in the GL40401 and GL4002 tables.

Learn more about Microsoft Dynamics GP 2013. Microsoft Partner, InterDyn BMI holds a Gold Competency in Enterprise Resource Planning.

GP 2013 RTM: Biggest release for GP in two decades!

There are a lot of exciting things happening with the release of GP 2013.

After 78,000 hours of development time the engineers at Microsoft have created a release to manufacturing (RTM) build for GP 2013. The news of this release is the biggest release since the change from Great Plains Accounting to Great Plains Dynamics in February 1993. RTM adds 125+ new features to GP 2013, the most exciting being the web client as an additional deployment option.

The Dynamics GP Development Team celebrated the release of manufacturing by signing this banner which will hang, with much deserved pride, at Microsoft’s Fargo campus.


RTM is available today, December 19, 2012. Don’t miss out on your opportunity to use the most equip technology for your business.


To learn more contact us or visit our website at


New Inventory and Sales feature for GP 2013: Suggest Items

New Inventory and Sales feature for GP 2013: Suggest Items

By Lorna Link, GP Product Manager

There is a new button on the Item Maintenance screen called Suggest items that works with Sale Order Processing. Once you’ve place items in the Suggest Sales Item Maintenance window, you can be prompted to ‘suggest’ the items during sales transaction entry.

When you assign the items, you can identify the document type and quantity for suggestion. At this time, the unit of measure and warehouse are not part of the selected item setup and would need to be managed at the sales line level.

Suggest Items(Click on image to view larger)

The setup tables for this new window are INV00400and INV00401.

When a sales document is entered using this item number, the suggest Sales Item Entry window will open and the user can mark the items they want to select and change the quantities if they wish.

Suggest Items

(Click on image to view larger)

To learn more about Microsoft Dynamics GP and other business solutions offered by InterDyn BMI click here or contact us.

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