Kerri,
Try again.. the link was corrupted during the initial reply and mis-formed by the editor..
it should work now.
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RE: Saving Invoices as PDF
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can you back track a bank reconciliation?
i have reconciled bank statement through 1/2/2018 and realized a mistake in my 12/28/2017 reconcile. can i 'undo' the bank reconciliation process and go back to 12/28/17?
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RE: Can we upgrade from GP2013R2 US Yearend (KB4046335 version 12.00.2198) to the most recent version of GP2015R2 (KB4073325 version 14.00.1100) directly?
Yes.
Because the **** NOTE 4 **** says exactly that :
4. To install the 2017 US Year End update, you need to be on 12.00.2104 or later. Once you install the 2017 US Year End update, you cannot upgrade to Microsoft Dynamics GP 2015 or Microsoft Dyanamics GP 2016, until the 2017 Canadian Year-End Update is released, target release middle of Decembe 2017.
Since it looks like from your original post that you already have installed the YE US Payroll update and are sitting on build 12.00.2198, you have no choice to install the Canadian Payroll YE update too.
Derek Albaugh from Microsoft might confirm it, but even without the Canadian Payroll installed, it seems that this update fixed other issues that would prevent you to upgrade to 2015.
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RE: Does GP installation requeires domain controller?
You can run GP without active directory. You can run FRx without Active Directory. I don't think you can run Management Reporter without it. I know Management reporter requires a domain, but there are ways around that as well.
Kind regards,
Leslie
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RE: Bin Quantity Entry Order
Hi Darren.
When you said 'Exporting the file into Excel creates a corrupted file".. how do you proceed with this export ? from a SmartLIST ? or are you using any other built-in export feature of GP ?
In GP there is typically a routine for doing stock counts :
Inventory >> Transactions >> Stock Count Schedule
Once the schedule is created, you can print it out on paper and hand it over to warehouse staff that would then cont the physical inventory..
Once the count is over, you use the stock count entry to post variances of your inventory into the system
Inventory >> Transactions >> Stock Count Entry
If your company has a fairly large inventory, you can split the schedule into smaller chunks, as otherwise it becomes huge and hard to manage. The button "Mass Add" at the bottom right allows you to filter your selection by various fields..
If this is something that is planned on a recurrent basis, you can check a box to keep the stock count schedule for another time.
If you're not sure about the entire process, try it out first in a TEST company and read the user guide related chapter about the whole process.
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Bin Quantity Entry Order
I work for 3PL company with a medium sized warehouse. Inventory is coming up soon and we will be doing a full count of the store. Before that the company wants me to create print out for what is in each bin to check that everything is where it should be. The problem is that when checking bin counts in GP it automatically orders everything alphabetically by the entered item name. I have tried to rearrange in order of bin to make checking easier but I cannot find a way to do this. Exporting the file into either a word or excel document just creates corrupted files. If anyone has a solution or work around to reorganize how items are arranged in the bin quantities menu it would be very much appreciated.
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RE: Credit Limit Process Holds
Bill,
I don't have any grand ideas except to take the printing restriction off or introduce some custom code using either Dexterity or VBA.
Kind regards,
Leslie
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Workflow Reports for Auditors
We are trying to find a report for our auditors that includes workflow setup, however the only thing we can find is in Admin > Reports > Workflow which we cant open because we dont use Sharepoint.
Also, we cannot find this info included in any Smartlists.
Does anyone have any suggestions on where we can pull this info for our auditors, or does it only show by looking into the transaction?
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RE: 1095 C
They should. If you paid an inactive employee's Health Insurance during the year but they no longer work for the company or are inactive for some reason, you still need to provide a 1095C to the employee.
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1095 C
1095 C's are printing for active and inactive employees
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RE: SQL Script for Updating Payroll Type for Year-End
John,
I couldn't get it to work correctly using the script above and limiting the change just to the checkdate where year1 = 2017. No 1099Rs were created. Do you get it to create 1099Rs using these scripts?
Leslie
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RE: SQL Script for Updating Payroll Type for Year-End
Thanks, for looking into this, Leslie!
I was hoping that changing the pay type at the employee level would work.
Does that mean that an update against the UPR30300 table for the employee would need to be done, as well?
John
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RE: No Vendors Showing In Edit Check Batch
The only time I've seen this happen is when there were no outstanding amounts due a vendor or the batch id hadn't been tabbed off of.
LV
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RE: Post Credit Payments to Dynamics GP
Hi,
I do not believe there is a node for applying credit documents or payment types.
Kind regards,
Leslie
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RE: One Source For All Integrations with Integration Manager?
I would use VB Script in an After Query event to rename the source file using a date component. This script is available in the script library that comes with Integration Manager. The script looks like this (from the script library)
Renaming a Source File that Uses Today's Date in its Name
How do I add an After Query script?
Copies a file and renames it, but does not delete it. The new file name includes a date component, which is convenient for keeping backups from multiple dates. You could add a time component to the file name as well.
This script assumes that the file that you want to copy is one of your source files. As a result, the script needs to be an AFTER QUERY script. (The reasoning for using an After Query script instead of an After Integration script is the After Integration script runs before the After Query script. As a result, when the integration ends, the query is still in use. If you try to rename or delete a source file in the After Integration script, it will fail because the file is still in use.)
In order to keep this script relatively simple, error handling is not included. For example, if the destination directory does not exist or is unavailable, then you will see a message that the script did not run correctly. You can build intelligent error handling into the script, but if you choose not to do so, then be sure to inform all users as to what the above message means.
Please note that this script requires that the FileSystemObject component be installed. On many Windows computers, the FileSystemObject will already be present, because it is installed as a component of some Microsoft products. If the FileSystemObject component is not present, you will see the following error: "ActiveX component can't create object."
To install the FileSystemObject:
- Find a machine that has the file called SCRUN.DLL in its system32 directory. Copy this file to your system32 directory and register it using the REGSVR32 command.
- Or, install the Windows Scripting Host, which can be downloaded from msdn.microsoft.com/scripting.
In this example, the source file is called "Orders.txt" and is in the C:\Integrate directory. It is to be copied to a subdirectory called "Done", and the name should be appended with the date, in the format "yyyymmdd". Hence, if this script is run on September 7, 2000, the Orders.txt will be copied and renamed as "Orders20000907.txt".
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'Set the Path & Filename of the Source file and the Destination
'file. In this example, the destination file is named "Done 20000829",
'where "20000829" represents the system date, in the following
'format: yyyymmdd.
sSourceFile = "C:\Integrate\Orders.txt"
sDestinationFile = "C:\Integrate\Done\Orders & Year(Date) & Right("0" & Month(Date), 2) & Right("0" & Day(Date), 2) & ".txt"
'Create a File System Object
Dim pFSO
Set pFSO = CreateObject("Scripting.FileSystemObject")
'Copy and rename the file
'The "True" parameter indicates that if the file already exists
'in the destination, then it will be overwritten
Call pFSO.CopyFile(sSourceFile, sDestinationFile, True
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One Source For All Integrations with Integration Manager?
I am setting up my first integration in Integration Manager; I am using a .csv file as the source. I am exporting the .csv file from another application every time I need the data. First .csv source file was named "Test123", which I set the Integration up with.
Now if I have new records to integrate into GP tomorrow and I export the .csv source file calling it "Test124"; am I able to save it to the same file destination as the original .csv source file ("Test123") and rename "Test124" to "Test123"? So that Integration Manager will use this new .csv source file for the integration, without me having to go back through and adding a new source file every time I run an integration.
The new .csv source file will have the same column names, data types, and mappings as the original .csv source file.
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RE: 1099-MISC Tax Withholding requirements for Pennsylvania
We are considering using Use Tax function to withhold the 3.07% from each Vendor invoice. Haven't tested yet, but pretty optimistic. Haven't had to setup this feature in some time. This will at least accommodate the withholding component but it will not address the 1099 reporting component at year end.
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1099-MISC Tax Withholding requirements for Pennsylvania
Act 43 of 2017 created a withholding obligation for certain payors of Pennsylvania-source income and lessees of Pennsylvania real estate to non-residents . It also expanded the requirements with respect to when a copy of Federal Form 1099-MISC is required to be filed with the Pennsylvania Department of Revenue. Beginning January 1, 2018, anyone that makes the following payments is required to withhold from such payments an amount equal to the tax rate specified per 72 P.S. § 7302 (currently, 3.07%).
In a nut shell, Pennsylvania now requires employers withhold income tax for non resident 1099's! Considering there are many people who work as pass-through businesses, this seems like a huge compliance problem for GP and will be affecting thousands of people. Is Microsoft going to be fixing this anytime soon?
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RE: SQL Script for Updating Payroll Type for Year-End
For sure that would need to be done, but when I was messing around with it I tried that too and I still didn't get any 1099R forms. I closed and reclosed payroll, ran check links and reconcile and still no Forms 1099R. I just picked one of the TWO employees. None of them have an Other pay type set up, so it really wasn't a good test. I'll set up one of the other employees with an Other paycode, run through a few payrolls and see if I have better luck with the change.
Kind regards,
Leslie
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RE: SQL Script for Updating Payroll Type for Year-End
Thank you, Leslie! I really appreciate that!
John
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