Transaction Descriptions & POP to PM MS Connect Suggestion

Time for one of those obscure issue blogs, that won’t affect very many people, but the odd person might find this very useful to clarify what they are or are not seeing happen (and give me a couple of years, I’ll forget, and find my blog post!).

This story starts at a client, who requested that the Transaction Description prints on a cheque/EFT remittance. Sounds easy right? Well, the client found out at some point when first using GP that any descriptions in POP transactions they typed in were not updating PM tables, therefore no descriptions for the reviewers or vendors. So, they called their VAR for help.

Cue the VAR, who at some point early in their original implementation with Dynamics GP 2010, added an Extender window on the Invoice Match Entry window, for A/P Clerks to type in a transaction description, and a SQL trigger on the POP30300 table, to update the PM20000 table with that description after posting completes. Last year, during an upgrade to Dynamics GP 2013, I was new to this client and the issue came up during testing because (of course) the trigger wasn’t upgraded/replaces after the upgrade, no one knew it existed, and the descriptions stopped populating PM tables again.

When the client noticed the problem, I made a note to look into this in the future. First of all, they didn’t need an Extender window when there is an out of the box Reference field in all the POP transaction windows! Second of all, why should we be using a trigger on something so basic? It warranted looking into further to see why this was needed in the first place. (I understand the end goal of the description pushing down to payables but the smelled like something that should just occur out of the box, no trigger, no add-on windows…)
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Microsoft Connect – change the PM Payment window names!

Mariano Gomez created a new Microsoft Connect suggestion: get rid of the word Checks (or Cheques) from the Payables payment windows. It’s time to move to more inclusive wording, with a large part of the world not using cheques, and adoption of EFT and electronic payments in the US gathering steam (slowly, but still…).
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Adopting new GP2010 features

I’m behind on my blogging this week!  Usually my weekends are my writing time, but instead of writing blogs, I was doing my own month-end and billings for January.

One of the clients I sent an invoice to emailed me today via the new GP2010 EFT Remittance email functionality with my remittance advice for their January invoice.

This client has been using GP’s EFT for Payables for years but only with a handful of vendors each month, the majority of their payments were still via cheque.  They had been paying me via EFT but without any remittances or notifications so far.  They started asking me about EFT remittance/email functionality as they wanted to expand this to more vendors but needed to have a plan for the remittance advice.

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The cost of inefficient processes

Last week I sat with a user at a not-for-profit agency. This user is an older semi-retired gentleman who has a fairly strong accounting background, and is supposed to be working 3 days a week. They converted to Dynamics GP in October 2010 after using Simply Accounting for years.

The Executive Director called me to arrange for me to come in due to concerns that her financial co-ordinator had not, at that point, started entering any November activity. He had received what she deemed a lot of support from the folks who implemented them. They were rapidly approaching the end of a quarter (end of December) and she has only recently received October financials.

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