WebSan Solutions Blog

GP 2010 – Multi Level Service Call Escalation

amacintosh — Sun, 23 May 2010 15:05:05 +0000

Service calls can now be escalated to additional managerial levels. The Service Type Escalation window has been modified to include a new Manager Level field. When a call is escalated, an e-mail to the technician’s manager is sent. This can now be sent to two additional levels of management directly above the technician’s manager. One can specify the number of levels to e-mail, including:

The manager of the technician on the service call
The manager’s manager
The manager of the manager’s manager

The Service Call Escalation window also now supports multiple technicians for each call.

Adam MacIntosh is the Senior Implementation Lead with WebSan Solutions Inc., a professional services consulting firm specializing in helping companies get the most out of their ERP systems and Supply Chains. You can contact Adam at Adam.MacIntosh@WebSan.com or at 905-713-1235 ext. 213.

GP 2010 – Further Payroll Integration

amacintosh — Fri, 21 May 2010 10:57:45 +0000

Users of US Payroll in Dynamics GP will love the new integration points from other modules within Dynamics GP.

One such integration point is with the Field Services module. Direct & indirect labour postings that create Payroll transactions can be made in Service Call Management & Depot Management. This integration allows for Payroll to captures the cost from the employee’s pay code into the labor record in Field Service.

A Post to Payroll check box has been added to the Work Type Maintenance & Depot Station Maintenance windows that when selected, enters the value from the window’s corresponding Pay Code field, representing an hourly pay code.

GP 2010 – Non-Inventoried Items in Service Management

amacintosh — Wed, 19 May 2010 09:49:15 +0000

Field Services now allow the use of non-inventoried items. Service Calls or POs can be entered for non-inventoried items representing labour, expenses or misc charges. Preventative Maintenance events can even include non-inventoried items. Contract Administration, Returns Management & Depot Management all now allow the use of non-inventoried items.

GP 2010 – Kits in Service Management

amacintosh — Mon, 17 May 2010 09:41:01 +0000

The Service Management module now allows for processing of Kit Items. When a kit item is entered in the Service Parts window, the kit’s components are added automatically to the Service Line table; although, they can be deleted if necessary. Note: the quantity ordered cannot be partially allocated. Through the Service Management module, POs can now be created for kit component items on a service call.

Kits can also be entered in Returns Management, Preventative Maintenance, on Contract Lines, or on the Parts line for Depot Management Work Orders.

GP 2010 – MRP Move Outs

amacintosh — Fri, 14 May 2010 10:31:46 +0000

The Item Resource Planning, Site Resource Planning & MRP Order Detail windows have all been updated to incorporate a ‘Move Out’ fence. The new logic allows for rules that determine if & when to suggest moving or canceling a purchase order or manufacturing order. A Move Out is suggested when an item’s Projected Available Balance will be greater than the item’s Order UP To Level.

As GP calculates an item’s Projected Available Balance for a specific time period, MRP will include supply order moves & cancel suggestions that impact the quantities occurring in that time period.

GP 2010 – Security Upgrades (Part 2)

amacintosh — Wed, 12 May 2010 10:31:21 +0000

In previous versions, users would be able to view the module’s Navigation Pane regardless of whether it was used or not.

In GP 2010, Administrators control which Navigation Panes are available to users and which are not. Unnecessary navigation buttons can be limited at the user or at the company company level.

Again, join WebSan in our upcoming GP 2010 Webinar!

PS … For Analytical Accounting users, user security can now be assigned on-the-fly! No more setting up segments & then waiting for approval to use them.

GP 2010 – Security Upgrades (Part 1)

amacintosh — Mon, 10 May 2010 12:00:42 +0000

System Administrators will find setting up new users in GP 2010 much quicker. User Security setting can now be copied from the security of another user.

In order to help reduce the likelihood of incorrectly assigning permissions, Administrators can filter security windows in order to view only the selected:

Operations assigned to tasks
Tasks assigned to roles
Roles assigned to users

GP 2010 – Negative Cash Receipts

amacintosh — Fri, 07 May 2010 10:19:20 +0000

Cash receipts may now be entered as a negative currency value within GP 2010. This will subsequently decrease the deposit amount of the cash receipt by the value entered in the Amount field. Furthermore, the posted receipt will show up as a deposit with a negative amount.

Users experiencing returns, bad debt or miscellaneous fee issues will undoubtedly love this new feature.

GP 2010 – Payments

amacintosh — Thu, 06 May 2010 10:16:27 +0000

When making payments in GP 2010, users will be given additional restriction possibilities in Select Checks window. New restrictions can be place on the following fields:

Vendor IDs
Vendor names
Class IDs
payment priorities
voucher numbers
document numbers
due date\discount date cutoffs
document currency

GP2010 – Reporting Templates

amacintosh — Mon, 03 May 2010 22:12:05 +0000

GP 2010 will bring additional reporting printing capabilities. Users can now take advantage of Word report templates as an alternative to using the native Report Writer. Out-of-the-box there will be 22 templates available for use with endless possibilities on user customized reports.

GP 2010 will also feature added capabilities with Excel reports & pivot tables … hum