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Microsoft Dynamics GP (Archived)

Deduction notes not rolling down from HR

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We are using HR and Payroll.  I have the "Payroll View for HR" marked on those users utilizing HR and Payroll.  In the Benefits Preferences window, I do not have the "Automatically Update Payroll Benefits and Deductions" marked.  When a user assigns a new benefit/deduction code to an employee in the Miscellaneous Benefits Enrollment window, they usually add some notes in the note field to the right of the Employee ID.  When they click on Save, they are prompted to setup the payroll deduction and the Employee Deduction Maintenance window opens ( when prompted to use the Default info from the deduction setup window, or Cancel, they click to Cancel).  Most everything is copied from the previous Miscellaneous Benefits Enrollment window (Start Date, Method, Amount or %, etc), but not the Note.  Is this how it should function, or should it be copying information from the Note?  I know Notes are a little tricky, so I'm not surprised if they don't.

Thank you.

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  • Suggested answer
    Thomas Franz Profile Picture
    1,105 on at

    Record level notes are not included in roll-down functionality anywhere in the system including HR/PR.

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