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Hi, I am new to Microsoft Dynamics GP and I was wondering if there is a way to import or do a mass upload of all employees and their new benefit and deduction amounts? I don't want to enter them one by one. Any help or guidance would be greatly appreciated. The version we have is GP 2013.
Thank you
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you are correct, Leslie that you can macro those first 12 lines, I just find it easier to key them than to edit the macro for those :-)
Hi,
Regarding the macro for a scrolling window. You do not need to enter the first 12 by hand, you can macro all of them and then edit the macro file. Let's say the scrolling window opens with 12 lines visible. Since the macro language will only deal with the number of rows that are visible in the scrolling window you’ll need to edit your macro a bit for the first 12 lines.
When you add information to the scrolling window you need to include the command TransLinePrepare scrollwin 'Line_Scroll' for the first 12 lines and then ScrollByLine down scrollwin 'Line_Scroll' at the bottom of the 12th line. Every line after line 12 is still considered line 12 because there are still only 12 lines visible, but you need a way to expose another line. Below is a partial example macro of what it looks like to add more than 12 items to a scrolling window:
If you are popping to the scrolling window from a window with a header, add
TransLinePrepare scrollwin 'Line_Scroll'
to the bottom of your header action to get down to the scrolling window.
The 12th line and every line after 12 should have these lines at the bottom to advance to the next line:
TransLinePrepare scrollwin 'Line_Scroll'
ScrollByLine down scrollwin 'Line_Scroll'
The remaining lines would look something like this:
MoveTo line 12 scrollwin 'Line_Scroll' field 'Whatever Field'
TypeTo line 12 scrollwin 'Line_Scroll' field 'Whatever Field' , 'Whatever field value'
TransLinePrepare scrollwin 'Line_Scroll'
ScrollByLine down scrollwin 'Line_Scroll'
Happy Macro-ing!
Kind regards,
Leslie
Hi,
To get a detailed description of how the mail-merge macro is set up, visit David Musgrave's Blog. He has an article all about this type of macro. For sure create a copy of your production company and try this out first. Don't forget to make a backup of production just prior to executing your solution. If it doesn't work as you want, you can always restore. Just for safety, I would want everyone logged off. The logged off part isn't necessary, but if you need to rollback, it's easier.
Kind regards,
Leslie
There is Help information available from within GP by using the >Help >About this Window option, or you can look for online manuals there as well. The last time Microsoft released .pdf manuals was a few versions ago, for GP2010.
Hi, you can use macros for importing Payroll Posting Accounts as well. The trick is to manually key in the first 12 records to fill up the scrolling window, then start recording your macro. Your data would need to be sorted into separate tabs on the spreadsheet for each of the Payroll Posting Types listed in the drop-down, and also separate columns in your spreadsheet for each GL segment. It's the same macro for each of the drop-down options, and then mail merge and run the macros separately. This is a little more manual work than using scripts, but if you are not familiar with working in SQL and not familiar with GP payroll processes, much safer to do (in my opinion).
Hi Leslie,
Do you know of a user guide or manual or a template for this to help get me started? I am really not familiar with GP at all. Thanks.
Hi,
If you mean the payroll posting accounts, they are in SQL table UPR40500.
The table is very straight forward:
DEPRTMNT
JOBTITLE
PAYROLCD
UPRACTYP
ACTINDX
DEX_ROW_ID
The only tricky things about it is that you need to update the ACTINDX field with the account indexes not the account string. The indexes and Account Number String fields are in the GL00105 table. The other thing you need to know is what UPRACTYP means. Like the account index, you need to update the table with the corresponding integer, not the words. Here's the 14 codes:
UPR Account Type: (Payroll Posting Accounts- UPRACTYP)
1 Gross Pay (DR)
2 Federal Tax Withholding (CR)
3 State Tax Withholding (CR)
4 Local Tax Withholding (CR)
5 Deduction Withholding (CR)
6 Employer’s Tax Expense (DR)
7 Benefits Expense (DR)
8 Benefits Payable (CR)
9 Taxable Benefits Expense (DR)
10 Taxable Benefits Payable (CR)
11 SUTA Payable (CR)
12 FUTA Payable (CR)
13 W/Comp Tax Expense (DR)
14 W/Comp Tax Payable (CR)
The macro approach is difficult for this window because it's a scrolling window and there are several drop down selections. I usually opt to update the table with SQL. The DEX_ROW_ID field is an identity field and SQL normally takes care of that.
Kind regards,
Leslie
How would I go about importing the payroll posting group?
Hello Casper,
The tool I prefer for this task is macros, because it does data validation and hits all the tables you need to hit, just as if you were manually keying the data. If you are using the HR side for benefits, this can be tricky with other integration tools. Prepare your data in a spreadsheet, create a macro in GP to record the keystrokes needed, and do a mail merge, then run the data. Macros are awesome and can be used in almost any window in GP, and any version without purchasing anything extra!
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