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Session Id : cKWdT2+A9vIgd2Dpr1C8zH

Microsoft Dynamics GP October 2019 Release New Feature: Exclude Inactive records for Human Resource Benefit and Deduction lookups!!

Andrea Melroe Profile Picture Andrea Melroe 3,437

With this release of Microsoft Dynamics GP, Human Resources has been enhanced to allow users to exclude inactive benefit and/or deduction codes from some HR Lookup windows. This enhancement provides the same 'exclude inactive codes from lookups' functionality currently available in the Payroll module. 

To exclude an inactive code from being displayed in the lookup window, click on the 'black' arrow on the left hand side of the lookup window and click on 'Exclude Inactive Benefits/Deductions':

Inactive1.png

Microsoft Dynamics GP stores the personalization of these lookups on a per GP user basis.

The following lookups in Human Resources allow users to exclude inactive codes:

Window

Fields

Miscellaneous Benefit Setup

Account

Miscellaneous Benefit Enrollment

Account Name

Health Insurance Setup

Code

Health Insurance Enrollment

Benefit Name

Life Insurance Setup

Plan Name

Life Insurance Enrollment

Benefit Name

Retirement Plan Setup

Benefit

Retirement Plan Enrollment

Plan Name

In prior versions of Microsoft Dynamics GP, users did not have the ability to exclude inactive codes from the Benefit/Deduction Lookup windows in Human Resources. 

Below is an illustration of each of these windows for the different benefit types:

Inactive-2.pngInactive3.png

6283.Inactive4.pngInactive5.png

Enjoy!

For more documentation on our new features please check out our Microsoft Dynamics GP New Feature Blog Series! 

Andrea Melroe| Technical Advisor | Microsoft Dynamics GP

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