This is very simple yet important feature that’s been added to GP 2010 Customers & Prospects Lookup.

Now we have an option called “Exclude Inactive Customers” and once we select it, the lookup filters Customers who are only Active and displays in Lookup. And it is not just that, we can set it up as Default View by clicking on “Set as Default View”. This is how it is:

I remember I have done this filtering using VBA code to one of my customers, an year back. And needless to say, my work got appreciated as none of the other approach they tried worked with a better performance.

Now this feature comes out of the box and I am sure a massive list of Customers would be happy with this.

VAIDY

One of the most helpful enhancement in Field Service – Service Call Management is that, we are now able to enter a Non-Inventory Item on a Service Call.

What does that mean for Service Industry Clients? They do not have to maintain all kinds of Service related tasks, such as Installation, Maintenance, etc. as Inventory “Service Charges” items.

To enter Non-Inventory Items on a Service Call Spares window, one must enable “Allow Non-Inventoried Items” under “Options” section in “Service Setup” form, which is accessed from Microsoft Dynamics GP -> Tools -> Setup -> Project -> Service Setup. Shown as below:

Once this is setup, you can then enter any Non-Inventory Item on Spares Entry window. Sample one is shown below:

The one which I entered as “INSTALLATION” is a Non-Inventoried Item. And whenever we enter such Items, we get “EACH” as our Unit of Measure, as it is in SOP Entry.

Very useful feature and I know how much it is going to help my current assignment, had this been introduced a bit early.

VAIDY