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Quick Assignment not rolling in defaults

  • 1.  Quick Assignment not rolling in defaults

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Hi All,
    I have a customer who wants to use the Quick Assignment function in Payroll. However, every time I try to walk her through it, I find that the settings don't roll down for Accrual checkboxes, linked pay codes, default amounts. Has anyone experienced this? I am seeing this in GP20, so it's not an old version having problems.

    Thanks.

    ------------------------------
    Janice Phelps
    Director, Professional Services
    Blue Moon Industries
    Providence RI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Quick Assignment not rolling in defaults

    GPUG ALL STAR
    Posted 22 days ago
    Hi Janice,

    I tested this a bit as well, my accrue boxes come in marked if you are accruing in payroll under Tools | Setup | HR | Attendance Setup.
    If that is set to attendance, then you do not see those boxes on the window.

    Are you using the quick assignment under Cards | Payroll or the new one we added in this blog we added for HR?
    https://community.dynamics.com/gp/b/dynamicsgp/posts/microsoft-dynamics-gp-october-2019-release-new-feature-deduction-and-benefit-quick-assignments

    I was testing the one under cards | Payroll, the based on does not come in from that window, but my default rates were populated.

    Thanks
    Terry
    Microsoft

    ------------------------------
    Terry Heley
    HR/PR expert
    Microsoft
    West Fargo ND
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Quick Assignment not rolling in defaults

    SILVER CONTRIBUTOR
    Posted 22 days ago

    Thanks Terry, I hope you and your family are doing well. They are only using Payroll, and are using the Quick Assignment under Cards >> Payroll. Although my rates came in with the pay code (ex: HOURLY), if I had also selected Vacation, for example, I kind of expected it to bring in the HOURLY rate. Do I need to have the user type in the rate for every pay code, including OT?

     

    Janice M. Phelps, CPA, CITP -| Senior Applications Consultant

    Blue Moon Industries

    V: 401.276.9000 x363

    F: 401.276.9009

    eMail: janice.phelps@bluemoonind.com

    Web:  www.bluemoonind.com

    P Before printing, think about the environment.

     

    Upcoming time off: 9/4, 9/7 and 9/8

     




    Academy - Online Interactive Learning from Experts


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