Quick Assignment not rolling in defaults

  • Quick Assignment not rolling in defaults

    Posted by Janice M Phelps on August 27, 2020 at 7:54 pm
    • Janice Phelps

      Member

      August 27, 2020 at 7:54 PM

      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.Ā 

      Thanks.

      ——————————
      Janice Phelps
      Director, Professional Services
      Blue Moon Industries
      Providence RI
      ——————————

    • Terry Heley

      Member

      August 28, 2020 at 8:13 AM

      Hi Janice,Ā 

      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
      ——————————
      ——————————————-

    • Janice Phelps

      Member

      August 28, 2020 at 8:18 AM

      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

       

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    Janice M Phelps replied 5 years, 9 months ago 1 Member · 0 Replies
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