Microsoft MVP, Business Applications Dynamics GP Practice me!

Transcription

1 Microsoft MVP, Business Applications Dynamics GP Practice me! Long Time Dynamics GP User and GPUG FAN! Almost 20 Years of Accounting and GP experience GPUG Summit Planning Committee (2014-Present) GPTech Planning Committee (2018) Charlotte Regional Chapter Leader (2012-Present) Charleston Regional Chapter Leader (2017-Present) Podcast: Personal Blog: Company Blog:

2 Account Rollups Allow for single window inquiry of multiple accounts Division Totals! All Wages! Include Budget Data! Financial / Inquiry / Financial / Account Rollups

3 Account Rollups Modify Year Net Change or YTD Printable Reports Financial / Inquiry / Financial / Account Rollups

4 Scheduled Payments Enter contract through AP Setup Payables Scheduled Payments Calculates Payment Purchasing / Transactions / Schedule Payments

5 Scheduled Payments Includes Amortization Schedule Purchasing / Transactions / Schedule Payments

6 Scheduled Payments Visit Post Scheduled Payments Select item to process Creates invoice to pay Picked up during select checks Purchasing / Routines / Post Scheduled Payments

7 Group Vendors beyond Class ID Payment Priority ID s Used to tag vendors Group like vendors Example: UTL = Utility Vendors Can be used in Build Payment Batch Purchasing / Cards / Vendor / Options

8 Payment Option ID Save Steps when building batch Remembers defaults Uncheck Payments Uncheck Credit Memos Uncheck Returns Prefills Filters Purchasing / Transactions / Build Payment Batch

9 Analysis Groups Track non-gl expenses/incomes A lite version of Analytical Accounting Project Accounting Example Vehicle Expenses, by Vehicle Create Groups with Custom Code ID s Financial / Cards/ Financial / Analysis Groups

10 Analysis Groups Identify GL Accounts to target Associate GL with Analysis Group Set Analysis Type Required Optional Fixed None Financial / Cards/ Financial / Analysis Defaults

11 Analysis Groups Identify GL Accounts to target Associate GL with Analysis Group Identify during Transactions Financial / Cards/ Financial / Analysis Defaults

12 Analysis Groups Assign Code ID to Transaction Financial / Cards/ Financial / Analysis Groups

13 Analysis Group/Code SmartList Out of the Box Custom SQL View 04/30/dimension-analysis-formda-sql-view-for-dynamicsgp/ SmartList / Financial / Multidimensional Analysis

14 Toolbars Make better use of shortcuts! Other shortcuts are only available in THAT module Toolbars are available anywhere in GP!

15 Toolbars Add your own shortcuts Use Text, Icons, or Both Modify Existing Or Add your own using Custom

16 Toolbars PRO TIP!! Adding a GP Function to the toolbar, and renaming it, renames it in the application

17 Startup Folder Use the startup folder to launch helpful windows when you login! Batch Recovery User Activity? Home / Startup

18 Customize Navigation lists Save your own lists Customize

19 Customize Navigation lists Add additional Columns

20 Customize Navigation lists Customize Ribbon

21 Customize Navigation lists Restrict list to company/users

22 Customize Navigation Lists

23 Field Level Security Add extra controls Remove ability to delete batches Add account maintenance change restrictions password required Administration / Setup / System / Field Level Security

24 Field Level Security Administration / Setup / System / Field Level Security

25 Field Level Security Administration / Setup / System / Field Level Security

26 Field Level Security Administration / Setup / System / Field Level Security

27 Field Level Security Vendor Tax ID field Administration / Setup / System / Field Level Security

28 Bank Rec Sort Options Financial / Transactions / Financial / Reconcile Bank Statement

29 Bank Rec Reprint Reports Financial / Reports / Bank Posting Journals

30 Close Individual Areas of the system Rather than using entire period Administration / Setup / Company / Fiscal Periods / Mass Close

31 Close Individual Areas of the system Alternately, open individual areas Rather than opening entire period Administration / Setup / Company / Fiscal Periods / Mass Close

32 Close Individual Areas of the system SQL View for SmartList to Monitor Status Administration / Setup / Company / Fiscal Periods / Mass Close

33 Workflow User Other fields Looking for to route on a field not in the main listing? QueryDesignerAllFunctionality=false Change or Add: QueryDesignerAllFunctionality=TRUE Restart GP after each change

34 Write off on the fly Short Paid? Want to write off small amounts?

35 Inventory Item Images Using Custom Links Available anywhere Item link is available for example, PO Doc, Sales Order Doc Administration / Setup / Company / Custom Links

36 Inventory Item Images Administration / Setup / Company / Custom Links

37 1099 SmartList Use Custom SQL View Add to SmartList

38 Reminders/Tasks Close Periods? Bank Reconciliation? Pickup Prescriptions? Based on SmartList Data!!

39 Vendor Modifier/Combiner Additional Combiners/Modifiers Checkbooks Salesperson Territory GL Account Items Manual OR Load from File Purchasing / Utilities / Vendor Combiner and Modifier

40 Smartlist for Filters/Letters Filter SmartLists Use Word/Letter writing assistant Only includes records returned from SmartList

41 Edit Open Payables Transaction Data Edit Unpaid Transaction Data Remit To ID Discount Date Due Date PO # Description Purchasing / Transactions / Edit Transaction Information

42 Posting Setup Turn off unused/unneeded reports Setup Defaults Printer Screen File Administration / Setup / Posting / Posting

43 Take Company Offline Users can stay in Once logged out, cannot login Custom Messages Administrator Function Administration / Utilities / System / Take Company Offline

44 SmartList Options/Defaults Add Columns by Default instead of manually adding Change Default Go To Administration / Setup / Setup / System / SmartList Options

45 SmartList Options/Defaults Change Default Go To Administration / Setup / Setup / System / SmartList Options

46 Business Alerts Voids Checkbook Balance Customer Credit Limit Past Due Notices Administration / Setup / System / Business Alerts

47 Reconcile to GL AR/AP/Inventory/Bank Financial / Routines / Financial / Reconcile to GL

48 Additional Purchasing Accounts Add MORE than 1 default AP Account Zero amounts do NOT error but drop from transaction Purchasing / Vendors / Accounts

49 Invoice Holds Instead of ALL vendor transactions Put Individual transactions on hold Purchasing / Transactions / Holds

50 Invoice Holds SmartList

51 Update User Date Automatically Sets User Date to Current System Date PSTL / PSTL Main Setup / System Tools / Update User Date

52 AP Accrual? Payables Transactions Smartlist Posted Date/Doc Date

53 What Invoices did a check pay? Use SQL View in SmartList Put View on SQL Add to Smartlist! BOOM!!!

54 Auto create Deposits Creates Deposit based on cash receipt posting If you post a single Cash Receipt, that will create a deposit If you post cash receipts in a batch, the deposit with be created for the batch total Administration / Setup / Company / Company /Options

55 Free Reporting tool for Excel Jet Express NOW JET BASICS Build Excel Reports based on GP data

56 Track Shipments Add Tracking links for various couriers Enter Tracking # in user defined tracking field rchive/2012/06/14/leveraging-custom-links-to-trackcarrier-shipments-in-sales-order-processing Administration / Setup / Company / Custom Links

57 Track Shipments Add Tracking links for various couriers Enter Tracking # in user defined tracking field Administration / Setup / Company / Custom Links

58 Make Customer Calls using Skype Invoke Calls directly from within GP! Administration / Setup / Company / Custom Links

59 Make Customer Calls using Skype

60 Make Customer Calls using Skype

61 SmartList Search Wildcards! Any Field Find value in ANY field in the SmartList

62 SmartList Search Wildcards! % Wildcard (Anything Variable)

63 SmartList Search Wildcards! _ Wildcard (Anything in specific space)

64 SmartList Search Wildcards! [] Wildcard (Single Space OR statement)

65 SmartList Search Wildcards! Use in conjunction with other searches

66 Join my other sessions! GP Life Hacks: 40+ Ways to Save Time! Tuesday, October 16 8:00 AM - 9:00 AM Location: W_102C Power Query 101: An Introduction to PQ for Excel & Power BI Thursday, October 18 8:30 AM - 9:30 AM Location: W_102B Power Query in Power BI Tuesday, October 16 9:45 AM - 10:45 AM Location: 231C North Building Get FRESH Data with REFRESHABLE Excel Reports! Thursday, October 18 1:15 PM - 2:15 PM Location: W_104 The Dynamics GP Shootout! Tuesday, October 16 12:45 PM - 1:45 PM Location: W_104 You've Upgrade...What's Changed? Thursday, October 18 2:30 PM - 3:30 PM Location: W_101A Microsoft Excel Shootout! Wednesday, October 17 2:30 PM - 3:30 PM Location: W_104 Shawn Dorward, MVP Practice Lead, InterDyn Artis InterDynArtis.com Shawn.Dorward@InterDynArtis.com GPLifeHacks.com

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