More. 1. Explore GP with Area Pages 2. Brighten Things Up with Red Required Fields 3. Clarify...
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Transcript of More. 1. Explore GP with Area Pages 2. Brighten Things Up with Red Required Fields 3. Clarify...
Keep Up
This session is very fast.Write down the numbers of the tips that interest you.Follow up later with hidden detail slides in the presentation like this:
Relax and enjoy.
System - Basic
1. Explore GP with Area Pages
2. Brighten Things Up with Red Required Fields
3. Clarify Processes with Window Notes
4. Speed Things Up with Quick Links
5. Improve Organization on the Navigation Bar
System – Basic Details1. Explore GP with Better Navigation Use the Navigation bar on the left and the Area Pages for each section to better display all the options in Dynamics GP In the List Views a ribbon style menu bar is available for quick access to information http://msdynamicsgp.blogspot.com/2009/04/weekly-dynamic-module-homepages-in.html2. Brighten Things Up with Red Required Fields Make required fields stand out on windows Go to User Preferences on the Home Navigation Bar and click the Display button In the Required Fields section, set Font Color to Red and Font Style to Bold http://msdynamicsgp.blogspot.com/2009/07/weekly-review-seeing-red.html3. Clarify Processes with Window Notes Each window has a note icon that stays with that window. Use this for data entry tips specific to your organization http://msdynamicsgp.blogspot.com/2009/06/dynamics-gp-window-notes.html4. Speed Things Up with Quick Links Use Quick Links on the Home page for fast access to favorite windows, navigation lists, web pages, external apps and files. Make web page shortcut named ---- to make divider lines. Click the Pencil to edit and select Add or Modify to change. Use Up or Down to change order.5. Improve Organization on the Navigation Bar Reorganize the Navigation Bar for faster access to highly used areas Click Configure Buttons on the bottom right. Click Navigation Pane Options Use this to turn buttons on or off and reorder the navigation pane buttons You can also show more or fewer buttons and add windows, Smartlists, web pages, etc. from the Configure Buttons menu
NEXT: System Intermediate
System - Intermediate
6. Use List Views for powerful filtering of Trial Balances
7. Get New Benefits from User Classes
8. Take Control with User Classes and Smartlists
9. Open windows on Startup with the Shortcut Bar
System – Intermediate Details
6. Use List Views for powerful filtering of Trial Balances
Click on a navigation button and choose one of the lists. Filter the list or select records using the checkboxes. Now you can print statements, trial balances for these records.
7. Get New Benefits from User Classes With the changes to GP 10 security, User Classes are less important but they are still useful Roles are still used with Organizational Structures, Smartlists, Field Level Security and Navigation
Panes Think differently about how you organize user classes. Now they can be used independently from
security http://msdynamicsgp.blogspot.com/2009/03/weekly-dynamic-dynamics-gp-10-roles-vs.html
8. Take Control with User Classes and Smartlists
One option for a new use of classes is for better control of Smartlists Details here: http://msdynamicsgp.blogspot.com/2009/03/weekly-dynamic-dynamics-gp-10-roles-vs.htm lSA can assign a Smartlist, Window, Web Page, etc. to a User Class All users in the class get the assigned item on their Home Navigation Bar and they can’t delete it As SA, select a class, right click and select Add. Follow the prompts to add a Smartlist, Window, Web Page, etc.
9. Open Windows on Startup with the Shortcut Bar
http://msdynamicsgp.blogspot.com/2009/09/weekly-dynamic-show-windows-on-startup.htmlNEXT: System Advanced
System - Advanced
10.Create Custom Links 11.Copy and Paste Header with Data in
SQL Management Studio
System – Advanced Details
10. Create Custom Links Tools>Setup>Company>Custom Link The Internet Address field can be a webpage, link to a file on your network, or can start a
program on your computer
11. Copy and Paste Header with Data in SQL Management Studio
SQL Management Studio doesn’t copy headers with data by default. The setting to change this is in Tools | Options | Query Results | SQL Server | Results to Grid |check the box "Include Column headers when copying or saving the results."
http://msdynamicsgp.blogspot.com/2009/10/weekly-dynamic-copy-headings-and-data.html
NEXT: GL Basic
And the Answer Is…
How can you print a trial balance for non-consecutive accounts?
a) Use your scissors and tape b) Ask your assistant to spend the
afternoon printing separate trial balances
c) Use the List View to filter your accounts
GL – Basic
12. Correct entries that didn’t originate in the GL
13. Control Entry with Allow Transaction Entry
14. Gain Audit Control with Posting Numbers
15.Avoid Budget accidents with the Preliminary button
GL – Basic Details12. Correct entries that didn’t originate in the GL By default entries not originating in GL can’t be changed with GL correction entry This is controlled with a setting in General Ledger Setup “voiding/correcting of
subsidiary transactions”
13. Control Entry with Allow Transaction Entry Force sub ledger entries by preventing journal entries to certain accounts like AR and
AP Cards->Financial->Account, Key or Lookup Account Uncheck Allow Account Entry
14. Gain Audit Control with Posting Numbers Turn on Posting Numbers for a second GL transaction numbering scheme These numbers are “gapless” for better audit reporting Setup->Company->Company, Options. Check “Enable Posting Numbers in General
Ledger” Select to reset by year or period below These numbers will now appear on posting reports throughout the system including as
a option in Smartlists15. Avoid budget accidents with the Preliminary button Clicking Preliminary BEFORE making changes gives you a chance to discard changes,
otherwise your options are save and delete – clicking delete will remove the entire budget
NEXT: GL Intermediate
GL – Intermediate
16.Make budget backups by exporting to Excel
17.Get Complete Transactions with Taxes
in Journal Entries
GL – Intermediate Details
16. Make budget backups by exporting to Excel
Keeping a backup lets you easily restore. Cards > Financial > Budgets. Select the budget, click the Excel button and choose Export. Save your
backups in a secure location.
17. Get Complete Transactions with Taxes in Journal Entries
GL supports adding taxes to transactions but it’s not turned on by default Turn it on in Tools->Setup->Company->Company. Click Options. Check “Calculate Taxes in General
Ledger” http://msdynamicsgp.blogspot.com/2009/08/weekly-dynamic-calculate-tax-in-gl.html
NEXT: Purchasing and Inventory Basic
And the Answer Is…
How do you prevent someone from posting directly to your accounts receivable control account?
a) Threatsb) Coercionc) Bribesd) Removing the checkmark to Allow
Posting
Purchasing and Inventory – Basic
18.Change up Payables with the Edit Check Batch window
19. Speed lookups by moving Closed POs to History
20.Improve Reporting by Properly Closing a Purchase Order
Purchasing and Inventory – Basic Details
18. Change up Payables with the Edit Check Batch window The new Edit Check Batch window in GP 10 provides another way to adjust
AP check batches. Purchasing page > Transactions > Edit Cheque Batch19. Speed Lookups by Moving Closed POs to History Closed purchase orders do not move to history automatically. This should be
part of your month end procedures. Tools>Routines>Purchasing>Remove Completed Purchase Orders.20. Improve Reporting by Properly Closing a Purchase Order Users often change the quantity in a P.O. Line rather than put the un-
received difference in Quantity Canceled This result in incorrect statistics when reviewing vendor performance Quantity Cancelled should be entered instead to properly understand how
well a vendor is performing http://msdynamicsgp.blogspot.com/2009/10/weekly-dynamic-proper-po-closi
ng.html
NEXT: Purchasing and Inventory Intermediate
Purchasing and Inventory – Intermediate
21.Move Things Around with In Transit Inventory Transfer
22.Improve Reporting with Purchasing Control Account Management
Purchasing and Inventory – Intermediate Details
21. Move Things Around with In Transit Inventory Transfer New in version 10, In-Transit Inventory provides a mechanism to
move Inventory between company sites Allows Transfer documents, site receiving and shipment tracking via
web and prevents sale during transfer Transactions->Inventory->In-Transit Transfer Entry22. Improve Reporting with Purchasing Control Account
Management Purchase Control Account Management allows for the temporary
allocation of Accounts Payable to a segment of the chart of accounts. Usually this represents a department or division. This is followed by an automatic reversal after month end
Allocation is based on the expense accounts for open AP This is a Routine that is run at a regular interval like month end http://msdynamicsgp.blogspot.com/2009/03/weekly-dynamic-contro
l-account.html
NEXT: Purchasing and Inventory Advanced
Purchasing and Inventory – Intermediate Details
23. Improve Transparency by Showing Payment Accounts
When applying payments as part of an AP or PO related transaction, the payment accounts are rolled up
There is a setting that doesn’t roll up the accounts and makes the transaction easier to understand To Activate go to Tools->Setup->Company->Company and check “separate payment distributions”
NEXT: Sales Intermediate
Purchasing and Inventory – Advanced
24.Prevent Errors with DocDateVerify
25.Smooth Accounts Payable with Scheduled Payments
26. Release Allocated Inventory with Reconcile
Purchasing and Inventory – Advanced Details
24. Prevent Errors with DocDateVerify Free DocDateVerify utility from MS prevents subledger entry to non-existent fiscal years. Contact MS or your Partner for a copy.
25. Smooth Accounts Payable with Scheduled Payments. Schedule payments can be used to setup regular payments with or without interest for things like
loans and leases. http://msdynamicsgp.blogspot.com/2010/03/weekly-dynamic-payables-scheduled.html
26. Release Allocated Inventory with Reconcile Run for one item or all at month / year end to adjust allocated quantities where source document has
been removed Inventory page > Utilities > Reconcile
NEXT: Sales Basic
And the Answer Is…
Why is the In-Transit Transfer feature awesome?
a) Because Marvin said sob) It is recommended by 4 out of 5
purchasing agentsc) Holds inventory in a “transfer” site
until it is received at the transfer destination
Sales – Basic
27. Clean up Customer Accounts with Write Off Documents
28.Control Inventory by Preventing the Sale of Discontinued Items
29.Speed Up AR Aging by NOT Printing the Report
Sales – Basic Details
27. Clean Up Customer Accounts with Write Off Documents
• Sales page > Routines > Write Off Documents• Choose Underpayment or Overpayment and set a write off limit• Debit or credit document is created and applied to the outstanding transactions
28. Control Your Inventory by Preventing the Sale of Discontinued Items
Discontinued items can be sold until gone by default Typical advice is to write off items to prevent sale if necessary A setting can prevent the sale of discontinued items without writing off the items Turn it on at Tools->Setup->Sales->Sales Order Processing, Options, Uncheck “Allow
Sales of Discontinued Items” in the bottom grid area http://msdynamicsgp.blogspot.com/2009/08/weekly-dynamic-prevent-sale-of.html
29. Speed Up AR Aging by NOT Printing the Report AR Aging is a routine run at regular intervals Turning off the option to print the report after aging can significantly speed up the AR
Aging process http://msdynamicsgp.blogspot.com/2009/08/weekly-dynamic-speed-up-receivables.htm
l
NEXT: Sales Intermediate
Sales – Intermediate Details
30. Speed Up Collections Management with Paid Transaction Removal
With a large number of open transactions, the Collections Management windows can bog down and move slowly The only solution is to run the Paid Transaction Removal routine Run the Paid Transaction Removal Routine in Project Accounting first (if applicable) then in AR Paid Transaction Removal moves paid transactions from Open to History. It does not delete data http://msdynamicsgp.blogspot.com/2009/09/weekly-dynamic-speed-up-collections.html
NEXT: Bank Reconciliation
Bank Reconciliation
31. Deposit Non-Receivables cheques using Enter Receipt
Use for GST refunds, product rebates Entering as a Receipt lets you include the item in your bank deposit Makes bank reconciliation easier! Transactions > Financial> Bank Transactions > Enter Receipt
NEXT: Canadian Payroll
Canadian Payroll
32) Ease Training with Checklists Create checklists for payday, monthly, yearly, ROE generation and more When you use the checklist it timestamps the entry Tools > Routines > Payroll Canada > Checklists
NEXT: Reporting Basic
And the Answer Is…
What feature allows you to safely clear customer balances with small amounts?
a) Exporting the trial balance to Excel, zeroing the numbers and retotaling
b) Clear Datac) Write Off Documents
Reporting – Basic
33.Distribute FRx Reports Directly as Excel Files for Greater Compatibility
34.Control Smartlist printing with Column widths
35.Quickly Hide Multiple Report Writer Fields with the Properties box
Reporting – Basic Details
33. Distribute FRx Reports Directly as Excel Files for Greater Compatibility
In FRx on the Output Tab, Output options, change the default FRx Drilldown Viewer to Formatted Excel
34. Control Smartlist printing with Column widths• The width of the column on screen in a Smartlist controls the width on the printed page. Shrink these
to fit for printing.• http://msdynamicsgp.blogspot.com/2010/01/weekly-dynamic-printing-smartlist.html
35. Quickly Hide Multiple Report Writer Fields with the Properties Box
It is always recommended to hide fields instead of deleting them Select the fields you want to hide by holding the Ctrl key and clicking each field Change the Visibility property in the Properties box by double clicking
NEXT: Reporting Intermediate
Reporting – Intermediate
36.Get Reporting Flexibility with Excel Report Builder
37. Improve Custom Report Writing with a Table Reference
Reporting – Intermediate Details
36. Get Reporting Flexibility with Excel Report Builder
If you like the new live Excel reports, you can build your own with Excel Report Builder Tools->Smartlist Builder->Excel Report Builder Setup tables and fields Click Publish to create report, connector and set permissions http://msdynamicsgp.blogspot.com/2008/03/weekly-dynamicexcel-reports-in-dynamics.html
37. Improve Custom Report Writing with a Table Reference
Determining the appropriate tables for Dynamics GP can be time consuming using standard GP resource definitions
Use our Excel based Table Reference instead http://www.box.net/shared/jc90kdsh2k
NEXT: Customizations Basic
Customizations - Basic
38.Get Free Spell Check Functionality In Dynamics GP
39.Personalize Internet Options with Internet User Defined fields
Customizations – Basic Details
38. Get Free Spell Check Functionality In Dynamics GP
WillowWare, a 3rd party vendor, offers free spell check functionality for Dynamics GP This is a CNK file so it’s an easy install Registration required http://www.willoware.com/spellcheck/
39. Personalize Internet Options with Internet User Defined fields
The titles for Internet User Defined fields can be changed globally This allows the use of more than one email or web address throughout the system Tools->Setup->Company->Company, Click “Internet User Defined” http://msdynamicsgp.blogspot.com/2009/09/weekly-dynamic-internet-user-defined.html
NEXT: Customizations Intermediate
Customizations - Intermediate
40.Make Logging on Easier with a Caps Lock is On Warning (VBA)
41.Control Licensing By Preventing Users from Logging In To Multiple Companies (VBA)
42.Reduce Errors with Colored Backgrounds Per Company
43.Resolve issues by turning off Outlook connections
Customizations – IntermediateDetails
40. Make Logging On Easier with a Caps Lock is On Warning(VBA) Microsoft offers an unsupported VBA add on that will notify a user if Caps Lock is on
during login http://msdynamicsgp.blogspot.com/2009/07/is-caps-lock-on-when-logging-into.html41. Control Licensing By Preventing Users from Logging In To Multiple Companies
(VBA) David Musgrave of Microsoft has provided unsupported VBA code designed to prevent
users from logging in more than once This reduces the number of licenses in use at one time to help control costs http://blogs.msdn.com/developingfordynamicsgp/archive/2008/08/25/preventing-users-
from-logging-into-multiple-companies-example.aspx42. Reduce Errors with Colored Backgrounds Per Company Unsupported add in from Microsoft, the Support Debugging Tool offers an option to
change the background color of Windows based on the company. Useful to ensure entry in the correct company Support Debugging Tool is available only via the partner at no cost http://blogs.msdn.com/developingfordynamicsgp/archive/2009/06/05/support-debuggin
g-tool-build-11-released.aspx43. Resolve issue by turning off Outlook connections As great as the Outlook connection is, some companies want to turn it off. It can be turned off with the Customize This Page link on the Home Page http://msdynamicsgp.blogspot.com/2006/12/weekly-dynamic-how-to-turn-off-gp-home.
html
NEXT: Security Intermediate
And the Answer Is…
How many Email Addresses could you store in the Internet User Defined fields?
a) 1b) One MILLION!!!c) 8
Security - Intermediate
44.Understand Security With Information About the Default Security Roles
45.Troubleshoot Security Issues with the Security Profiler
Security – Intermediate Details44. Understand Security With Information About the Default Security
Roles There is a document which lists all the default GP Roles and
descriptions of how they are used It provides a great starting point for working with security Download it here: http://www.box.net/shared/sgggsvnazv
45. Troubleshoot Security Issues with the Security Profiler Part of the Support Debugging Tool Provides additional security information including who has what
access to what window Tools->Support Debugging Tool->Debugger->Security Profiler -
>Tools->Start Manual Logging Open Forms or Objects and review in Security Profiler Window Drill Deeper with Security button http://blogs.msdn.com/developingfordynamicsgp/pages/support-deb
ugging-tool.aspx
NEXT: Support Basic
Support - Basic
46. Get Group Help with Social Media – Blogs, Twitter, Facebook, YouTube
http://blogs.msdn.com/gp - The Official Blog of Dynamics GPhttp://DynamicAccounting.nethttp://blogs.msdn.com/DevelopingForDynamicsGPSearch YouTube for Dynamics GP
47. Watch Your Way to Greatness with CustomerSource Online Training Videos
48. Tackle the forums for helphttps://community.dynamics.com/forums/32.aspx
Support – Basic Details
46. Get Group Help with Social Media – Blogs, Twitter, YouTube
Social Media sites provide additional avenues for support and learning
47. Watch Your Way to Greatness with CustomerSource Online Training Videos
Login to CustomerSource Visit Training and Certification on the left Select eLearning http://dynamics.microsoftelearning.com/catalog/default.aspx
48. Tackle the Forums for Help
NEXT: Support Intermediate
Support – Intermediate
49.Use Screen Shot Capture and Email from the Support Debugging Tool for Precision Help
50.Show Security Details when access is denied.
Support – Intermediate Details49. Use Screen Shot Capture and Email from the Support Debugging
Tool for Precision Help Support Debugging tool provides screen capture and email functionality Click the Camera Icon installed with the debugger Choose whether to include certain system files Optionally email for support http://blogs.msdn.com/developingfordynamicsgp/pages/support-debugging-t
ool.aspx
50. Show Security Details when access is denied Support Debugging Tool provides an option to display security details when
access is denied. http://blogs.msdn.com/developingfordynamicsgp/pages/support-debugging-t
ool.aspx
NEXT: Support Advanced
One Last Question…
What support tool helps diagnose and troubleshoot those tricky problems faster?
a) Sledgehammerb) Hey, don’t call Marvin a tool…c) Support Debugger Tool
Follow UpMore Info
• Follow up PowerPoint deck has lots of detail and links for more information
• Will be available at www.prophet.ca by June18 • Username: gpuser• Password: ilovegp
• Thanks to:Mark Polino, I.B.I.S., Inc.