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#GPUGSummit
DYNAMICS GP STREAMLINED
Speed Up Everyday Processing
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Senior Consultant Collins Computing, Inc. Headquarters: Southern California Office: Bend, Oregon
20+ years GP consulting experience “Tips & Tricks” & “What’s New” enthusiast
LinkedIn: www.linkedin.com/in/abragilman/
GPUG Premium Member: Abra Gilman
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GPUG Member – Rick Zich, Mr Beer, President
Tucson AZ, Milwaukee WI, Toronto CA Experience:• 20+ years experience in MRP (SAP, Baan, Visual,
pcMRP, miSYS, ACCPAC)• 10+ years ecommerce/MRP integration • GP, eOne Smart Connect, HighJump EDI
Fun Facts:• Largest Beer Kit manufacturer in the world.• Owned by Coopers Brewery out of Adelaide Australia
TIPS FOR ALL USERS
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CONNECT AREA SLOWING YOU DOWN?
Find the “Customize” Link on the top right corner on the Main Home page.
**Put it back after an upgrade or on your test company?
For sign-on speed, sometimes better “off”.
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CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY?
Open up the Task.Click on the link “Name” at bottom.
“I turn it off every month!”
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CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY?
Change status to Completed.Make your selection.
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CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY?
Next, Save the task, re-open it, and delete.
**You can still access it from your ‘test’ company
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Microsoft Dynamics GP Dropdown > User Preferences
CHOOSING WINDOW DISPLAY
Non-Web-Client users decide how button menus will be displayed in user windows. (GP 2013 R2+)
• If you mix Web Clients and Full Clients, it may be confusing• Not sure if this feature will stick around.• If users are really annoyed by big buttons, change for a company.
The three choices for Window Command Display:Action PaneAction Pane StripMenu Bar
Microsoft Dynamics GP > User Preferences
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CHOOSING ACTION PANE OR ACTION PANE STRIP
Action Pane Strip
Action Pane (Default)
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CHOOSING ‘CLASSIC’ OPTION OF MENU BAR
Menu Bar
Buttons on bottom too
* This option is most like pre-GP 2013 R2
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WINDOWS FROM MENUS, SHORTCUTS, QUICK LINKS
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ADDING GP WINDOWS TO TOOLBARRight Click Toolbar, Click Customize, select which Series Toolbar, Add Window, Select Type of display (Image/Text).
Right Click
-Customize
Show Image and Text!
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ADD QUICK LINKS
Click on the pencil in the Quick Link area to modify list.
Select Your Window
Navigate to Menu
Select to add Window, List, Web Page, or File
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MODIFY QUICK LINK - CHANGE NAME
Move the item UP/DOWN the list appearing on Home Page.
The default name may not be specific enough (ie “Accounts)
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ADD ITEMS TO HOME PANE TOO.
Right Click to Add
Select Type of Shortcut
Find Window/Shortcut
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SAME WINDOW OPENS FROM EACH
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WHY ISN’T MY SMARTLIST DISPLAYING?
If a report processing, OR is displaying on your screen, the smartlist will not display. It is considered a ‘report’.
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HOW CAN I TELL IS A REPORT IS PROCESSING?
• Allow to complete.• Some items can be removed. • DON’T suspend, it sticks the rest!• Redisplay to see updates.• Details show some info.
File > Process Monitor
Click on File > Process Monitor
Click on Item,Then on action..
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Use ‘Copy Settings’ while creating a new user to automatically assign user settings
Copy User Settings – Maybe.
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Administration >> Utilities >> System >> Send Users Message
Use the Send Message window to select how to send a message to the users.
– If Online, it will display a popup or assign a task
– If Offline, you can assign a task
Message Other Users
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GL PASTE FROM EXCEL
1. Start a journal entry, create the header information.
2. Go to your spreadsheet and highlight the data.
3. Go back to the journal and hit paste.
4. Now Post!
If
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#GPUGSummit | #INreno15
Maybe
ADDING REPORTS TO MY REPORTS
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THANKS FOR ATTENDING!
FILL OUT YOUR GPUG SURVEYS PLEASE!
[email protected] (Rick Zich)[email protected] (Abra Gilman)
QUESTIONS?
Contact: [email protected]
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