Microsoft Dynamics GP 2010 Cookbook

Microsoft Dynamics GP 2010 Cookbook
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Table of Contents
Sample Chapters
  • Discover how to solve real-world Dynamics GP problems with immediately useable recipes
  • Follow carefully organized sequences of instructions along with screenshots
  • Understand the various tips and tricks to master Dynamics GP, improve your system's stability, and enable you to get work done faster
  • Access proven and effective Dynamics GP techniques from an author with over 10 years of experience in Dynamics GP
  • Covers the new features in Dynamics GP 2010

Book Details

Language : English
Paperback : 324 pages [ 235mm x 191mm ]
Release Date : July 2010
ISBN : 1849680426
ISBN 13 : 9781849680424
Author(s) : Mark Polino
Topics and Technologies : All Books, Enterprise Products and Platforms, Cookbooks, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

Chapter 1: Personalizing Dynamics GP
Chapter 2: Organizing Dynamics GP
Chapter 3: Automating Dynamics GP
Chapter 4: Harnessing the Power of SmartLists
Chapter 5: Connecting Dynamics GP to Microsoft Office 2010
Chapter 6: Exposing Hidden Features in Dynamics GP
Chapter 7: Improving Dynamics GP with Hacks
Chapter 8 Preventing Errors in Dynamics GP
Chapter 9: Maintaining Dynamics GP
Chapter 10: Extending Dynamics GP with Free Software
  • Chapter 1: Personalizing Dynamics GP
    • Introduction
    • Improving visibility by setting Required Fields to bold and red
    • Getting faster access to data with the Shortcut Bar
    • Reducing clicks with Startup shortcuts
    • Personalizing the Home page by selecting the right role
    • Speeding up access to data with Quick Links
    • Rearranging Navigation to make it easier
    • Jumping to the right location with Breadcrumbs
    • Managing personal reports with My Reports
    • Viewing open items with the Task List
    • Visualizing information with Home page Metrics
    • Accessing accounts faster with Favorites in Lookups
    • Cleaning up the mess by fixing AutoComplete errors
  • Chapter 2: Organizing Dynamics GP
    • Introduction
    • Speeding up account entry with Account Aliases
    • Gaining visibility with Horizontal Scroll Arrows
    • Streamlining payables processing by prioritizing vendors
    • Getting clarity with User Defined fields
    • Developing connections with Internet User Defined fields
    • Gaining additional reporting control with Account Rollups
    • Remembering processes with an Ad hoc workflow
    • Improving financial reporting clarity by splitting purchasing accounts
    • Speeding up lookups with Advanced Lookups
    • Going straight to the site with Web Links
  • Chapter 3: Automating Dynamics GP
    • Introduction
    • Using Reminders to remember important events
    • Controlling reporting dates with Beginning and Ending Periods
    • Automating reporting with Report Groups
    • Speeding up entry by copying an Inventory Item
    • Improving consistency with Shortcuts and User Classes
    • Speeding up month-end close by Reconciling Bank Accounts daily
    • Automating processes with Macros
    • Getting early warnings with Business Alerts
    • Splitting AP across departments automatically with Control Account Management
    • Getting control of accruals and deferrals with Recurring GL batches
    • Speeding up document delivery with e-mail
  • Chapter 4: Harnessing the Power of SmartLists
    • Introduction
    • Sorting data to get the information you want
    • Speeding up access to information with SmartList Favorites
    • Getting warnings with SmartList Alerts
    • Improving information returned with SmartList Search
    • Controlling data with SmartList Record Limits
    • Tailoring SmartLists by adding Fields
    • Controlling access by sharing or restricting SmartList Favorites
    • Renaming Fields for clarity
  • Chapter 5: Connecting Dynamics GP to Microsoft Office 2010
    • Introduction
    • Getting control of Outlook features on the Home page
    • Building analyses by Exporting SmartLists to Microsoft Excel
    • Delivering flexibility by exporting Navigation Lists to Excel
    • Improving reports by sending SmartLists to Word
    • Communicating with customers using Letters from Microsoft Word
    • Skipping the exports by using Prebuilt Excel Reports
    • Improving performance by globally turning off Outlook integration
    • Reporting on any Dynamics GP data with direct Excel Connections
    • Importing data with Microsoft Word and a Dynamics GP Macro
    • Getting fine grain control of Excel Exports from SmartLists
    • Gaining flexibility by printing documents with Microsoft Word
  • Chapter 6: Exposing Hidden Features in Dynamics GP
    • Introduction
    • Controlling Posting Dates when not posting by batch
    • Reducing posting steps with better Printing Control
    • Improving information with Tax Dates in transactions
    • Gaining the option to Process Taxes in the General Ledger
    • Tracking Tangible Personal Property Tax information for Fixed Assets
    • Understanding all of the financial information about an asset with Fixed Asset Details
    • Speeding up entry by Copying a Purchase Order
    • Getting control of printing with Named Printers
    • Speeding up month-end processing with Reconcile to GL functionality
  • Chapter 7: Improving Dynamics GP with Hacks
    • Introduction
    • Building custom help with Window notes
    • Using Comments without needing a comment name
    • Keeping the chart of accounts clean by reactivating Account Segment warnings
    • Improving clarity by timing Depreciation Posting to the General Ledger
    • Reducing licensing needs by preventing Multiple Company Logins
    • Turning on more features with Dex.ini settings
    • Entering and Tracking Use Tax with Credit Card Functionality
    • Correcting a lost system password by resetting the System Password
    • Warning the user if Caps Lock is on during login
    • Getting greater journal entry control by clearing recurring batch amounts
  • Chapter 8 Preventing Errors in Dynamics GP
    • Introduction
    • Preventing posting errors by managing Batch dates
    • Reducing out-of-balance problems with Allow Account Entry
    • Ensuring entry in the correct company by warning about Test Companies
    • Protecting Dynamics GP with key security settings
    • Providing clean vendor information by properly closing Purchase Orders
    • Protecting against information loss by printing Fixed Asset Reports
    • Preventing account selection errors with Chart Segment names
    • Ensuring proper year-end closing by checking Posting Types
    • Preventing sales of Discontinued Inventory
    • Correcting errors by backing out, correcting, and copying Journal Entries
  • Chapter 9: Maintaining Dynamics GP
    • Introduction
    • Preventing entry of wrong dates by Closing Periods
    • Improving performance by adjusting AutoComplete settings
    • Cleaning up Accounts Receivable with Paid Transaction Removal
    • Providing correct tax information by Updating 1099 information
    • Maintaining updated code by rolling out Service Packs with Client Updates
    • Improving stability by Managing Dictionaries
    • Safeguarding data by Backing Up everything
    • Resolving errors with the Check Links utility
    • Validating balances with the Reconcile utility
    • Troubleshooting issues with a DexSQL log
    • Speeding security setup with User Copy
  • Chapter 10: Extending Dynamics GP with Free Software
    • Introduction
    • Checking Dynamics GP spelling with Willoware
    • Preventing date errors with DocDateVerify
    • Executing SQL from the Support Administrator Console
    • Extending Dynamics GP with the Support Debugging Tool
    • Coloring windows by company
    • Capturing Screenshots and sending an E-mail for support
    • Logging transactions for troubleshooting
    • Executing SQL from within Dynamics GP
    • Getting information about Security Resources

Mark Polino

Mark Polino is a Microsoft MVP for Dynamics GP, a Certified Public Accountant, and a Microsoft Certified Business Management Solutions Professional. He is the author of the premier Dynamics GP related blog,, and the creator and presenter of the successful series Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 minutes. Mark has worked with Dynamics GP and its predecessor, Great Plains, for more than 10 years.

He works as a Principal Consultant with I.B.I.S., Inc. and spends his days helping clients implement Microsoft Dynamics GP.

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Create and run macros in Dynamics GP
  • Activate hidden features of Dynamics GP
  • Improve the usability of Dynamics GP by hacking the system
  • Leverage the impressive and powerful SmartLists feature using proven techniques
  • Enhance your Dynamics GP processes using various tools and tips
  • Prevent and correct errors in Dynamics GP using proven methods
  • Maintain Dynamics GP and ensure proper operation of the system using optimum processes
  • Connect Dynamics GP to Microsoft Office using different options
  • Improve the efficiency of ordinary Dynamics GP applications

In Detail

Microsoft Dynamics GP is an Enterprise Resource Planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively.

This book picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP system.

The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2007, exposing hidden features in Dynamics GP, and much more!

By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system

Find solutions to common Dynamics GP problems, and effectively manage your business processes


As a cookbook, this book enables you to solve real-world Dynamics GP problems with immediately useable recipes that unleash the powerful functionality of Dynamics GP. The book provides tips, techniques, and solutions designed to show users how to improve their use of Dynamics GP, not simply perform basic tasks.

Who this book is for

If you are a Dynamics GP user or Dynamics GP partner primarily focused on delivering time-proven application optimizations, then this book is for you. This book assumes that you have a basic understanding of business management systems, with basic knowledge of Microsoft Dynamics GP. All the recipes are real-world tested and designed to be used immediately.

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