Microsoft Dynamics GP 2013 Cookbook


Microsoft Dynamics GP 2013 Cookbook
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Overview
Table of Contents
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  • Understand the various tips and tricks to master Dynamics GP, and improve your system's stability in order to enable you to get work done faster
  • Discover how to solve real world problems in Microsoft Dynamics GP 2013 with easy-to-understand and practical recipes
  • Access proven and effective Dynamics GP techniques from authors with vast and rich experience in Dynamics GP

Book Details

Language : English
Paperback : 348 pages [ 235mm x 191mm ]
Release Date : June 2013
ISBN : 1849689385
ISBN 13 : 9781849689380
Author(s) : Ian Grieve, Mark Polino
Topics and Technologies : All Books, Enterprise Products and Platforms, Cookbooks, Microsoft Dynamics, Enterprise

Table of Contents

Preface
Chapter 1: Personalizing Dynamics GP
Chapter 2: New in Dynamics GP 2013
Chapter 3: Organizing Dynamics GP
Chapter 4: Automating Dynamics GP
Chapter 5: Harnessing the Power of SmartLists
Chapter 6: Connecting Dynamics GP to Microsoft Office 2013
Chapter 7: Exposing Hidden Features in Dynamics GP
Chapter 8: Improving Dynamics GP with Hacks
Chapter 9: Preventing Errors in Dynamics GP
Chapter 10: Maintaining Dynamics GP
Chapter 11: Extending Dynamics GP with the Support Debugging Tool
Chapter 12: Extending Dynamics GP Professional Services Tools Library
Index
  • 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 start-up shortcuts
    • Personalizing the Home page by selecting the right role
    • Further personalizing the Home page by customizing the layout
    • Speeding 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 Business Analyzer on the Home page
    • Accessing accounts faster with favorites in lookups
    • Cleaning up the mess by fixing AutoComplete errors
    • Chapter 2: New in Dynamics GP 2013
      • Introduction
      • EFT format enhancements
      • Enhanced GL Year-End Closing
      • Modifying the sales order's Ship To address
      • Reason codes for inventory transactions
      • Tolerance handling
      • Tracking serial and lot numbers on drop ship POs
      • Selecting multiple serial or lot numbers
      • Relating or linking items for suggested sales
      • Intercompany asset transfer
      • Historical depreciation report
      • Fixed assets batches
      • Chapter 3: Organizing Dynamics GP
        • Introduction
        • Speeding account entry with account aliases
        • Cleaning account lookups by removing accounts from lookups
        • Gaining visibility by using horizontal scroll arrows
        • Streamlining payables processing by prioritizing vendors
        • Getting clarity with user-defined fields
        • Developing connections with Internet user-defined fields
        • Gaining reporting control with account rollups
        • Remembering processes with an ad hoc workflow
        • Improving financial reporting clarity by splitting purchasing accounts
        • Speeding lookups with advanced lookups
        • Going straight to the site with web links
        • Chapter 4: Automating Dynamics GP
          • Introduction
          • Using reminders to remember important events
          • Controlling reporting dates with beginning and ending periods
          • Automating reporting with report groups
          • Speeding entry by copying an inventory item
          • Improving consistency with shortcuts and user classes
          • Speeding month-end closing 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 document delivery with an e-mail
          • Chapter 5: Harnessing the Power of SmartLists
            • Introduction
            • Sorting data to get the information you want
            • Speeding 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 6: Connecting Dynamics GP to Microsoft Office 2013
              • Introduction
              • 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
              • 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 SmartList
              • Gaining flexibility by printing documents with Microsoft Word
              • Chapter 7: 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
                • Changing the remit-to address on a payables transaction after posting
                • Understanding all the financial information about an asset with fixed asset details
                • Speeding entry by copying a purchase order
                • Getting control of printing with named printers
                • Speeding month-end processing with Reconcile to GL functionality
                • Improving budget creation with Combine Budgets
                • Chapter 8: 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 the Account Segment warnings
                  • Reducing licensing needs by preventing multiple company logins
                  • Using a CNAME alias to prevent resetting all passwords in migrations or DR failovers
                  • Turning on more features with Dex.ini settings
                  • Entering and tracking use tax with credit card functionality
                  • Correcting a lost 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 9: 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
                    • Preventing account selection errors with chart segment names
                    • Ensuring proper year-end closing by checking posting types
                    • Preventing sales of a discontinued inventory item
                    • Correcting errors by backing out, correcting, and copying GL entries
                    • Chapter 10: Maintaining Dynamics GP
                      • Introduction
                      • Speeding up navigation lists by disabling Business Analyzer
                      • Preventing entry of wrong dates by closing periods
                      • Improving performance by adjusting the 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 Update
                      • Improving stability by managing dictionaries
                      • Safeguarding data by backing everything up
                      • Resolving errors with the Check Links utility
                      • Speeding login by clearing the Menu Master table
                      • Validating balances with the Reconcile utility
                      • Troubleshooting issues with a DexSQL log
                      • Speeding security setup with user copy
                      • Chapter 11: Extending Dynamics GP with the Support Debugging Tool
                        • Introduction
                        • Extending Dynamics GP with the Support Debugging Tool
                        • Coloring windows by company
                        • Capturing and sending screenshots for support
                        • Logging transactions for troubleshooting
                        • Executing SQL from within Dynamics GP
                        • Getting information about security resources
                        • Chapter 12: Extending Dynamics GP Professional Services Tools Library
                          • Introduction
                          • Installing and configuring Professional Services Tools Library
                          • Disable a company database to prevent users from logging in
                          • Replicate settings and data to a new company with Company Copy
                          • Duplicate data between companies using Master Triggers
                          • Merge records with Combiner
                          • Change data using Modifier
                          • Setting a minimum PO/Receipt Number
                          • Preventing date errors with Doc Date Verify

                          Ian Grieve

                          Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant, specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England. Ian has been working with Microsoft Dynamics GP since 2003. He has dealt with all aspects of the product life cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades, and process reviews. Alongside his work with Microsoft Dynamics GP, in recent years he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with special emphasis on project delivery and the training of end users on the management of sales, marketing, and services. Ian is the co-author of Microsoft Dynamics GP 2013 Cookbook, produced Microsoft Dynamics GP Techniques online learning course, and was the technical reviewer for Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook. In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk/) blog dedicated to Microsoft Dynamics GP and related products and tries, often unsuccessfully, to squeeze in extra time for the Dynamics CRM related blog coralcurve | A Consultant's Dabblings in Dynamics CRM (http://www.coralcurve.co.uk/).

                          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, DynamicAccounting.net, 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

                          • Personalise Microsoft Dynamics GP to improve accessibility and efficiencies
                          • Use the tools in the Professional Services Tools Library to improve processes or amend data efficiently
                          • Maintain Dynamics GP and ensure proper operation of the system using optimum processes
                          • Efficiently organize Microsoft Dynamics GP to improve processes
                          • Leverage the power of SmartLists using proven tips and techniques and undocumented search functionalities
                          • Connect Microsoft Dynamics GP 2013 to Microsoft Office 2013
                          • Enhance the usability of Microsoft Dynamics GP with hacks
                          • Expose hidden features in Microsoft Dynamics GP to improve efficiency and get more from the system
                          • Deploy and use the Support Debugging Tool to trace, locate, and resolve problems encountered by users

                          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.

                          "Microsoft Dynamics GP 2013 Cookbook" 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 2013 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 2013, exposing hidden features in Dynamics GP, and much more!

                          Through the final chapters, the book covers system maintenance and extending Dynamics GP with the Support Debugging Tool and Professional Services Tools Library.

                          Approach

                          "Microsoft Dynamics GP 2013 Cookbook" is a highly practical beginner to intermediate Cookbook to improve your efficiency and master your use of Microsoft Dynamics GP 2013. All the recipes are time-proven; real-world tested, and designed to be used immediately.

                          Who this book is for

                          If you’re a Dynamics GP partner or Dynamics GP user, primarily focused on delivering application optimizations, then "Microsoft Dynamics GP 2013 Cookbook" is for you.

                          This book assumes that you have a basic knowledge of Microsoft Dynamics GP, a basic understanding of business management systems, and some exposure to Microsoft SQL Server.

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