Microsoft Dynamics GP 2010 Cookbook

Get more from Dynamics GP using the 100+ recipes in this invaluable Cookbook. Discover hidden features, improve usability, and optimize the system with clearly presented solutions you can easily implement.

Microsoft Dynamics GP 2010 Cookbook

Cookbook
Mark Polino

Get more from Dynamics GP using the 100+ recipes in this invaluable Cookbook. Discover hidden features, improve usability, and optimize the system with clearly presented solutions you can easily implement.
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Book Details

ISBN 139781849680424
Paperback324 pages

About This Book

  • 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

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.

Table of Contents

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

What You Will Learn

  • 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

Authors

Table of Contents

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

Book Details

ISBN 139781849680424
Paperback324 pages
Read More

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