Microsoft Dynamics GP 2013 Cookbook

For beginners or intermediate users this is a highly practical cookbook for Microsoft Dynamics GP. Now you can really get to grips with enterprise resource planning by engaging with real-world solutions through recipes and screenshots.

Microsoft Dynamics GP 2013 Cookbook

Cookbook
Ian Grieve, Mark Polino

For beginners or intermediate users this is a highly practical cookbook for Microsoft Dynamics GP. Now you can really get to grips with enterprise resource planning by engaging with real-world solutions through recipes and screenshots.
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Book Details

ISBN 139781849689380
Paperback348 pages

About This Book

  • 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

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.

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 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

What You Will Learn

  • 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.

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 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

Book Details

ISBN 139781849689380
Paperback348 pages
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