Microsoft Dynamics GP 2016 Cookbook

Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems

Microsoft Dynamics GP 2016 Cookbook

This ebook is included in a Mapt subscription
Ian Grieve, Mark Polino

Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems
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RRP $59.99
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Book Details

ISBN 139781786463401
Paperback376 pages

Book Description

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively.

This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. 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 you 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, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!

Table of Contents

Chapter 1: Personalizing Dynamics GP
Introduction
Personalizing the home page by selecting the right role
Improving visibility by setting required fields to bold and red
Further personalizing the home page by customizing the layout
Speeding up access to data with Quick Links
Rearranging navigation to make it easier
Managing personal reports with My Reports
Viewing open items with Task List
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 Alias
Cleaning account lookups by removing accounts from lookups
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
Controlling reporting 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
Copying security from an existing user
Using Reminders to remember important events
Controlling reporting dates with beginning and ending periods
Speeding up entry by copying an inventory item
Automating processes with macros
Getting early warnings with Business Alerts
Splitting AP across departments automatically with Control Account Management
Speeding document delivery with e-mail
Relating or linking items for suggested sales
Automatically post cash receipt deposits
Simplifying statement delivery with print remaining documents
Chapter 4: Leveraging New and Updated Features in Dynamics GP
Introduction
Take the company offline for maintenance
Copying and pasting journals from Excel
Budget Import Exception reporting
Enhanced GL Year-End Closing
Fix cross-company mistakes by voiding intercompany transactions
Improving cross-company visibility with Intercompany Journal inquiries
EFT Format Enhancements
Expanding payment options with credit card payment runs
Merging records with Customer Combiner and Modifier
Modifying Sales Order Ship To Address
Getting a complete view with All-In-One View
Tracking serial and lot numbers on drop ship POs
Selecting multiple serial or lot numbers
Intercompany asset transfer
Historical depreciation report
Fixed Assets Batches
Improve year-end with the Fixed Asset Year-End Closing Report
Purchase requisitions
Gaining efficiency by printing or e-mailing any report with Word templates
Attaching documents to records
Chapter 5: 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 general ledger
Changing the Remit-To Address on a Payables transaction after posting
Understanding an asset's financial information with Asset Details
Speeding up entry by copying a purchase order
Getting control of printing with Named Printers
Speeding up month-end processing with the Reconcile to GL functionality
Improving budget creation with Combine Budgets
Controlling POs with prepayments
Gaining flexibility with Inventory Tolerance Handling
Creating Fixed Assets with a default ID
Avoid creating Payables Invoices when a PO already exists
Chapter 6: Improving Dynamics GP with Hacks
Introduction
Using comments without needing a comment name
Keeping the chart of accounts clean by reactivating Account Segment warnings
Reducing licensing needs by preventing multiple company logins
Turning on more features with the Dex.ini settings
Tackling self-assessed taxes such as Use Tax with the Reverse Tax functionality
Correcting a lost password by resetting the system password
Getting greater journal entry control by clearing recurring batch amounts
Chapter 7: Preventing Errors in Dynamics GP
Introduction
Preventing posting errors by managing Batch Date
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 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 8: Harnessing the Power of SmartLists
Introduction
Changing the Favorites pane size and visibility
Sorting data to get the information you want
Improving information returned with SmartList Search
Tailoring SmartLists by adding fields
Renaming fields for clarity
Speeding up access to information with SmartList Favorites
Controlling data with SmartList record limits
Getting warnings with SmartList alerts
Controlling access by sharing or restricting SmartList Favorites
Chapter 9: SmartList Designer
Introduction
Creating a new SmartList
Creating a new SmartList from a SQL View
Adding a filter to a SmartList
Exporting a SmartList object
Importing a SmartList object
Creating a refreshable Excel report from a SmartList
Chapter 10: Connecting Dynamics GP to Microsoft Office 2016
Introduction
Building analyses by exporting SmartLists to Microsoft Excel
Getting fine-grained control of Excel Exports from Navigation lists to Excel
Improving reports by sending SmartLists to Word
Communicating with customers using Letters from Microsoft Word
Skipping the exports by using pre-built Excel reports
Delivering the goods with Excel-based dashboards
Reporting on any Dynamics GP data with direct Excel connections
Importing data with Microsoft Word and a Dynamics GP macro
Getting fine-grained control of Excel Exports from SmartList
Gaining flexibility by printing documents with Microsoft Word
Chapter 11: Maintaining Dynamics GP
Introduction
Speeding up Navigation lists by disabling Business Analyzer
Preventing entry to 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 down service packs with Client Updates
Improving stability by managing dictionaries
Safeguarding data by backing everything up
Resolving errors with the Check Links utility
Speeding up login by clearing the Menu Master table
Validating balances with the Reconcile utility
Troubleshooting issues with a DexSQL.log file
Chapter 12: Extending Dynamics GP Professional Services Tools Library
Introduction
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
Using Customer Name Modifier
Set a minimum PO/receipt number
Preventing date errors with Doc Date Verify
Chapter 13: Modern Business Intelligence for Dynamics GP
Introduction
Activating OData for better external analysis
Secure OData to control access
Connecting OData to Excel for Business Intelligence
Connecting GP to Power BI with OData
Adding Power BI to the home page in Dynamics GP

What You Will Learn

  • Explore the new enhancements in Dynamics GP 2016
  • Personalize Microsoft Dynamics GP to improve accessibility and efficiencies
  • 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 2016 to Microsoft Office 2013
  • Enhance the usability of Microsoft Dynamics GP with hacks
  • Expose the 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
  • Explore PowerBI and how it can be used with Dynamics GP 2016

Authors

Table of Contents

Chapter 1: Personalizing Dynamics GP
Introduction
Personalizing the home page by selecting the right role
Improving visibility by setting required fields to bold and red
Further personalizing the home page by customizing the layout
Speeding up access to data with Quick Links
Rearranging navigation to make it easier
Managing personal reports with My Reports
Viewing open items with Task List
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 Alias
Cleaning account lookups by removing accounts from lookups
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
Controlling reporting 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
Copying security from an existing user
Using Reminders to remember important events
Controlling reporting dates with beginning and ending periods
Speeding up entry by copying an inventory item
Automating processes with macros
Getting early warnings with Business Alerts
Splitting AP across departments automatically with Control Account Management
Speeding document delivery with e-mail
Relating or linking items for suggested sales
Automatically post cash receipt deposits
Simplifying statement delivery with print remaining documents
Chapter 4: Leveraging New and Updated Features in Dynamics GP
Introduction
Take the company offline for maintenance
Copying and pasting journals from Excel
Budget Import Exception reporting
Enhanced GL Year-End Closing
Fix cross-company mistakes by voiding intercompany transactions
Improving cross-company visibility with Intercompany Journal inquiries
EFT Format Enhancements
Expanding payment options with credit card payment runs
Merging records with Customer Combiner and Modifier
Modifying Sales Order Ship To Address
Getting a complete view with All-In-One View
Tracking serial and lot numbers on drop ship POs
Selecting multiple serial or lot numbers
Intercompany asset transfer
Historical depreciation report
Fixed Assets Batches
Improve year-end with the Fixed Asset Year-End Closing Report
Purchase requisitions
Gaining efficiency by printing or e-mailing any report with Word templates
Attaching documents to records
Chapter 5: 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 general ledger
Changing the Remit-To Address on a Payables transaction after posting
Understanding an asset's financial information with Asset Details
Speeding up entry by copying a purchase order
Getting control of printing with Named Printers
Speeding up month-end processing with the Reconcile to GL functionality
Improving budget creation with Combine Budgets
Controlling POs with prepayments
Gaining flexibility with Inventory Tolerance Handling
Creating Fixed Assets with a default ID
Avoid creating Payables Invoices when a PO already exists
Chapter 6: Improving Dynamics GP with Hacks
Introduction
Using comments without needing a comment name
Keeping the chart of accounts clean by reactivating Account Segment warnings
Reducing licensing needs by preventing multiple company logins
Turning on more features with the Dex.ini settings
Tackling self-assessed taxes such as Use Tax with the Reverse Tax functionality
Correcting a lost password by resetting the system password
Getting greater journal entry control by clearing recurring batch amounts
Chapter 7: Preventing Errors in Dynamics GP
Introduction
Preventing posting errors by managing Batch Date
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 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 8: Harnessing the Power of SmartLists
Introduction
Changing the Favorites pane size and visibility
Sorting data to get the information you want
Improving information returned with SmartList Search
Tailoring SmartLists by adding fields
Renaming fields for clarity
Speeding up access to information with SmartList Favorites
Controlling data with SmartList record limits
Getting warnings with SmartList alerts
Controlling access by sharing or restricting SmartList Favorites
Chapter 9: SmartList Designer
Introduction
Creating a new SmartList
Creating a new SmartList from a SQL View
Adding a filter to a SmartList
Exporting a SmartList object
Importing a SmartList object
Creating a refreshable Excel report from a SmartList
Chapter 10: Connecting Dynamics GP to Microsoft Office 2016
Introduction
Building analyses by exporting SmartLists to Microsoft Excel
Getting fine-grained control of Excel Exports from Navigation lists to Excel
Improving reports by sending SmartLists to Word
Communicating with customers using Letters from Microsoft Word
Skipping the exports by using pre-built Excel reports
Delivering the goods with Excel-based dashboards
Reporting on any Dynamics GP data with direct Excel connections
Importing data with Microsoft Word and a Dynamics GP macro
Getting fine-grained control of Excel Exports from SmartList
Gaining flexibility by printing documents with Microsoft Word
Chapter 11: Maintaining Dynamics GP
Introduction
Speeding up Navigation lists by disabling Business Analyzer
Preventing entry to 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 down service packs with Client Updates
Improving stability by managing dictionaries
Safeguarding data by backing everything up
Resolving errors with the Check Links utility
Speeding up login by clearing the Menu Master table
Validating balances with the Reconcile utility
Troubleshooting issues with a DexSQL.log file
Chapter 12: Extending Dynamics GP Professional Services Tools Library
Introduction
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
Using Customer Name Modifier
Set a minimum PO/receipt number
Preventing date errors with Doc Date Verify
Chapter 13: Modern Business Intelligence for Dynamics GP
Introduction
Activating OData for better external analysis
Secure OData to control access
Connecting OData to Excel for Business Intelligence
Connecting GP to Power BI with OData
Adding Power BI to the home page in Dynamics GP

Book Details

ISBN 139781786463401
Paperback376 pages
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