Microsoft Dynamics GP 2013 Cookbook

Microsoft Dynamics GP 2013 Cookbook

Overview of this book

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.

Microsoft Dynamics GP 2013 Cookbook

Credits

About the Author

Acknowledgment

About the Author

Acknowledgment

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

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

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

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

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

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

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

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

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

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

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

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

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

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Tracking serial and lot numbers on drop ship POs

Microsoft Dynamics GP supports the tracking of serial and lot numbers for sales inventory items that are brought into the inventory system; Microsoft Dynamics GP 2013 introduces the ability to track serial and lot numbers for drop ship purchase orders where the goods will be delivered directly to the customer and never enter the inventory system.

Getting ready

Purchase order processing and inventory control will need to be configured and items need to be created. We also need a drop ship purchase order to receive, but as the sample company does not include one by default we will need to create one:

Open the Purchase Order Entry window in Dynamics GP by selecting Purchasing from the navigation pane and clicking on Purchase Order Entry in the Transactions section.
Change the Type to Drop Ship.
Click away from the PO Number field to create a new purchase order.
Enter, or do a lookup to select, ADVANCED0001 in Vendor ID.
Enter, or do a lookup to select...

Microsoft Dynamics GP 2013 Cookbook

Microsoft Dynamics GP 2013 Cookbook

Overview of this book

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Microsoft Dynamics GP 2013 Cookbook

Tracking serial and lot numbers on drop ship POs

Getting ready