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Real-world Business Intelligence with Microsoft Dynamics GP

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Real-world Business Intelligence with Microsoft Dynamics GP

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Real-world Business Intelligence with Microsoft Dynamics GP
May, 2015 | 364 pages
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Table of Contents (20 chapters)
Real-world Business Intelligence with Microsoft Dynamics GP
Real-world Business Intelligence with Microsoft Dynamics GP
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
What Is BI and What Are BI Tools for Microsoft Dynamics GP?
What Is BI and What Are BI Tools for Microsoft Dynamics GP?
What is BI and how do I get it?
Out-of-the-box BI tools for Microsoft Dynamics GP
Summary
2
Business Intelligence for the General Ledger
Business Intelligence for the General Ledger
Balance sheet dashboard
Ratio of AP to AR
Summary
3
Business Intelligence for Bank Reconciliation
Business Intelligence for Bank Reconciliation
Bank balances with the last reconciliation date
Where the money goes
Summary
4
Business Intelligence for Payables Management
Business Intelligence for Payables Management
Unapplied credits/payments, invoices on hold, and vendor holds
Sharable aged trial balance
Summary
5
Business Intelligence for Receivables Management
Business Intelligence for Receivables Management
Sharable aged trial balance
Customer sales this year compared to last year
Summary
6
Business Intelligence for Sales Order Processing
Business Intelligence for Sales Order Processing
Dashboard of sales by customer, state, item class, and salesperson
Dashboard of open orders by customer, state, item class, and salesperson
Items sold by the manufacturer
Summary
7
More Business Intelligence on Sales Order Processing
More Business Intelligence on Sales Order Processing
SOP documents on process holds
Items shipped within the last 30 days with tracking numbers
Returned items report
Summary
8
Business Intelligence for Inventory Control
Business Intelligence for Inventory Control
Rolling 12-month turnover report
Items on which you most frequently adjust quantities
Summary
9
More Business Intelligence for Inventory Control
More Business Intelligence for Inventory Control
Top 10 most invoiced and returned items
Items with quantities that are not available to sell and items that have not been sold within the last year
Summary
10
Business Intelligence for Purchase Order Processing
Business Intelligence for Purchase Order Processing
Purchase orders awaiting approval
Open purchase orders older than 45 days
Summary
11
Miscellaneous Business Intelligence
Miscellaneous Business Intelligence
Employee list with personal details by location
Commission details
Summary
Index
Index

About the Author

Mark Polino is a Microsoft MVP for Dynamics GP, certified public accountant, and Microsoft MVP. He also holds additional accounting certifications. Mark is the author of the premier Dynamics GP-related blog, www.DynamicAccounting.net, and the creator and presenter of the successful series Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 Minutes. He has worked with Dynamics GP and its predecessor, Great Plains, for more than 15 years. Mark is currently a senior consultant with Integrated Business Group, implementing Dynamics GP. He is the author or coauthor of four other Dynamics GP books by Packt Publishing. He is also the author of a novel.

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