Microsoft Dynamics GP 2016 Cookbook

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve

Buy this Book

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Buy this Book

Overview of this book

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!

Microsoft Dynamics GP 2016 Cookbook

Credits

About the Authors

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

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

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

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

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

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

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

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

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

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

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

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

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

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

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Using Customer Name Modifier

Dynamics GP stores the Customer Name on transactions when they're created, and amending the name through the Cards window does not update the transactions.

How to do it…

However, the Customer Name stored on transactions can be modified using the Customer Name Modifier tool. To update the customer name field at the transaction level, follow these steps:

Open PSTL and select Customer Name Modifier from Sales Tools.
Click Next:
In the Starting Customer Number field, enter FITZDIGI0001.
In the Ending Customer Name field, enter Fitz Digital.
Click Convert.

If there are a number of customers to be renamed, this can be done using the Validate/Import functions.

Import from spreadsheet

Customer Name Modifier is capable of using a Tab delimited file to modify Customer Numbers in bulk.

Other Name Modifiers

Vendor Name Modifier provides the ability to rename Vendor records individually or en masse using imports from a spreadsheet.

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

Related Content you might be interested in

Current Title:

Microsoft Dynamics GP 2016 Cookbook

Using Customer Name Modifier

How to do it…

Import from spreadsheet

Other Name Modifiers