Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

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!

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Microsoft Dynamics GP 2016 Cookbook
Mark Polino | Ian Grieve
Aug, 2016 | 376 pages
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Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Microsoft Dynamics GP 2016 Cookbook
Credits
Credits
About the Authors
About the Authors
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Personalizing Dynamics GP
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
2
Organizing Dynamics GP
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
3
Automating Dynamics GP
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
4
Leveraging New and Updated Features in Dynamics GP
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
5
Exposing Hidden Features in Dynamics GP
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
6
Improving Dynamics GP with Hacks
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
7
Preventing Errors in Dynamics GP
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
8
Harnessing the Power of SmartLists
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
9
SmartList Designer
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
10
Connecting Dynamics GP to Microsoft Office 2016
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
11
Maintaining Dynamics GP
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
12
Extending Dynamics GP Professional Services Tools Library
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
13
Modern Business Intelligence for Dynamics GP
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
Index

Sorting data to get the information you want

At their core, SmartLists are rows and columns of data, similar to an Excel spreadsheet. They provide a powerful, friendly way to interact with information in Dynamics GP. One of the simplest SmartList features found by most users is the ability to sort a SmartList simply by clicking on a column header. However, SmartLists provide advanced sorting features that are even more powerful, just a little harder to find.

In this recipe, we'll take a look at all of the sorting options for SmartLists, both simple and advanced.

How to do it...

To sort a SmartList, follow these steps:

  1. Select the Microsoft Dynamics GP menu from the top and click on SmartList.

  2. Select Financial in the left pane then Account Summary below it:

  3. Simple sorting is accomplished by clicking on the column name. Select the Debit Amount column title to sort by debits. The arrow next to the column name shows whether the sort is ascending or descending:

  4. Click Debit Amount again to change the...

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