Book Image

Microsoft Dynamics GP 2013 Financial Management

By : Ian Grieve
Book Image

Microsoft Dynamics GP 2013 Financial Management

By: Ian Grieve

Overview of this book

Microsoft Dynamics GP 2013 is a mature accounting software, ERP application, which is aimed at making life easier for financial professionals. This book is to assist readers in improving their use of Microsoft Dynamics GP by showing them how to get the most out of the financial aspect of the system. Microsoft Dynamics GP 2013 Financial Management is intended to add value to your organization by making use of additional modules and processes by introducing readers, new or experienced, to some of the financial management modules of Dynamics GP, such as Analytical Accounting, Cash Flow Management, and Encumbrance Management. Microsoft Dynamics GP 2013 Financial Management introduces the six essential financial modules. You will get acquainted with accounting to enable reporting, before gaining an oversight into inflow and outflow of cash. Budget studies cover all aspects of budget use in Dynamics GP for comparing actual figures against the budgets created and maintained within the system. The final chapters cover PO Commitments and Encumbrance Management; two sides of the same coin. Both modules allow for the control of purchasing by either committing or encumbering the transactions and preventing overspending.
Table of Contents (14 chapters)
Microsoft Dynamics GP 2013 Financial Management
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Encumbrance inquiries


There are a number of inquiry windows available in Dynamics GP to look at Encumbrance Management.

Encumbrance Summary Inquiry

The Encumbrance Summary Inquiry window can be used to view a current or historical summary report of actual and encumbered transactions for a selected budget and a range of accounts. To use the inquiry, perform the following steps:

  1. Open the Encumbrance Summary Inquiry window in Dynamics GP by selecting Purchasing from the Navigation Pane on the left, and then clicking on Summary in the area page under Inquiry.

  2. The Budget ID field will default to the budget selected for the fiscal year the user date is in.

  3. Enter 000-1300-01 in both the From Account and To Account fields.

  4. Click on the Redisplay button to generate the inquiry.

As is standard with Dynamics GP inquiry windows, the scrolling window has a number of links in the column headings, which load a window for the selected period. Clicking on the Actual link will load the General Ledger Detail Inquiry...