Dynamics GP Refresh Presented By Audra Beers May
Dynamics GP Refresh! Presented By: Audra Beers May 18, 2018
AGENDA > Everyday GP Use > Tips and Tricks
Everyday GP Use
User Log In and Company Selection
User Preferences In this window you can update the following: Default Report Destination Entry Key Window Command (In later versions of GP you can change the look and feel of your GP windows Menu bar) Default Sales Doc Type Review Reminders Change the Display (Demonstration to follow) Password Auto. Complete Options
Creating a Quick link Create Quick Links to frequently used GP Windows To see the Change Details option (Pencil) hover the Quick Links toolbar
Adding a GP Shortcut To get to the “Add GP Shortcut” window: Right click in the Navigation Pane on your homepage Choose whichever type of Shortcut you would like to create Demonstration : Creating a Web Page Shortcut to a Banking website
GP Window Features GP Window “Help” Option – In the bottom right hand corner of each GP window there is a “blue circle with a ? ” By clicking on this feature you will be taken to the GP Index and you can see an overview, field definition and buttons definition for that window
Tips and Tricks
Copy Home Page and Area Pages Streamline the setup of new users > Copy home page and area page settings from one user to another > Copy security access • Save time when replacing or adding new staff > New with GP 2015
Take Company Offline > You can take one or more companies offline for maintenance or administrative tasks. > The current users can continue working in the company. Once those users log out of the company, they will not be able to log back in to the company unless they have offline access.
Email Update in a Transaction Change the email address on the fly > Use the Email Detail Entry window to update an email > The changes you enter in this window will affect only the current document. > To make permanent changes to the record for email settings, make them using the Customer or Vendor Email Options window.
PSTL Company Copy Easily copy data from one company to another > Makes new company setup easier > Helps with development of test companies > Can copy selected data and reporting options by module
Ctrl+C & Ctrl+V Copy and Paste in GP > You can move information from one location to another using the Copy and Paste commands > The Copy command duplicates selected information. > The Paste command pastes the copied information in the field you have selected.
Document Attachment Ability to Scan Multiple Pages > Document Attachment is the ability to scan directly into an attachment > If you have a feeder type or other scanner capable of scanning multiple pages, when you click the Scan button, you can scan in that multi-page
Allow/Prevent Account Entry Control General Ledger entry and posting > Streamline reconciliation process > Control journal entry posting to selected accounts
Copy – Paste Entry from Excel Make entering of journal entries easier > Allows user to copy a journal entry from Excel and paste it into the Transaction Entry window in Dynamics GP
Reconcile to GL Streamline reconciliation between your sub-ledgers and general ledger > Includes Payables Management, Receivables Management, Bank Reconciliation and Inventory > Provides spreadsheet view of reconciling items
Outstanding Transaction Report Reprint > Print the Outstanding Transactions Report after you have completed your Bank Reconciliation Reconcile process. > The Outstanding Transactions Report is an option in the Bank Posting Journals report list.
Common Dynamics GP Support Issues > Stuck Batches > Batch stuck in posting, receiving, etc. status > https: //support. microsoft. com/en-us/kb/850289 > Granting Security Rights to Smart. Lists or Modified Reports > https: //support. microsoft. com/en-us/kb/942507 > Management Reporter Data Mart Rebuilds > https: //www. gpug. com/blogs/adam-liposky/2014/05/30/management-reporter-rebuilding-your-data-mart > Error message when you try to open the Sales Transaction Entry window in Sales Order Processing in Microsoft Dynamics GP: "Your previous transaction-level posting session has not finished processing" > https: //support. microsoft. com/en-us/kb/852623 > Dynamics won’t let me post my batches > Print an Edit List for the batch. It will list any errors included in the batch that may be keeping you from being able to post. Select the printer icon in the Batch Entry window to print the Edit List > How can I find the table name that holds the information I am looking for? > https: //blogs. msdn. microsoft. com/developingfordynamicsgp/2008/10/04/finding-table-and-field-information-in-microsoft -dynamics-gp/
Price List Wizard Create/Add Price List Information
Adjust Cost for Receipts Update Unit Cost of an Item on Purchase Receipt > Ability to adjust the unit cost of an item on a purchase receipt > Closing the window finishes the posting process > Comparison report printed after posting
Paid Transaction Removal Clean up inquiry windows and update balances > Moves transactions to History or removes transactions from system based on setup > Suggest that the process is completed as part of month end or quarterly > Consolidates all balance forward transaction amounts and adds the total to the noncurrent period amount
AR Transaction Unapply Professional Services Tools – Open Historical Documents > The ability to unapply transactions after Paid Transaction removal has been run and document is in history > Must be logged into the system as the SA user > ALWAYS take a backup of the database before using PSTL tools > No other users should be in the system while using tool > Report Option to review before actually completing unapply process
AR Write-Offs “On-the-Fly”
Vendor Purchase Accounts Setup and utilization of additional Vendor purchase accounts
Refund Checks Create AR to AP transactions > Ability to create payables checks from receivables Credit balance amounts > Process can create Vendor on the fly from Customer information > You can create refund checks by selecting specific documents for a customer, or by selecting a range of credit balance customers
Check Remittance Reprint > Generates a report that contains all of the information that was printed on the original check stub or remittance form. > You’ll be able to recreate check stubs for computer checks or checks printed from the Payables Transaction Entry window for posted transactions. > You must be maintaining transaction history for the vendor in order to recreate the check stub. > Manual check stubs and unposted checks stubs cannot be re-created.
Purchase Order Prepayments Create link between prepayments and PO’s > Released in GP 2013 > Option to create Computer Check or Manual Payment within Payables > Purchase Order Number prints on Payables Check as Voucher Number
AP “Checks on the Fly” Create AP Check without check batch > Use Payables transactions entry window to create invoice and “check on the fly” > Enter Check amount and use blue expansion arrow to update checkbook ID or check number information > Uses same print payables check and posting windows, as creating a batch of checks
1099 Features New Features and 1099 updates > In GP 2013 the ability to print 1096 forms was added > Use the Update 1099 information window to modify tax type or 1099 statement box numbers for a range of vendors, 1099 transactions, or both
All-In-One Views Inventory / Sales / Purchasing
GP “Out of the Box” Reporting Options > Smart. List / Smartlist Designer > Excel Reports > Navigation List
Any Questions?
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