Presentation on theme: "2010 Dynamics GP Client Conference"— Presentation transcript:
12010 Dynamics GP Client Conference Microsoft Dynamics GP – Tips, Tricks & Secrets
2Microsoft Dynamics GP – Tips, Tricks & Secrets Account RollupAccount Rollups let you consolidate information from various accounts and then be able to drill down into the account detailsUseful for things like departmental totals with drilldowns.Accounts do not have to be consecutiveRollups can include Actual, Budget and Calculated informationSetup new rollups at Inquiry>>Financial>>Account Rollup>>Modify button
3Microsoft Dynamics GP – Tips, Tricks & Secrets Clarify Processes with Window NotesEach window has a note icon that stays with that window. Use this for data entry tips or to document processes specific to your organizationAvoid lack of documentation, sticky notes, scrapes of paper
4Microsoft Dynamics GP – Tips, Tricks & Secrets Fix Auto CompleteAuto Complete finishes your entries for you.It’s great until you misspell something and are stuck with it foreverTo get rid of it, start typing until the error shows up in Auto CompleteRight click and hit Remove from List
5Microsoft Dynamics GP – Tips, Tricks & Secrets Limit AutoCompleteAutoComplete default setting of 10,000 entries is per user, per field.This can have a negative impact on performance over time.Reduce the maximum and set unused entries to clear after 60 days.
6Microsoft Dynamics GP – Tips, Tricks & Secrets Build a Quick and Dirty WorkflowFor simple workflows like check printing, create a folder in the navigation bar at the left.Open the first window for a process and click File>>Add to ShortcutsRepeat this for each window in the process.At the end, you have a folder with all the windows for a process in sequence.This works well for Month End processes as well.
7Microsoft Dynamics GP – Tips, Tricks & Secrets Correct entries that didn’t originate in the GLBy default entries not originating in GL can’t be changed with GL correction entrySelect Tools>>Setup>>Financial>>General LedgerCheck the box next to Voiding/Correcting of Subsidiary Transactions
8Microsoft Dynamics GP – Tips, Tricks & Secrets Speed up the Correct Journal Entry ScreenLooking up Journal Entry corrections is slow because of the number of transactionsApply an index to the table and significantly speed up lookupsBoyer can provide a small SQL Script to apply a non-clustered index to the GL20000 and GL30000 tables and this solves the problem
9Microsoft Dynamics GP – Tips, Tricks & Secrets Improve Balancing with Allow Account EntrySimply select an account using Cards>>Financial>>AccountSelect the control account like AP or ARUncheck the Allow Account Entry BoxHit SaveAfter that transactions have to originate in a subledger to post to that account
10Microsoft Dynamics GP – Tips, Tricks & Secrets Prevent the Sale of Discontinued ItemsDiscontinued items can be sold until gone by defaultTypical advice is to write off items to prevent sale if necessaryA setting can prevent the sale of discontinued items without writing off the itemsTurn it on at Tools>>Setup>>Sales>>Sales Order Processing, Options, Uncheck “Allow Sales of Discontinued Items” in the bottom grid area
11Microsoft Dynamics GP – Tips, Tricks & Secrets Speed Up the Receivables Aging ProcessAR Aging is a routine run at regular intervalsTurning off the option to print the report after aging can significantly speed up the AR Aging process
12Microsoft Dynamics GP – Tips, Tricks & Secrets Document Date VerifyAvoid posting an AR or AP transaction into a future non-existing fiscal periodContact Boyer for a special software patch that can prevent posting into a future fiscal period that doesn’t existEasy install, just copy a file into your Dynamics GP directory
13Microsoft Dynamics GP – Tips, Tricks & Secrets Get Free Spell Check Functionality In Dynamics GPWillowWare, a 3rd party vendor, offers free spell check functionality for Dynamics GPThis is a CNK file so it’s an easy installRegistration required
14Microsoft Dynamics GP – Tips, Tricks & Secrets Prevent Logging on Multiple Times in GPReduce the number of licenses in use at one time to help control costsMicrosoft development group has provided unsupported VBA code designed to prevent users from logging in more than once
15Microsoft Dynamics GP – Tips, Tricks & Secrets Reduce Errors with Colored Backgrounds Per CompanyUnsupported add in tool from Microsoft offers an option to change the background color of Windows based on the companyUseful to ensure entry in the correct companyMicrosoft tool is available only via Partnersource, at no costContact a Boyer consultant if you are interested
16Microsoft Dynamics GP – Tips, Tricks & Secrets Suppress Dynamics GP SoundsStop Dynamics GP from generating any soundsKeep your computer from ‘beeping’ when you make mistakesAt this line to your Dex.ini file: SuppressSound=TRUEDex.ini file is typically found the in Data folder under your Dynamics GP code folder: (i.e., C:\Program Files\Microsoft Dynamics\GP\Data)
17Microsoft Dynamics GP – Tips, Tricks & Secrets Speed Voucher Entry with Multiple Purchase LinesUse the Additional Vendor Accounts window to specify default posting accounts for vendorsChoose the Purchases ellipses button to open the Additional Vendor Accounts window from the Vendor Accounts windowReduce errors during voucher entry with multiple default accounts
18Microsoft Dynamics GP – Tips, Tricks & Secrets Copy a P.O.Transactions>>Purchasing>>Purchase Order Entry, Actions>>Create>>Copy New POSelect parts/lines to copy and press CopyFast, easy, flexible
19Microsoft Dynamics GP – Tips, Tricks & Secrets Backup!BackupNeed I say more?
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