1. 2010 Dynamics GP Client Conference
Microsoft Dynamics GP – Tips, Tricks & Secrets

2. Microsoft Dynamics GP – Tips, Tricks & Secrets
Account Rollup
Account Rollups let you consolidate information from various accounts and then be able to drill down into the account details
Useful for things like departmental totals with drilldowns.
Accounts do not have to be consecutive
Rollups can include Actual, Budget and Calculated information
Setup new rollups at Inquiry>>Financial>>Account Rollup>>Modify button

3. Microsoft Dynamics GP – Tips, Tricks & Secrets
Clarify Processes with Window Notes
Each window has a note icon that stays with that window. Use this for data entry tips or to document processes specific to your organization
Avoid lack of documentation, sticky notes, scrapes of paper

4. Microsoft Dynamics GP – Tips, Tricks & Secrets
Fix Auto Complete
Auto Complete finishes your entries for you.
It’s great until you misspell something and are stuck with it forever
To get rid of it, start typing until the error shows up in Auto Complete
Right click and hit Remove from List

5. Microsoft Dynamics GP – Tips, Tricks & Secrets
Limit AutoComplete
AutoComplete 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.

6. Microsoft Dynamics GP – Tips, Tricks & Secrets
Build a Quick and Dirty Workflow
For 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 Shortcuts
Repeat 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.

7. Microsoft Dynamics GP – Tips, Tricks & Secrets
Correct entries that didn’t originate in the GL
By default entries not originating in GL can’t be changed with GL correction entry
Select Tools>>Setup>>Financial>>General Ledger
Check the box next to Voiding/Correcting of Subsidiary Transactions

8. Microsoft Dynamics GP – Tips, Tricks & Secrets
Speed up the Correct Journal Entry Screen
Looking up Journal Entry corrections is slow because of the number of transactions
Apply an index to the table and significantly speed up lookups
Boyer can provide a small SQL Script to apply a non-clustered index to the GL20000 and GL30000 tables and this solves the problem

9. Microsoft Dynamics GP – Tips, Tricks & Secrets
Improve Balancing with Allow Account Entry
Simply select an account using Cards>>Financial>>Account
Select the control account like AP or AR
Uncheck the Allow Account Entry Box
Hit Save
After that transactions have to originate in a subledger to post to that account

10. Microsoft Dynamics GP – Tips, Tricks & Secrets
Prevent the Sale of Discontinued Items
Discontinued items can be sold until gone by default
Typical advice is to write off items to prevent sale if necessary
A setting can prevent the sale of discontinued items without writing off the items
Turn it on at Tools>>Setup>>Sales>>Sales Order Processing, Options, Uncheck “Allow Sales of Discontinued Items” in the bottom grid area

11. Microsoft Dynamics GP – Tips, Tricks & Secrets
Speed Up the Receivables Aging Process
AR Aging is a routine run at regular intervals
Turning off the option to print the report after aging can significantly speed up the AR Aging process

12. Microsoft Dynamics GP – Tips, Tricks & Secrets
Document Date Verify
Avoid posting an AR or AP transaction into a future non-existing fiscal period
Contact Boyer for a special software patch that can prevent posting into a future fiscal period that doesn’t exist
Easy install, just copy a file into your Dynamics GP directory

13. Microsoft Dynamics GP – Tips, Tricks & Secrets
Get Free Spell Check Functionality In Dynamics GP
WillowWare, a 3rd party vendor, offers free spell check functionality for Dynamics GP
This is a CNK file so it’s an easy install
Registration required

14. Microsoft Dynamics GP – Tips, Tricks & Secrets
Prevent Logging on Multiple Times in GP
Reduce the number of licenses in use at one time to help control costs
Microsoft development group has provided unsupported VBA code designed to prevent users from logging in more than once

15. Microsoft Dynamics GP – Tips, Tricks & Secrets
Reduce Errors with Colored Backgrounds Per Company
Unsupported add in tool from Microsoft offers an option to change the background color of Windows based on the company
Useful to ensure entry in the correct company
Microsoft tool is available only via Partnersource, at no cost
Contact a Boyer consultant if you are interested

16. Microsoft Dynamics GP – Tips, Tricks & Secrets
Suppress Dynamics GP Sounds
Stop Dynamics GP from generating any sounds
Keep your computer from ‘beeping’ when you make mistakes
At this line to your Dex.ini file: SuppressSound=TRUE
Dex.ini file is typically found the in Data folder under your Dynamics GP code folder: (i.e., C:\Program Files\Microsoft Dynamics\GP\Data)

17. Microsoft Dynamics GP – Tips, Tricks & Secrets
Speed Voucher Entry with Multiple Purchase Lines
Use the Additional Vendor Accounts window to specify default posting accounts for vendors
Choose the Purchases ellipses button to open the Additional Vendor Accounts window from the Vendor Accounts window
Reduce errors during voucher entry with multiple default accounts

18. Microsoft Dynamics GP – Tips, Tricks & Secrets
Copy a P.O.
Transactions>>Purchasing>>Purchase Order Entry, Actions>>Create>>Copy New PO
Select parts/lines to copy and press Copy
Fast, easy, flexible

19. Microsoft Dynamics GP – Tips, Tricks & Secrets
Backup!
Backup
Need I say more?

20. Microsoft Dynamics GP – Tips, Tricks & Secrets
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