Presentation on theme: "Tips and Tricks in GP Here are tips to make your day to day daily jobs easier in GP Slide will be available for download from our web site: www.intellitecsolutions.com."— Presentation transcript:
Tips and Tricks in GP Here are tips to make your day to day daily jobs easier in GP Slide will be available for download from our web site: www.intellitecsolutions.com
Smartlist—Tips Change Default Column order Increase maximum record number
Smartlist—Tips Under Smartlist options change max records for all smart list in one shot!
Smartlist Export Solutions No more reformatting your favorite exports when they get to Excel!
Increase speed of Smartlist export to Excel Increase export speed by a factor of at least 10! Included with GP 10 and 2010 for free. Modify Dex.ini – (Located in the Dynamics folder) Set line SmartlistEnhancedExcelExport=TRUE Save modified Dex.ini file
Smartlist—Change Default Column order Change the master setup of Smartlist once!
Keyboard Shortcuts Ctrl + L - Displays the Lookup window The cursor must be placed in a field that uses the lookup window Enter a letter or number to seed the value of the lookup. When the lookup window appears, the cursor will have already moved to a starting position based on your entry. Use the up/down arrows or page up/down keys to move the cursor and hit “Enter” to select the item.
Keyboard Shortcuts Tab - moves the cursor to the next field, but also be mindful that Shift + Tab moves to the previous field. Tab sequences (the order that the cursor moves in) can be changed using Microsoft Dynamics GP Modifier. Ctrl + A This keystroke selects all text, which is perhaps more useful when you need to select all text in a Word document or an Excel spreadsheet.
Keyboard Shortcuts Ctrl + C - Copy Ctrl + V - Paste Hit “Enter” to fire repetitive mouse clicks. Open up a window such as Vendor Maintenance. At the bottom of the screen, click on the Next Record navigation arrow to bring up a record. Leave the mouse hovering over this navigation arrow. You can hit “Enter” and the next record will display. You can continue this process for as long as you like, providing a very handy way to quickly review consecutive records.
Keyboard Shortcuts Move to next field : tab Move to previous field : shift + tab Move from scrolling window to next field : ctrl + tab Move from scrolling window to previous field : shift + ctrl + tab Default button on a window : enter Close the current window : ctrl + w Exit application :alt + x
Keyboard Shortcuts Ctrl + L To open the look window Some shortcuts for the home page Navigation pane button ctrl + number of navigation pane button. For example, press ctrl + 2 to activate the second navigation pane button. For Date Fields - if you enter it just the day, it will automatically fill in the current month and year. 06 Becomes 06112011 Adding a Shortcut to Open Up a Specific Window For example, you can use a shortcut, say CTRL + SHIFT + C to open up the Customer Maintenance Window.
Short Cuts From your Home tab create custom shortcuts for your most used windows – user specific
Reprint Posting Journals Yes, Posting Journals can be reprinted! Financial button>>Reports>>Cross Reference Choose By: JE Source Document Audit Trail Code
General Ledger to Payables & Receivables reconcile report Financial – Routines – Reconcile to GL
General Ledger to Payables & Receivables reconcile report When you click process this report is generated
Remove STUCK users We can automate it with this script select * from SY01400 WHERE USERID IN delete SY01400 where USERID IN ('FRONT','COSBORNE','CDENNIS','FRONT','LESSONUS ER1','LESSONUSER2','RDIRENZO','DESTAFC','KTL','JB ACINO','TCASTRO','COSBORNE1','TERESAC2') select rtrim(USERID) FROM SY01400 ORDER BY USERID
Speed up the process for Receivables Aging Sales>>Routines>>RM Aging. Don’t print the report. Simple—but it really speeds it up. OR
exec sp_Msforeachdb ' use ? /* is this ia a Great Plains company db? */ if exists ( select INTERID from DYNAMICS..SY01500 D where INTERID = ''?'' ) begin /* does this Great Plains company db have open RM trx? */ if exists ( SELECT TOP 1 * FROM RM20101 WHERE CURTRXAM<>0 ) begin print ''Aging database ?'' /* Insert your script below this Line, Note: Double up single quotes */ DECLARE @O_iErrorState int, @I_dAgingDate datetime select @I_dAgingDate = convert(varchar(10), GetDate(), 102) EXEC dbo.rmAgeCustomer 0, '''', ''þþþþþþþþþþþþþþþ'', @I_dAgingDate, 127, 0, 0, '''', @O_iErrorState OUT SELECT @O_iErrorState /* Insert your script above this Line, Note: Double up single quotes */ print ''Aging done for database ?'' end '
Shorten default doc numbers From the setup windows in GP shorten the next #
The User Preferences window enables you to set defaults associated with your user ID Microsoft Dynamics GP – User Preferences
Budgeting Tip You can use the same budget id every year. Budget ID can be = ‘BUDGETID’ This minimizes the maintenance for FRX or MR because you don’t need to change the budget id in the column layouts each year.
MR Tip - calculate an average in the column definition Use the new ‘Periods’ to divide by the number of periods to calculate an average This column must have something in the Period cell
MR Tip - calculate an average in the column definition Results
MR Tip - To let Management Reporter select the appropriate width for the cell content, double- click the Column Width cell, and click AutoFit.
Security –Create a user with sa rights in GP You can give a GP user administrator rights in GP add/delete users Assign the specific Microsoft Dynamics GP administrator(s) SQL login account to the SecurityAdmin fixed server role and within the Db_AccessAdmin and Db_SecurityAdmin database roles that exists to the DYNAMICS database. DYNSA must be the database owner of ALL Microsoft Dynamics GP databases Still need sa for PSTL
Reporting Services (SSRS) You own it now! If you are on GP 10 or GP 2010 Easy to deploy With the GP2010 install it is part of the installation now. Includes out of the box reports when deploy through GP.
SSRS Reports Check to see if deployed –Administration – Reporting tools setup
What’s New GP 2010 with R2 Payroll Exclude Inactive Employees in Lookups Secondary Status Codes Map amounts to multiple W-2 boxes for Pay Codes, Benefits and Deductions Track Fiscal Year Values for Pay Codes, Benefits and Deductions Process Concurrent Pay Runs Increased Flexibility with multiple garnishments