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:

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!

Correct a GL Journal Entry

Copy a GL Journal Entry

Allow or don’t allow account entry!

Customize source documents  Original Cash receipt Source document - CRJ

Customize source documents  Change to something you can recognize - ARCRJ

Customize source documents  See new source document now default on cash receipt entries

Excel Reports GP 2010 has them ready to use!

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  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

Professional Tools PSTL – Free with GP2010

Professional Tools  Account/Vendor/Customer/Item changer  Account/Vendor/Customer/Item combiner  Unapply RM  1099 Modifier  Database Disabler  So many more!!

Advanced Lookups  Administration – Company – Advanced Lookups

Advanced Lookups

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 */ datetime = convert(varchar(10), GetDate(), 102) EXEC dbo.rmAgeCustomer 0, '''', 127, 0, 0, OUT /* 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

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

Increased Flexibility with multiple garnishments

Tips and Tricks in GP Questions & Answers