1. System and Company
GL and Financial
AR/SOP
AP/POP
Grab Bag
Reporting
$100
$100
$100
$100
$100
$100
$200
$200
$200
$200
$200
$200
$300
$300
$300
$300
$300
$300
$400
$400
$400
$400
$400
$400
$500
$500
$500
$500
$500
$500
By Jo deRuiter

2. You will be taken to the question
Wait for Answer, then click answer
Click on any numerical space chosen by contestant
Written answer will appear. Pause to discuss then click the NEXT SLIDE BUTTON on the control DON’T CLICK RETURN YET
Once the screenshot of GP has displayed click the “Return to Main Board” button to continue to next question

3. On What Window Do You Enable Security for All of GP?
System and Company
On What Window Do You Enable Security for All of GP?
Return to Main Board
Answer

4. System>Setup>Company>Company Setup
System and Company
Company Setup
System>Setup>Company>Company Setup
Return to Main Board

5. System and Company
On Which Window Can You Set up where the Default Posting Dates for Transaction Types originate from or turn OFF printing or select print locations for Posting Reports?
Return to Main Board
Answer

6. System and Company
Posting Setup for the Company: System>Setup>Company>Posting Setup
Return to Main Board

7. System and Company
On Which Window Can You Set Up Custom Lookups To Find Records You Routinely Search For with the Magnifying Glass. Such as a lookup on Open Payables Transactions by Batch Number or Due Date?
Return to Main Board
Answer

8. System>Setup>Company>Advanced Lookups
System and Company
Advanced Lookups!
Add lookups to most Magnifying Glass lookups by how YOU need to find data
System>Setup>Company>Advanced Lookups
Return to Main Board

9. System and Company
On What Screen Can You Enable Features You Don’t Currently Use or Can’t See When Logged in as ‘sa’?
Return to Main Board
Answer

10. System>Setup>Registration
System and Company
Registration: You have the ability to de-clutter your screens and hide features not used or enable features that you WANT to use in the Registration Window:
System>Setup>Registration
Return to Main Board

11. System and Company
On What Window Can You Permanently Change the Default Columns, Default Go-To’s and Maximum Records for GP SmartLists for All Users?
Return to Main Board
Answer

12. System>Setup>SmartList Options
Return to Main Board

13. GL and Financial
How Can You Set Up a Recurring Batch in GL that can have amounts updated before posting?
Return to Main Board
Answer

14. There are two ways: A recurring GL transaction (preferred) or a Quick Journal with an Offset Account
Return to Main Board

15. GL and Financial
On What Window Can I Configure Electronic Reconciliations from my Bank to make reconciling my bank accounts automatic?
Return to Main Board
Answer

16. Electronic Reconcile Format Configurator
GL and Financial
Electronic Reconcile Format Configurator
Return to Main Board

17. GL and Financial
How Long Must I Wait to Close the GP Year So That All Adjustments and Audit Adjustments Can Post To the Correct Year?
Return to Main Board
Answer

18. What Is: YOU DON’T GL and Financial
GP Will Recognize Prior Year Adjustments and make the necessary entries in the background to either Roll Up to Retained Earnings for P&L Type Accounts or Roll the Balance Forward to the Current Year for Balance Sheet Accounts!
Return to Main Board

19. GL and Financial
How Many Accounts Payable Accounts Can Be Set To Auto Reconcile in the “Reconcile to GP Window”?
Return to Main Board
Answer

20. GL and Financial
As Many as You’d Like!
Set up Reconcile to GP and GP will match the subledger to all of your GP, AP, AR, Inventory or Bank Rec Accounts!
Return to Main Board

21. GL and Financial
On What Window Do I Program GP to Post only in Summary for My Suspense Account But Only If the Transaction Originates in the Sales Module?
Return to Main Board
Answer

22. Financial>Cards>Account Maintenance.
GL and Financial
Financial>Cards>Account Maintenance.
Specify the Level of Posting by Series for every account!
Return to Main Board

23. AR and SOP
Name Two Windows I can automatically write a Collection Letter using Word From to Send to a Customer?
Return to Main Board
Answer

24. AR and SOP
Customer Summary Card or Customer Maintenance Card or Directly From SmartLists
Return to Main Board

25. On What Screen Do You Enable “Automatically Post Cash Receipts”?
AR and SOP
On What Screen Do You Enable “Automatically Post Cash Receipts”?
Return to Main Board
Answer

26. System>Setup>Options
Company Setup Options in which you can set up several custom functionality!
System>Setup>Options
Return to Main Board

27. AR and SOP
Where in Sales Order Processing Can You See In One Window the Progression of One Transaction from Quote to Order to Invoice to Payments and/or Returns/Credits?
Return to Main Board
Answer

28. The Sales All In One View from Inquiry or from within other Inquiries
AR and SOP
The Sales All In One View from Inquiry or from within other Inquiries
Return to Main Board

29. AR and SOP
What Window would I access the process that moves fully paid transactions from my AR Open to my AR History in order to keep my Open table from becoming too large
Return to Main Board
Answer

30. Sales>Routines>Paid Transaction Removal.
AR and SOP
Sales>Routines>Paid Transaction Removal.
In the AR Module Transactions don’t move to history until they are manually transferred.
You can adjust checks in the event of NSFs
Return to Main Board

31. AR and SOP
On which Windows Can You Set holds on Sales Transactions which prevent them from transferring to other document types or posting based on criteria such as address verification, credit, quality assurance, etc?
Return to Main Board
Answer

32. AR and SOP
Sales Process Holds at Sales>Setup>Process holds in conjunction with the Sales Document Setup can keep transactions from transferring, posting, fulfillment or printing until criteria are met.
Return to Main Board

33. AP and POP
True or False, to cut a check quickly to a vendor for an invoice not yet entered, I must enter the invoice then create a check batch to print the check.
Return to Main Board
Answer

34. AP and POP
FALSE: You can enter payment information directly onto transactions and print a payables check without ever leaving the transaction window! You can even PARTIAL pay for it! Or, use this field to enter a transaction that has already been paid
Return to Main Board

35. AP and POP
If a user accidentally enters an invoice with the incorrect Remit-To Address, Discount Date, Due Date or Description, what window can be utilized to quickly correct the transaction information without needing to void and re-enter the transaction?
Return to Main Board
Answer

36. AP and POP
Edit Payables Transaction Window will allow you to quickly and easily change non-financial and non-key field header information
Return to Main Board

37. AP and POP
What window can be used to quickly update vendor transactions to 1099-type transactions so the 1099 Printing is correct?
Return to Main Board
Answer

38. AP and POP
Purchasing>Routines>Update 1099 Information. Even if you change the Vendor information the last day of the year to 1099 type vendor, this window will find the transactions for the vendor and update the 1099 tables
Return to Main Board

39. AP and POP
Which Process would I run to automatically create Purchase Orders based on pre-set inventory order point quantities to help automate and expedite the purchasing process?
Return to Main Board
Answer

40. AP and POP
Purchase Order Generator under Purchasing Transactions will look at Inventory Quantities and the Item Resource Planning Card and Suggest PO’s then auto-create them for you!
Return to Main Board

41. AP and POP
If my company processes many PO’s and I want to use the POP Document Inquiry on Open PO’s but fully Received and Invoiced/paid PO’s still show, what utility can I run to move PO’s to History so that only Open PO’s appear
Return to Main Board
Answer

42. AP and POP
Remove Completed Purchase Orders in Routines will help keep the Open PO Tables Clean and quickly differentiate open and historical PO’s
Return to Main Board

43. Grab Bag
Where can I set a Reminder to show me all Customers who are past due and even assist in sending the Collection Letter?
Return to Main Board
Answer

44. Grab Bag
Home Page, Set a GP Reminder on Past Due Customers using a SmartList, send the collection letter directly from SmartLists!
Return to Main Board

45. Grab Bag
Within each GP Module, where can I setup CheckLists for routine Daily, Period End, Calendar End tasks and see who has completed them?
Return to Main Board
Answer

46. Grab Bag
Check Lists are available within each Module and can assist with setting up standard routines and seeing who has completed them. They even contain links to open the relevant windows.
Return to Main Board

47. Grab Bag
When Setting Up ing for Vendor PO’s and Remittances, where is the one place in GP you can update ALL vendors at the same time to setup the documents that Vendor can be ed?
Return to Main Board
Answer

48. Grab Bag
From the Navigation List use the “Modify” area, select and choose to enable s and the forms, message and format to send.
Return to Main Board

49. Grab Bag
On What Window Could I Print a Miscellaneous Check to a Non-Vendor On The Fly?
Return to Main Board
Answer

50. Grab Bag
It’s Not Highly Recommended, but Miscellaneous Check Window in Financial Transactions Allows for on-the-fly printing of checks to Non-Vendors
Return to Main Board

51. Grab Bag
Where in GP can I set up an to my Collections Team to alert them a Customer has gone over their credit limit AND has open quotes?
Return to Main Board
Answer

52. Grab Bag
Business Alerts are available and ing is capable with certain settings in SQL
Return to Main Board

53. Reporting and Inquiry
Where in GP can you get a total for all of your Expenses Related to the Sales Team (segment required) and quickly see the Actuals, Prior Year, Budget, Variance and Other Currency amounts not to mention quickly see either Net Change or Period Balances?
Return to Main Board
Answer

54. Reporting and Inquiry
Account Rollups are the best place to group accounts and get firm numbers! How much was in ALL of your cash accounts at the end of Period 2 last year?...
Return to Main Board

55. Reporting and Inquiry
On What Window Can You Easily Deploy SSRS, Excel Refreshable, Management Reporter and Power BI Reports That Come Standard with GP?
Return to Main Board
Answer

56. System>Setup>Reporting Tools Setup
Reporting and Inquiry
Reporting Tools Setup
System>Setup>Reporting Tools Setup
Return to Main Board

57. Reporting and Inquiry
True or False: GP Out of the Box has an Excel Dashboard for Sales and Financial Transactions
Return to Main Board
Answer

58. Reporting and Inquiry
TRUE: By deploying the Excel Refreshables you have access to pre-built Sales and Financial Dashboards! And, setting up Custom Dashboards are simple!
Return to Main Board

59. Out of the Box Dashboards are Available in GP in What Windows?
Reporting and Inquiry
Out of the Box Dashboards are Available in GP in What Windows?
Return to Main Board
Answer

60. Reporting and Inquiry
The Home Screen and Navigation Lists! Once SSRS Reports are deployed, showing the KPI’s and Dashboards is easy!
Return to Main Board

61. Reporting and Inquiry
What screen in SmartList can I use to search and filter for the exact transactions I’m looking for?
Return to Main Board
Answer

62. Reporting and Inquiry
SmartList in GP has a Search Tool which can assist in finding transactions by 4 search categories, wildcards are possible to really find exactly what you need!
Return to Main Board