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13 Classic Under Used Features in Microsoft® Dynamics GP

13 Classic Under Used Features in Microsoft® Dynamics GP. Frank Hamelly Dynamics GP MCP, MCT, MVP. Agenda. Welcome Introduction Class Wrap-up. 1. Account Rollup. Not as tasty as Fruit Rollups but still sweet! Combine accounts for inquiry & reporting

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13 Classic Under Used Features in Microsoft® Dynamics GP

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  1. 13 Classic Under Used Features in Microsoft® Dynamics GP Frank Hamelly Dynamics GP MCP, MCT, MVP

  2. Agenda • Welcome • Introduction • Class • Wrap-up

  3. 1. Account Rollup • Not as tasty as Fruit Rollups but still sweet! • Combine accounts for inquiry & reporting • Accounts don’t have to be consecutive • Rollup and Drill Down • Budgets • Calculations • Use instead of FRx for inquiries

  4. 2. National Accounts • Not a good as a national holiday but still lots of bang for the buck • Relate customers to a parent customer • Enter receipts for parent or child customer • Consolidated reporting • Restrict for credit checks, holds, etc.

  5. 3. RED • My favorite color • Can keep you from seeing Revenue and Expense Deferrals

  6. 3. Revenue and Expense Deferrals • Defer revenue or expense transactions • Defer from the transaction (AR/AP/SOP/POP) • Defer from Financial • Defer by distribution line • Use Revenue/Expense account or a Balance Sheet account • Profiles for easy use • Set it and forget it!

  7. 4. Scheduled Payments • Very much like Pay it Forward • Break AR or AP transaction into payments • Calculate and apply interest • Create amortization schedule • Creates a payment arrangement • Set start date and number of payments • Aging only shows portion due

  8. 5. Field Level Security • Keeps people out of restricted areas or dangerous places! • Restrict access to any field, window or form • Hide, lock or apply passwords to fields

  9. 6. Business Alerts • Be on the lookout for Risky Business • Monitor for criteria, receive via email or reminders • Credit Levels, Inventory Levels, Over Budget, Past Due, etc. • Wizard, Default Alerts & Reports

  10. 7. Named Printers • Not a Horse with no Name but will help you saddle up the right printer • Set specific printers for specific functions, i.e. check printing, invoice printing, etc. • Can be controlled by user, company, function and workstation • Turn off the print dialog box

  11. 8. SmartList Options • Everybody loves Options, right? • Make permanent changes to default SmartLists • Change titles, default record counts and more

  12. 9. Posting Options • Woohoo – more options! • Eliminate annoying report printing windows • Reduce posting work • Restrict posting with passwords

  13. 10. Item Transaction Inquiry • Now where did my widget go??!! • Identify item receipt layers • Determine the source of anitem’s cost • View every transaction affectingitem quantity and cost

  14. 11. Fixed Asset Transaction Details • Ahhhh, more details!! • Find out FA financial detailsincluding accounts and amounts • Cost, Offset, Depreciation, Reserve, Retirements, etc. • Find associated GL batch

  15. 12. Navigation Lists • You too, can be the Navigator • Dashboard for Dynamics GP • Easy access to functions in an area • Transactions and Inquiry • Filtering, Reporting, Excel Exports

  16. 13. Mass Modify Accounts • Like Zombies of Mass Destruction if you mess up • Copy information from existing accounts to new accounts • Move, Inactivate or Delete anaccount or range of accountsto another range

  17. Wrap-up • Thanks for joining us! • Fill out class evaluations (at kiosks) • Request CPE credit via evaluation • Enjoy the conference

  18. Frank Hamelly Microsoft MVP NOVA Solutions LLC www.gp2themax.blogspot.com cell: 919-928-4521

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