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GP 2014 Client Event

GP 2014 Client Event . Welcome. Agenda. Check In and Breakfast Welcome Comments Microsoft Dynamics GP R2 Overview Break Management Reporter Tips and Tricks Customer Service Overview EDI Presentation – SPS Commerce Lunch GP Reporting Tools Sales Tax Presentation – Avalara Break

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GP 2014 Client Event

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  1. GP 2014 Client Event Welcome

  2. Agenda Check In and Breakfast Welcome Comments Microsoft Dynamics GP R2 Overview Break Management Reporter Tips and Tricks Customer Service Overview EDI Presentation – SPS Commerce Lunch GP Reporting Tools Sales Tax Presentation – Avalara Break GP Tips and Tricks Q&A

  3. GP2013 – R2 Release

  4. Customer Service Overview Support Pyramid

  5. Customer Service Overview • Boyer Support • Email Address – gpsupport@boyerassoc.com • Magnets included in packets • Key Information to communicate • Screen shot of error message • GP Version • When did issue start? • What has changed? • How many users does the error affect? • Self Support • Online Search Tips • GP Help Menu • GP Manuals

  6. CustomerSource • What is CustomerSource? • How do you get access to CustomerSource? • Call Carol Simonson – 763.412.4307 • Support • Search Knowledge Base for errors or issues • Log a support incident directly with Microsoft • eLearning

  7. EDI Presentation SPS Commerce – Dan Chang

  8. SmartList Designer vs. SmartList Builder Comparison of SmartList Designer and SmartList Builder. Complete list on eOne’s website. SmartList Designer new In GP 2013. No additional charge for SmartList Designer

  9. GP Tips & Tricks General Build a workflow with the navigation pane Setup a hot key to open windows Date entry shortcut Customize your toolbar Find where the data is stored Know what you have Call Carol to review the modules you own Refresher Training – eLearning on CustomerSource Schedule an annual review meeting

  10. GP Tips & Tricks General Turn off posting reports Auto Complete Settings Smartlist Wildcards Microsoft Connect https://connect.microsoft.com/dynamicssuggestions Add your functionality requests Vote on your favorites Spell Check Free spellcheck add on that can be added to any GP field Willowware.com

  11. GP Tips & Tricks Financial Sub Ledger Account Reconciliation – Turn off Allow Transaction Entry Check your posting types before year end – Setup a smartlist Daily Bank Recs Locking Budgets Transaction Entry – Negative Amounts Receivables Management Speed up the AR Aging Process – Do not print the report Fixed Assets Separate Fixed Asset Postings

  12. GP Tips & Tricks Reporting Use Quick Links for SmartLists Change SmartList Defaults Export Results Faster Sort on Multiple Columns Track User Who Posted

  13. GP Tips & Tricks System Track who created new master records Create custom SmartLists with GP 2013 service pack 2 Check version of GP Check you are on the latest version of GP Customize Area Page Change paths in Test Environment Perform SQL Maintenance https://mbs.microsoft.com/customersource/documentation/howtodocuments/MSD_GPSLInfoDatabaseMaintenancePlans

  14. GP Tips & Tricks Payables Management Establish Minimum Check Amounts Combine Checks when adding to batch Fixed Assets Automatically assign asset ID Renumber existing assets Keep General Ledger in balance with account transfers

  15. GP Tips & Tricks Sales Order Processing Set Default Document Type Quickly search for documents in a batch Quickly search for documents by User ID Copy Invoice Create General Ledger reference from Sales Order

  16. GP Tips & Tricks Support Check a GP community like GPUG www.gpug.com Contact us at GPSupport@boyerassoc.com

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