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Dynamics GP Tips & TricksSession Number 511Ben Atkinson, Solutions ArchitectJeff Smith, Client Sales Manager
Session Objectives
Provide you with tips and tricks to help you maximize the value you get from your investment in Dynamics GP Better information Streamlined processes Access controls
Hidden Gems
E-mailing Forms
Easy process for e-mailing documents PO’s, Invoices, etc. Leverages Microsoft Word templates
E-Mailing Forms
Batch Posting Control
2 Options: Posting Setup
Option to control posting by requiring a password Option to match batch totals Administration -> Setup-> Posting -> Posting
Workflow E-Mail approvals Workflow Audit Trail Approvers do not need GP licenses
Batch Posting Control
Batch Posting Control
Workflow
Insert Business Process Workflow Automation into Dynamics GP Requisitions (2013 R2) Vendor Invoices
Non-PO (2015 and greater) PO (New in 2018)
Vendor Onboarding (GP 2015) Project Time (GP 2013 R2) Project Expenses (GP 2015)
Workflow
General Ledger Chart of Accounts (New in GP 2018) Batch Approvals ( GP 2015)
General Ledger Payables Management Receivables Management
Employee Self Service (GP 2015) Smartlist View Approval (New in GP 2018)
Workflow
Workflow
Workflow
Workflow
Professional Service Tools Library
Utilities designed to make adjustments to Dynamics GP data Available for the following module series: System Financial Sales Purchasing Payroll Inventory
Professional Service Tools Library
Professional Service Tools Library
Professional Service Tools
Cash Flow Management
• Forecast cash based upon activities in Dynamics GP• Receivables Management• Sales Order Processing• Payables Management• Purchase Order Processing• Cash Flow Transactions
• Financial-> Inquiry-> Cash Flow Calendar• Financial-> Inquiry-> Cash Flow Explorer
Cash Flow Management
Cashflow Management
Lookup Windows Options
Leverage Smartlist Favorites Select fields for sorting Exclude inactive records
Lookup Window Options
Lookup Windows Options
Inquiry Windows Sorting Options
New feature in Dynamics GP 2018 Available in Sales and Purchasing series
Inquiry Window Sorting Options
Navigation Lists
Easy access to your Dynamics GP data Lists Excel Reports SSRS Reports Dashboards
Available for each module group Provides flexibility in selecting data
Navigation Lists
Navigation Lists
SSRS Reports
Over 250 pre-built reports available with Dynamics GP Additional reports can be created Reports can be accessed inside or outside of Dynamics GP Available via web browser Easily exportable to Microsoft Excel
SSRS Reports
SSRS Reports
SSRS Reports
Power BI
Access data from multiple sources Available Velosio pre-built analytics using Dynamics GP dataMicrosoft Content Pack available with GP 2018 Cloud-based Supports multiple browsers (Internet Explorer, Chrome, Safari,
Edge) Supports multiple devises (Windows, iPad/iPhone, Android) Interactive Drill-downs
Power BI
Payables Check Options
Create check selection templates
Payables Check Options
Copy Security Roles
Copy a user’s security from 1 company to another Administration-> Setup-> System-> User Security
Copy Security Roles
Field Level Security
Control security on specific fields in Dynamics GP Administration-> Setup-> System-> Field Level Security
Field Level Security
Single Entry of System Password
Only need to enter system password once per sessionNew in GP 2018
Single Entry of System Password
Do you have any tips to share that improve efficiency, provide quick access to information or improve your usage of GP?
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