Dynamics GP Tips and Tricks

Ben Atkinson, ConsultantJeff Smith, Senior Client Success 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

Agenda

Tips and Tricks

•Reporting and Inquiries

• System

• Financial

•Distribution

Reporting and Inquiries

•Create/Modify Smartlists from Smartlist Designer

• SQL Server Reporting Services and Excel Reports

•Analysis Cubes for Excel

•Power BI

Reporting and Inquiries –Create/Modify Smartlists from SmartlistDesigner

•Create your own custom Smartist•Combine GP tables•Use custom SQL view

Reporting and Inquiries –Create/Modify Smartlists from SmartlistDesigner

Reporting and Inquiries – SQL Server Reporting Services and Excel Reports

•Over 250 SSRS and Excel Reports delivered out of the box with Dynamics GP• SSRS and Excel reports are available via Navigation

lists• SSRS Reports are available via Dynamics GP and

web browser• SSRS Reports are available to publish using Business

Analyzer• Excel Reports leverage Office 365 for flexible access

Reporting and Inquiries – Navigation Lists

Reporting and Inquiries – Analysis Cubes for Excel

• Excel delivery of Dynamics GP data•Dashboards and pivot table reporting

Reporting and Inquiries – Excel Reports and Analysis Cubes for Excel

Reporting and Inquiries – Power BI

• Access data from multiple sources• Available Socius pre-built analytics using Dynamics GP data• Microsoft Content Pack available with next release• Cloud-based• Supplies multiple browsers (Internet Explorer, Chrome,

Safari, Edge)• Supports multiple devises (Windows, iPad/iPhone, Android) • Interactive• Drill-downs

Reporting and Inquiries – Power BI

System

•Web Client

•Document Attachment

•Workflow

•Professional Service Tools

• Integration Manager Copy

System – Web Client

•Redesigned using HTML5•Perfect for self-service users• Supports multiple browsers (Internet Explorer,

Chrome, Safari, Edge)• Supports multiple devises (Windows, iPad, Android)•Ability to search for a window or report

System – Web Client

System – Document Attach

•Multiple documents•Documents can be included in workflow approval•Documents imbedded in SQL database

System – Document Attach

•Multiple documents•Documents can be included in workflow approval•Documents imbedded in SQL database

System – Document Attach

System – Workflow

•GP 2013R2• Purchase Order• Purchase Requisitions• Payroll Timecards• Project Timesheets

System – Workflow

• GP 2015• General Ledger Batch• Receivables Batch• Payables Batch• Vendor Approval• Employee Profile• Employee Skills• Direct Deposit • W4• Project Expense

System – Workflow

•GP 2015R2• Payables Transactions• Workflow Document Attachments

System – Workflow

•GP 2016• Word Templates for Batch Approvals• Conditions Editor• Workflow Reassignment

System – Workflow

System – Workflow

System – Workflow

System – Workflow

System – Workflow

System – Workflow

System – Workflow

System – PSTL

• Suite of tools available to add functionality to Dynamics GP• Free with Dynamics GP licensing• Example: Modify master record ID’s and names

(Accounts, Items, Assets)

System – PSTL

System – Integration Manager Copy

•Create copies of existing maps• Easily transfer maps from test to production

System – Integration Manager Copy

Financials

• Excel Copy/Paste Journal Entries

• Vendor/Customer Modifier and Combiner

• Default Posting Accounts

• Posting Journals Reprint

• Deposit Cash Receipt Batches Automatically

• General Ledger Year-End Options

• Enhanced Payroll Posting Accounts Setup

• Credit Card Payment Option

• Track Use Tax

Financials – Excel Copy/Paste Journal Entries

•Copy journal entries developed in Excel into General Ledger General Transaction Entry• Saves time when creating journal entries

Financials – Excel Copy/Paste

Journal Entries

Financials – Vendor/Customer Modifier and Combiner

•Change and combine Vendor ID’s •Change and combine Customer ID’s• Eliminates duplicates•Allows changes to build consistency•Updates historical records

Financials – Vendor/Customer Modifier and Combiner

Financials – Default Posting Accounts

• Project Accounting• Contract, Project, Cost Category, Posting Accounts Setup

• Payables Management• Vendor, Posting Accounts Setup

• Receivables Management• Customer, Posting Accounts Setup

• Inventory• Item, Posting Accounts Setup

Financials – Reprint Posting Journals

• Sales Order Processing• Item, Customer, Posting Accounts Setup

•Purchase Order Processing• Item, Vendor, Posting Accounts Setup

Financials – Default Posting

Accounts

Financials – Reprint Posting Journals

• Sales•Purchasing • Inventory

Financials – Reprint Posting Journals

Financials – Deposit Cash Receipts Batches Automatically

•Company Setup• Single deposit created when cash receipt batch

posted

Financials – Deposit Cash Receipts Batches Automatically

Financials – General Ledger Year-

End Options

•Post to History•Reverse Historical Year• Year-End Progress Bar

Financials – General Ledger Year-End Options

Financials – Enhanced Payroll

Posting Accounts Setup

•New feature in GP 2016• Easier, more streamlined method to assign GL

posting accounts for Payroll

Financials – Enhanced Payroll Posting Accounts Setup

Financials – Credit Card Payment

Option

•Add Credit Card as a payment method to the Computer Check Batch•Run invoices through process that are to be paid by

credit card

Financials – Credit Card Payment

Option

Financials – Track Use Tax

•Use Tax is the tax that the customer pays because the vendor doesn’t collect the sales tax from the customer at the time of sale. Most of the time, this is because a product is purchased out of state and shipped to the customer.

Financials – Track Use Tax

Distribution

• Sales All-In-One View

•Purchasing All-In-One View

• Fixed Asset – Purchase Order Link

Distribution – Sales All-In-One View

•Available in several places:• Customer Maintenance, Customer Inquiries, Navigation

Lists

• Ties Quotes, Orders, Invoices, Cash Receipts, and Credits/Returns together

Distribution – Sales All-In One View

Distribution – Purchasing All-In-One View

•Available in several places:• Vendor Maintenance, Vendor Inquiries, Navigation Lists

• Ties Purchase Orders, Receipts, Invoices, Payments, and Returns together

Distribution – Purchasing All-In-One View

Distribution – Fixed Asset –Purchase Order Link

• Integrates asset purchases through the Purchase Order Processing module and the Fixed Asset Management module

Distribution – Fixed Asset –Purchase Order Link

Your Turn

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