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Tips and Tricks in GP
Here are tips to make your day to day daily jobs easier in GP
Slide will be available for download from our web site: www.intellitecsolutions.com
Smartlist—Tips Change Default Column order Increase maximum record number
Smartlist—Tips
Under Smartlist options change max records for all smart list in one shot!
Smartlist Export Solutions
No more reformatting your favorite exports when they get to Excel!
Increase speed of Smartlist export to Excel Increase export speed by a factor of at least 10!
Included with GP 10 and 2010 for free. Modify Dex.ini – (Located in the Dynamics folder)
Set line SmartlistEnhancedExcelExport=TRUE
Save modified Dex.ini file
Smartlist—Change Default Column order
Change the master setup of Smartlist once!
Correct a GL Journal Entry
Copy a GL Journal Entry
Allow or don’t allow account entry!
Customize source documents Original Cash receipt Source document - CRJ
Customize source documents Change to something you can recognize - ARCRJ
Customize source documents See new source document now default on cash receipt entries
Excel Reports
GP 2010 has them ready to use!
Keyboard Shortcuts Ctrl + L - Displays the Lookup window The cursor must be placed in a field that uses the
lookup window Enter a letter or number to seed the value of the
lookup. When the lookup window appears, the cursor will have already moved to a starting position based on your entry. Use the up/down arrows or page up/down keys to move the cursor and hit “Enter” to select the item.
Keyboard Shortcuts
Tab - moves the cursor to the next field, but also be mindful that Shift + Tab moves to the previous field. Tab sequences (the order that the cursor moves in) can be changed using Microsoft Dynamics GP Modifier.
Ctrl + A This keystroke selects all text, which is perhaps more useful when you need to select all text in a Word document or an Excel spreadsheet.
Keyboard Shortcuts
Ctrl + C - Copy Ctrl + V - Paste Hit “Enter” to fire repetitive mouse clicks.
Open up a window such as Vendor Maintenance. At the bottom of the screen, click on the Next Record navigation arrow to bring up a record. Leave the mouse hovering over this navigation arrow. You can hit “Enter” and the next record will display. You can continue this process for as long as you like, providing a very handy way to quickly review consecutive records.
Keyboard Shortcuts
Move to next field : tab
Move to previous field : shift + tab
Move from scrolling window to next field : ctrl + tab
Move from scrolling window to previous field : shift + ctrl + tab
Default button on a window : enter
Close the current window : ctrl + w
Exit application :alt + x
Keyboard Shortcuts
Ctrl + L To open the look window
Some shortcuts for the home page
Navigation pane button ctrl + number of navigation pane button. For example, press ctrl + 2 to activate the second navigation pane button.
For Date Fields - if you enter it just the day, it will automatically fill in the current month and year.06 Becomes06112011
Adding a Shortcut to Open Up a Specific WindowFor example, you can use a shortcut, say CTRL + SHIFT + C to open up the Customer Maintenance Window.
Short Cuts From your Home tab create custom shortcuts for
your most used windows – user specific
Reprint Posting Journals
Yes, Posting Journals can be reprinted!
Financial button>>Reports>>Cross Reference
Choose By: JE Source Document Audit Trail Code
Professional ToolsPSTL – Free with GP2010
Professional Tools
Account/Vendor/Customer/Item changer Account/Vendor/Customer/Item combiner Unapply RM 1099 Modifier Database Disabler So many more!!
Advanced Lookups
Administration – Company – Advanced Lookups
Advanced Lookups
General Ledger to Payables & Receivables reconcile report
Financial – Routines – Reconcile to GL
General Ledger to Payables & Receivables reconcile report When you click process this report is generated
Remove STUCK users
We can automate it with this script
select * from SY01400 WHERE USERID IN
delete SY01400 where USERID IN ('FRONT','COSBORNE','CDENNIS','FRONT','LESSONUSER1','LESSONUSER2','RDIRENZO','DESTAFC','KTL','JBACINO','TCASTRO','COSBORNE1','TERESAC2')
select rtrim(USERID) FROM SY01400 ORDER BY USERID
Speed up the process for Receivables Aging Sales>>Routines>>RM Aging. Don’t print the
report. Simple—but it really speeds it up. OR
exec sp_Msforeachdb' use ?/* is this ia a Great Plains company db? */if exists ( select INTERID from DYNAMICS..SY01500 D where INTERID = ''?'' )begin /* does this Great Plains company db have open RM trx? */if exists ( SELECT TOP 1 * FROM RM20101 WHERE CURTRXAM<>0 )begin print ''Aging database ?''
/* Insert your script below this Line, Note: Double up single quotes */DECLARE @O_iErrorState int, @I_dAgingDate datetime
select @I_dAgingDate = convert(varchar(10), GetDate(), 102)EXEC dbo.rmAgeCustomer 0, '''', ''þþþþþþþþþþþþþþþ'', @I_dAgingDate, 127, 0, 0, '''', @O_iErrorState OUTSELECT @O_iErrorState/* Insert your script above this Line, Note: Double up single quotes */
print ''Aging done for database ?''endend'
Shorten default doc numbers
From the setup windows in GP shorten the next #
The User Preferences window enables you to set defaults associated with your userID Microsoft Dynamics GP – User Preferences
Budgeting Tip
You can use the same budget id every year. Budget ID can be = ‘BUDGETID’ This minimizes the maintenance for FRX or MR
because you don’t need to change the budget id in the column layouts each year.
MR Tip - calculate an average in the column definition Use the new ‘Periods’ to divide by the number of
periods to calculate an average This column must have something in the Period cell
MR Tip - calculate an average in the column definition Results
MR Tip - To let Management Reporter select the appropriate width for the cell content, double-click the Column Width cell, and click AutoFit.
Security –Create a user with sa rights in GP You can give a GP user administrator rights in GP
add/delete users Assign the specific Microsoft Dynamics GP
administrator(s) SQL login account to the SecurityAdmin fixed server role and within the Db_AccessAdmin and Db_SecurityAdmin database roles that exists to the DYNAMICS database.
DYNSA must be the database owner of ALL Microsoft Dynamics GP databases
Still need sa for PSTL
Reporting Services (SSRS)
You own it now!If you are on GP 10 or GP 2010
Easy to deploy With the GP2010 install it is part of the
installation now. Includes out of the box reports when deploy
through GP.
SSRS Reports
Check to see if deployed –Administration – Reporting tools setup
What’s New GP 2010 with R2Payroll Exclude Inactive Employees in Lookups Secondary Status Codes Map amounts to multiple W-2 boxes for Pay
Codes, Benefits and Deductions Track Fiscal Year Values for Pay Codes,
Benefits and Deductions Process Concurrent Pay Runs Increased Flexibility with multiple
garnishments
Exclude Inactive Employees in Lookups
Secondary Status Codes
Map amounts to multiple W-2 boxes for Pay Codes, Benefits and Deductions
Track Fiscal Year Values for Pay Codes, Benefits and Deductions
Increased Flexibility with multiple garnishments
Tips and Tricks in GP Questions & Answers