eBook - ePub
Microsoft Dynamics GP 2016 Cookbook
Ian Grieve, Mark Polino
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eBook - ePub
Microsoft Dynamics GP 2016 Cookbook
Ian Grieve, Mark Polino
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Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems
About This Book
- Switch to Dynamics GP 2016 to take advantage of improved cloud support, workflow enhancements, and a more intuitive user experience
- Understand the various tips and tricks to master Dynamics GP, and improve your system's stability in order to enable you to get work done faster
- Discover how to solve real-world problems in Microsoft Dynamics GP 2016 with easy-to-understand and practical recipes
Who This Book Is For
The book is for Dynamics GP users or Dynamics GP partners. It assumes that you have a basic understanding of business management systems and Microsoft Dynamics GP.
What You Will Learn
- Explore the new enhancements in Dynamics GP 2016
- Personalize Microsoft Dynamics GP to improve accessibility and efficiencies
- Maintain Dynamics GP and ensure proper operation of the system using optimum processes
- Efficiently organize Microsoft Dynamics GP to improve processes
- Leverage the power of SmartLists using proven tips and techniques and undocumented search functionalities
- Connect Microsoft Dynamics GP 2016 to Microsoft Office 2013
- Enhance the usability of Microsoft Dynamics GP with hacks
- Expose the hidden features in Microsoft Dynamics GP to improve efficiency and get more from the system
- Deploy and use the Support Debugging tool to trace, locate, and resolve problems encountered by users
- Explore PowerBI and how it can be used with Dynamics GP 2016
In Detail
The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively.
This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application.
Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Style and approach
This book follows a recipe-based approach with a problem-solution mind-set. Each recipe is independent of the others; real-world tested, and designed to be used immediately.
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Informazioni
Microsoft Dynamics GP 2016 Cookbook
Table of Contents
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Personalizing Dynamics GP
Introduction
Personalizing the home page by selecting the right role
How to do it...
See also
Improving visibility by setting required fields to bold and red
Getting ready
How to do it...
How it works...
There's more...
Modifier with VBA
Further personalizing the home page by customizing the layout
How to do it...
There's more...
See also
Speeding up access to data with Quick Links
Getting ready
How to do it...
How it works...
See also
Rearranging navigation to make it easier
Getting ready
How to do it...
How it works...
Managing personal reports with My Reports
How to do it...
There's more...
Reports without options
Better dates in report options
See also
Viewing open items with Task List
Getting ready
How to do it...
How it works...
There's more...
Recurring tasks
See also
Accessing accounts faster with Favorites in lookups
Getting ready
How to do it...
There's more...
Set as default view
Restricted list
Resetting
Account security
See also
Cleaning up the mess by fixing AutoComplete errors
Getting ready
How to do it...
How it works...
There's more...
Removed unused entries
Reducing the number of AutoComplete entries
Resetting AutoComplete
2. Organizing Dynamics GP
Introduction
Speeding up account entry with Account Alias
Getting ready
How to do it…
How it works…
See also
Cleaning account lookups by removing accounts from lookups
How to do it…
How it works…
Gaining visibility with horizontal scroll arrows
How to do it…
How it works…
There's more…
Activating Horizontal Scroll Arrows for all users
Widening segments for better visibility
Streamlining payables processing by prioritizing vendors
Getting ready
How to do it…
How it works…
Getting clarity with user-defined fields
How to do it…
How it works…
There's more...
Special User-Defined 1 features
Company Setup user-defined fields
Expanded user-defined fields
See also
Developing connections with Internet User Defined fields
How to do it…
How it works…
There's more…
Login and password
Labels 7 and 8
See also
Controlling reporting with account rollups
Getting ready
How to do it...
How it works…
See also
Remembering processes with an ad hoc workflow
Getting ready
How to do it...
How it works…
See also...
Improving financial reporting clarity by splitting purchasing accounts
How to do it…
How it works...
Speeding up lookups with advanced lookups
Getting ready
How to do it...
How it works...
See also
Going straight to the site with web links
Getting ready
How to do it...
How it works...
There's more...
The All Field Values box
Multiple values
See also
3. Automating Dynamics GP
Introduction
Copying security from an existing user
Using Reminders to remember important events
How to do it...
How it works...
There's more...
Drilling down into reminders
See also
Controlling reporting dates with beginning and ending periods
Getting ready
How to do it...
How it works...
There's more...
Fiscal period versus month
Beyond the period
Speeding up entry by copying an inventory item
How to do it...
How it works...
Automating processes with macros
How to do it...
How it works...
There's more...
Macros can be made faster
Macros and the shortcut bar
Macros can be run with a keystroke combination
Macro pauses
Sequential macros
See also...
Getting early warnings with Business Alerts
Getting ready
How to do it...
How it works...
There's more...
Prebuilt alerts
See also
Splitting ...