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13 Classic Under Used Features in Microsoft® Dynamics GP

Explore the robust functionalities of Microsoft Dynamics GP with industry expert Frank Hamelly. This session dives into popular yet underutilized features such as Account Rollups for streamlined reporting, managing National Accounts, and Revenue/Expense Deferrals to optimize financial operations. Learn about Scheduled Payments, Field Level Security, and Business Alerts to enhance your user experience. We'll reveal smart tactics for utilizing Named Printers, SmartList Options, and Posting Options effectively. Join us to make the most of Dynamics GP for your business.

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13 Classic Under Used Features in Microsoft® Dynamics GP

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  1. 13 Classic Under Used Features in Microsoft® Dynamics GP Frank Hamelly Dynamics GP MCP, MCT, MVP

  2. Agenda • Welcome • Introduction • Class • Wrap-up

  3. 1. Account Rollup • Not as tasty as Fruit Rollups but still sweet! • Combine accounts for inquiry & reporting • Accounts don’t have to be consecutive • Rollup and Drill Down • Budgets • Calculations • Use instead of FRx for inquiries

  4. 2. National Accounts • Not a good as a national holiday but still lots of bang for the buck • Relate customers to a parent customer • Enter receipts for parent or child customer • Consolidated reporting • Restrict for credit checks, holds, etc.

  5. 3. RED • My favorite color • Can keep you from seeing Revenue and Expense Deferrals

  6. 3. Revenue and Expense Deferrals • Defer revenue or expense transactions • Defer from the transaction (AR/AP/SOP/POP) • Defer from Financial • Defer by distribution line • Use Revenue/Expense account or a Balance Sheet account • Profiles for easy use • Set it and forget it!

  7. 4. Scheduled Payments • Very much like Pay it Forward • Break AR or AP transaction into payments • Calculate and apply interest • Create amortization schedule • Creates a payment arrangement • Set start date and number of payments • Aging only shows portion due

  8. 5. Field Level Security • Keeps people out of restricted areas or dangerous places! • Restrict access to any field, window or form • Hide, lock or apply passwords to fields

  9. 6. Business Alerts • Be on the lookout for Risky Business • Monitor for criteria, receive via email or reminders • Credit Levels, Inventory Levels, Over Budget, Past Due, etc. • Wizard, Default Alerts & Reports

  10. 7. Named Printers • Not a Horse with no Name but will help you saddle up the right printer • Set specific printers for specific functions, i.e. check printing, invoice printing, etc. • Can be controlled by user, company, function and workstation • Turn off the print dialog box

  11. 8. SmartList Options • Everybody loves Options, right? • Make permanent changes to default SmartLists • Change titles, default record counts and more

  12. 9. Posting Options • Woohoo – more options! • Eliminate annoying report printing windows • Reduce posting work • Restrict posting with passwords

  13. 10. Item Transaction Inquiry • Now where did my widget go??!! • Identify item receipt layers • Determine the source of anitem’s cost • View every transaction affectingitem quantity and cost

  14. 11. Fixed Asset Transaction Details • Ahhhh, more details!! • Find out FA financial detailsincluding accounts and amounts • Cost, Offset, Depreciation, Reserve, Retirements, etc. • Find associated GL batch

  15. 12. Navigation Lists • You too, can be the Navigator • Dashboard for Dynamics GP • Easy access to functions in an area • Transactions and Inquiry • Filtering, Reporting, Excel Exports

  16. 13. Mass Modify Accounts • Like Zombies of Mass Destruction if you mess up • Copy information from existing accounts to new accounts • Move, Inactivate or Delete anaccount or range of accountsto another range

  17. Wrap-up • Thanks for joining us! • Fill out class evaluations (at kiosks) • Request CPE credit via evaluation • Enjoy the conference

  18. Frank Hamelly Microsoft MVP NOVA Solutions LLC www.gp2themax.blogspot.com cell: 919-928-4521

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