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 Smartlistexport 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!
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 Tools PSTL – Free with GP2010
Professional Tools • Account/Vendor/Customer/Item changer • Account/Vendor/Customer/Item combiner • UnapplyRM • 1099 Modifier • Database Disabler • So many more!!
Advanced Lookups • Administration – Company – 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_iErrorStateint, @I_dAgingDatedatetime select @I_dAgingDate = convert(varchar(10), GetDate(), 102) EXEC dbo.rmAgeCustomer 0, '''', ''þþþþþþþþþþþþþþþ'', @I_dAgingDate, 127, 0, 0, '''', @O_iErrorState OUT SELECT @O_iErrorState /* Insert your script above this Line, Note: Double up single quotes */ print ''Aging done for database ?'' end end '
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 - 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_AccessAdminand Db_SecurityAdmindatabase 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
Map amounts to multiple W-2 boxes for Pay Codes, Benefits and Deductions
Tips and Tricks in GP Questions & Answers