13 Classic Under Used Features in Microsoft® Dynamics GP

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

13 Classic Under Used Features in Microsoft®

Dynamics GPFrank HamellyDynamics GP MCP, MCT, MVP

GPUG Summit 2011– Las Vegas www.gpug.com

Agenda Welcome Introduction Class Wrap-up


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


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.


3. RED My favorite color

Can keep you from seeing

Revenue and Expense Deferrals


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!


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


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


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


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


8. SmartList Options Everybody loves Options,

right? Make permanent changes

to default SmartLists Change titles, default

record counts and more


9. Posting Options Woohoo – more

options! Eliminate annoying

report printing windows

Reduce posting work Restrict posting with

passwords


10. Item Transaction Inquiry Now where did my widget

go??!! Identify item receipt layers Determine the source of an

item’s cost View every transaction

affectingitem quantity and cost


11. Fixed Asset Transaction Details Ahhhh, more details!! Find out FA financial details

including accounts and amounts

Cost, Offset, Depreciation, Reserve, Retirements, etc.

Find associated GL batch

http://www.imdb.com/media/rm1571069184/tt0115759


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


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


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

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

Frank HamellyMicrosoft MVP

NOVA Solutions LLCwww.gp2themax.blogspot.com

cell: 919-928-4521

Documents

13 Classic Under Used Features in Microsoft® Dynamics GP