Dynamics GP Tips and Tricks
Ben Atkinson, ConsultantJeff Smith, Senior Client Success Manager
Session Objectives
Provide you with tips and tricks to help you maximize the value you get from your investment in Dynamics GP
•Better information
• Streamlined processes
Agenda
Tips and Tricks
•Reporting and Inquiries
• System
• Financial
•Distribution
Reporting and Inquiries
•Create/Modify Smartlists from Smartlist Designer
• SQL Server Reporting Services and Excel Reports
•Analysis Cubes for Excel
•Power BI
Reporting and Inquiries –Create/Modify Smartlists from SmartlistDesigner
•Create your own custom Smartist•Combine GP tables•Use custom SQL view
Reporting and Inquiries –Create/Modify Smartlists from SmartlistDesigner
Reporting and Inquiries – SQL Server Reporting Services and Excel Reports
•Over 250 SSRS and Excel Reports delivered out of the box with Dynamics GP• SSRS and Excel reports are available via Navigation
lists• SSRS Reports are available via Dynamics GP and
web browser• SSRS Reports are available to publish using Business
Analyzer• Excel Reports leverage Office 365 for flexible access
Reporting and Inquiries – Navigation Lists
Reporting and Inquiries – Analysis Cubes for Excel
• Excel delivery of Dynamics GP data•Dashboards and pivot table reporting
Reporting and Inquiries – Excel Reports and Analysis Cubes for Excel
Reporting and Inquiries – Power BI
• Access data from multiple sources• Available Socius pre-built analytics using Dynamics GP data• Microsoft Content Pack available with next release• Cloud-based• Supplies multiple browsers (Internet Explorer, Chrome,
Safari, Edge)• Supports multiple devises (Windows, iPad/iPhone, Android) • Interactive• Drill-downs
Reporting and Inquiries – Power BI
System
•Web Client
•Document Attachment
•Workflow
•Professional Service Tools
• Integration Manager Copy
System – Web Client
•Redesigned using HTML5•Perfect for self-service users• Supports multiple browsers (Internet Explorer,
Chrome, Safari, Edge)• Supports multiple devises (Windows, iPad, Android)•Ability to search for a window or report
System – Web Client
System – Document Attach
•Multiple documents•Documents can be included in workflow approval•Documents imbedded in SQL database
System – Document Attach
•Multiple documents•Documents can be included in workflow approval•Documents imbedded in SQL database
System – Document Attach
System – Workflow
•GP 2013R2• Purchase Order• Purchase Requisitions• Payroll Timecards• Project Timesheets
System – Workflow
• GP 2015• General Ledger Batch• Receivables Batch• Payables Batch• Vendor Approval• Employee Profile• Employee Skills• Direct Deposit • W4• Project Expense
System – Workflow
•GP 2015R2• Payables Transactions• Workflow Document Attachments
System – Workflow
•GP 2016• Word Templates for Batch Approvals• Conditions Editor• Workflow Reassignment
System – Workflow
System – Workflow
System – Workflow
System – Workflow
System – Workflow
System – Workflow
System – Workflow
System – PSTL
• Suite of tools available to add functionality to Dynamics GP• Free with Dynamics GP licensing• Example: Modify master record ID’s and names
(Accounts, Items, Assets)
System – PSTL
System – Integration Manager Copy
•Create copies of existing maps• Easily transfer maps from test to production
System – Integration Manager Copy
Financials
• Excel Copy/Paste Journal Entries
• Vendor/Customer Modifier and Combiner
• Default Posting Accounts
• Posting Journals Reprint
• Deposit Cash Receipt Batches Automatically
• General Ledger Year-End Options
• Enhanced Payroll Posting Accounts Setup
• Credit Card Payment Option
• Track Use Tax
Financials – Excel Copy/Paste Journal Entries
•Copy journal entries developed in Excel into General Ledger General Transaction Entry• Saves time when creating journal entries
Financials – Excel Copy/Paste
Journal Entries
Financials – Vendor/Customer Modifier and Combiner
•Change and combine Vendor ID’s •Change and combine Customer ID’s• Eliminates duplicates•Allows changes to build consistency•Updates historical records
Financials – Vendor/Customer Modifier and Combiner
Financials – Default Posting Accounts
• Project Accounting• Contract, Project, Cost Category, Posting Accounts Setup
• Payables Management• Vendor, Posting Accounts Setup
• Receivables Management• Customer, Posting Accounts Setup
• Inventory• Item, Posting Accounts Setup
Financials – Reprint Posting Journals
• Sales Order Processing• Item, Customer, Posting Accounts Setup
•Purchase Order Processing• Item, Vendor, Posting Accounts Setup
Financials – Default Posting
Accounts
Financials – Reprint Posting Journals
• Sales•Purchasing • Inventory
Financials – Reprint Posting Journals
Financials – Deposit Cash Receipts Batches Automatically
•Company Setup• Single deposit created when cash receipt batch
posted
Financials – Deposit Cash Receipts Batches Automatically
Financials – General Ledger Year-
End Options
•Post to History•Reverse Historical Year• Year-End Progress Bar
Financials – General Ledger Year-End Options
Financials – Enhanced Payroll
Posting Accounts Setup
•New feature in GP 2016• Easier, more streamlined method to assign GL
posting accounts for Payroll
Financials – Enhanced Payroll Posting Accounts Setup
Financials – Credit Card Payment
Option
•Add Credit Card as a payment method to the Computer Check Batch•Run invoices through process that are to be paid by
credit card
Financials – Credit Card Payment
Option
Financials – Track Use Tax
•Use Tax is the tax that the customer pays because the vendor doesn’t collect the sales tax from the customer at the time of sale. Most of the time, this is because a product is purchased out of state and shipped to the customer.
Financials – Track Use Tax
Distribution
• Sales All-In-One View
•Purchasing All-In-One View
• Fixed Asset – Purchase Order Link
Distribution – Sales All-In-One View
•Available in several places:• Customer Maintenance, Customer Inquiries, Navigation
Lists
• Ties Quotes, Orders, Invoices, Cash Receipts, and Credits/Returns together
Distribution – Sales All-In One View
Distribution – Purchasing All-In-One View
•Available in several places:• Vendor Maintenance, Vendor Inquiries, Navigation Lists
• Ties Purchase Orders, Receipts, Invoices, Payments, and Returns together
Distribution – Purchasing All-In-One View
Distribution – Fixed Asset –Purchase Order Link
• Integrates asset purchases through the Purchase Order Processing module and the Fixed Asset Management module
Distribution – Fixed Asset –Purchase Order Link
Your Turn
Share Your Tips