Dynamics GP Tips and Tricks - Velosio · Dynamics GP Tips and Tricks Ben Atkinson, Consultant Jeff...
Transcript of Dynamics GP Tips and Tricks - Velosio · Dynamics GP Tips and Tricks Ben Atkinson, Consultant Jeff...
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Dynamics GP Tips and Tricks
Ben Atkinson, ConsultantJeff Smith, Senior Client Success Manager
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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
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Agenda
Tips and Tricks
•Reporting and Inquiries
• System
• Financial
•Distribution
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Reporting and Inquiries
•Create/Modify Smartlists from Smartlist Designer
• SQL Server Reporting Services and Excel Reports
•Analysis Cubes for Excel
•Power BI
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Reporting and Inquiries –Create/Modify Smartlists from SmartlistDesigner
•Create your own custom Smartist•Combine GP tables•Use custom SQL view
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Reporting and Inquiries –Create/Modify Smartlists from SmartlistDesigner
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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
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Reporting and Inquiries – Navigation Lists
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Reporting and Inquiries – Analysis Cubes for Excel
• Excel delivery of Dynamics GP data•Dashboards and pivot table reporting
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Reporting and Inquiries – Excel Reports and Analysis Cubes for Excel
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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
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Reporting and Inquiries – Power BI
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System
•Web Client
•Document Attachment
•Workflow
•Professional Service Tools
• Integration Manager Copy
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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
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System – Web Client
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System – Document Attach
•Multiple documents•Documents can be included in workflow approval•Documents imbedded in SQL database
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System – Document Attach
•Multiple documents•Documents can be included in workflow approval•Documents imbedded in SQL database
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System – Document Attach
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System – Workflow
•GP 2013R2• Purchase Order• Purchase Requisitions• Payroll Timecards• Project Timesheets
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System – Workflow
• GP 2015• General Ledger Batch• Receivables Batch• Payables Batch• Vendor Approval• Employee Profile• Employee Skills• Direct Deposit • W4• Project Expense
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System – Workflow
•GP 2015R2• Payables Transactions• Workflow Document Attachments
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System – Workflow
•GP 2016• Word Templates for Batch Approvals• Conditions Editor• Workflow Reassignment
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System – Workflow
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System – Workflow
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System – Workflow
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System – Workflow
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System – Workflow
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System – Workflow
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System – Workflow
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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)
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System – PSTL
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System – Integration Manager Copy
•Create copies of existing maps• Easily transfer maps from test to production
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System – Integration Manager Copy
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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
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Financials – Excel Copy/Paste Journal Entries
•Copy journal entries developed in Excel into General Ledger General Transaction Entry• Saves time when creating journal entries
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Financials – Excel Copy/Paste
Journal Entries
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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
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Financials – Vendor/Customer Modifier and Combiner
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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
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Financials – Reprint Posting Journals
• Sales Order Processing• Item, Customer, Posting Accounts Setup
•Purchase Order Processing• Item, Vendor, Posting Accounts Setup
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Financials – Default Posting
Accounts
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Financials – Reprint Posting Journals
• Sales•Purchasing • Inventory
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Financials – Reprint Posting Journals
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Financials – Deposit Cash Receipts Batches Automatically
•Company Setup• Single deposit created when cash receipt batch
posted
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Financials – Deposit Cash Receipts Batches Automatically
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Financials – General Ledger Year-
End Options
•Post to History•Reverse Historical Year• Year-End Progress Bar
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Financials – General Ledger Year-End Options
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Financials – Enhanced Payroll
Posting Accounts Setup
•New feature in GP 2016• Easier, more streamlined method to assign GL
posting accounts for Payroll
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Financials – Enhanced Payroll Posting Accounts Setup
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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
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Financials – Credit Card Payment
Option
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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.
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Financials – Track Use Tax
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Distribution
• Sales All-In-One View
•Purchasing All-In-One View
• Fixed Asset – Purchase Order Link
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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
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Distribution – Sales All-In One View
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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
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Distribution – Purchasing All-In-One View
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Distribution – Fixed Asset –Purchase Order Link
• Integrates asset purchases through the Purchase Order Processing module and the Fixed Asset Management module
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Distribution – Fixed Asset –Purchase Order Link
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Your Turn
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