Dynamics GP Tips & TricksSession Number 511Ben Atkinson, Solutions ArchitectJeff Smith, Client Sales 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 Access controls

Hidden Gems

E-mailing Forms

Easy process for e-mailing documents PO’s, Invoices, etc. Leverages Microsoft Word templates

E-Mailing Forms

Batch Posting Control

2 Options: Posting Setup

Option to control posting by requiring a password Option to match batch totals Administration -> Setup-> Posting -> Posting

Workflow E-Mail approvals Workflow Audit Trail Approvers do not need GP licenses

Batch Posting Control

Batch Posting Control

Workflow

Insert Business Process Workflow Automation into Dynamics GP Requisitions (2013 R2) Vendor Invoices

Non-PO (2015 and greater) PO (New in 2018)

Vendor Onboarding (GP 2015) Project Time (GP 2013 R2) Project Expenses (GP 2015)

Workflow

General Ledger Chart of Accounts (New in GP 2018) Batch Approvals ( GP 2015)

General Ledger Payables Management Receivables Management

Employee Self Service (GP 2015) Smartlist View Approval (New in GP 2018)

Workflow

Workflow

Workflow

Workflow

Professional Service Tools Library

Utilities designed to make adjustments to Dynamics GP data Available for the following module series: System Financial Sales Purchasing Payroll Inventory

Professional Service Tools Library

Professional Service Tools Library

Professional Service Tools

Cash Flow Management

• Forecast cash based upon activities in Dynamics GP• Receivables Management• Sales Order Processing• Payables Management• Purchase Order Processing• Cash Flow Transactions

• Financial-> Inquiry-> Cash Flow Calendar• Financial-> Inquiry-> Cash Flow Explorer

Cash Flow Management

Cashflow Management

Lookup Windows Options

Leverage Smartlist Favorites Select fields for sorting Exclude inactive records

Lookup Window Options

Lookup Windows Options

Inquiry Windows Sorting Options

New feature in Dynamics GP 2018 Available in Sales and Purchasing series

Inquiry Window Sorting Options

Navigation Lists

Easy access to your Dynamics GP data Lists Excel Reports SSRS Reports Dashboards

Available for each module group Provides flexibility in selecting data

Navigation Lists

Navigation Lists

SSRS Reports

Over 250 pre-built reports available with Dynamics GP Additional reports can be created Reports can be accessed inside or outside of Dynamics GP Available via web browser Easily exportable to Microsoft Excel

SSRS Reports

SSRS Reports

SSRS Reports

Power BI

Access data from multiple sources Available Velosio pre-built analytics using Dynamics GP dataMicrosoft Content Pack available with GP 2018 Cloud-based Supports multiple browsers (Internet Explorer, Chrome, Safari,

Edge) Supports multiple devises (Windows, iPad/iPhone, Android) Interactive Drill-downs

Power BI

Payables Check Options

Create check selection templates

Payables Check Options

Copy Security Roles

Copy a user’s security from 1 company to another Administration-> Setup-> System-> User Security

Copy Security Roles

Field Level Security

Control security on specific fields in Dynamics GP Administration-> Setup-> System-> Field Level Security

Field Level Security

Single Entry of System Password

Only need to enter system password once per sessionNew in GP 2018

Single Entry of System Password

Do you have any tips to share that improve efficiency, provide quick access to information or improve your usage of GP?