GP 2014 Client Event

Welcome

Agenda• Check In and Breakfast• Welcome Comments• Microsoft Dynamics GP R2 Overview• Break• Management Reporter Tips and Tricks• Customer Service Overview• EDI Presentation – SPS Commerce• Lunch• GP Reporting Tools• Sales Tax Presentation – Avalara• Break• GP Tips and Tricks• Q&A

GP2013 – R2 Release

Customer Service OverviewSupport Pyramid

Customer Service Overview

• Boyer Support• Email Address –

gpsupport@boyerassoc.com• Magnets included in packets• Key Information to communicate• Screen shot of error message• GP Version• When did issue start?• What has changed?• How many users does the error affect?

• Self Support • Online Search Tips• GP Help Menu• GP Manuals

CustomerSource

• What is CustomerSource?• How do you get access to

CustomerSource?• Call Carol Simonson –

763.412.4307• Support• Search Knowledge Base for

errors or issues• Log a support incident directly

with Microsoft• eLearning

EDI Presentation• SPS Commerce – Dan Chang

SmartList Designer vs. SmartList Builder Comparison ofSmartList Designer and SmartList Builder.

Complete list oneOne’s website.

SmartList Designernew In GP 2013.

No additional charge

for SmartList Designer

Feature SmartList Designer SmartList Builder

Create GoTos No Yes

Modify Existing SmartList

Yes No

Summary SmartLists No Yes

Column settings (order, field type, etc.)

No Yes

Multi-Company No Yes

Utilize Excel Reports No Yes

Utilize SQL objects from other databases (non GP)

No Yes

GP Tips & Tricks

General• Build a workflow with the navigation pane• Setup a hot key to open windows• Date entry shortcut• Customize your toolbar• Find where the data is stored• Know what you have o Call Carol to review the modules you owno Refresher Training – eLearning on CustomerSourceo Schedule an annual review meeting

GP Tips & Tricks

General• Turn off posting reports• Auto Complete Settings• Smartlist Wildcards• Microsoft Connecto https://connect.microsoft.com/dynamicssuggestionso Add your functionality requestso Vote on your favorites• Spell Checko Free spellcheck add on that can be added to any GP fieldo Willowware.com

GP Tips & TricksFinancial• Sub Ledger Account Reconciliation – Turn off Allow Transaction Entry• Check your posting types before year end – Setup a smartlist• Daily Bank Recs• Locking Budgets• Transaction Entry – Negative Amounts

Receivables Management• Speed up the AR Aging Process – Do not print the report

Fixed Assets• Separate Fixed Asset Postings

GP Tips & Tricks

Reporting• Use Quick Links for SmartLists• Change SmartList Defaults• Export Results Faster• Sort on Multiple Columns• Track User Who Posted

GP Tips & Tricks

System• Track who created new master records• Create custom SmartLists with GP 2013 service pack 2• Check version of GP• Check you are on the latest version of GP• Customize Area Page• Change paths in Test Environment• Perform SQL Maintenancehttps://mbs.microsoft.com/customersource/documentation/howtodocuments/MSD_GPSLInfoDatabaseMaintenancePlans

GP Tips & Tricks

Payables Management• Establish Minimum Check Amounts• Combine Checks when adding to batch

Fixed Assets• Automatically assign asset ID• Renumber existing assets• Keep General Ledger in balance with account transfers

GP Tips & Tricks

Sales Order Processing• Set Default Document Type• Quickly search for documents in a batch• Quickly search for documents by User ID• Copy Invoice• Create General Ledger reference from Sales Order

GP Tips & Tricks

Support• Check a GP community like GPUG

www.gpug.com

• Contact us at GPSupport@boyerassoc.com