Huddle Up for GP Tips and Tricks
Presented By: Tracey Wright
Agenda
Kickoff your Dynamics GP inquiries
• Customer Payment Summary Inquiry
• Sales Document Range Inquiry
• Purchase Receipts Inquiry/Report
Smartlist – inquiry, report, dashboard – hike!
Lookup the playbook with Smartfill
Get to the end zone faster with macros and hot keys
Changing up the roster - Chart of Accounts – Modifier, MDA, Categories
“I need a quick customer balance owing”
• Often we do a Transaction by
Customer Inquiry or an
Aged Trial Balance report
Customer Payment Summary Inquiry
• Shows total owing
• Hyperlink on aging buckets
for detail
• Shows average days to pay
• Shows last payment date
• Add Quick Link to home
page or button on toolbar for
quick access
“How are our sales for this month?”
• Smartlist – Receivables or
Sales Transactions
• Reports
• Sales Analysis Reports Receivables Transaction List
• Sales Analysis Reports – SOP
Document Analysis
Sales Document Range Inquiry
• Quick total of posted and/or
unposted sales
• Can filter by customer,
document type, date range,
salesperson and more
• Can purchase items for
orders with backordered
quantities
“What is the unit cost on my invoice?”
• The Sales Transaction Entry
window shows Current Cost
if using FIFO inventory
• The real unit cost follows the
FIFO valuation method at
time of posting
Purchase Receipts Inquiry/Report
• Current cost = $50.00
• FIFO cost = $75.15 for the
next item sold
• Inventory>Inquiry> Receipts
• Inventory>Reports > Activity
> Purchase Receipts
Smartlist
“Inquiry on steroids”
• Search any field
• Do field comparisons
Custom reporting no technical skills required
• Add columns for any field in Dynamics GP
• Sort data, grab top results
Dashboard to drive the work you need to do by using Go Tos
Smartlist – Inquiry
• Search for what you know
• Vendor ID/Name
• Part of a document number
• Dollar amount “out”
Smartlist – Build Easy Reports
Smartlist – Build Working Dashboards
• Use Go To to navigate and manage
your transactions such as open
purchase orders
Smartfill
• Lookup for customers,
vendors, items, GL
accounts, employees,
• Enter part of the name
and hit “tab” to get a
short list
Making Smartfill better
• Change the display
• Change the search fields
Tools > Setup > Smartfill > Objects
Smartfill
Customer Search…
Improved!
Smartfill
Item Search…
Improved!
Macros and Hot Keys
• Record your keystrokes and
mouse clicks and play them
back
• Use it to speed up data entry
• Does it take 5 clicks to pull
up an inquiry or print a
report? Record it!
• Assign the macro to a hot key
Recording a Macro
Click the Tools button in the Ribbon in any
window > Macro > Record
Select a file location and name for your
macro
• Tip: To share your macro with others save in a shared
location
Record your keystrokes and mouse clicks
Tools > Macro> Stop Record
Assign Macro to Hot Key
• Create a shortcut in the
navigation bar on the home
page
• While creating the shortcut,
assign a hot key to the macro
Change up the chart of accounts
• Do you add new accounts for
every project you do or
vehicle you buy to track
details?
• Is updating your financial
statements a nightmare?
MultiDimensional Analysis
Changer
Account Categories
MultiDimensional Analysis (MDA)
• Track details of expenses
without expanding the chart
of accounts to another
segment
• Useful for projects, vehicles,
buildings, salespeople
• Can generate reports from
GP but not from
Management Reporter
MultiDimensional Analysis
• Create the Analysis Groups
(projects, vehicles, etc)
• Create the Analysis Account
Defaults
• When the GL code is used in
sales or purchasing, you can
assign an Analysis Code ID
to the distribution line
Account Modifier/Combiner
• Professional Tools
• Change the account number
or combine accounts
• Must be
logged in as
the ‘sa’user
Account Modifier/Combiner
• Specify old account and new
account
• If both old and new exist – it
combines the two accounts
• Changes all work, open and
history transactions that
contain this account
Account Categories
• Create summarized financial
statements using Account
Categories
• In MR Report Designer >
Row Formats, specify the
account category on
the line, rather than GL
account number or range