Authored by Ora Goldman Authored by Ora Goldman and Craig Klapman, Mekorma Regional Chapters

What is a Macro? Macro Examples Creating a Macro Macro Gotchas and Maintenance Dexterity Assisted Macros

Regional Chapters A macro records steps you normally do manually for repetitive use.

Regional Chapters InquiryReportingPosting Testing Transactions

Regional Chapters How have you used macros?

Regional Chapters Vendor/Customer Account Inquiry

Regional Chapters Steps without macro: Navigate Inquiry>Purchasing> Vendor Inquiry: 3 clicks Change sort to date: 2 clicks Open advanced lookup: 2 clicks Change lookup to ‘contains’ vendor name: 6 clicks Total: 13 clicks

Regional Chapters Manual Journal Entry Review

Regional Chapters Steps: Financial>SmartList Favorites> Account Transactions: 3 clicks Add source doc column: 5 clicks Search: 1 click Limit by GJ and date range 11 clicks Total: 20 clicks

Regional Chapters Consolidated Trial Balance

Regional Chapters Steps: Run report 1 company: 6 clicks Switch companies 5 clicks Run report: 6 clicks Total: x add’l companies Total for 10 companies: 105 clicks

Regional Chapters Specific Account Detail Analysis

Regional Chapters Steps: Run 3 report options 1 company: 10 clicks Switch companies 5 clicks Run reports: 10 clicks Total: x add’l companies Total for 10 companies: 145 clicks

Regional Chapters Sales Scorecard

Regional Chapters Steps: Choose window from menus: 4 clicks Click process: 1 click Choose to show report to screen: 2 clicks Choose to skip other report: 1 click Total: 8 clicks

Regional Chapters Daily Bank Deposit

Regional Chapters Steps: Navigate Transactions> Financial>Bank Deposits: 3 clicks Select checkbook: 3 clicks Print/save: 2 clicks Post/print posting journal: 2 clicks Total: 8 clicks

Regional Chapters Post SOP Invoice Batch

Regional Chapters Steps: Navigate Sales Batch Entry 3 clicks Select batch: 3 clicks or 11 keystrokes Allocate/Fulfill: 6 clicks Post: 1 click (plus 2 for each posting report) Total : 13+ clicks per batch

Regional Chapters Testing Payables Transactions

Regional Chapters Vendor Inquiry Steps without macro: Navigate Inquiry>Purchasing> Vendor Inquiry: Change sort to date: Open advanced lookup: Change lookup to ‘contains’ vendor name:

Regional Chapters Commenting

Regional Chapters Report Dialogs/ Posting Reports

Regional Chapters

Fiscal Periods

Regional Chapters Security Settings

Regional Chapters Selecting from lists vs. Hardcoding for Choosing Data Types of lists (examples): Look up windows List view Tree view Possibly Drop down lists

Regional Chapters Suggested Naming Convention For report options !01Macro-

Regional Chapters

Relative Dates

Regional Chapters Ways to get user input Pausing Macros Running Sequential Macros

Regional Chapters Starting Dynamics with a macro Creating a login macro

Regional Chapters Starting a Macro From Wrong Screen Clicking the mouse in GP while macro is running Referring to File on Hard Drive Using a shortcut instead of navigation GP 2013 web client macros not fully supported

Regional Chapters Ability to Add Loops/Data Substitutions Check & Avoid Macro Gotchas Leverage Dynamics Business Rules Complement Custom Development by Wrapping it up

Regional Chapters Resources—Just a Few Unattributed Basic and clear macro information Automating Processes with Macros ( automating-dynamics-gp---automating-processes-with- macros.aspx/) automating-dynamics-gp---automating-processes-with- macros.aspx/ Tod Heath: Good Uses of Macros ( helper-big-on-results/) helper-big-on-results/

Regional Chapters Resources—Just a Few Amy Walsch: Macros in Dynamics GP How to use Macros with word and Excel ( Tod Heath: Good Uses of Macros ( helper-big-on-results/) helper-big-on-results/

Regional Chapters Resources—Just a Few Mark Polino Book: Microsoft Dynamics 2013 Cookbook ( Cookbook/dp/ ) Cookbook/dp/ ( Leslie Vail: Posting Multiple Batches Gotchas ( multiple-batches-with-macro.html( multiple-batches-with-macro.html)

Regional Chapters Resources—Just a Few Mariano Gomez: How to schedule Dynamics GP to automatically log in and run an Integration Manager integration ( schedule-dynamics-gp-to.html) schedule-dynamics-gp-to.html

Regional Chapters QUESTIONS?