GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV 13 Classic Under Used Features in Microsoft® Dynamics GP Frank Hamelly Dynamics GP MCP, MCT, MVP

GPUG Summit 2011– Las Vegas Agenda  Welcome  Introduction  Class  Wrap-up

GPUG Summit 2011– Las Vegas 1. Account Rollup  Not as tasty as Fruit Rollups but still sweet!  Combine accounts for inquiry & reporting  Accounts don’t have to be consecutive  Rollup and Drill Down  Budgets  Calculations  Use instead of FRx for inquiries

GPUG Summit 2011– Las Vegas 2. National Accounts  Not a good as a national holiday but still lots of bang for the buck  Relate customers to a parent customer  Enter receipts for parent or child customer  Consolidated reporting  Restrict for credit checks, holds, etc.

GPUG Summit 2011– Las Vegas 3. RED  My favorite color  Can keep you from seeing Revenue and Expense Deferrals

GPUG Summit 2011– Las Vegas 3. Revenue and Expense Deferrals  Defer revenue or expense transactions  Defer from the transaction (AR/AP/SOP/POP)  Defer from Financial  Defer by distribution line  Use Revenue/Expense account or a Balance Sheet account  Profiles for easy use  Set it and forget it!

GPUG Summit 2011– Las Vegas 4. Scheduled Payments  Very much like Pay it Forward  Break AR or AP transaction into payments  Calculate and apply interest  Create amortization schedule  Creates a payment arrangement  Set start date and number of payments  Aging only shows portion due

GPUG Summit 2011– Las Vegas 5. Field Level Security  Keeps people out of restricted areas or dangerous places!  Restrict access to any field, window or form  Hide, lock or apply passwords to fields

GPUG Summit 2011– Las Vegas 6. Business Alerts  Be on the lookout for Risky Business  Monitor for criteria, receive via or reminders  Credit Levels, Inventory Levels, Over Budget, Past Due, etc.  Wizard, Default Alerts & Reports

GPUG Summit 2011– Las Vegas 7. Named Printers  Not a Horse with no Name but will help you saddle up the right printer  Set specific printers for specific functions, i.e. check printing, invoice printing, etc.  Can be controlled by user, company, function and workstation  Turn off the print dialog box

GPUG Summit 2011– Las Vegas 8. SmartList Options  Everybody loves Options, right?  Make permanent changes to default SmartLists  Change titles, default record counts and more

GPUG Summit 2011– Las Vegas 9. Posting Options  Woohoo – more options!  Eliminate annoying report printing windows  Reduce posting work  Restrict posting with passwords

GPUG Summit 2011– Las Vegas Item Transaction Inquiry  Now where did my widget go??!!  Identify item receipt layers  Determine the source of an item’s cost  View every transaction affecting item quantity and cost

GPUG Summit 2011– Las Vegas Fixed Asset Transaction Details  Ahhhh, more details!!  Find out FA financial details including accounts and amounts  Cost, Offset, Depreciation, Reserve, Retirements, etc.  Find associated GL batch

GPUG Summit 2011– Las Vegas Navigation Lists  You too, can be the Navigator  Dashboard for Dynamics GP  Easy access to functions in an area  Transactions and Inquiry  Filtering, Reporting, Excel Exports

GPUG Summit 2011– Las Vegas Mass Modify Accounts  Like Zombies of Mass Destruction if you mess up  Copy information from existing accounts to new accounts  Move, Inactivate or Delete an account or range of accounts to another range

GPUG Summit 2011– Las Vegas Wrap-up  Thanks for joining us!  Fill out class evaluations (at kiosks)  Request CPE credit via evaluation  Enjoy the conference

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Frank Hamelly Microsoft MVP NOVA Solutions LLC cell: