Introduction to Microsoft Dynamics GP 2013 Module 2:Basic Elements

02 | Basic Elements Kevin Schimke| Project Manager – LeX Team

Key Elements Lookup Options and Link Fields Date Fields and Other Common Elements Notes Inquiries and Reports Help Options Module Overview

Home Page Navigation Pane Area Page Address Bar Tool Bar Window Menu Bar Key Elements

Lookup Windows Advanced Lookup Options Browse Buttons Link Fields Key Elements Lookup Options and Link Fields

Entering Dates Accessing Expansion Windows Making Selections in Windows Using Scrolling Windows –Hide/Show –Insert Row/Delete Row Date Fields and Other Common Elements

Window Notes –Create company specific help –Provide usage guidelines –Visual Alert Record Level Notes –Text related to a single record –OLE (Object Link Embedded) –Visual Alert Notes

Inquiries and Reports Inquiries Work nearly the same throughout the system Often allow drill-back features Typically can generate a report if necessary

Reports Standard Reports built ready for use Usually standard reports can be restricted in multiple ways Reporting Tools allow for flexibility –Report Writer – Can be used to modify or create new reports –SmartLists – Can generate good informational reports –Additional Reporting Options and Tools SQL Reporting Services Excel Reports Word Templates

Help menu options Using the Help button Help Options

How to use key elements of Microsoft Dynamics GP such as the navigation pane or area page Use lookups and link fields to increase productivity in Microsoft Dynamics GP Use notes to store and access additional data about records and windows Insight into inquiries and reports to understand how to access your data Use help to locate information about windows and fields What We Learned – Module 2: Basic Elements

Understand some of the key functionality available in Microsoft Dynamics GP How transactions flow and integration occurs within the application Identify options for user’s to personalize how the product works Understand basic security options in Microsoft Dynamics GP What We Learned – Module 1: Microsoft Dynamics GP Overview

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