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

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

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

4. Regional Chapters InquiryReportingPosting Testing Transactions

5. Regional Chapters How have you used macros?

6. Regional Chapters Vendor/Customer Account Inquiry

7. 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

8. Regional Chapters Manual Journal Entry Review

9. 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

10. Regional Chapters Consolidated Trial Balance

11. Regional Chapters Steps: Run report 1 company: 6 clicks Switch companies 5 clicks Run report: 6 clicks Total: 6 + 11 x add’l companies Total for 10 companies: 105 clicks

12. Regional Chapters Specific Account Detail Analysis

13. Regional Chapters Steps: Run 3 report options 1 company: 10 clicks Switch companies 5 clicks Run reports: 10 clicks Total: 10 + 15 x add’l companies Total for 10 companies: 145 clicks

14. Regional Chapters Sales Scorecard

15. 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

16. Regional Chapters Daily Bank Deposit

17. 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

18. Regional Chapters Post SOP Invoice Batch

19. 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

20. Regional Chapters Testing Payables Transactions

21. 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:

22. Regional Chapters Commenting

23. Regional Chapters Report Dialogs/ Posting Reports

24. Regional Chapters

25. Fiscal Periods

26. Regional Chapters Security Settings

27. 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

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

29. Regional Chapters

30. Relative Dates

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

32. Regional Chapters Starting Dynamics with a macro Creating a login macro http://support.microsoft.com/kb/856496

33. 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

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

35. Regional Chapters Resources—Just a Few Unattributed Basic and clear macro information Automating Processes with Macros ( http://allcomputers.us/windows_server/microsoft-dynamics-gp- 2010---automating-dynamics-gp---automating-processes-with- macros.aspx/) http://allcomputers.us/windows_server/microsoft-dynamics-gp- 2010---automating-dynamics-gp---automating-processes-with- macros.aspx/ Tod Heath: Good Uses of Macros ( http://blog.ignify.com/2010/02/06/dynamics-gp-macros-little- helper-big-on-results/) http://blog.ignify.com/2010/02/06/dynamics-gp-macros-little- helper-big-on-results/

36. Regional Chapters Resources—Just a Few Amy Walsch: Macros in Dynamics GP How to use Macros with word and Excel ( http://dynamicscare.com/blog/macros-in-dynamics-gp/) http://dynamicscare.com/blog/macros-in-dynamics-gp/ Tod Heath: Good Uses of Macros ( http://blog.ignify.com/2010/02/06/dynamics-gp-macros-little- helper-big-on-results/) http://blog.ignify.com/2010/02/06/dynamics-gp-macros-little- helper-big-on-results/

37. Regional Chapters Resources—Just a Few Mark Polino Book: Microsoft Dynamics 2013 Cookbook (http://www.amazon.com/Microsoft-Dynamics-GP-2013- Cookbook/dp/1849689385)http://www.amazon.com/Microsoft-Dynamics-GP-2013- Cookbook/dp/1849689385 (http://mpolino.com/gp/tag/macros/)http://mpolino.com/gp/tag/macros/ Leslie Vail: Posting Multiple Batches Gotchas (http://dynamicsconfessions.blogspot.com/2013/02/posting- multiple-batches-with-macro.html(http://dynamicsconfessions.blogspot.com/2013/02/posting- multiple-batches-with-macro.html)

38. Regional Chapters Resources—Just a Few Mariano Gomez: How to schedule Dynamics GP to automatically log in and run an Integration Manager integration (http://dynamicsgpblogster.blogspot.com/2009/01/how-to- schedule-dynamics-gp-to.html)http://dynamicsgpblogster.blogspot.com/2009/01/how-to- schedule-dynamics-gp-to.html

39. Regional Chapters QUESTIONS?