GP JEOPARDY! Click Once to Begin Modified 2018: Abra Gilman

GP JEOPARDY! Click Once to Begin Modified 2018: Abra Gilman
To change the question and answer slides, select the question or answer text box and type in your own questions and answers. To play, click on a question on the game board to go to that question. The house icon will take you to the game board and the question mark icon will take you to the answer slide. Modified 2018: Abra Gilman Collins Computing Thanks to Kathy Kim (Arizona Chapter) for original idea! Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

JEOPARDY! Payables Mgmt. Reporting G/L POP System Admin Grab Bag 100 100 100 100 100 100 200 200 200 200 200 200 300 300 300 300 300 300 400 400 400 400 400 400 500 500 500 500 500 500 Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

This utility allows you to combine vendors while keeping the history for both vendors.
Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is Vendor Combiner and Modifier?

Customer/Vendor Modifier/Combiner
Not in PSTL anymore. On Utilities Menu. Same Currency Only. Can do many at once & import too! Customer too! Import combine.csv file.

Import, then Validate Manual Input - Process OR

Have a valid backup! Report – of IDs only

This window allows a quick view of a vendor’s annual activity.

What is ‘Vendor Yearly Summary Inquiry’?

Assigning this to a vendor master record allows you to quickly establish payment terms, a tax schedule, and other setup information. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is a Vendor Class? Template by Modified by
Bill Arcuri, WCSD Chad Vance, CCISD

This greatly-anticipated feature allows invoices to be scanned and saved electronically as part of the voucher entry process. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is Document Attach?

Document Attachment Setup
Setup > Company Click to Allow Default Location Ask IT about Disk space Allow Deletes/Inquiry Max File Size Flow Attach Extra Fields Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

This window contains a “Print Check” button which allows you to print a check on the fly.

What is ‘Payables Transaction Entry’?

This Management Reporter Column Definition type prints Account and Category codes on reports.

What is the ‘ACCT’ type? Template by Modified by

When this code is utilized in the ‘Normal Balance’ column of a Management Reporter Row Definition, the sign is reversed. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is ‘C’? Template by Modified by

This Tree type, when selected in a Management Reporter Report Definition, will summarize all your entities/branches onto one page. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is the Tree type “none”?

This query tool enables data reporting / exporting to Excel and Word.
Daily Double!!! This query tool enables data reporting / exporting to Excel and Word. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is ‘SmartList’? Order changed in newer versions.
Grouped by module, then alpha. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

These RM and PM reports allow you to print summary or detailed balances at a specified date.

What are ‘Historical Aged Trial Balance’ reports?

This type of General Journal entry allows you to save the entry with default accounts for faster processing. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is ‘Quick Journal Entry’?

This window allows you to quickly view the net change or period balance of an account or group of accounts. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is ‘Account Rollup Inquiry’?

This feature allows Excel-based journal entries to be quickly pulled into Dynamics GP with minimal effort. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is Excel Copy/Paste?

Excel Copy/Paste – How To
New in GP 2013. Format must match sample (no blank line). Errors reported. Put cursor in account field BEFORE hitting paste.

Excel Copy/Paste - Errors
Error report has typo.  Give security to error report. Click in field BEFORE hitting paste! Prior to (GP2016R2) may not calculate credit/debit column correctly when using an allocation account.

Excel Paste – Report Security
Previous to GP 2016, the GL Transaction Paste Validation Report was missing from Security setup.

This window allows you to view a previously entered journal entry.

What is ‘Journal Entry Inquiry’?

These types of accounts allow you enter amounts in one account to allocate a fixed percentage to two or more other accounts. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What are Fixed Allocation Accounts?

Daily Double!!! Requisition Number, Date, and this 3rd field are a user’s minimum requirements in the ‘Purchase Requisition Entry’ window. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is Item Description?

PO that has been keyed & saved in ‘Purchase Order Entry’ window but not yet printed (screen/paper/file) has this status (which is noted at the bottom of this very window). Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is ‘New’? Template by Modified by

This POP process/task is skipped when a user utilizes the PO Type ‘Drop-Ship’.

What is a ‘Receivings’ Transaction?

This POP report allows you to reconcile your sub-ledger receipts to the Purchase Accrual Account, providing a detailed list of open receipts pending to be invoiced. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is the Received/Not Invoiced Report?

Quantity Tolerances for Non-Inventory items are configured in this window.

What is the ‘Purchase Order Processing Setup’ window?

This window is where one configures accounts that will appear by default in Dynamics GP transaction entry windows. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is the ‘Posting Accounts Setup’ window?

This window repairs an interrupted, stuck posting process.

What is the ‘Batch Recovery’ window?

This window deploys your out-of-the-box SSRS and Refreshable Excel reports, regardless of licensing.

What is ‘Reporting Tools Setup’?

This feature can hide or password-protect fields, as well as make windows unavailable.

What is Field Level Security?

Field Level Security Assign by user OR company.
Select Field to secure by hitting “Add” button. Multiple options for fields.

Field Level Security – Select Field
Find field to secure within Product, Module, Window and finally field/button.

Field Level Security – Select Mode
After selecting Field, click on what user cannot do. Options include adding a password, giving warning, hiding field, and blocking out the field.

Field Level Security – Changes
Sample Buttons “Hid” – PM Trx Entry & Series Post

This is where you configure the default Microsoft Word templates for usage in Dynamics GP.

What is ‘Template Configuration Manager’?

This window contains one single checkbox that can completely disable security settings for an entire company. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is ‘Company Setup’ window?

This routine tool can help determine posting inconsistencies between the General Ledger and several subledgers. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What is the ‘Reconcile to GL’ tool?

Reconcile to GL Find under “Routines”
Select module to match GL against (PM, RM, INV, BR) Select date range and GL accounts. Set location/process.

Reconcile to GL Check posting batches THRU GL first! Did anyone change the amounts manually?

This standard capability allows you to reduce or even eliminate keystrokes while performing repetitive functions. Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

What are Macros? Template by Modified by

This little used feature can send users notifications when certain conditions have been met in GP.

What is Business Alerts?

Business Alerts Business Alerts
Tools>Setup>System>Business Alerts Setup: Define Conditions: Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

Business Alerts Business Alerts Define Report Columns:
Define Notification Details Define Report Columns: Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

Business Alerts Business Alerts Email includes report
Set Schedule/Frequency Template by Modified by Bill Arcuri, WCSD Chad Vance, CCISD

This Green Bay Packers player was the first to do the “Lambeau Leap.”

Who is LeRoy Butler (in 1993)?

GP JEOPARDY! Click Once to Begin Modified 2018: Abra Gilman

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