1. Huddle Up for GP Tips and Tricks Presented By: Tracey Wright

2. Agenda Kickoff your Dynamics GP inquiries Customer Payment Summary Inquiry Sales Document Range Inquiry Purchase Receipts Inquiry/Report Smartlist – inquiry, report, dashboard – hike!Lookup the playbook with SmartfillGet to the end zone faster with macros and hot keysChanging up the roster - Chart of Accounts – Modifier, MDA, Categories

3. “I need a quick customer balance owing” Often we do a Transaction by Customer Inquiry or an Aged Trial Balance report

4. Customer Payment Summary Inquiry Shows total owing Hyperlink on aging buckets for detail Shows average days to pay Shows last payment date Add Quick Link to home page or button on toolbar for quick access

5. “How are our sales for this month?” Smartlist – Receivables or Sales Transactions Reports Sales Analysis Reports - Receivables Transaction List Sales Analysis Reports – SOP Document Analysis

6. Sales Document Range Inquiry Quick total of posted and/or unposted sales Can filter by customer, document type, date range, salesperson and more Can purchase items for orders with backordered quantities

7. “What is the unit cost on my invoice?” The Sales Transaction Entry window shows Current Cost if using FIFO inventory The real unit cost follows the FIFO valuation method at time of posting

8. Purchase Receipts Inquiry/Report Current cost = $50.00 FIFO cost = $75.15 for the next item sold Inventory>Inquiry> Receipts Inventory>Reports > Activity > Purchase Receipts

9. Smartlist “Inquiry on steroids” Search any field Do field comparisons Custom reporting no technical skills required Add columns for any field in Dynamics GP Sort data, grab top results Dashboard to drive the work you need to do by using Go Tos

10. Smartlist – Inquiry Search for what you know Vendor ID/Name Part of a document number Dollar amount “out”

11. Smartlist – Build Easy Reports

12. Smartlist – Build Working Dashboards Use Go To to navigate and manage your transactions such as open purchase orders

13. Smartfill Lookup for customers, vendors, items, GL accounts, employees, Enter part of the name and hit “tab” to get a short list

14. Making Smartfill better Change the display Change the search fields Tools > Setup > Smartfill > Objects

15. Smartfill Customer Search…Improved!

16. Smartfill Item Search…Improved!

17. Macros and Hot Keys Record your keystrokes and mouse clicks and play them back Use it to speed up data entry Does it take 5 clicks to pull up an inquiry or print a report? Record it! Assign the macro to a hot key

18. Recording a Macro Click the Tools button in the Ribbon in any window > Macro > Record Select a file location and name for your macro Tip: To share your macro with others save in a shared location Record your keystrokes and mouse clicksTools > Macro> Stop Record

19. Assign Macro to Hot Key Create a shortcut in the navigation bar on the home page While creating the shortcut, assign a hot key to the macro

20. Change up the chart of accounts Do you add new accounts for every project you do or vehicle you buy to track details? Is updating your financial statements a nightmare? ChangerMultiDimensional AnalysisAccount Categories

21. MultiDimensional Analysis (MDA) Track details of expenses without expanding the chart of accounts to another segment Useful for projects, vehicles, buildings, salespeople Can generate reports from GP but not from Management Reporter

22. MultiDimensional Analysis Create the Analysis Groups (projects, vehicles, etc) Create the Analysis Account Defaults When the GL code is used in sales or purchasing, you can assign an Analysis Code ID to the distribution line

23. Account Modifier/Combiner Professional Tools Change the account number or combine accounts Must be logged in as the ‘sa’user

24. Account Modifier/Combiner Specify old account and new account If both old and new exist – it combines the two accounts Changes all work, open and history transactions that contain this account

25. Account Categories Create summarized financial statements using Account Categories In MR Report Designer > Row Formats, specify the account category on the line, rather than GL account number or range

26. Other Tips and Tricks Account Rollup User Preferences Average Days to Pay Cashflow Calendar Emailing in SOP by document type Checklists Complete your entry for the tips and tricks you want to learn to enter the prize draw