GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
13 Classic Under Used Features in Microsoft®
Dynamics GPFrank HamellyDynamics GP MCP, MCT, MVP
GPUG Summit 2011– Las Vegas www.gpug.com
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 www.gpug.com
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 www.gpug.com
3. RED
My favorite color
Can keep you from seeing
Revenue and Expense Deferrals
GPUG Summit 2011– Las Vegas www.gpug.com
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 www.gpug.com
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 www.gpug.com
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 www.gpug.com
6. Business Alerts
Be on the lookout for Risky Business
Monitor for criteria, receive via email or reminders
Credit Levels, Inventory Levels, Over Budget, Past Due, etc.
Wizard, Default Alerts & Reports
GPUG Summit 2011– Las Vegas www.gpug.com
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 www.gpug.com
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 www.gpug.com
9. Posting Options
Woohoo – more options!
Eliminate annoying report printing windows
Reduce posting work Restrict posting with
passwords
GPUG Summit 2011– Las Vegas www.gpug.com
10. Item Transaction Inquiry
Now where did my widget go??!!
Identify item receipt layers Determine the source of an
item’s cost View every transaction
affectingitem quantity and cost
GPUG Summit 2011– Las Vegas www.gpug.com
11. 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 www.gpug.com
12. 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 www.gpug.com
13. Mass Modify Accounts
Like Zombies of Mass Destruction if you mess up
Copy information from existing accounts to new accounts
Move, Inactivate or Delete anaccount or range of accountsto another range
GPUG Summit 2011– Las Vegas www.gpug.com
Wrap-up
Thanks for joining us! Fill out class evaluations (at kiosks) Request CPE credit via evaluation Enjoy the conference