Tips & Tricks II

This second part of the Tips and Tricks seminar series delivers even more helpful topics for your Dynamics GP experience.

System Notes

  • Letter Writing Assistant
  • Classes
  • Dynamics GP Macros
  • Multiple SA’s
  • Editing the Package File
  • Getting Record Notes on Reports

General Ledger

  • GL Posting Levels
  • Account Categories – What are they good for?
  • Transaction matching
  • Printing YTD Trial Balances
  • Preventing a Fiscal Nightmare

Receivables

  • Need to Support Strange Terms in Receivables?
  • Distributions Stop Updating
  • Printing “Copy” on Invoices

 Payables

  • Recording an Unused Check
  • Removing Completed POs
  • Un-apply Historical PM Transactions

Inventory

  • Inventory Types
  • Removing a Vendor from Inventory Items
  • Why Inventory Value Does Not Match GL

Sales Order Processing

  • Markdowns
  • Eliminating the Sales Shortage Options
  • Sales order Processing Distribution Type Codes
  • Selling Discontinued Items
  • Entering Items Using the Customer’s Part Number

Purchase Order Processing

  • Which Return Scheme to Use When
  • Delivering Back Ordered Items
  • Monitoring Vendor Performance

Smartlist

  • Smartlist vs Smart List Builder
  • Smartlist Basics
  • Finding Fields by Type
  • Exporting to Excel or Word

Setting Up ODC For Excel Reports

FRx

  • Using Categories in FRx Reports
  • Account Sets
  • Using Windows Authentication to Log In to FRx
  • Using Unit Accounts for Statistical Reporting
  • Creating Tiered Columns

View our other Dynamics GP course offerings here.

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