更新时间:2021-08-20 16:54:47
封面
版权信息
Credits
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface
Chapter 1. Personalizing Dynamics GP
Introduction
Improving visibility by setting required fields to bold and red
Getting faster access to data with the shortcut bar
Reducing clicks with start-up shortcuts
Personalizing the Home page by selecting the right role
Further personalizing the Home page by customizing the layout
Speeding access to data with Quick Links
Rearranging navigation to make it easier
Jumping to the right location with breadcrumbs
Managing personal reports with My Reports
Viewing open items with the Task List
Visualizing information with Business Analyzer on the Home page
Accessing accounts faster with favorites in lookups
Cleaning up the mess by fixing AutoComplete errors
Chapter 2. New in Dynamics GP 2013
EFT format enhancements
Enhanced GL Year-End Closing
Modifying the sales order's Ship To address
Reason codes for inventory transactions
Tolerance handling
Tracking serial and lot numbers on drop ship POs
Selecting multiple serial or lot numbers
Relating or linking items for suggested sales
Intercompany asset transfer
Historical depreciation report
Fixed assets batches
Chapter 3. Organizing Dynamics GP
Speeding account entry with account aliases
Cleaning account lookups by removing accounts from lookups
Gaining visibility by using horizontal scroll arrows
Streamlining payables processing by prioritizing vendors
Getting clarity with user-defined fields
Developing connections with Internet user-defined fields
Gaining reporting control with account rollups
Remembering processes with an ad hoc workflow
Improving financial reporting clarity by splitting purchasing accounts
Speeding lookups with advanced lookups
Going straight to the site with web links
Chapter 4. Automating Dynamics GP
Using reminders to remember important events
Controlling reporting dates with beginning and ending periods
Automating reporting with report groups
Speeding entry by copying an inventory item
Improving consistency with shortcuts and user classes
Speeding month-end closing by reconciling bank accounts daily
Automating processes with macros
Getting early warnings with business alerts
Splitting AP across departments automatically with Control Account Management
Getting control of accruals and deferrals with recurring GL batches
Speeding document delivery with an e-mail
Chapter 5. Harnessing the Power of SmartLists
Sorting data to get the information you want
Speeding access to information with SmartList favorites
Getting warnings with SmartList alerts
Improving information returned with SmartList Search
Controlling data with SmartList record limits
Tailoring SmartLists by adding fields
Controlling access by sharing or restricting SmartList favorites
Renaming fields for clarity
Chapter 6. Connecting Dynamics GP to Microsoft Office 2013
Building analyses by exporting SmartLists to Microsoft Excel
Delivering flexibility by exporting navigation lists to Excel
Improving reports by sending SmartLists to Word
Communicating with customers using letters from Microsoft Word
Skipping the exports by using prebuilt Excel reports
Reporting on any Dynamics GP data with direct Excel connections
Importing data with Microsoft Word and a Dynamics GP macro
Getting fine grain control of Excel exports from SmartList
Gaining flexibility by printing documents with Microsoft Word
Chapter 7. Exposing Hidden Features in Dynamics GP
Controlling posting dates when not posting by batch
Reducing posting steps with better printing control
Improving information with tax dates in transactions
Gaining the option to process taxes in the general ledger
Changing the remit-to address on a payables transaction after posting
Understanding all the financial information about an asset with fixed asset details
Speeding entry by copying a purchase order
Getting control of printing with named printers
Speeding month-end processing with Reconcile to GL functionality
Improving budget creation with Combine Budgets
Chapter 8. Improving Dynamics GP with Hacks
Building custom help with window notes