gp 2014 client event welcome. agenda check in and breakfast welcome comments microsoft dynamics gp...
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GP 2014 Client Event
Welcome
Agenda• Check In and Breakfast• Welcome Comments• Microsoft Dynamics GP R2 Overview• Break• Management Reporter Tips and Tricks• Customer Service Overview• EDI Presentation – SPS Commerce• Lunch• GP Reporting Tools• Sales Tax Presentation – Avalara• Break• GP Tips and Tricks• Q&A
GP2013 – R2 Release
Customer Service OverviewSupport Pyramid
Customer Service Overview
• Boyer Support• Email Address –
gpsupport@boyerassoc.com• Magnets included in packets• Key Information to communicate• Screen shot of error message• GP Version• When did issue start?• What has changed?• How many users does the error affect?
• Self Support • Online Search Tips• GP Help Menu• GP Manuals
CustomerSource
• What is CustomerSource?• How do you get access to
CustomerSource?• Call Carol Simonson –
763.412.4307• Support• Search Knowledge Base for
errors or issues• Log a support incident directly
with Microsoft• eLearning
EDI Presentation• SPS Commerce – Dan Chang
SmartList Designer vs. SmartList Builder Comparison ofSmartList Designer and SmartList Builder.
Complete list oneOne’s website.
SmartList Designernew In GP 2013.
No additional charge
for SmartList Designer
Feature SmartList Designer SmartList Builder
Create GoTos No Yes
Modify Existing SmartList
Yes No
Summary SmartLists No Yes
Column settings (order, field type, etc.)
No Yes
Multi-Company No Yes
Utilize Excel Reports No Yes
Utilize SQL objects from other databases (non GP)
No Yes
GP Tips & Tricks
General• Build a workflow with the navigation pane• Setup a hot key to open windows• Date entry shortcut• Customize your toolbar• Find where the data is stored• Know what you have o Call Carol to review the modules you owno Refresher Training – eLearning on CustomerSourceo Schedule an annual review meeting
GP Tips & Tricks
General• Turn off posting reports• Auto Complete Settings• Smartlist Wildcards• Microsoft Connecto https://connect.microsoft.com/dynamicssuggestionso Add your functionality requestso Vote on your favorites• Spell Checko Free spellcheck add on that can be added to any GP fieldo Willowware.com
GP Tips & TricksFinancial• Sub Ledger Account Reconciliation – Turn off Allow Transaction Entry• Check your posting types before year end – Setup a smartlist• Daily Bank Recs• Locking Budgets• Transaction Entry – Negative Amounts
Receivables Management• Speed up the AR Aging Process – Do not print the report
Fixed Assets• Separate Fixed Asset Postings
GP Tips & Tricks
Reporting• Use Quick Links for SmartLists• Change SmartList Defaults• Export Results Faster• Sort on Multiple Columns• Track User Who Posted
GP Tips & Tricks
System• Track who created new master records• Create custom SmartLists with GP 2013 service pack 2• Check version of GP• Check you are on the latest version of GP• Customize Area Page• Change paths in Test Environment• Perform SQL Maintenancehttps://mbs.microsoft.com/customersource/documentation/howtodocuments/MSD_GPSLInfoDatabaseMaintenancePlans
GP Tips & Tricks
Payables Management• Establish Minimum Check Amounts• Combine Checks when adding to batch
Fixed Assets• Automatically assign asset ID• Renumber existing assets• Keep General Ledger in balance with account transfers
GP Tips & Tricks
Sales Order Processing• Set Default Document Type• Quickly search for documents in a batch• Quickly search for documents by User ID• Copy Invoice• Create General Ledger reference from Sales Order
GP Tips & Tricks
Support• Check a GP community like GPUG
www.gpug.com
• Contact us at GPSupport@boyerassoc.com
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