“The difference between getting somewhere and nowhere is the courage to make an early start.” – Charles M. Schwab Microsoft Dynamics GP is a great tool to improve your company’s efficiency, but are you getting the most out of your system? Perhaps your sales team is spending too much time entering documents when they [...]
continue reading...Posts Tagged ‘Dynamics GP 2010’
Dynamics GP – Safeguarding GP with a Strong System Password
The Dynamics GP System Password restricts access to system-wide setup information, such as setting up new user records, assigning user security or printing reports which contain that information. Having a secure System Password is a crucial step in maintaining a well-protected GP environment. As necessary as a System Password is for your GP environment, entering [...]
continue reading...Month, Quarter, and Year Selection for SmartLists in Microsoft Dynamics GP
It’s no surprise that many reports are prepared on a quarterly basis. Within Microsoft Dynamics GP’s SmartList tool, this is usually performed by running the selected SmartList and using the “Search” options to narrow down on a certain date field with a range. Lately, I have been working on a lot of customized SQL Reporting [...]
continue reading...Microsoft Dynamics GP2013 – What’s the Difference Between a Test System and a Test Company?
I’ve found that in conversations with GP users, many are confused by the differences between the terminology “Test System” and “Test Company”. A Test Company is NOT a Test System. A Test Company is part of your live environment and should only be used to “test” transactions. It is a learning and training environment that [...]
continue reading...17 Most Commonly Overlooked Set-Up and On-Going Use Issues in Microsoft Dynamics GP
“Everything should be made as simple as possible…but not simpler.” - Albert Einstein We recently held a Microsoft Dynamics GP User Group Meeting in St. Louis, MO. Our feature speakers were the owners from Reporting-Central. One of their products that caught my attention was “The Validator”. This product helps Dynamics GP users eliminate manual [...]
continue reading...Security Considerations for Microsoft Dynamics GP 2010 SQL Reporting Service Reports
While most Microsoft Dynamics GP system administrators are accustomed to securing access to the ERP system data using both built-in and custom security roles and tasks, a completely different security model must be employed when using the SQL Reporting Services Reports. Access to reports within SQL Reporting Services (SSRS) is controlled using Active Directory (AD) [...]
continue reading...Easy Navigation Options in Microsoft Dynamics GP Part 3
In a couple of my previous blog posts, Easy Navigation Options in Microsoft Dynamics GP part 1 and Easy Navigation Options in Microsoft Dynamics GP part 2, we explored adding shortcut links to several areas in the system. My final focus on the “Easy Navigation in Microsoft Dynamics GP” series is exploring the use of [...]
continue reading...Easy Navigation Options in Microsoft Dynamics GP Part 2
In one of my previous blogs “Easy Navigation Options in Microsoft Dynamics GP Part 1”, I showed an easy way to set up shortcuts to windows, SmartLists, and websites on the Home Area page of Microsoft Dynamics GP. In this blog post, I want to demonstrate easy ways to take advantage of the built-in shortcuts [...]
continue reading...Easy Navigation Options in Microsoft Dynamics GP (part 1 of 3)
Navigation with Microsoft Dynamics GP can be made easier by using some of the basic features available on the Home Area page of the system. By utilizing the sections “My Reports”, “Quick Links” and user-created shortcuts, one can configure the system to provide easy access to windows, reports, and SmartLists commonly used without navigating through [...]
continue reading...Budgeting Made Easier in Microsoft Dynamics GP
Microsoft Dynamics GP has been using an Office Excel based budgeting tool for several versions. This tool allows the exporting of account and budgeting periods based on filters associated with your chart of accounts segments, allowing for the creation of multiple Excel workbooks that can be delivered to division managers for the budgeting process or [...]
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