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• Edit Cheque Batch
• Receivables Paid Transaction Removal

In addition

• You can change which columns are displayed to show additional information, using the Columns controls.
• Change the order the information is displayed in by clicking on the column headings.
• Drill down on the amount paid to check the payment details.
• Print the batch edit list using the printer control at top right.

• User Preferences
• Account Rollup Enquiry

Features of note are:

Horizontal Scroll Arrows option: For companies with account numbers longer than the entry screen, you can mark this option to allow users to scroll back and forth to see the whole account number.

Entry Key: This determines which key is used to move between fields on a window.

Default Sales Doc. Type: This sets the default document type for the Sales Transaction Entry window.

Mapping: This controls how GP integrates with Microsoft MapPoint. You can either turn this feature off or choose between using a local copy of MapPoint or use MapPoint on the Web. With the MapPoint option enabled, on a variety of forms you’ll see a small yellow and green push pin icon next to an address ID. Clicking this takes you to Windows Live local maps and in most cases you get a map and aerial view of the location.

Reminders: Use the Reminder Preferences window to specify events to be reminded of & how often to do so. You can create new reminders based on Smartlist Favourites and the criteria you specify are met.

Display: Use the User Display Preferences window to change how Links & Required fields appear on windows.

• What’s the Fixed Asset total across all divisions?
• What’s the commission allocation based on sales?

In Dynamics GP, select Enquiry->Financial->Account Rollup. Enter an Option ID, tab and click yes to add the option.

Set the number of columns you want to see at the top on the right hand side. If all you want is totals, one column is fine. For calculations, you need to use at least 2 columns.

In the centre, you set the types of columns. At the bottom, you add criteria like accounts, departments, divisions, etc. UNLIKE OTHER GP criteria areas, you can add multiple independent criteria here. So if you want to see department 110 & 112 but not 111. You add just 110, then add 112.

Save and click Redisplay. Controls on the right let you see Net Change or Period Balance totals. If you want to see what makes up the total number, select a month and click the blue column header.

• Navigation Pane & Lists
• Financial Lists
• Sales Lists
• Purchasing Lists

The data on this screen can be filtered to limit what a user sees. It can be added to the home page and easily sent to Excel and you can drill back to the underlying record.

• Correcting a Journal Entry can be performed by selecting Account Transactions and then marking the transactions in the list returned, then clicking the Back Out or Correct Journal icon.
• Trial Balance reports can be printed for an ad-hoc selection of Accounts by selecting Accounts, marking  the necessary accounts, then selecting Reports and Print Trial Balance.
• New journal entries can be created directly from this screen along with most other financial functions like posting transactions, creating new accounts and generating reports.

• When selecting Customers from the list choice on the left then customer data appears on the right with details on a selected customer at the bottom. You can easily apply a filter to limit this to customers by using the filter at the top. Clicking Customers (Read Only) above the filter drops down a menu that allows you to save and name this filter. Like SmartLists, this filtered list is now available on the left below Customers.
• Clicking the check box next to a customer allows you to manage that customer. With a single click you can manage functions like customer’s aging, open payment application, print statements or collection letters and apply or delete holds.
• Selecting multiple customers allows you to perform customer aging, print statements and print Aged Trial Balance & Historical Aged Trial Balance reports for the just the selected customers.
• With the GoTo section on the right you can select to view transactions for this customer. What happens when you click this is that a new window opens up with a Sales Transaction List filtered for that customer. It does NOT take you to the Transaction Inquiry by Customer. By opening a filtered transaction list based on that customer you’re now able to use a new ribbon bar to confirm picking, mark a record as shipped, etc.

• When selecting Creditors from the list choice on the left then creditor data appears on the right with details on a selected creditor at the bottom. You can easily apply a filter to limit this to creditor by using the filter at the top. Clicking Creditor (Read Only) above the filter drops down a menu that allows you to save and name this filter. Like SmartLists, this filtered list is now available on the left below Creditors.
• Selecting multiple creditors allows you to apply holds and print Aged Trial Balance & Historical Aged Trial Balance reports for the just the selected creditors.
• With the GoTo section on the right you can select to view transactions for this creditor. What happens when you click this is that a new window opens up with a Purchasing Transaction List filtered for that creditor. It does NOT take you to the Transaction Inquiry by Creditor. By opening a filtered transaction list based on that creditor you’re now able to use a new ribbon bar to print documents, receive and invoice purchase orders etc.

• Automated Solutions
• Advanced Lookups

• Batches stuck in posting/cannot post batch.
• Remove user activity for stranded users.
• Purchase Order being edited by another user.
• Document being edit by another user.
• Purchase Order Processing Auto-Receiving interruption.
• Copy setup information between companies.
• Performs basic checks on your general ledger data to assist with closing your financial year.
• Automated Solutions are available for Dynamics GP 10.0, Dynamics GP 9.0 and Microsoft Great Plains 8.0. You will need your Customer Source logins to be able to download these.

View menu

• Use the Advanced Search to add additional search criteria in the same way that you can with Smartlist.
• Use the View menu to search from a list of pre-defined SmartList queries including SmartList favourites you have created yourself.
• Use the Additional Sorts to display another column of information and to sort by it. You can sort by the default column headings by clicking the column headings listed.

• Using toolbars
• Using shortcuts in the navigation pane

• You can choose which toolbars to display

Dynamics GP v8.0 & v9.0

Use the View>Toolbars menu option.

Dynamics GP 10.0

Right-click the toolbar area or choose Toolbars from the Layout menu.

• You can customise the toolbars visible to you. You can add or remove commands to toolbars, as  well as customize the appearance of commands.

Dynamics GP v8.0 & v9.0

Use the View>Toolbars>Customise menu option.

Dynamics GP 10.0

Right-click the toolbar area or choose Customise from the Layout menu.

Select a toolbar to customise, you can then choose to add, remove, re-order or modify how a command appears.

For example, you could choose to display just the text for a command – choose a toolbar from the drop-down list. Select a command in the controls pane, then choose Modify Selection >> Text Only, or rename a command – choose a toolbar from the drop-down list. Select a command in the controls pane, then choose Modify Selection >>Name. Click OK to apply the changes.

Toolbars are only available in Dynamics GP version 8.0 or later.

To display the navigation pane

 Dynamics v8.0 & v9.0

View>Navigation Pane

Dynamics GP v10.0

Choose Navigation Pane from the Layout menu

For example

To create a shortcut to the current Microsoft Dynamics GP window:

Dynamics v8.0 & v9.0

1. Open the window in Dynamics GP.

2. Choose Add>>Current Window from the Navigation Pane.

Dynamics GP v10.0

1. Open the window to add a shortcut for.

2. Choose File >> Add to Shortcuts.

To create a shortcut to a SmartList favourite:

1. Right-click anywhere in the list of shortcuts and choose Add >> Add SmartList.

2. From the list of available SmartList favourites, locate and select the favourite to create a shortcut for. The favourite will appear in the SmartList favourite field.

3. Accept or enter the name for the SmartList favourite in the Name field.

4. Choose Done to close the Add SmartList favourite Shortcut window.

In addition you can create shortcuts to Internet Explorer web pages(Add>>Web Page), external programs (Add>>Add External Shortcut) such as the Windows calculator and organise your shortcuts by grouping the shortcuts in folders.

The Navigation Pane is only available in Dynamics GP version 8.0 or later.

• Using keyboard shortcuts
• Date fields

The default for moving to the next field is tab.

Move to previous field shift + tab.

Move from scrolling window to next field ctrl + tab

E.g. Move from the ‘Item Number’ field to the ‘Trade Discount’ field.

Move from scrolling window to previous field shift + ctrl + tab

To open the lookup window ctrl + L

Print a report (where available) for the current window ctrl + p

Close the current window

Prior to V10 ctrl + F4

V10 ctrl + w

Close the application alt + F4

Home page shortcuts – applicable to v10 only.

Navigation pane button ctrl + number of navigation pane button. For example, press ctrl + 2 to activate the second navigation pane button.

There are also window specific shortcuts, please let me know if you are interested in finding out more about these. 

If you enter just the day, it will automatically fill in the current month and year:

E.g. enter 06 and the month and year will be filled in when you tab off the field. 

Clicking on the calendar icon and then the month allows you to select a month.

Clicking the calendar icon and then the year allows you to change the year.

This is only applicable to Dynamics GP 9.0 and later.

• Duplicate a Journal Entry. 
• Copy a Purchase Order.

Easy enough. Just don’t forget to delete the backout entry!

The Correct Journal Entry function is available in Dynamics GP 8.0 and later. 

• Copy all P.O. lines.
• Include cancelled lines.
• Include cancelled quantities.
• Display the new PO when done.
• Copy freight, miscellaneous or shipping amounts from the original.
• Copy Ship to Address, method and Tax ID from the source PO.

After making your choices, click copy and you’ve got a new purchase order that you can save or continue to modify. It’s a quick and efficient way to duplicate a purchase order, especially a complex one. Also copying a purchase order adds a level of consistency that re-keying may not.

The Create and Copy New PO function is available in Dynamics GP 9.0 and later.