Today’s #TipTuesday is a detour from my recent SmartList tips for Dynamics GP, and I’m going back to Excel for this one.
I have been working on a project recently where some data validation is needed to ensure that user-entered data on some forms is valid. I want to have some visual validation for Accounting when reviewing these forms prior to uploading the data into Dynamics GP to determine in advance if the G/L Accounts exist, or if the Job/Project and/or Cost Code/Category exists. In my use-case, I can’t use the built-in Data Validation features as the lists would be too lengthy to be manageable, so the fields are simple text fields, prone to errors and typos.
I want an easy way to highlight invalid entries before proceeding further in the process, during the review stage. Specifically, I want to use Conditional Formatting to highlight anything that can be validated if it isn’t in various lists (of accounts, jobs, cost codes etc.).
Continue reading “Excel tip – is X in the list?”
Today’s #TipTuesday article is yet another SmartList tip. The past few weeks, I have been focused on small aspects of SmartList since I love this tool so much! Today I’ll be talking about searching & filtering in SmartLists.
Continue reading “SmartList Tips – search”
Today’s #TipTuesday topic is still related to SmartLists, the subject I’ve been writing a few of these about the past few Tuesdays! My topic is SmartList Favorites, which will be a bit shorter than the others as there is only so much one can write about it!
PS, unrelated side note: being Canadian, it’s killing me inside that I have to keep typing “favorites” instead of “favourites” but I know for SEO and all that stuff if users are searching for the proper term with respect to SmartLists they will be looking for the US spelling. You win some, you lose some, eh? 😉
Continue reading “SmartList Tips – favorites”
Today’s #TipTuesday post is the third in my series of tips on using SmartLists in Dynamics GP. The first two posts were around the “basics” as I call them and then printing and exporting. Today’s topic is working with columns.
Continue reading “SmartList Tips – working with columns”
Today’s #TipTuesday is a continuation from last week, where I covered some of the basics around SmartLists: terminology, security, sorting & resizing columns, using the GoTo, and statuses.
In this post I plan to cover a few more things that I didn’t fit: more of the commands on the toolbar (Refresh, Stop, Print, Excel & Word) plus a bit more detail around exporting to Excel.
Continue reading “SmartList Tips – printing & exporting”
I am in the early stages of a set of tips around the use of SmartList in Dynamics GP. Today I was writing one for this coming Tuesday and in doing the prep work to get screenshots etc. ready, I was doing some exports. One thing led to another, and I realized I should include a screenshot of what the toolbar looks like when you use Export Solutions, one of the future topics I plan on covering. I created a super simple Export Solution to format an Account Transactions list and create a Net Amount column. It was pretty basic and off I went to test it and start putting the process together in screenshots. I tested it, and it didn’t work! What the heck?
Well, this detour led me to a discovery that I hadn’t yet stumbled upon, and then another when returning to the original blog I was really sitting here writing in the first place. (Welcome to blogging, it’s one rabbit hole after another!)
Continue reading “SmartList Export Oddities”
If you haven’t heard the expression “GP Next”, it’s a long-time moniker for the next “yet-to-be-named” release of Microsoft Dynamics GP. It’s a commonly used term to talk about the next version while product versioning and/or naming and/or branding details are still being sorted out, instead of referring to it by a semi-real name that changes at the last minute. It’s not like the product team picks a name and then starts working on a feature list! Hence, the short form GP “Next”.
Why am I bothering to talk about that at all? There is often confusion on forums when users see this referenced and sometimes they think that is actually the name of the next version when it’s simply a placeholder. Trust me, in the world of everyone seemingly falling over themselves to get their product in the cloud, we want people talking about “GP Next” for a long time! At least, I do! This is a great product with a deep, passionate community of users, partners and ISV vendors. As long as we’re talking about what might be in “GP Next”, that’s a good thing in my humble opinion.
Continue reading “GP “Next” aka what’s in a name?”
Today’s #TipTuesday is another one for the newer Dynamics GP users in the community. Recently a user asked me how they could prepare a SmartList for some receivables data they wanted. It turns out they had really not utilized SmartLists at all in their day to day work yet, despite using Dynamics GP for a few years. It occurred to me how little time we spend training users on being more effective with this valuable tool!
Over the next few weeks, I will post different tips about how to utilize SmartList more effectively!
Continue reading “SmartList Tips – the basics”
I’m starting a new series of posts which are going to be focused on the Fixed Assets module in Dynamics GP. I’ll state upfront I don’t know how long the series will last, nor how frequently I’ll be writing. I am pulling out notes from 3 or 4 years ago when I first noodled this topic, reviewing what I documented at that time and setting up scenarios in my Dynamics GP environment to test and get screenshots for. It may take me a few months to work through the various scenarios and write, so be patient with me!
Today’s post is about part of the General Ledger (GL) posting flow, this will be spread out into bite-sized posts reviewing various posting scenarios in Fixed Assets and reviewing the accounting entries that go with it, tying back to the Account Setup.
Continue reading “Fixed Assets GL Posting Flow Part 1”
Today’s #TipTuesday is simple but for new users, it could be a very helpful one. This post is all about options to make “required” fields in Dynamics GP more visible to users, a feature that is easily overlooked in training.
Continue reading “Show Required Fields”