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”
I’m catching up and am now writing about “today”, day 3 at GP Tech 2019. If you missed my earlier posts from the other days, they are here:
Continue reading “GP Tech 2019 – Day 3”
This is a continuation of the mini-series of posts about the GP Tech Conference in Fargo, ND. If you missed the first two posts, you can find them here:
Continue reading “GP Tech 2019 – Day 2”
Today’s #TipTuesday is about the Dynamics GP Fixed Assets module. I am going to discuss the restriction around the use of hyphens (dashes) in Fixed Asset IDs. Prior to GP 2013, there was no issue with hyphens and many customers who utilized Fixed Assets had created Asset IDs with them as separators. Of the numerous clients I have been to over the years, every single one of them used hyphens as it was easy to read, both on reports and in the screens (where things like underscores often get partially hidden by the UI). There was a consistency in viewing the Asset ID + suffix on reports too, since the “Full” Asset ID with the suffix displays with a hyphen. Using some other character as a separator combined with the use of a hyphen between ID and suffix just plain looks weird (to me).
Continue reading “Hyphens in Dynamics GP Fixed Assets”
Day 1 of this year’s GP Tech conference was Monday, September 9th. As in previous years, this is a 2.5 day event, with very full days on the Monday and Tuesday followed by a “morning-only” set of content on the Wednesday. As I write this, it’s Wednesday and I’m catching up on my blogs to get them written and posted before I fly out this afternoon for home.
If you missed my “Pre-Day” post, you can find it here.
Continue reading “GP Tech 2019 – Day 1”