SmartList Tips – the basics

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!

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Hyphens in Dynamics GP Fixed Assets

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).

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Excel Navigation tips

Today’s #TipTuesday is yet another Excel tip. This one is about navigation, and some tips around things I use every day when I’m working in Excel. Some of these are particularly useful if you are using Excel to get a set of data ready for an integration, which often is the world I’m living in. Sometimes I’ve integrating right from Excel and sometimes I’m working with something where I need to “save as” and I need to make sure I don’t inadvertently have blank rows or columns in my data. That, in a nutshell, is the background for this post and set of tips.

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Excel’s hidden gem: IFERROR

Today’s #TipTuesday is yet another Excel tip. Can you tell I’ve been working with spreadsheets a lot lately? My blogs tend to follow my work and these last 3 weeks have been no exception. As I run into things or use something I haven’t touched in a while, I tend to blog about it!

This tip is about what I believe to be a hidden gem in Excel and that is the IFERROR formula. Over the years, I have seen many people do many funky workarounds to “pre-check” if they will get an error when there is a formula that will help you out much more easily!

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Excel tip – “corner” copy

Today’s #TipTuesday post is a little Excel tip. It’s one of those things that I assume most people know it, and then I work wth someone and watch them use Excel and end up teaching it to someone. I call it corner copy but I’m sure there’s some official name!

There are 2 parts to this tip really: one is the copy via double clicking on the lower right corner and the bigger tip is the little pop-up window that gives you options on how that command is executed. That little pop-up window is the *gem* of this tip in my opinion as it appears in numerous instances of doing things in Excel.

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Dynamics GP & Office 365

Today’s #TipTuesday is a post about Office 365 and Dynamics GP and is specific to email functionality such as emailing Purchase Orders, EFT Remittances and Sales Documents. Rest assured that most other functionality other than email seems straight-forward and works no matter what (like exporting from Smartlist). (At least that’s my experience although there may be exceptions I am unware of!)

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