Dynamics Great Plains v.10 came out with a brand new reporting tool called Excel Refreshable Reports. The new refresh feature in these Excel Reports uses what is known as a data connection to fetch a specific set of data from Microsoft SQL Server. With a click of a button, Dynamics GP data is easily accessible from within Excel, giving real-time access to data. The pre-built data connection is configured to refresh Excel data each time the Excel Report is opened.

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With Microsoft Dynamics GP, there are 2 different ways to view your unposted Sales Transactions documents: the SOP Edit List and the SOP Batch List. Each view has its own distinct approach and usage. Selecting the proper report should be based on your current need and application. The SOP Edit List is used to review those Invoices that are ready to be posted, and the SOP Batch List is used to review all of the documents in a batch.

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• Setup SOP Quick Print

With Dynamics GP, you can configure the Sales Transaction Entry screen to allow for the quick printing of Sales Invoices and Sales Orders with a keyboard shortcut. Simply locate the Sales document that you wish to print, and then use the keyboard shortcut to print the document!

Transactions > Sales > Sales Transaction Entry > Extras > Options > Quick Print Setup (more…)

Use the Write Off Documents window to write off outstanding credit or debit balance amounts for one or more customers. You can specify a writeoff limit and cutoff date, and whether to create one credit or debit memo for each customer or document. The debit or credit memos that you create will be posted and applied to the documents you’re writing off balances for.

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Use the Payables Check Stub Documents window to edit check stubs. If you marked Print Previously Applied Documents on Remittance in the Payables Management Setup window, the previously applied information attached to the check is printed on the check stub. If the option is not marked in that window, the previously applied information for the check isn’t printed on the check stub. THe Payables Check Stub Window allows you to determine which documents (Vouchers, Payments, Credit Memos, etc) will be printed on an individual check stub.

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With Microsoft Dynamics GP, you can configure the Accounts Payable system to restrict which General Ledger accounts are available to be selected during the voucher entry process. When selecting the expense account for a new payables voucher, only thos eaccounts that have been assigned to the Vendor Account will be available.  For example, when keying in an American Express bill, you may want it to auto populate the expense categories that apply to American Express to streamline data entry for the user.  Here is how you do that….

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Use the Account Rollup Inquiry window to view segment-based inquiries using options you created in the Account Rollup Inquiry Options window. You can view for open or historical years. This allows you to create a custome inquiry, specific to your needs, and then recall that inquiry at any time.

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Use the Advanced Lookups Setup window to create custom sorting options for the lookup windows that have advanced capabilities. These custom lookups allow you to create sorting options in addition to the standard sort option within Microsoft Dynamics GP.

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In Microsoft Dynamics GP (Great Plains) Smartlist, you may want to find something that meets at least one of your search criteria.  For example, you may want to look for customers that have a balance on their account greater than zero, in either the 30, 60 or 90 day column.  Here is how you do that…..

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In Microsoft Dynamics GP (Great Plains) Smartlist, you may want to compare a field against a value within you Dynamics GP database.  For example, you may want to pull customers who have a balance greater than their credit limit.  Here is how to accomplish that……

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