Microsoft Dynamics GP 2013 Cookbook -- Table of Contents -- Microsoft Dynamics GP 2013 Cookbook -- Credits -- About the Author -- Acknowledgment -- About the Author -- Acknowledgment -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Personalizing Dynamics GP -- Introduction -- Improving visibility by setting required fields to bold and red -- Getting ready -- How to do it... -- How it works... -- There's more... -- Modifier with Visual Basic for Applications (VBA) -- Getting faster access to data with the shortcut bar -- Getting ready -- How to do it... -- How it works... -- There's more... -- Use external Shortcuts for greater flexibility -- Organize with folders -- Complex shortcuts -- See also -- Reducing clicks with start-up shortcuts -- Getting ready -- How to do it... -- How it works... -- There's more... -- File example -- Drag and drop -- See also -- Personalizing the Home page by selecting the right role -- How to do it... -- See also -- Further personalizing the Home page by customizing the layout -- How to do it... -- There's more... -- See also -- Speeding access to data with Quick Links -- Getting ready -- How to do it... -- How it works... -- See also -- Rearranging navigation to make it easier -- Getting ready -- How to do it... -- How it works... -- Jumping to the right location with breadcrumbs -- Getting ready -- How to do it... -- Managing personal reports with My Reports -- How to do it... -- There's more... -- Reports without options -- Better dates in report options -- See also.

Viewing open items with the Task List -- Getting ready -- How to do it... -- How it works... -- There's more... -- Recurring tasks -- See also -- Visualizing information with Business Analyzer on the Home page -- How to do it... -- How it works... -- There's more... -- Multiple Business Analyzer reports -- Full view -- See also -- Accessing accounts faster with favorites in lookups -- Getting ready -- How to do it... -- There's more... -- Set as default view -- Restricted list -- Resetting -- Account security -- See also -- Cleaning up the mess by fixing AutoComplete errors -- Getting ready -- How to do it... -- How it works... -- There's more... -- Removed unused entries -- Reduce the number of AutoComplete entries -- Reset AutoComplete -- 2. New in Dynamics GP 2013 -- Introduction -- EFT format enhancements -- Getting ready -- How to do it... -- There's more... -- Enhanced GL Year-End Closing -- How to do it... -- How it works... -- There's more... -- Modifying the sales order's Ship To address -- Getting ready -- How to do it... -- How it works... -- There's more... -- See also -- Reason codes for inventory transactions -- Getting ready -- How to do it... -- There's more... -- See also -- Tolerance handling -- How to do it... -- How it works... -- See also -- Tracking serial and lot numbers on drop ship POs -- Getting ready -- How to do it... -- How it works... -- There's more… -- See also -- Selecting multiple serial or lot numbers -- How to do it... -- There's more… -- See also -- Relating or linking items for suggested sales -- Getting ready -- How to do it... -- See also -- Intercompany asset transfer -- How to do it... -- There's more... -- See also -- Historical depreciation report -- How to do it... -- How it works... -- There's more... -- Mass depreciation reversal -- Reset history in detail -- See also -- Fixed assets batches.

How to do it... -- There's more... -- See also -- 3. Organizing Dynamics GP -- Introduction -- Speeding account entry with account aliases -- Getting ready -- How to do it... -- How it works... -- See also -- Cleaning account lookups by removing accounts from lookups -- How to do it... -- How it works... -- Gaining visibility by using horizontal scroll arrows -- How to do it... -- How it works... -- There's more... -- Activating horizontal scroll arrows for all users -- Widening segments for better visibility -- Streamlining payables processing by prioritizing vendors -- Getting ready -- How to do it... -- How it works... -- Getting clarity with user-defined fields -- How to do it... -- How it works... -- There's more... -- Special User-Defined 1 features -- Company Setup user-defined fields -- Expanded user-defined fields -- See also -- Developing connections with Internet user-defined fields -- How to do it... -- How it works... -- There's more... -- Login and password -- Label 7 and Label 8 -- See also -- Gaining reporting control with account rollups -- Getting ready -- How to do it... -- How it works... -- See also -- Remembering processes with an ad hoc workflow -- Getting ready -- How to do it... -- How it works... -- See also -- Improving financial reporting clarity by splitting purchasing accounts -- How to do it... -- How it works... -- Speeding lookups with advanced lookups -- Getting ready -- How to do it... -- How it works... -- See also -- Going straight to the site with web links -- Getting ready -- How to do it... -- How it works... -- There's more... -- All field values -- Multiple values -- See also -- 4. Automating Dynamics GP -- Introduction -- Using reminders to remember important events -- How to do it... -- How it works... -- There's more... -- Drilling down into reminders -- See also.

Controlling reporting dates with beginning and ending periods -- Getting ready -- How to do it... -- How it works... -- There's more... -- Fiscal period versus month -- Beyond the period -- Automating reporting with report groups -- Getting ready -- How to do it... -- How it works... -- There's more... -- Groups of groups -- See also -- Speeding entry by copying an inventory item -- How to do it... -- How it works... -- Improving consistency with shortcuts and user classes -- Getting ready -- How to do it... -- How it works... -- See also -- Speeding month-end closing by reconciling bank accounts daily -- Getting ready -- How to do it... -- How it works... -- There's more... -- High transaction volume accounts -- Bank statement cut off -- Automating processes with macros -- How to do it... -- How it works... -- There's more... -- Macros and the shortcut bar -- Macros can be run with a keystroke combination -- Macro pauses -- Sequential macros -- See also -- Getting early warnings with business alerts -- Getting ready -- How to do it... -- How it works... -- There's more... -- Prebuilt alerts -- See also -- Splitting AP across departments automatically with Control Account Management -- Getting ready -- How to do it... -- How it works... -- There's more... -- Multi-company -- See also -- Getting control of accruals and deferrals with recurring GL batches -- Getting ready -- How to do it... -- How it works... -- There's more... -- Recurring batch best practices -- Revenue/expense deferral module -- Field service contracts module -- Speeding document delivery with an e-mail -- Getting ready -- How to do it... -- How it works... -- There's more... -- Setup -- 5. Harnessing the Power of SmartLists -- Introduction -- Sorting data to get the information you want -- How to do it... -- How it works... -- See also.

Speeding access to information with SmartList favorites -- How to do it... -- How it works... -- There's more... -- Modifying SmartList favorites -- GoTo -- See also -- Getting warnings with SmartList alerts -- Getting ready -- How to do it... -- How it works... -- There's more... -- Modifying and removing custom reminders -- See also -- Improving information returned with SmartList Search -- How to do it... -- How it works... -- There's more... -- Field Comparison -- Match Case -- Search Type -- Wildcard search -- See also -- Controlling data with SmartList record limits -- How to do it... -- How it works... -- Tailoring SmartLists by adding fields -- How to do it... -- There's more... -- Removing fields -- Favorites -- Default SmartLists -- See also -- Controlling access by sharing or restricting SmartList favorites -- How to do it... -- How it works... -- There's more... -- SmartList security -- Favorite naming best practices -- Renaming fields for clarity -- How to do it... -- How it works... -- There's more... -- Default SmartList column names -- See also -- 6. Connecting Dynamics GP to Microsoft Office 2013 -- Introduction -- Building analyses by exporting SmartLists to Microsoft Excel -- How to do it... -- How it works... -- See also -- Delivering flexibility by exporting navigation lists to Excel -- How to do it... -- How it works... -- See also -- Improving reports by sending SmartLists to Word -- How to do it... -- How it works... -- See also -- Communicating with customers using letters from Microsoft Word -- How to do it... -- There's more... -- SmartList favorites -- Letter customization -- Other starting points -- See also -- Skipping the exports by using prebuilt Excel reports -- Getting ready -- How to do it... -- How it works... -- There's more... -- Excel Report Builder -- SQL and ODC connections -- Trust and security -- See also.

Reporting on any Dynamics GP data with direct Excel connections.