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• Index
• Adding Power BI to the home page in Dynamics GP
• Connecting GP to Power BI with OData
• Connecting OData to Excel for Business Intelligence
• Secure OData to control access
• Activating OData for better external analysis

• Index 更新時間：2021-07-14 10:31:05
• Adding Power BI to the home page in Dynamics GP
• Connecting GP to Power BI with OData
• Connecting OData to Excel for Business Intelligence
• Secure OData to control access
• Activating OData for better external analysis
• Introduction
• Chapter 13. Modern Business Intelligence for Dynamics GP
• Preventing date errors with Doc Date Verify
• Set a minimum PO/receipt number
• Using Customer Name Modifier
• Change data using Modifier
• Merge records with Combiner
• Duplicate data between companies using Master Triggers
• Replicate settings and data to a new company with Company Copy
• Introduction
• Chapter 12. Extending Dynamics GP Professional Services Tools Library
• Troubleshooting issues with a DexSQL.log file
• Validating balances with the Reconcile utility
• Speeding up login by clearing the Menu Master table
• Resolving errors with the Check Links utility
• Safeguarding data by backing everything up
• Improving stability by managing dictionaries
• Maintaining updated code by rolling down service packs with Client Updates
• Providing correct tax information by updating 1099 information
• Cleaning up Accounts Receivable with Paid Transaction Removal
• Improving performance by adjusting AutoComplete settings
• Preventing entry to wrong dates by closing periods
• Speeding up Navigation lists by disabling Business Analyzer
• Introduction
• Chapter 11. Maintaining Dynamics GP
• Gaining flexibility by printing documents with Microsoft Word
• Getting fine-grained control of Excel Exports from SmartList
• Importing data with Microsoft Word and a Dynamics GP macro
• Reporting on any Dynamics GP data with direct Excel connections
• Delivering the goods with Excel-based dashboards
• Skipping the exports by using pre-built Excel reports
• Communicating with customers using Letters from Microsoft Word
• Improving reports by sending SmartLists to Word
• Getting fine-grained control of Excel Exports from Navigation lists to Excel
• Building analyses by exporting SmartLists to Microsoft Excel
• Introduction
• Chapter 10. Connecting Dynamics GP to Microsoft Office 2016
• Creating a refreshable Excel report from a SmartList
• Importing a SmartList object
• Exporting a SmartList object
• Adding a filter to a SmartList
• Creating a new SmartList from a SQL View
• Creating a new SmartList
• Introduction
• Chapter 9. SmartList Designer
• Controlling access by sharing or restricting SmartList Favorites
• Getting warnings with SmartList alerts
• Controlling data with SmartList record limits
• Speeding up access to information with SmartList Favorites
• Renaming fields for clarity
• Tailoring SmartLists by adding fields
• Improving information returned with SmartList Search
• Sorting data to get the information you want
• Changing the Favorites pane size and visibility
• Introduction
• Chapter 8. Harnessing the Power of SmartLists
• Correcting errors by backing out correcting and copying journal entries
• Preventing sales of discontinued inventory
• Ensuring proper year-end closing by checking Posting Types
• Preventing account selection errors with segment names
• Providing clean vendor information by properly closing Purchase Orders
• Protecting Dynamics GP with key security settings
• Ensuring entry in the correct company by warning about test companies
• Reducing out of balance problems with Allow Account Entry
• Preventing posting errors by managing Batch Date
• Introduction
• Chapter 7. Preventing Errors in Dynamics GP
• Getting greater journal entry control by clearing recurring batch amounts
• Correcting a lost password by resetting the system password
• Tackling self-assessed taxes such as Use Tax with the Reverse Tax functionality
• Turning on more features with the Dex.ini settings
• Reducing licensing needs by preventing multiple company logins
• Keeping the chart of accounts clean by reactivating Account Segment warnings
• Using comments without needing a comment name
• Introduction
• Chapter 6. Improving Dynamics GP with Hacks
• Avoid creating Payables Invoices when a PO already exists
• Creating Fixed Assets with a default ID
• Gaining flexibility with Inventory Tolerance Handling
• Controlling POs with prepayments
• Improving budget creation with Combine Budgets
• Speeding up month-end processing with the Reconcile to GL functionality
• Getting control of printing with Named Printers
• Speeding up entry by copying a purchase order
• Understanding an asset's financial information with Asset Details
• Changing the Remit-To Address on a Payables transaction after posting
• Gaining the option to process taxes in general ledger
• Improving information with Tax Dates in transactions
• Reducing posting steps with better Printing Control
• Controlling Posting Dates when not posting by batch
• Introduction
• Chapter 5. Exposing Hidden Features in Dynamics GP
• Attaching documents to records
• Gaining efficiency by printing or e-mailing any report with Word templates
• Purchase requisitions
• Improve year-end with the Fixed Asset Year-End Closing Report
• Fixed Assets Batches
• Historical depreciation report
• Intercompany asset transfer
• Selecting multiple serial or lot numbers
• Tracking serial and lot numbers on drop ship POs
• Getting a complete view with All-In-One View
• Modifying Sales Order Ship To Address
• Merging records with Customer Combiner and Modifier
• Expanding payment options with credit card payment runs
• EFT Format Enhancements
• Improving cross-company visibility with Intercompany Journal inquiries
• Fix cross-company mistakes by voiding intercompany transactions
• Enhanced GL Year-End Closing
• Budget Import Exception reporting
• Copying and pasting journals from Excel
• Take the company offline for maintenance
• Introduction
• Chapter 4. Leveraging New and Updated Features in Dynamics GP
• Simplifying statement delivery with print remaining documents
• Automatically post cash receipt deposits
• Relating or linking items for suggested sales
• Speeding document delivery with e-mail
• Splitting AP across departments automatically with Control Account Management
• Getting early warnings with Business Alerts
• Automating processes with macros
• Speeding up entry by copying an inventory item
• Controlling reporting dates with beginning and ending periods
• Using Reminders to remember important events
• Copying security from an existing user
• Introduction
• Chapter 3. Automating Dynamics GP
• Going straight to the site with web links
• Speeding up lookups with advanced lookups
• Improving financial reporting clarity by splitting purchasing accounts
• Remembering processes with an ad hoc workflow
• Controlling reporting with account rollups
• Developing connections with Internet User Defined fields
• Getting clarity with user-defined fields
• Streamlining payables processing by prioritizing vendors
• Gaining visibility with horizontal scroll arrows
• Cleaning account lookups by removing accounts from lookups
• Speeding up account entry with Account Alias
• Introduction
• Chapter 2. Organizing Dynamics GP
• Cleaning up the mess by fixing AutoComplete errors
• Accessing accounts faster with Favorites in lookups
• Viewing open items with Task List
• Managing personal reports with My Reports
• Rearranging navigation to make it easier
• Speeding up access to data with Quick Links
• Further personalizing the home page by customizing the layout
• Improving visibility by setting required fields to bold and red
• Personalizing the home page by selecting the right role
• Introduction
• Chapter 1. Personalizing Dynamics GP
• Customer support
• Reader feedback
• Conventions
• Sections
• Who this book is for
• What you need for this book
• What this book covers
• Preface
• eBooks discount offers and more
• www.PacktPub.com
• About the Reviewers
• About the Authors
• Credits
• 版權頁
• 封面

• 封面
• 版權頁
• Credits
• About the Authors
• About the Reviewers
• www.PacktPub.com
• eBooks discount offers and more
• Preface
• What this book covers
• What you need for this book
• Who this book is for
• Sections
• Conventions
• Reader feedback
• Customer support
• Chapter 1. Personalizing Dynamics GP
• Introduction
• Personalizing the home page by selecting the right role
• Improving visibility by setting required fields to bold and red
• Further personalizing the home page by customizing the layout
• Speeding up access to data with Quick Links
• Rearranging navigation to make it easier
• Managing personal reports with My Reports
• Viewing open items with Task List
• Accessing accounts faster with Favorites in lookups
• Cleaning up the mess by fixing AutoComplete errors
• Chapter 2. Organizing Dynamics GP
• Introduction
• Speeding up account entry with Account Alias
• Cleaning account lookups by removing accounts from lookups
• Gaining visibility with horizontal scroll arrows
• Streamlining payables processing by prioritizing vendors
• Getting clarity with user-defined fields
• Developing connections with Internet User Defined fields
• Controlling reporting with account rollups
• Remembering processes with an ad hoc workflow
• Improving financial reporting clarity by splitting purchasing accounts
• Speeding up lookups with advanced lookups
• Going straight to the site with web links
• Chapter 3. Automating Dynamics GP
• Introduction
• Copying security from an existing user
• Using Reminders to remember important events
• Controlling reporting dates with beginning and ending periods
• Speeding up entry by copying an inventory item
• Automating processes with macros
• Getting early warnings with Business Alerts
• Splitting AP across departments automatically with Control Account Management
• Speeding document delivery with e-mail
• Relating or linking items for suggested sales
• Automatically post cash receipt deposits
• Simplifying statement delivery with print remaining documents
• Chapter 4. Leveraging New and Updated Features in Dynamics GP
• Introduction
• Take the company offline for maintenance
• Copying and pasting journals from Excel
• Budget Import Exception reporting
• Enhanced GL Year-End Closing
• Fix cross-company mistakes by voiding intercompany transactions
• Improving cross-company visibility with Intercompany Journal inquiries
• EFT Format Enhancements
• Expanding payment options with credit card payment runs
• Merging records with Customer Combiner and Modifier
• Modifying Sales Order Ship To Address
• Getting a complete view with All-In-One View
• Tracking serial and lot numbers on drop ship POs
• Selecting multiple serial or lot numbers
• Intercompany asset transfer
• Historical depreciation report
• Fixed Assets Batches
• Improve year-end with the Fixed Asset Year-End Closing Report
• Purchase requisitions
• Gaining efficiency by printing or e-mailing any report with Word templates
• Attaching documents to records
• Chapter 5. Exposing Hidden Features in Dynamics GP
• Introduction
• Controlling Posting Dates when not posting by batch
• Reducing posting steps with better Printing Control
• Improving information with Tax Dates in transactions
• Gaining the option to process taxes in general ledger
• Changing the Remit-To Address on a Payables transaction after posting
• Understanding an asset's financial information with Asset Details
• Speeding up entry by copying a purchase order
• Getting control of printing with Named Printers
• Speeding up month-end processing with the Reconcile to GL functionality
• Improving budget creation with Combine Budgets
• Controlling POs with prepayments
• Gaining flexibility with Inventory Tolerance Handling
• Creating Fixed Assets with a default ID
• Avoid creating Payables Invoices when a PO already exists
• Chapter 6. Improving Dynamics GP with Hacks
• Introduction
• Using comments without needing a comment name
• Keeping the chart of accounts clean by reactivating Account Segment warnings
• Reducing licensing needs by preventing multiple company logins
• Turning on more features with the Dex.ini settings
• Tackling self-assessed taxes such as Use Tax with the Reverse Tax functionality
• Correcting a lost password by resetting the system password
• Getting greater journal entry control by clearing recurring batch amounts
• Chapter 7. Preventing Errors in Dynamics GP
• Introduction
• Preventing posting errors by managing Batch Date
• Reducing out of balance problems with Allow Account Entry
• Ensuring entry in the correct company by warning about test companies
• Protecting Dynamics GP with key security settings
• Providing clean vendor information by properly closing Purchase Orders
• Preventing account selection errors with segment names
• Ensuring proper year-end closing by checking Posting Types
• Preventing sales of discontinued inventory
• Correcting errors by backing out correcting and copying journal entries
• Chapter 8. Harnessing the Power of SmartLists
• Introduction
• Changing the Favorites pane size and visibility
• Sorting data to get the information you want
• Improving information returned with SmartList Search
• Tailoring SmartLists by adding fields
• Renaming fields for clarity
• Speeding up access to information with SmartList Favorites
• Controlling data with SmartList record limits
• Getting warnings with SmartList alerts
• Controlling access by sharing or restricting SmartList Favorites
• Chapter 9. SmartList Designer
• Introduction
• Creating a new SmartList
• Creating a new SmartList from a SQL View
• Adding a filter to a SmartList
• Exporting a SmartList object
• Importing a SmartList object
• Creating a refreshable Excel report from a SmartList
• Chapter 10. Connecting Dynamics GP to Microsoft Office 2016
• Introduction
• Building analyses by exporting SmartLists to Microsoft Excel
• Getting fine-grained control of Excel Exports from Navigation lists to Excel
• Improving reports by sending SmartLists to Word
• Communicating with customers using Letters from Microsoft Word
• Skipping the exports by using pre-built Excel reports
• Delivering the goods with Excel-based dashboards
• Reporting on any Dynamics GP data with direct Excel connections
• Importing data with Microsoft Word and a Dynamics GP macro
• Getting fine-grained control of Excel Exports from SmartList
• Gaining flexibility by printing documents with Microsoft Word
• Chapter 11. Maintaining Dynamics GP
• Introduction
• Speeding up Navigation lists by disabling Business Analyzer
• Preventing entry to wrong dates by closing periods
• Improving performance by adjusting AutoComplete settings
• Cleaning up Accounts Receivable with Paid Transaction Removal
• Providing correct tax information by updating 1099 information
• Maintaining updated code by rolling down service packs with Client Updates
• Improving stability by managing dictionaries
• Safeguarding data by backing everything up
• Resolving errors with the Check Links utility
• Speeding up login by clearing the Menu Master table
• Validating balances with the Reconcile utility
• Troubleshooting issues with a DexSQL.log file
• Chapter 12. Extending Dynamics GP Professional Services Tools Library
• Introduction
• Replicate settings and data to a new company with Company Copy
• Duplicate data between companies using Master Triggers
• Merge records with Combiner
• Change data using Modifier
• Using Customer Name Modifier
• Set a minimum PO/receipt number
• Preventing date errors with Doc Date Verify
• Chapter 13. Modern Business Intelligence for Dynamics GP
• Introduction
• Activating OData for better external analysis
• Secure OData to control access
• Connecting OData to Excel for Business Intelligence
• Connecting GP to Power BI with OData
• Adding Power BI to the home page in Dynamics GP
• Index 更新時間：2021-07-14 10:31:05