2. #GPUGSummit | #INreno15 2
Senior Consultant
Collins Computing, Inc.
Headquarters: Southern California
Office: Bend, Oregon
20+ years GP consulting experience
“Tips & Tricks” & “What’s New” enthusiast
LinkedIn: www.linkedin.com/in/abragilman/
GPUG Premium Member: Abra Gilman
3. #GPUGSummit | #INreno15 3
GPUG Member – Rick Zich, Mr Beer, President
Tucson AZ, Milwaukee WI, Toronto CA
Experience:
• 20+ years experience in MRP (SAP, Baan, Visual,
pcMRP, miSYS, ACCPAC)
• 10+ years ecommerce/MRP integration
• GP, eOne Smart Connect, HighJump EDI
Fun Facts:
• Largest Beer Kit manufacturer in the world.
• Owned by Coopers Brewery out of Adelaide Australia
5. #GPUGSummit | #INreno15 5
CONNECT AREA SLOWING YOU DOWN?
Find the “Customize” Link on the
top right corner on the Main Home
page.
**Put it back after an upgrade or
on your test company?
For sign-on speed, sometimes better “off”.
6. #GPUGSummit | #INreno15 6
CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY?
Open up the Task.
Click on the link “Name” at bottom.
“I turn it off every month!”
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CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY?
Change status to Completed.Make your selection.
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CUSTOMER EXPERIENCE REMINDER WON’T GO AWAY?
Next, Save the task, re-open it, and delete.
**You can still access it
from your ‘test’ company
9. #GPUGSummit | #INreno15
Microsoft Dynamics GP Dropdown > User Preferences
CHOOSING WINDOW DISPLAY
Non-Web-Client users decide how button menus will
be displayed in user windows. (GP 2013 R2+)
• If you mix Web Clients and Full Clients, it may be confusing
• Not sure if this feature will stick around.
• If users are really annoyed by big buttons, change for a company.
The three choices for Window Command Display:
Action Pane
Action Pane Strip
Menu Bar
Microsoft Dynamics GP > User Preferences
13. #GPUGSummit | #INreno15
ADDING GP WINDOWS TO TOOLBAR
Right Click Toolbar, Click Customize, select which Series
Toolbar, Add Window, Select Type of display (Image/Text).
Show Image and Text!
14. #GPUGSummit | #INreno15
ADD QUICK LINKS
Click on the pencil in the Quick Link area to modify list.
Select Your Window
Select to add Window, List, Web Page, or File
15. #GPUGSummit | #INreno15
MODIFY QUICK LINK - CHANGE NAME
Move the item UP/DOWN the
list appearing on Home Page.
The default name may not be specific enough (ie “Accounts)
18. #GPUGSummit | #INreno15
WHY ISN’T MY SMARTLIST DISPLAYING?
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If a report processing, OR is displaying on your screen,
the smartlist will not display. It is considered a ‘report’.
19. #GPUGSummit | #INreno15
HOW CAN I TELL IS A REPORT IS PROCESSING?
• Allow to complete.
• Some items can be removed.
• DON’T suspend, it sticks the rest!
• Redisplay to see updates.
• Details show some info.
File > Process Monitor
Click on File >
Process Monitor
Click on Item,
Then on action..
20. #GPUGSummit | #INreno15
Use ‘Copy Settings’ while
creating a new user to
automatically assign user
settings
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Copy User Settings – Maybe.
21. #GPUGSummit | #INreno15
Administration >> Utilities >> System >>
Send Users Message
Use the Send Message window to select
how to send a message to the users.
– If Online, it will display a popup or assign a
task
– If Offline, you can assign a task
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Message Other Users
22. #GPUGSummit | #INreno15
GL PASTE FROM EXCEL
1. Start a journal entry, create
the header information.
2. Go to your spreadsheet and
highlight the data.
3. Go back to the journal and hit
paste.
4. Now Post!
If
25. #GPUGSummit | #INreno15
THANKS FOR ATTENDING!
FILL OUT YOUR GPUG SURVEYS PLEASE!
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RickZ@MrBeer.com (Rick Zich)
Abra.Gilman@CollinsComputing.com (Abra Gilman)
