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The 16 Least-Used Productivity Enhancers in Microsoft Dynamics GP

by Frank Hamelly
Senior Consultant, I.B.I.S., Inc.,

There are many features in Dynamics GP that for one reason or another don't get much attention in initial training.  And if they're not covered in initial training, chances are your users won't discover them on their own.  The following is a list of what I call The 16 Least-Used Productivity Enhancers in Dynamics GP'.  These features are very easy to learn and use and can have an immediate impact on a user's daily productivity. 

1.       Account Rollups - used to create summary inquiries on multiple contiguous and/or non-contiguous accounts

2.       National Accounts - used to create parent-child relationships between related-party customers to ease billing/collection/payment application

3.       Fixed Assets Mass Change - used to make changes to a user-defined group of fixed assets en masse

4.       Fixed Allocation - used to allocate revenue or expenses across two or more cost centers, for example -  based on Unit Account values

5.       Variable Allocation - used to allocate revenue or expenses across two or more costs centers, for example -  based on the relationship between values in other Posting and/or Unit Accounts

6.       Customer Items - used to establish a cross reference between your Item ID and your customers' Item IDs so your customers' Item IDs can be entered onto Quotes/Sales Orders/Invoices

7.       Vendor Items - used to establish a cross reference between your Item ID and your vendors' Item IDs so your vendors' Item IDs can be entered onto Purchase Orders

8.       Field Level Security - used to limit access/visibility to window fields and buttons.

9.       ...

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About Frank Hamelly

Frank Hamelly, Sr. Dynamics Consultant with I.B.I.S., Inc., in Charlotte, NC,  is a business and technology professional with over 25 years experience implementing and supporting various ERP systems and business process re-engineering initiatives across all organizational areas and across various industries, for small, mid-sized, and Fortune 500 companies.  He has held numerous positions in Accounting, Finance, Customer Service and Information Systems.  His application experience includes SAP R/3, Baan, Fourth Shift, Peachtree, MAS 90/200, Quickbooks and Microsoft Dynamics ERP.  His industry experience includes manufacturing, , distribution, telecom, aerospace, life sciences, utilities and media.  Frank studied Business Administration with an Accounting concentration at the University of Pittsburgh.  He is a Microsoft Certified Professional (MCP), Microsoft Certified IT Professional (MCITP), a Microsoft Certified Trainer (MCT), and has been named a Microsoft Most Valuable Professional (MVP) each year since 2008.  He writes articles for Dynamics-related web sites and is a regular speaker at Microsoft Dynamics Convergence, GPUG Summit, MSDynamicsWorld's Decisions Virtual Conference, a trainer and presenter for the Great Plains Users Group (GPUG) and has been a reviewer for various books written by fellow MVPs.  Frank is author of the blog GP2themax with 5,000 visits per month.

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