Join Renato Bellu for an in-depth discussion in this video Learning the secret of user preferences, part of Learning Microsoft Dynamics GP (2015).
- In Dynamics GP you can set your own user preferences.…Those preferences will apply to your user id…regardless of what work station you log into…when you run Dynamics GP.…User Preferences can be found on the main menu.…I'm going to show you how I set up my User Preferences…and I think this will apply to most users.…What you're seeing now is the default…setup for User Preferences…and there's definitely some things we should change here.…For instance, I set the Default Report Destination…to "Screen".…
In this way I get to see the report…before I actually commit to sending it…to a printer or to a file.…I never change the Entry Key behavior.…This is a feature that was added to the system…in order to be compatible with the idea…of moving from field to field using the "Enter" key…instead of the "Tab" key.…Nowadays, most users understand that…the best way to move from field to field…with a Windows application is to use the "Tab" key.…If you're using the Sales Order Processing module,…you definitely want to change this…
Author
Renato Bellu
Released
11/21/2015- Explain how to navigate and change payment terms.
- Identify the right tool for producing a general-ledger type report for auditors.
- Recognize the right module for doing full-featured billing with multiple line items on invoices.
- Recall what you must keep in mind when considering inventory variances and adjustments and the effect they will have on the quantity of items you have.
- Recognize the window you would use to clear items so that your adjusted back balance agrees exactly with your bank statement.
- Identify the card that you should start with when creating a budget.
- Name the four different document types in the sales order process.
Skill Level Intermediate
Duration
Views
Q: Which versions of Dynamics GP does this cover?
A: We cover the latest installed version of Dynamics GP. This course doesn't cover the web-based version of Dynamics GP explicitly, although you may find there are similarities.
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Introduction
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Welcome1m 9s
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1. Introducing Dynamics GP
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Building SmartLists5m 25s
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Saving your report options4m 47s
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2. Getting Up to Speed on Typical Transactions and Reports
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Entering bank transactions4m 34s
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3. Taking Advantage of Tips and Tricks
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Cleaning up the homepage5m 5s
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4. Tackling the Technical Stuff
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Creating new companies3m 42s
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Closing the year4m 59s
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Uploading budgets4m 35s
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Managing report dictionaries5m 17s
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Understanding classes4m 50s
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5. Mastering Sales Order Processing and Inventory Control
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Knowing your document types5m 27s
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Knowing your item types4m 18s
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Allocating items5m 57s
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Billing your customers5m 28s
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Conclusion
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Next steps54s
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Video: Learning the secret of user preferences