Join Renato Bellu for an in-depth discussion in this video Navigating within Dynamics GP, part of Up and Running with Dynamics GP.
- Navigating within Microsoft Dynamics GP can seem overwhelming when you first start using the product, but actually, it's quite simple to get around once you understand how it's organized. I'm going to show you some key concepts to Microsoft Dynamics GP that will help you with your navigation. For instance, when the product first loads and you log in, you're taken to a Home page. Sometimes this Home page takes a long time to load and it seems confusing.
There's a lot of items on the page but you can customize this page by clicking on the "Customize This Page" button, and then unchecking these check boxes, which mark the content to display. What I do is I only leave Quick Links and My Reports and I get rid of everything else. Hit "OK". That's cleaned things up quite a bit. Now I have a Quick Links menu, which is my own personal menu, which will follow me wherever I log in with my user name to Dynamics GP.
I will have my own personal menu. The same thing with My Reports. I'll have my own list of reports that I run frequently. To add an item to your Quick Links menu, simply hit the "Change Detail" button, which appears once you are putting the mouse in that area. A pencil will appear. Click on that. Click "Add Microsoft Dynamics GP Window". Now you're presented with the same menus that you see up here at the top. For instance, I want to show the customer maintenance window or "Customer Card" as it's called in Dynamics GP.
So I can navigate to that under the Sales series, hit "OK", and now I have a new menu item. I'm able to move that anywhere I want. I'm going to move it all the way to the top. By hitting "Modify", I can also rename this something that's useful and memorable to me. I'm going to call this, "Customer Card". Now I click "OK". You'll notice that it does not appear as a Quick Links immediately. You need to click off onto a different navigation pane option, and then go back and it will refresh it, and there it is.
I've created my own menu item. Now I'm able to get to the Customer Card. So if you only use a dozen or so screens in Dynamics GP, you could put all of those screens here and now you have your own simplified menu. Another thing that I like to do that simplifies the navigation in Dynamics GP, is to use the Navigation Pane. This can be cleaned up as well by going to "Navigation Pane Options" and removing modules that you don't use at your company.
For instance, if you don't use Project or Manufacturing or Payroll, you don't need to see those. You can hide those. Hit "OK" and now you have a smaller and simpler menu structure. What I love about these navigation pane buttons is that you're able to, at one click, see the same menu that's up here but see it at a holistic glance. So, for instance, if I click on the Sales series, I see every menu above. Transactions, Cards, Reports, etc., all in one view right in front of me, so I can get to anywhere I want really quickly without having to click, click, click, in a slow, cumbersome way.
I see it all at a glance, and I can jump to it. Lastly, it's important to know that all of the modules are set up the same way as far as their organization. Transactions, Cards, Reports, Inquiry, Routines, and Utilities, are all laid out so even if I go to the Purchasing module, I'll see the same type of organization. Cards are where you maintain master files. Transactions are where you enter and post financial dollar transactions or whatever currency you're using.
Reports where you run reports. Inquiry is a read only look up. Routines are things that you do at the end of the month or end of the year, and Utilities are things that are done in order to clean up the data and these are rarely run. Setup is something that you probably want to get your Dynamics GP partner involved in and that's how you can configure the module, configure the software to behave in various ways. Navigating through Dynamics GP is easier than you think.
Remember to go to your Home page, Customize the page to remove the sections you're not using, and add Quick menu items to your Quick Links section.
- Using the SmartList to extract data from Dynamics GP
- Controlling the behavior of the GP by mastering the posting setup window
- Grasping the chart of accounts format
- Entering and posting general ledger journal entries
- Entering accounts payable vouchers and accounts receivable transactions, such as credit memos
- Setting up new inventory items and running stock status reports
- Understanding the ins and outs of the bank reconciliation module
- Creating new companies
- Uploading budgets into Dynamics GP from Microsoft Excel
- Entering sales orders and billing your customers
- Managing inventory price lists