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Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino
| Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino |
| Autore | Polino Mark |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina |
005.2
005.276 |
| Soggetto topico |
Dashboards (Management information systems)
Accounting Business enterprises - Finance - Data processing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-84968-907-5
1-299-44120-3 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Data from Dynamics GP 2013 to Excel 2013; SmartList exports; SmartList Export Solutions; Getting ready; Creating macros; Creating an export solution; Navigation List export; Report writer; Microsoft Query; SQL Server Reporting Services; Management Reporter; SQL Server Management Studio; Analysis Cubes; Third-party solutions; Licensing; Summary; Chapter 2: The Ultimate GP to Excel Tool: Refreshable Excel Reports; Security; Network share security
Database-level securityExcel 2013 security; Running Excel reports; From Dynamics GP 2013; From Excel 2013; Manual versus auto refresh; Modifying Excel reports; Reformatting Excel data; Modifying source data; Office data connections; Excel Report Builder; Restrictions; Calculations; Options; Publish; Summary; Chapter 3: Pivot Tables: The Basic Building Blocks; Creating pivot tables from GP 2013 Excel report data; Getting data to Excel; Building a pivot table; Creating pivot tables from GP 2013 data connections; Building a revenue pivot table; Copying pivot tables Building the income pivot tableCreating a cash pivot table; Creating connected pivot tables from inside Excel; Building the sales pivot table; Adding a receivables pivot table; Excel Report Builder pivot tables; Creating Power View reports; Summary; Chapter 4: Making Things Pretty with Formatting and Conditional Formatting; Recap; Preparation; Get Pivot Data; Revenue; Net Income; Formatting; Icon sets; Data bars; Color Scales; Adjusting Color Scales; The green/yellow/red limit; Some more formatting; Summary; Chapter 5: Charts: Eye Candy for Executives; Recap; Bar chart; Adding a line Pie chartSpeedometer chart; Building a doughnut; Cutting the doughnut in half; Building a needle; Finishing it off with sprinkles; Bar chart with trend line; Selecting charts; Sparklines; Preparing for sparklines; Adding sparklines; Sparkline idiosyncrasies; Deleting sparklines; Changing sparkline data; Summary; Chapter 6: Adding Interactivity with Slicers and Timelines; Recap; Learning about slicers; Creating slicers; Connecting slicers; Slicer orientation; Slicer options; Timeline; Timeline options; Summary; Chapter 7: Drilling Back to Source Data in Dynamics GP 2013; Recap Learning about hyperlinksUsing drill downs in GP 2013; Drill down background; Using drill downs; Fixing the journal entry drill down problem; Drill down link structure; Drill Down Builder; Complex drill downs; Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server; Drilling down to GP 2013 on Citrix with Excel 2013 installed locally; Other complex drill down scenarios; Summary; Chapter 8: Bringing it All together; Adding headers; Cleaning it up; Adding a logo; Creating backgrounds; The Fill Color feature; Inserting a picture; Inserting a background; Good design; Final clean up Refreshing the data |
| Record Nr. | UNINA-9910453142203321 |
Polino Mark
|
||
| Birmingham, UK, : Packt Pub., c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino
| Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino |
| Autore | Polino Mark |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina |
005.2
005.276 |
| Soggetto topico |
Dashboards (Management information systems)
Accounting Business enterprises - Finance - Data processing |
| ISBN |
1-84968-907-5
1-299-44120-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Data from Dynamics GP 2013 to Excel 2013; SmartList exports; SmartList Export Solutions; Getting ready; Creating macros; Creating an export solution; Navigation List export; Report writer; Microsoft Query; SQL Server Reporting Services; Management Reporter; SQL Server Management Studio; Analysis Cubes; Third-party solutions; Licensing; Summary; Chapter 2: The Ultimate GP to Excel Tool: Refreshable Excel Reports; Security; Network share security
Database-level securityExcel 2013 security; Running Excel reports; From Dynamics GP 2013; From Excel 2013; Manual versus auto refresh; Modifying Excel reports; Reformatting Excel data; Modifying source data; Office data connections; Excel Report Builder; Restrictions; Calculations; Options; Publish; Summary; Chapter 3: Pivot Tables: The Basic Building Blocks; Creating pivot tables from GP 2013 Excel report data; Getting data to Excel; Building a pivot table; Creating pivot tables from GP 2013 data connections; Building a revenue pivot table; Copying pivot tables Building the income pivot tableCreating a cash pivot table; Creating connected pivot tables from inside Excel; Building the sales pivot table; Adding a receivables pivot table; Excel Report Builder pivot tables; Creating Power View reports; Summary; Chapter 4: Making Things Pretty with Formatting and Conditional Formatting; Recap; Preparation; Get Pivot Data; Revenue; Net Income; Formatting; Icon sets; Data bars; Color Scales; Adjusting Color Scales; The green/yellow/red limit; Some more formatting; Summary; Chapter 5: Charts: Eye Candy for Executives; Recap; Bar chart; Adding a line Pie chartSpeedometer chart; Building a doughnut; Cutting the doughnut in half; Building a needle; Finishing it off with sprinkles; Bar chart with trend line; Selecting charts; Sparklines; Preparing for sparklines; Adding sparklines; Sparkline idiosyncrasies; Deleting sparklines; Changing sparkline data; Summary; Chapter 6: Adding Interactivity with Slicers and Timelines; Recap; Learning about slicers; Creating slicers; Connecting slicers; Slicer orientation; Slicer options; Timeline; Timeline options; Summary; Chapter 7: Drilling Back to Source Data in Dynamics GP 2013; Recap Learning about hyperlinksUsing drill downs in GP 2013; Drill down background; Using drill downs; Fixing the journal entry drill down problem; Drill down link structure; Drill Down Builder; Complex drill downs; Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server; Drilling down to GP 2013 on Citrix with Excel 2013 installed locally; Other complex drill down scenarios; Summary; Chapter 8: Bringing it All together; Adding headers; Cleaning it up; Adding a logo; Creating backgrounds; The Fill Color feature; Inserting a picture; Inserting a background; Good design; Final clean up Refreshing the data |
| Record Nr. | UNINA-9910779403703321 |
|
Polino Mark
|
||
| Birmingham, UK, : Packt Pub., c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 / / Mark Polino
| Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 / / Mark Polino |
| Autore | Polino Mark |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina |
005.2
005.276 |
| Soggetto topico |
Dashboards (Management information systems)
Accounting Business enterprises - Finance - Data processing |
| ISBN |
9781849689076
1849689075 9781299441200 1299441203 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Data from Dynamics GP 2013 to Excel 2013; SmartList exports; SmartList Export Solutions; Getting ready; Creating macros; Creating an export solution; Navigation List export; Report writer; Microsoft Query; SQL Server Reporting Services; Management Reporter; SQL Server Management Studio; Analysis Cubes; Third-party solutions; Licensing; Summary; Chapter 2: The Ultimate GP to Excel Tool: Refreshable Excel Reports; Security; Network share security
Database-level securityExcel 2013 security; Running Excel reports; From Dynamics GP 2013; From Excel 2013; Manual versus auto refresh; Modifying Excel reports; Reformatting Excel data; Modifying source data; Office data connections; Excel Report Builder; Restrictions; Calculations; Options; Publish; Summary; Chapter 3: Pivot Tables: The Basic Building Blocks; Creating pivot tables from GP 2013 Excel report data; Getting data to Excel; Building a pivot table; Creating pivot tables from GP 2013 data connections; Building a revenue pivot table; Copying pivot tables Building the income pivot tableCreating a cash pivot table; Creating connected pivot tables from inside Excel; Building the sales pivot table; Adding a receivables pivot table; Excel Report Builder pivot tables; Creating Power View reports; Summary; Chapter 4: Making Things Pretty with Formatting and Conditional Formatting; Recap; Preparation; Get Pivot Data; Revenue; Net Income; Formatting; Icon sets; Data bars; Color Scales; Adjusting Color Scales; The green/yellow/red limit; Some more formatting; Summary; Chapter 5: Charts: Eye Candy for Executives; Recap; Bar chart; Adding a line Pie chartSpeedometer chart; Building a doughnut; Cutting the doughnut in half; Building a needle; Finishing it off with sprinkles; Bar chart with trend line; Selecting charts; Sparklines; Preparing for sparklines; Adding sparklines; Sparkline idiosyncrasies; Deleting sparklines; Changing sparkline data; Summary; Chapter 6: Adding Interactivity with Slicers and Timelines; Recap; Learning about slicers; Creating slicers; Connecting slicers; Slicer orientation; Slicer options; Timeline; Timeline options; Summary; Chapter 7: Drilling Back to Source Data in Dynamics GP 2013; Recap Learning about hyperlinksUsing drill downs in GP 2013; Drill down background; Using drill downs; Fixing the journal entry drill down problem; Drill down link structure; Drill Down Builder; Complex drill downs; Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server; Drilling down to GP 2013 on Citrix with Excel 2013 installed locally; Other complex drill down scenarios; Summary; Chapter 8: Bringing it All together; Adding headers; Cleaning it up; Adding a logo; Creating backgrounds; The Fill Color feature; Inserting a picture; Inserting a background; Good design; Final clean up Refreshing the data |
| Record Nr. | UNINA-9910960506103321 |
|
Polino Mark
|
||
| Birmingham, UK, : Packt Pub., c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2010 reporting [[electronic resource] ] : create and manage business reports with Dynamics GP / / David Duncan, Christopher Liley
| Microsoft Dynamics GP 2010 reporting [[electronic resource] ] : create and manage business reports with Dynamics GP / / David Duncan, Christopher Liley |
| Autore | Duncan David |
| Pubbl/distr/stampa | Olton, Birmingham, : Packt Pub., 2011 |
| Descrizione fisica | 1 online resource (360 p.) |
| Disciplina | 657.0285536 |
| Altri autori (Persone) | LileyChristopher |
| Collana | Professional expertise distilled |
| Soggetto topico |
Accounting - Computer programs
Corporation reports - Data processing Business enterprises - Finance - Data processing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-283-37685-7
9786613376855 1-84968-219-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; Foreword; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1:Meeting the Reporting Challenge; Trends in reporting; Increased flexibility; Reporting through all levels of an organization; Increased access to report generation process; Challenges in developing and writing reports; Intended audience; Data sources; Latency; Formatting and presentation; Ad hoc queries versus traditional reports; Security; Network access and general IT infrastructure; Developer resources; Summary
Chapter 2:Where Is My Data and How Do I Get to It?DYNAMICS database versus company database; What is the DYNAMICS database?; Company database; Dynamics GP table naming/numbering conventions; Tables versus table groups; Physical table naming/numbering conventions; Alpha code; Table type; Sequence; Variant; Locating Dynamics GP data using the Resource Descriptions windows; Tables; Fields; Windows; Table Import; Accessing data at the table level using SQL Management Studio; Locating Dynamics GP data with additional tools; Dynamics GP 2010 Software Development Kit Downloading the Software Development KitUsing the Software Development Kit; Support Debugging Tool; Downloading the Support Debugging Tool; Using the Support Debugging Tool; Summary; Chapter 3:Working with the Builders: SmartList and Excel Reports; Satisfying basic reporting needs with canned SmartLists; Structure of SmartList; Basic SmartList tools; Narrowing our result list with search criteria; Adding new columns; Changing the number of records returned; Achieving faster export to Excel with a simple dex.ini switch; Extending SmartList data to Excel by deploying Excel reports Deploying Excel reportsMaintaining security for Excel reports; Shared network folder permissions; Database level permissions; Accessing and using Excel Reports; Connecting to Excel Reports via Windows Explorer; Connecting to Excel Reports via GP 2010; Creating and publishing new SmartLists by using SmartList Builder; Understanding the SmartList Builder window; Creating a new SmartList via SmartList Builder; Creating and publishing new Excel Report formats using Excel Report Builder; Understanding the Excel Reports Builder window; Creating a new Excel Report via Excel Reports Builder Additional tips and tricks for using the BuildersSummary; Chapter 4:Report Writer; Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports; Storing Report Writer reports; Storing reports dictionaries locally; Storing reports dictionaries on a network share; Accessing Report Writer reports; Setting the Dynamics GP launch file; Setting security to custom/modified reports; Opening and navigating the Report Writer windows; Setting security permissions for using Report Writer; Opening Report Writer; Report Writer Resource windows; Fields; Data types Formats |
| Record Nr. | UNINA-9910459683703321 |
|
Duncan David
|
||
| Olton, Birmingham, : Packt Pub., 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2010 reporting [[electronic resource] ] : create and manage business reports with Dynamics GP / / David Duncan, Christopher Liley
| Microsoft Dynamics GP 2010 reporting [[electronic resource] ] : create and manage business reports with Dynamics GP / / David Duncan, Christopher Liley |
| Autore | Duncan David |
| Pubbl/distr/stampa | Olton, Birmingham, : Packt Pub., 2011 |
| Descrizione fisica | 1 online resource (360 p.) |
| Disciplina | 657.0285536 |
| Altri autori (Persone) | LileyChristopher |
| Collana | Professional expertise distilled |
| Soggetto topico |
Accounting - Computer programs
Corporation reports - Data processing Business enterprises - Finance - Data processing |
| ISBN |
1-283-37685-7
9786613376855 1-84968-219-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; Foreword; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1:Meeting the Reporting Challenge; Trends in reporting; Increased flexibility; Reporting through all levels of an organization; Increased access to report generation process; Challenges in developing and writing reports; Intended audience; Data sources; Latency; Formatting and presentation; Ad hoc queries versus traditional reports; Security; Network access and general IT infrastructure; Developer resources; Summary
Chapter 2:Where Is My Data and How Do I Get to It?DYNAMICS database versus company database; What is the DYNAMICS database?; Company database; Dynamics GP table naming/numbering conventions; Tables versus table groups; Physical table naming/numbering conventions; Alpha code; Table type; Sequence; Variant; Locating Dynamics GP data using the Resource Descriptions windows; Tables; Fields; Windows; Table Import; Accessing data at the table level using SQL Management Studio; Locating Dynamics GP data with additional tools; Dynamics GP 2010 Software Development Kit Downloading the Software Development KitUsing the Software Development Kit; Support Debugging Tool; Downloading the Support Debugging Tool; Using the Support Debugging Tool; Summary; Chapter 3:Working with the Builders: SmartList and Excel Reports; Satisfying basic reporting needs with canned SmartLists; Structure of SmartList; Basic SmartList tools; Narrowing our result list with search criteria; Adding new columns; Changing the number of records returned; Achieving faster export to Excel with a simple dex.ini switch; Extending SmartList data to Excel by deploying Excel reports Deploying Excel reportsMaintaining security for Excel reports; Shared network folder permissions; Database level permissions; Accessing and using Excel Reports; Connecting to Excel Reports via Windows Explorer; Connecting to Excel Reports via GP 2010; Creating and publishing new SmartLists by using SmartList Builder; Understanding the SmartList Builder window; Creating a new SmartList via SmartList Builder; Creating and publishing new Excel Report formats using Excel Report Builder; Understanding the Excel Reports Builder window; Creating a new Excel Report via Excel Reports Builder Additional tips and tricks for using the BuildersSummary; Chapter 4:Report Writer; Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports; Storing Report Writer reports; Storing reports dictionaries locally; Storing reports dictionaries on a network share; Accessing Report Writer reports; Setting the Dynamics GP launch file; Setting security to custom/modified reports; Opening and navigating the Report Writer windows; Setting security permissions for using Report Writer; Opening Report Writer; Report Writer Resource windows; Fields; Data types Formats |
| Record Nr. | UNINA-9910790081403321 |
|
Duncan David
|
||
| Olton, Birmingham, : Packt Pub., 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2010 reporting : create and manage business reports with Dynamics GP / / David Duncan, Christopher Liley
| Microsoft Dynamics GP 2010 reporting : create and manage business reports with Dynamics GP / / David Duncan, Christopher Liley |
| Autore | Duncan David |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Olton, Birmingham, : Packt Pub., 2011 |
| Descrizione fisica | 1 online resource (360 p.) |
| Disciplina | 657.0285536 |
| Altri autori (Persone) | LileyChristopher |
| Collana | Professional expertise distilled |
| Soggetto topico |
Accounting - Computer programs
Corporation reports - Data processing Business enterprises - Finance - Data processing |
| ISBN |
9786613376855
9781283376853 1283376857 9781849682190 1849682194 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; Foreword; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1:Meeting the Reporting Challenge; Trends in reporting; Increased flexibility; Reporting through all levels of an organization; Increased access to report generation process; Challenges in developing and writing reports; Intended audience; Data sources; Latency; Formatting and presentation; Ad hoc queries versus traditional reports; Security; Network access and general IT infrastructure; Developer resources; Summary
Chapter 2:Where Is My Data and How Do I Get to It?DYNAMICS database versus company database; What is the DYNAMICS database?; Company database; Dynamics GP table naming/numbering conventions; Tables versus table groups; Physical table naming/numbering conventions; Alpha code; Table type; Sequence; Variant; Locating Dynamics GP data using the Resource Descriptions windows; Tables; Fields; Windows; Table Import; Accessing data at the table level using SQL Management Studio; Locating Dynamics GP data with additional tools; Dynamics GP 2010 Software Development Kit Downloading the Software Development KitUsing the Software Development Kit; Support Debugging Tool; Downloading the Support Debugging Tool; Using the Support Debugging Tool; Summary; Chapter 3:Working with the Builders: SmartList and Excel Reports; Satisfying basic reporting needs with canned SmartLists; Structure of SmartList; Basic SmartList tools; Narrowing our result list with search criteria; Adding new columns; Changing the number of records returned; Achieving faster export to Excel with a simple dex.ini switch; Extending SmartList data to Excel by deploying Excel reports Deploying Excel reportsMaintaining security for Excel reports; Shared network folder permissions; Database level permissions; Accessing and using Excel Reports; Connecting to Excel Reports via Windows Explorer; Connecting to Excel Reports via GP 2010; Creating and publishing new SmartLists by using SmartList Builder; Understanding the SmartList Builder window; Creating a new SmartList via SmartList Builder; Creating and publishing new Excel Report formats using Excel Report Builder; Understanding the Excel Reports Builder window; Creating a new Excel Report via Excel Reports Builder Additional tips and tricks for using the BuildersSummary; Chapter 4:Report Writer; Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports; Storing Report Writer reports; Storing reports dictionaries locally; Storing reports dictionaries on a network share; Accessing Report Writer reports; Setting the Dynamics GP launch file; Setting security to custom/modified reports; Opening and navigating the Report Writer windows; Setting security permissions for using Report Writer; Opening Report Writer; Report Writer Resource windows; Fields; Data types Formats |
| Record Nr. | UNINA-9910965689103321 |
|
Duncan David
|
||
| Olton, Birmingham, : Packt Pub., 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2013 cookbook [[electronic resource] ] : over 110 immediately usable and effective recipes to solve real-world Dynamics GP problems / / Ian Grieve, Mark Polino
| Microsoft Dynamics GP 2013 cookbook [[electronic resource] ] : over 110 immediately usable and effective recipes to solve real-world Dynamics GP problems / / Ian Grieve, Mark Polino |
| Autore | Grieve Ian |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (348 p.) |
| Disciplina | 657.0285536 |
| Altri autori (Persone) | PolinoMark |
| Soggetto topico |
Accounting
Business enterprises - Finance - Data processing |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-84968-939-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgment; About the Author; Acknowledgment; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Personalizing Dynamics GP; Introduction; Improving visibility by setting required fields to bold and red; Getting faster access to data with the shortcut bar; Reducing clicks with start-up shortcuts; Personalizing the Home page by selecting the right role; Further personalizing the Home page by customizing the layout; Speeding access to data with Quick Links; Rearranging navigation to make it easier
Jumping to the right location with breadcrumbsManaging personal reports with My Reports; Viewing open items with the Task List; Visualizing information with Business Analyzer on the Home page; Accessing accounts faster with favorites in lookups; Cleaning up the mess by fixing AutoComplete errors; Chapter 2 : New in Dynamics GP 2013; Introduction; EFT format enhancements; Enhanced GL Year-End Closing; Modifying the sales order's Ship To address; Reason codes for inventory transactions; Tolerance handling; Tracking serial and lot numbers on drop ship POs Selecting multiple serial or lot numbersRelating or linking items for suggested sales; Intercompany asset transfer; Historical depreciation report; Fixed assets batches; Chapter 3: Organizing Dynamics GP; Introduction; Speeding account entry with account aliases; Cleaning account lookups by removing accounts from lookups; Gaining visibility by using horizontal scroll arrows; Streamlining payables processing by prioritizing vendors; Getting clarity with user-defined fields; Developing connections with Internet user-defined fields; Gaining reporting control with account rollups Remembering processes with an ad hoc workflowImproving financial reporting clarity by splitting purchasing accounts; Speeding lookups with advanced lookups; Going straight to the site with web links; Chapter 4: Automating Dynamics GP; Introduction; Using reminders to remember important events; Controlling reporting dates with beginning and ending periods; Automating reporting with report groups; Speeding entry by copying an inventory item; Improving consistency with shortcuts and user classes; Speeding month-end closing by reconciling bank accounts daily; Automating processes with macros Getting early warnings with business alertsSplitting AP across departments automatically with Control; Account Management; Getting control of accruals and deferrals with recurring GL batches; Speeding document delivery with an e-mail; Chapter 5: Harnessing the Power of SmartLists; Introduction; Sorting data to get the information you want; Speeding access to information with SmartList favorites; Getting warnings with SmartList alerts; Improving information returned with SmartList Search; Controlling data with SmartList record limits; Tailoring SmartLists by adding fields Controlling access by sharing or restricting SmartList favorites |
| Record Nr. | UNINA-9910465689703321 |
|
Grieve Ian
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2013 cookbook [[electronic resource] ] : over 110 immediately usable and effective recipes to solve real-world Dynamics GP problems / / Ian Grieve, Mark Polino
| Microsoft Dynamics GP 2013 cookbook [[electronic resource] ] : over 110 immediately usable and effective recipes to solve real-world Dynamics GP problems / / Ian Grieve, Mark Polino |
| Autore | Grieve Ian |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (348 p.) |
| Disciplina | 657.0285536 |
| Altri autori (Persone) | PolinoMark |
| Soggetto topico |
Accounting
Business enterprises - Finance - Data processing |
| ISBN | 1-84968-939-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgment; About the Author; Acknowledgment; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Personalizing Dynamics GP; Introduction; Improving visibility by setting required fields to bold and red; Getting faster access to data with the shortcut bar; Reducing clicks with start-up shortcuts; Personalizing the Home page by selecting the right role; Further personalizing the Home page by customizing the layout; Speeding access to data with Quick Links; Rearranging navigation to make it easier
Jumping to the right location with breadcrumbsManaging personal reports with My Reports; Viewing open items with the Task List; Visualizing information with Business Analyzer on the Home page; Accessing accounts faster with favorites in lookups; Cleaning up the mess by fixing AutoComplete errors; Chapter 2 : New in Dynamics GP 2013; Introduction; EFT format enhancements; Enhanced GL Year-End Closing; Modifying the sales order's Ship To address; Reason codes for inventory transactions; Tolerance handling; Tracking serial and lot numbers on drop ship POs Selecting multiple serial or lot numbersRelating or linking items for suggested sales; Intercompany asset transfer; Historical depreciation report; Fixed assets batches; Chapter 3: Organizing Dynamics GP; Introduction; Speeding account entry with account aliases; Cleaning account lookups by removing accounts from lookups; Gaining visibility by using horizontal scroll arrows; Streamlining payables processing by prioritizing vendors; Getting clarity with user-defined fields; Developing connections with Internet user-defined fields; Gaining reporting control with account rollups Remembering processes with an ad hoc workflowImproving financial reporting clarity by splitting purchasing accounts; Speeding lookups with advanced lookups; Going straight to the site with web links; Chapter 4: Automating Dynamics GP; Introduction; Using reminders to remember important events; Controlling reporting dates with beginning and ending periods; Automating reporting with report groups; Speeding entry by copying an inventory item; Improving consistency with shortcuts and user classes; Speeding month-end closing by reconciling bank accounts daily; Automating processes with macros Getting early warnings with business alertsSplitting AP across departments automatically with Control; Account Management; Getting control of accruals and deferrals with recurring GL batches; Speeding document delivery with an e-mail; Chapter 5: Harnessing the Power of SmartLists; Introduction; Sorting data to get the information you want; Speeding access to information with SmartList favorites; Getting warnings with SmartList alerts; Improving information returned with SmartList Search; Controlling data with SmartList record limits; Tailoring SmartLists by adding fields Controlling access by sharing or restricting SmartList favorites |
| Record Nr. | UNINA-9910792301203321 |
|
Grieve Ian
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2013 cookbook : over 110 immediately usable and effective recipes to solve real-world Dynamics GP problems / / Ian Grieve, Mark Polino
| Microsoft Dynamics GP 2013 cookbook : over 110 immediately usable and effective recipes to solve real-world Dynamics GP problems / / Ian Grieve, Mark Polino |
| Autore | Grieve Ian |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (348 p.) |
| Disciplina | 657.0285536 |
| Altri autori (Persone) | PolinoMark |
| Soggetto topico |
Accounting
Business enterprises - Finance - Data processing |
| ISBN |
9781849689397
1849689393 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgment; About the Author; Acknowledgment; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Personalizing Dynamics GP; Introduction; Improving visibility by setting required fields to bold and red; Getting faster access to data with the shortcut bar; Reducing clicks with start-up shortcuts; Personalizing the Home page by selecting the right role; Further personalizing the Home page by customizing the layout; Speeding access to data with Quick Links; Rearranging navigation to make it easier
Jumping to the right location with breadcrumbsManaging personal reports with My Reports; Viewing open items with the Task List; Visualizing information with Business Analyzer on the Home page; Accessing accounts faster with favorites in lookups; Cleaning up the mess by fixing AutoComplete errors; Chapter 2 : New in Dynamics GP 2013; Introduction; EFT format enhancements; Enhanced GL Year-End Closing; Modifying the sales order's Ship To address; Reason codes for inventory transactions; Tolerance handling; Tracking serial and lot numbers on drop ship POs Selecting multiple serial or lot numbersRelating or linking items for suggested sales; Intercompany asset transfer; Historical depreciation report; Fixed assets batches; Chapter 3: Organizing Dynamics GP; Introduction; Speeding account entry with account aliases; Cleaning account lookups by removing accounts from lookups; Gaining visibility by using horizontal scroll arrows; Streamlining payables processing by prioritizing vendors; Getting clarity with user-defined fields; Developing connections with Internet user-defined fields; Gaining reporting control with account rollups Remembering processes with an ad hoc workflowImproving financial reporting clarity by splitting purchasing accounts; Speeding lookups with advanced lookups; Going straight to the site with web links; Chapter 4: Automating Dynamics GP; Introduction; Using reminders to remember important events; Controlling reporting dates with beginning and ending periods; Automating reporting with report groups; Speeding entry by copying an inventory item; Improving consistency with shortcuts and user classes; Speeding month-end closing by reconciling bank accounts daily; Automating processes with macros Getting early warnings with business alertsSplitting AP across departments automatically with Control; Account Management; Getting control of accruals and deferrals with recurring GL batches; Speeding document delivery with an e-mail; Chapter 5: Harnessing the Power of SmartLists; Introduction; Sorting data to get the information you want; Speeding access to information with SmartList favorites; Getting warnings with SmartList alerts; Improving information returned with SmartList Search; Controlling data with SmartList record limits; Tailoring SmartLists by adding fields Controlling access by sharing or restricting SmartList favorites |
| Record Nr. | UNINA-9910959198003321 |
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Grieve Ian
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| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Oracle PeopleSoft Enterprise Financial Management 9.1 implementation [[electronic resource] ] : an exhaustive resource for PeopleSoft financials application practitioners to understand core concepts, configurations, and business processes / / Ranjeet Yadav
| Oracle PeopleSoft Enterprise Financial Management 9.1 implementation [[electronic resource] ] : an exhaustive resource for PeopleSoft financials application practitioners to understand core concepts, configurations, and business processes / / Ranjeet Yadav |
| Autore | Yadav Ranjeet |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2011 |
| Descrizione fisica | 1 online resource (412 p.) |
| Disciplina |
005.3
658.4 |
| Collana | Professional expertise distilled |
| Soggetto topico |
Business enterprises - Finance - Data processing
Management information systems Business planning |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-283-34951-5
9786613349514 1-84968-147-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: PeopleSoft Financials Fundamentals; Understanding Chart of Accounts and chartfields; Implementation challenge; PeopleSoft chartfields; Chartfield configuration; Standard chartfield configuration; Advanced chartfield configuration; Understanding Business Units and SetID; Business Unit; Tableset ID; Scenario 1; Scenario 2; Configuring SetID; Configuring TableSet Control; Understanding accounting structure-Ledgers and Journals; Configuring ledgers and Journal Generator
Configuring ledger templatesConfiguring ledgers; Configuring ledger groups; Configuring ledgers for a Business Unit; Configuring journal sources; Configuring accounting entry definitions; Configuring journal templates; Configuring banks; Configuring bank ID qualifiers; Configuring banks; Configuring bank branches; Configuring external bank accounts; Understanding User Preferences; Defining Overall Preferences; Defining Process Group preferences; Defining Billing user preferences; Defining General Ledger user preferences; Defining Payables User Preferences Defining Receivables User PreferencesDefining Receivables Write-off and Discount User Preferences; Understanding Setup Manager; Implementation challenge; Summary; Chapter 2: PeopleSoft Security; Understanding user security; Implementation challenge; Solution; Configuring permission lists; Configuring roles; Configuring user profiles; Understanding row-level security; User ID level security; Permission list level security; Specifying Row-level security options; Applying security options; Defining row-level security values; Unit Security by Permission List; Unit Security by User ID; Summary Chapter 3: PeopleSoft Billing ModuleUnderstanding the invoice lifecycle; Entering bill data; Receiving bill data from other modules or external sources; Billing interface tables; Understanding Bill By Identifier; Billing Interface (BIIF0001) process; Entering online bills manually; Understanding billing batch processes; Performing invoice adjustments; Adjusting the entire bill; Adjusting selected bill lines; Deferred revenue processing and unbilled revenue accrual; Deferred revenue processing; Unbilled revenue accrual; Understanding important billing configurations Configuring invoice number IDsConfiguring distribution codes; Configuring invoice formatting options; Configuring billing charge codes; Configuring discounts and surcharges; Configuring billing business unit; Configuring bill types; Configuring bill sources; Summary; Chapter 4: PeopleSoft Accounts Receivable Module; Understanding Accounts Receivable process flow; Understanding pending item accounting; System function ID; Understanding entry types and entry reasons; Configuring entry types and entry reasons; Item entry types and automatic entry types; Configuring item entry types Configuring automatic entry types |
| Record Nr. | UNINA-9910456787403321 |
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Yadav Ranjeet
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| Birmingham, : Packt Pub., 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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