Microsoft Dynamics GP 2013 System User’s Guide Copyright Copyright © 2014 Microsoft. All rights reserved. Limitation of liability This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. Intellectual property This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. Trademarks Microsoft, Bing, Excel, MapPoint, Microsoft Dynamics, Outlook, SharePoint, SQL Server, and Windows Vista are trademarks of the Microsoft group of companies. FairCom and c-tree Plus are trademarks of FairCom Corporation and are registered in the United States and other countries. All other trademarks are property of their respective owners. Warranty disclaimer Microsoft Corporation disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose. License agreement Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call the Microsoft Dynamics GP Customer Assistance Department at 800-456-0025 (in the U.S. or Canada) or +1-701-281-6500. Publication date May 2014 Contents Introduction ................................................................................................................................................. 2 What’s in this manual...................................................................................................................................2 Symbols and conventions ............................................................................................................................2 Resources available from the Help menu..................................................................................................3 Send us your documentation comments...................................................................................................4 Part 1: The basics.................................................................................................................................6 Chapter 1: Microsoft Dynamics GP documentation ............................................ 7 System documentation.................................................................................................................................7 Printable manuals .........................................................................................................................................7 Using printable manuals..............................................................................................................................8 Finding specific information .......................................................................................................................8 Copying sections of text to modify ............................................................................................................8 Using help ......................................................................................................................................................8 Chapter 2: Using Microsoft Dynamics GP...................................................................11 System integration ...................................................................................................................................... 11 Logging in to and quitting Microsoft Dynamics GP .............................................................................12 The Microsoft Dynamics GP application window.................................................................................14 Chapter 3: Navigation ................................................................................................................... 17 Overview of the navigation pane .............................................................................................................17 Customizing the navigation pane ............................................................................................................18 Area pages....................................................................................................................................................19 Toolbars ........................................................................................................................................................19 Customizing toolbars .................................................................................................................................21 Microsoft Dynamics GP search overview ...............................................................................................22 Chapter 4: Lists ................................................................................................................................... 23 List overview ...............................................................................................................................................23 Displaying a list...........................................................................................................................................25 Filtering a list...............................................................................................................................................25 Creating a list view .....................................................................................................................................26 Customizing a list view..............................................................................................................................26 List personalizations...................................................................................................................................28 Exporting list results to Microsoft Excel..................................................................................................28 Chapter 5: Business Analyzer................................................................................................. 29 Business Analyzer overview .....................................................................................................................29 Business Analyzer actions for reports......................................................................................................30 Selecting user settings for Business Analyzer ........................................................................................31 Selecting report settings for Business Analyzer .....................................................................................31 Assigning reports to contacts....................................................................................................................32 Displaying a list with Business Analyzer................................................................................................33 Displaying reports in Business Analyzer ................................................................................................34 SYSTEM USER’S GUIDE i CONTENTS Reloading reports in Business Analyzer..................................................................................................34 Chapter 6: Home pages................................................................................................................ 37 Home pages overview................................................................................................................................37 Selecting your home page role..................................................................................................................39 Changing your home page role ................................................................................................................39 Customizing your home page...................................................................................................................40 Customizing the Business Analyzer area on your home page ............................................................41 Setting up My Reports on your home page ............................................................................................41 Customizing the My Reports area on your home page ........................................................................42 Customizing the Quick Links area on your home page........................................................................43 Customizing the To Do area on your home page...................................................................................44 Chapter 7: Microsoft Dynamics GP windows ......................................................... 47 Opening a window .....................................................................................................................................47 Data entry fields..........................................................................................................................................48 Primary windows .......................................................................................................................................49 Task windows..............................................................................................................................................51