Book Image

Microsoft Dynamics GP 2010 Cookbook

By : Mark Polino
Book Image

Microsoft Dynamics GP 2010 Cookbook

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is an Enterprise Resource Planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively.This book picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP system.The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2007, exposing hidden features in Dynamics GP, and much more!By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system
Table of Contents (17 chapters)
Microsoft Dynamics GP 2010 Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Index

Tailoring SmartLists by adding Fields


Default SmartLists contain predefined sets of fields. However, users always want to add additional fields or rearrange existing columns. Fortunately, Dynamics GP provides this functionality out of the box.

Users can add fields to SmartLists, remove fields, or rearrange their order allowing users to fine tune SmartLists to meet their needs. In this recipe, we'll look at adding and rearranging fields in SmartLists.

How to do it...

To add a field to a SmartList:

  1. Click on the SmartList button on the menu bar at the top or select Microsoft Dynamics GP from the top and click on SmartList.

  2. Select Financial, then Account Transactions in the left pane.

  3. Click on Columns:

  4. Click on Add. This exposes all of the available fields for a SmartList, not just the defaults:

  5. Select Account Type and click on OK to add this field to the SmartList:

To rearrange fields on a SmartList:

  1. Continue on the current screen and select Account type

  2. Click on the Up arrow button twice to move...