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

Renaming Fields for clarity


SmartLists are full of cool features and these are great for throwing together a report quickly. However, sometimes the column names don't mean much to an average user, or the way that a company uses a field is different from its original intent.

It's not only possible, but easy to change the column description that shows up on a SmartList. In this recipe we'll look at how to do that.

How to do it...

To change the name of a SmartList column:

  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 from the pane on the left.

  3. Click on Columns.

  4. Click on TRX Date under the Display Name column heading. Type Tran Date right over the old name and click on OK:

How it works...

Changing the column names in a SmartList doesn't change the name in the database; it uses the new name as an alias to overlay the database name for reporting. Notice that the title in the Original...