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

Getting fine grain control of Excel Exports from SmartLists


In a previous recipe we looked at how to export SmartLists to Excel with the push of a button. That method creates a new Excel file each time. In many cases, users need to export the same set of data on a regular basis and build it into a formatted report via Excel. There’s a way to accomplish this with SmartList exports. The feature is called ExportSolutions and it’s the focus of this recipe.

Getting ready

For our recipe we’ll assume that we have an Account Summary report that we want to format with a title and headers the same way every time. To begin, we need to set it up the first time:

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

  2. Select Financial | Account Summary on the left to generate a SmartList.

  3. Click on the Excel button to send the SmartList to Excel.

  4. In Excel select the round Office button, select Excel Options, and ensure that the Show Developer...