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

Going straight to the site with Web Links


Dynamics GP provides a great feature to tie web page links to specific values in Dynamics GP. For example, when a bank account is selected a link is made available to that bank's website. The link is contextual, meaning that it is tied to the value in the field. In this recipe, we'll look at setting up and using the Custom Link feature.

Getting ready

Before users can benefit from this recipe, an administrator needs to set up the custom links. To set up the links:

  1. Select Administration from the Navigation Pane on the left. Then click on Custom Link under the Company heading.

  2. Click on New on the bottom left.

  3. In the Prompt field select Checkbook. In the Custom Link Label field type Website.

  4. In the Field Value box click on the lookup button (indicated by a magnifying glass) and select the FIRST BANK checkbook.

  5. Type www.firstbank.com into the Internet Address field as the bank's website and then click on Save to save the record.

Congratulations, that's all there...