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

Using Reminders to remember important events


It's always nice to be reminded when you're bound to forget something important. It's even better to get an automatic reminder triggered by certain events. Well, Microsoft Dynamics GP has prebuilt functionality to remind users when certain thresholds are approaching or met. For example, GP can provide a reminder when invoices are overdue or payables are due.

In this recipe, we'll look at how to set up the built-in Reminders.

How to do it...

To set up a Reminder:

  1. Click on Home on the Navigation Pane on the left to open the Home page. In the To Do section click on New Reminder. The Predefined Reminders section is at the top. It contains a set of commonly used reminders and the ability to set the number of days around which a reminder is given.

  2. For our example, select the Remind Me checkbox next to Overdue Invoices and Payables Due. In the Remind Me days field enter 5 next to days after due date on the Overdue Invoices line.

  3. Select the Display as a...