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

Speeding up access to information with SmartList Favorites


SmartLists are designed for individual users to tailor reporting to their needs. This is important because users have the ability to save their unique SmartLists and make these available to be reused over and over again.

Default SmartLists are represented by an asterisk and can be customized by moving fields around, adding or removing fields, filtering the data to be returned, and sorting data in interesting ways. However, the time and effort required to do all of that is lost if a user can't save and reuse these unique settings. Saved SmartLists are called Favorites and they are the focus of this recipe.

How to do it...

In this recipe we'll set up a SmartList and save it as a Favorite:

  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 Accounts from the list on the left.

  3. Click on the Account Number column heading to sort by Account Numbers...