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

Building analyses by Exporting SmartLists to Microsoft Excel


Continuing on a simple-to-complex theme, we move on to another straightforward process—exporting SmartLists to Microsoft Excel. Dynamics GP allows users to export any SmartList to Excel with the simple push of a button. In this recipe, we’ll look at how to export SmartLists and some of the considerations around exports.

How to do it...

Exporting a SmartList to Excel is easy to do. Here is how to do it:

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

  2. Select Financial | Account Summary from the SmartList window.

  3. Once the SmartList finishes loading click on the Excel button:

  4. Dynamics GP will export the data to Excel in the same order and with the same columns as the SmartList.

  5. Once the export is complete Excel will open with the completed data:

How it works...

The simplicity of the export to Excel process belies the power of this feature. Other applications...