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

Delivering flexibility by exporting Navigation Lists to Excel


The big Excel button on the SmartList window provides a visual cue that SmartLists can be exported to Microsoft Excel. That same blinding flash of the obvious is not available for Navigation Lists. Navigation Lists provide another way to interact with information in Dynamics GP and they can be filtered and limited like SmartLists. Navigation Lists don’t have a big Excel button so, in this recipe, we will look at how to export Navigation List data to Excel.

How to do it...

To export a Navigation List to Excel:

  1. Select Financial from the Navigation Pane.

  2. At the top of the Navigation Pane select Accounts to open up the Accounts list.

  3. Select the white checkbox next to the Account Number heading to select all accounts.

  4. On the ribbon at the top select Go To and then Send To Excel:

  5. Excel will open with the data from the list.

How it works...

Navigation Lists provide another way to work inside of Dynamics GP by blending data with a ribbon-like...