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 custom help with Window notes


Each master record and transaction in Dynamics GP includes the ability to add notes. These notes are attached to the associated record and can be accessed whenever that record is open. Dynamics GP also contains another set of notes. These notes are attached to each window in Dynamics GP and are available whenever that window is open, regardless of the record being used. Window notes are stored at the company level so different Dynamics GP companies can have different notes. Additionally, notes assigned to a window are available to all users who can access that window making them an ideal candidate for alternative uses.

The most common hack for window notes is to provide additional help or specific data entry instructions to users. For example, a note on the Inventory Maintenance window could be used to inform users that new nut and bolt inventory items belong to the FASTENERS Class ID, not FIXTURES. Another example would be to use a note on the Customer...