Book Image

Microsoft Dynamics GP 2013 Cookbook

Book Image

Microsoft Dynamics GP 2013 Cookbook

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. "Microsoft Dynamics GP 2013 Cookbook" 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 2013 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 2013, exposing hidden features in Dynamics GP, and much more! Through the final chapters, the book covers system maintenance and extending Dynamics GP with the Support Debugging Tool and Professional Services Tools Library.
Table of Contents (22 chapters)
Microsoft Dynamics GP 2013 Cookbook
Credits
About the Author
Acknowledgment
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface
Index

Automating reporting with report groups


Built-in reports in Dynamics GP are also known as Report Writer reports; named after the tool used to modify them. Each report needs a save set of parameters known as an option. Options allow reports to be run over and over again with the same group of settings. Even better, multiple report options can be combined into a group of reports. Running a report group runs each report in the group in sequence. Consequently, report groups can significantly reduce the amount of work required to run multiple reports. In this recipe, we'll cover creating and using report groups.

Getting ready

The first step to using report groups is creating them.

  1. Before adding reports to groups, users should check the report options to ensure that they don't require user interaction. Report options should not be set to Ask Each Time or to print to the screen.

  2. Select Purchasing from the navigation pane. Select Groups under Reports.

  3. Change Purchasing Reports to Aged Trial Balance...