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

Sorting data to get the information you want


At their core, SmartLists have rows and columns of data, similar to an Excel spreadsheet. They provide a powerful, friendly way to interact with information in Dynamics GP. One of the simplest SmartList features found by most users is the ability to sort a SmartList simply by clicking on a column header. However, SmartLists provide advanced sorting features that are even more powerful, just a little harder to find.

In this recipe, we'll take a look at all of the sorting options for SmartLists, simple and advanced.

How to do it...

To sort a SmartList, perform the following steps:

  1. Select Microsoft Dynamics GP Menu from the top and click on SmartList, or click on the SmartList icon on the toolbar.

  2. If the SmartList Icon is not shown at the top, right-click on the blue bar next to the menu and select the standard tool bar to turn it on.

  3. Select Financial in the left pane and then Account Summary below it.

  4. Simple sorting is accomplished by clicking on the...