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

Getting warnings with SmartList alerts


In the previous recipe, we saw how to save SmartLists as favorites. Now, we can look at how to use a favorite to build a custom reminder. SmartList favorites actually make up the core of the reminder feature in Dynamics GP.

A custom reminder is a warning or alert generated by Dynamics GP and displayed on the Reminder window on login. It's used to alert a user about situations that exist in Dynamics GP. For example, reminders can display the number of invoices 60 days or more past due. They can also include the ability to drill back into the transactions that generated the reminder. The basic process takes a SmartList favorite and builds criteria used to drive the reminder.

Built-in reminders were covered previously in the Using reminders to remember important events recipe in Chapter 3, Organizing Dynamics GP. In this recipe, we'll take a look at creating custom reminders.

Getting ready

The first step in creating a custom reminder is to create a SmartList...