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 greater journal entry control by clearing recurring batch amounts


For years, Dynamics GP has provided a feature called a Quick Journal. Quick Journals allow users to set up a journal entry shell where the accounts remain the same but users can change the amounts each time they create an entry.

The Quick Journals feature is great, in principal, for transactions where only the amounts change regularly but it has a number of flaws. Specifically, the transactions can't be placed in batches and they can't be controlled with batch approval which has led many companies to choose not to use Quick Journals.

The recurring batch functionality in Dynamics GP provides the batch and approval functionality that many companies need, but until version 2010 the only option to change the amounts was to overwrite each line. This process left a lot of room for user error making it an imperfect solution as well.

Dynamics GP 2010 introduced the ability to clear the amounts from a recurring batch after it...