Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. 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 you 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, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Controlling reporting dates with beginning and ending periods


Dynamics GP provides a number of features to improve and simplify reporting. One of the most overlooked features is the ability to automatically control dates when running reports. That functionality is the juicy goodness covered in this recipe.

Dynamics GP contains a large number of built-in reports which were created with the included Report Writer tool. They are often referred to as Report Writer reports to distinguish them from other report types such as SmartLists or SQL Server Reporting Services reports.

Report Writer reports have several common elements, one of which is an option name. A report option is simply a named collection of settings for a particular report. For example, Historical Aged Trial Balance is the name of a report. Prior to running it, a user might name an option for that report 072016 North to indicate that the report settings have been limited to information from July 2016 and the North region.

Since many...