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

Simplifying statement delivery with print remaining documents


In past versions of GP, users could either print or email statements requiring users to run the statement generation process separately for each type. Even worse, printing statements to paper wouldn't automatically exclude statements that had already been e-mailed.

The new Print Remaining Documents – Statements feature was added to allow a user to e-mail and print customer statements at the same time without duplication:

How to do it...

To set up Print Remaining Statements follow these steps:

  1. Ensure that statements can already be printed and emailed in GP. Refer to GP help for statement and e-mail setup if necessary.

  2. In Dynamics GP select Sales | Routines | Statements.

  3. Lookup the Statement ID field and select a statement form.

  4. In the Form field, select On Blank Paper. This is required and will activate the Email Option: Print Remaining Statements field.

  5. Check the box marked Print Remaining Statements next to the Email field.

  6. Finish any...