Book Image

Microsoft Dynamics GP 2010 Cookbook

By : Mark Polino
Book Image

Microsoft Dynamics GP 2010 Cookbook

By: Mark Polino

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.This book 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 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 2007, exposing hidden features in Dynamics GP, and much more!By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system
Table of Contents (17 chapters)
Microsoft Dynamics GP 2010 Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Index

Rearranging Navigation to make it easier


The Navigation Pane on the left-hand side of Dynamics GP is full of useful functions. Sometimes it is too full! For many users it's beneficial to rearrange items on the Navigation Pane to better suit their role. We'll look at how to do that in this recipe.

Getting ready

Most users quickly discover that left-clicking and dragging the separator above the Home button on the left allows them to shrink and expand the space available for Navigation Pane buttons. This expands the room for lists and shortcuts above by transforming the large buttons into smaller, but less intuitive, icons. However, there is so much more that can be done to personalize the Navigation Pane.

How to do it...

Cleaning up the Navigation Pane can provide faster and simpler navigation options. Let's see how by completing the following steps:

  1. On the Navigation Pane select Navigation Pane Options from the bottom-right corner of the pane.

  2. In the Navigation Pane Options window select Purchasing and move it to the top using the Move Up button at the right.

  3. Then select the Sales module and deselect its checkbox. Click on OK:

Now the Purchasing choice has been moved to the top where a user can easily get at it and the Sales option not required for this user has been removed.

How it works...

In our example, a heavy user of the Purchasing module now has the Navigation Pane button immediately below the Home button making it easily accessible. The Sales button that wouldn't be used by a typical Purchasing employee has been removed to clean up the interface.