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

Speeding up entry by copying an Inventory Item


When entering master records it's always a challenge to ensure that records are entered consistently. This is especially true for inventory items as there are a large number of potential settings. Using inventory classes can provide some help but even classes have their limits.

It's also common for a new inventory item to be very similar to an existing inventory item. Vendors often make small but key changes resulting in the need for a new item to allow proper tracking.

Dynamics GP provides a great feature that allows copying an inventory item when creating a new one. Since that's the focus of this recipe let's take a look at how to use it.

How to do it...

To copy an inventory item to a new item number:

  1. From the Navigation Pane select Inventory. In the Inventory Area Page click on Item under Cards.

  2. The new item number goes in the Item Number field. Enter NEW123 for our example and click on the Copy button above:

  3. Use the lookup button (indicated by...