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

Improving consistency with Shortcuts and User Classes


Throughout this book we look at various ways that shortcuts and the Shortcut Bar can improve the usefulness of Dynamics GP. In this recipe, we take a look at how administrators can control shortcuts by assigning specific shortcuts to specific user classes.

This feature allows an administrator to assign a shortcut to a class of users. Every user in the class gets the shortcut automatically and they can't remove it. For example, this is a great way to ensure that all payables users have a shortcut to Payables Transaction Entry. It is also useful for attaching a currency website shortcut to a class of senior accountants. The focus of this recipe is assigning shortcuts to user classes.

Getting ready

Assigning shortcuts to user classes requires that the user be logged in as 'sa'. This is the SQL Server system administrator account, otherwise known as the head chef in this cookbook. For this action, other accounts with system administrator access...