Book Image

Microsoft Dynamics GP 2013 Cookbook

Book Image

Microsoft Dynamics GP 2013 Cookbook

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. "Microsoft Dynamics GP 2013 Cookbook" 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 2013 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 2013, exposing hidden features in Dynamics GP, and much more! Through the final chapters, the book covers system maintenance and extending Dynamics GP with the Support Debugging Tool and Professional Services Tools Library.
Table of Contents (22 chapters)
Microsoft Dynamics GP 2013 Cookbook
Credits
About the Author
Acknowledgment
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface
Index

Reason codes for inventory transactions


Dynamics GP 2013 introduces a long-time requested feature, the ability to record the reason for inventory transactions. Reason codes can be used on both adjustment and variance transactions to give clarity as to why the transaction was entered.

Getting ready

The first step to using a reason code on an inventory transaction is to create the required reason codes:

  1. Open the Reason Code Setup window in Dynamics GP by selecting Inventory from the navigation pane and clicking on Reason Code Setup in the Setup section.

  2. Enter a new reason code, which can be up to fifteen characters long and is the only mandatory field on the window.

  3. Enter a description giving a greater explanation of the reason.

  4. Select whether the reason code can be used for adjustment and/or variances.

  5. The Type of Adjustments/Variances field can also be set with available options of Increase and Decrease, Decrease Only, and Increase Only.

  6. Select the Default Offset Account, which should be used to...