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

Going straight to the site with web links


Dynamics GP provides a great feature to tie web page links to specific values in Dynamics GP. For example, when a bank account is selected, a link is made available to that bank's website. The link is contextual, meaning that it is tied to the value in the field. In this recipe, we'll look at setting up and using the Custom Link feature.

Getting ready

Before users can benefit from this recipe, an administrator needs to set up the custom links. To setup the links:

  1. Select Administration from the navigation pane on the left, and then click on Custom Link under the Company heading.

  2. Click on New on the bottom left.

  3. In the Prompt box, select Checkbook. In the Custom Link Label field, type Website.

  4. In the Field Value box, click on the Lookup button (magnifying glass) and check the First Bank checkbook.

  5. Type www.firstbank.com into the Internet Address box as the bank's website and then click on Save to save the record.

Congratulations, that's all there is to...