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

Preventing account selection errors with chart segment names


Given the typical meticulous tendencies of most accountants, it's a little bit of a surprise that the descriptions in an average chart of accounts are a complete mess. Most charts of accounts are initially very pristine but as accounts are added by various people over time, their descriptions become inconsistent. This makes it very difficult to ensure that users select the right account.

As an example, assume that the first segment in the chart of accounts represents the company, the second is the natural account, and the third is a department. An account description would ideally be something like "ABC Co.-Cash-Marketing" or "ABC Co.-Accounts Payable-Operations". In reality, accounts tend to look like "Marking Cash, ABC" or "AP Ops". This makes it hard for users to find and select the right account.

Dynamics GP provides a mechanism to ensure that new accounts follow a set naming pattern. Rather than adding a description to the...