Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. 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 you 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, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
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 since 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 item. That's the focus of this recipe so let's take a look at how to use it.

How to do it...

To copy an inventory item to a new item number, follow these steps:

  1. From the Navigation pane select Inventory. On the Inventory area page click Item under Cards.

  2. The new item number goes in the Item Number field. Enter 1-A3261B for our example and click the Copy button above.

  3. Use the lookup button...