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

Preventing posting errors by managing Batch Date


In most modules, Microsoft Dynamics GP provides the option to post transactions individually or to collectively post a group of transactions in a batch. The common best practice when implementing Dynamics GP is to use Batch Posting, not individual transaction posting.

The reasoning behind this preference is that batches and batch posting provide a number of benefits over transactional posting. These benefits include the ability to save transactions without posting them, improved error handling, and the ability to post multiple transactions or multiple batches at once. Additionally, batches can be used to control the date that transactions are posted on, thereby making it easy to ensure that transactions are posted in the right period.

In this recipe we will look at batch naming and posting techniques along with error handling options designed to minimize posting errors.

Getting ready

To set up the process to post transactions by batch, follow...