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

Cleaning up the mess by fixing AutoComplete errors


Dynamics GP includes a fantastic feature known as AutoComplete that remembers what a user has typed in a field and later makes data entry suggestions based on that information. This can significantly reduce repetitive data entry. However, if a user makes an error during data entry, such as a misspelled or incorrect word, that error will continue to be suggested over and over again.

There is a simple way to remove erroneous entries and we'll look at how in this recipe.

Getting ready

To demonstrate this feature, we first need to intentionally create an autocomplete error:

  1. Select Sales from the Navigation Pane on the left.

  2. On the area page for Sales, select Customer under Cards on the right to open up the Customer Maintenance window.

  3. With the Customer Maintenance window open, type MISPELL in the Customer ID field and click on the Tab key. Press the Clear button to remove this customer entry.

How to do it...

Now that we have an error, let's see how to fix it:

  1. Back in the Customer ID field type MIS. Dynamics GP will suggest MISPELL. Right-click on the suggested word MISPELL and select Remove From List.

Now typing MIS in the Customer ID field doesn't provide the MISPELL suggestion.

How it works...

AutoComplete is controlled in User Preferences, which is accessed via the shortcut bar. The AutoComplete settings are defined for each user. This means that each user has a different set of AutoComplete entries so removing an errant entry doesn't affect other users.

There's more...

To better manage AutoComplete there are some other settings that can be adjusted on a per user basis.

Removed unused entries

The AutoComplete cache of entries can grow quite large and unwieldy, leading to a significant number of entries to sort through and reducing the effectiveness of this feature. A consistent way to manage the size of the AutoComplete list is by letting AutoComplete remove unused entries automatically. To set this up:

  1. Select User Preferences from the shortcut bar and click on Auto Complete.

  2. In the Remove Unused Entries After field enter 90 and click on OK.

  3. This means that any AutoComplete entries will be removed after 90 days without any use.

Reduce the number of AutoComplete entries

Another option for managing the size of the AutoComplete cache is to limit the maximum number of AutoComplete entries. To accomplish this:

  1. Select User Preferences from the shortcut bar and click on Auto Complete.

  2. For the Max. Number of Entries to Store per Field entry, the default is 10,000, which is a huge limit.

  3. This can safely be lowered to 1,000 by changing the number in the Max. Number of Entries to Store per Field box to 1,000.

Reset AutoComplete

If significant changes are made to a system, users can get a fresh start by completely resetting their AutoComplete entries. This is accomplished via the Remove Entries button available by clicking User Preferences, then the Auto Complete button.