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

Speeding security setup with user copy


Setting up security for individual users can be a time consuming task. Dynamics GP 2010 and later provide a mechanism to copy the access from an existing user to a new user including tasks, roles, and company access. This feature provides a great way to quickly set up new users and ensure that their security is consistent.

This recipe looks at how to copy security settings from an existing user to a new user.

Getting ready

This recipe requires logging in as an sa, the system administrator. Log in to the sample company as sa to start this recipe.

How to do it...

To copy security settings to a new user performs the following steps:

  1. Select Administration from the navigation pane. Under Setup and System on the Administration area page, select User.

  2. In the User ID field type john.

  3. Type John Doe in the User Name field.

  4. Type Pass@word1 in the Password and Confirm Password fields.

  5. Click on Copy Access and click on Yes when asked to save changes.

  6. Use the lookup button...