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

Change data using Modifier


Modifier functions exist in PSTL to allow record IDs to be amended. One such use might be if a non-standard Customer ID was created or if Customer Combiner has been used to combine two customer records which now has a new name and the Customer ID reflects the name. For example, if Pacific Digital was combined with Aaron Fitz Electrical, the merged company may change its name to Fitz Digital and for ease of use the Customer ID in Dynamics GP may need to be changed.

How to do it…

To change the Customer ID perform the following steps:

  1. Make a backup of the SQL Server database.

  2. Open PSTL and select Customer Modifier from Sales Tools.

  3. Click on Next.

  4. In the Starting Customer Number field, enter AARONFIT0001.

  5. In the New Customer Number field, enter FITZDIGI0001.

  6. Click on Convert.

  7. Click on Continue on the warning prompt regarding having a backup of the SQL Server database.

There's more...

As with the Combiner function discussed in an earlier recipe, there is more than the single...