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

Relating or linking items for suggested sales


Dynamics GP 2013 brings the ability to relate or link items together, in order to allow for up- or cross-selling within sales order processing. This functionality can also be of benefit when linking together items that are required for the initially entered item to work.

Getting ready

In Dynamics GP, select Inventory from the navigation pane. In the Inventory area page, select Item in the Cards area. This will open Item Maintenance.

  1. Enter, or do a lookup and select, 2-A3284A in Item Number to enter the suggested items.

  2. Click on the Suggest Items button to open the Suggest Sales Item Maintenance page.

  3. Check the checkboxes in the Document Type section to enable the suggested items for quotes, orders, invoices, and fulfillment orders as required.

  4. In the scrolling window, enter the Item Number and Suggested Quantity for each item, which is to be suggested when the sales transaction is entered.

  5. In this example, three items have been entered, each with Suggested...