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

Automating processes with macros


Macros provide a way to automate processes within Dynamics GP. They are actually very easy to create and use. Macros are perfect for moderately complex, but repetitive processes. For example, a cash transfer between bank accounts is a common repetitive task, but there is some complexity to it because the amount is usually different. This example provides a great, practical lesson in macros, so we'll look at it in this recipe.

How to do it...

To create a macro for a bank transfer, follow these steps:

  1. From the menu select Tools | Macro | Record.

  2. Select Financial in the navigation pane and select Bank Transfers from the Financial area page under Transactions. Note, where the macro is being saved and name the macro as Bank Xfer. Click on Save.

  3. Tab to the Description field and type Bank Transfer.

  4. Use the lookup button (magnifying glass) to select a checkbook ID to transfer from. Leave the amount set to zero.

  5. Use the lookup button (magnifying glass) to select a checkbook...