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.
To create a macro for a bank transfer, follow these steps:
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.Tab to the Description field and type
Bank Transfer
.Use the lookup button (magnifying glass) to select a checkbook ID to transfer from. Leave the amount set to zero.
Use the lookup button (magnifying glass) to select a checkbook...