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

Getting early warnings with business alerts


It's always nice to find out about problems early because early notification usually means that there is still time to fix the issue. Dynamics GP provides a great mechanism for early warnings in the form of business alerts. Business alerts allow companies to build a criteria for notification and then to get notified via e-mail or within the application. Additionally, a report of information related to the alert can be sent as a part of an e-mail. A wizard-like interface is used to set up alerts, but they can get very complex.

For this recipe, we'll build a basic business alert with all of the foundational pieces for a more complicated alert. For our sample business alert, we'll assume that a company would like to be notified when their bank balance falls below $10,000 to allow them to transfer cash from another account.

Getting ready

Users must be logged in as system administrator (the SQL Server system administrator, otherwise known as the head chef...