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

Improving information returned with SmartList Search


The basic SmartLists included with Dynamics GP are great, but they really shine once companies figure out how to fine-tune and filter the records that are returned. The Search feature in SmartLists does just that, making it easy to see which invoices were generated on a particular date or which transactions affected a certain general ledger account during the month.

In this recipe, we'll look at how to better control the results that are returned using the Search feature in SmartLists. For our example, assume that auditors want to see any checkbook transactions over 10,000 dollars ($10,000) during the month of April 2017. We'll use the Dynamics GP sample company for this recipe.

How to do it...

To limit the results of a SmartList with the Search feature:

  1. Select the SmartList icon from the menu bar at the top, or select Microsoft Dynamics GP Menu from the top, and click on SmartList.

  2. Select Financial and then Bank Transactions.

  3. Select Search...