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

Speeding entry by copying a purchase order


Creating purchase orders can be a time consuming process. It's not uncommon to have a large number of line items being ordered. Validating part numbers and prices can also take time. Dynamics GP provides a mechanism to create a new purchase order by copying information from an existing purchase order. Unlike copying an inventory item, where the copy icon is in the main window, the process to copy a purchase order is not obvious. Copying a purchase order is the focus of this recipe.

How to do it...

To copy a purchase order, perform the following steps:

  1. Select Purchasing on the navigation pane, then click Purchase Order Entry on the Transactions section of the area page.

  2. Click on Actions, then select Create and Copy New PO.

  3. Use the lookup button (magnifying glass) to select a Source PO Number to copy from. In the sample company, select purchase order PO0997. Dynamics GP will fill in the rest of the information.

  4. Users can change various settings to fine...