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 budget creation with Combine Budgets


When training new users of Dynamics GP, one of the regular issues raised is the creation of budgets and how they want to be able to send separate files out to each of the budget holders and have an easy way of combining them together. Prior to Dynamics GP 2010 this wasn't possible; however, Dynamics GP 2010 introduced Combine Budgets, which provides this functionality.

How to do it...

This example assumes you have two budgets created on the system; MASTER2017 and SALES2017 where the latter needs to be combined into the former. Perform the following steps for the same:

  1. In Dynamics GP, select Financial from the navigation pane and click on Budgets in the Cards area.

  2. In the list of available budgets, click on MASTER2017.

  3. Click on the Open button and then select using Microsoft Dynamics GP.

  4. This will open the Budget Maintenance window and populate it with the MASTER2017 budget.

  5. Click on the Combine Budgets button on the toolbar.

  6. The Master Budget ID field...