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    Microsoft Dynamics GP 2010 Cookbook: LITE
    Microsoft Dynamics GP 2010 Cookbook: LITE
    Microsoft Dynamics GP 2010 Cookbook: LITE
    Ebook302 pages1 hour

    Microsoft Dynamics GP 2010 Cookbook: LITE

    By Mark Polino

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    About this ebook

    This practical, hands-on cookbook is specifically designed to improve the way you use and work with Dynamics GP and unleash the powerful functionality of Dynamics GP. The material has been carefully selected from Packt’s fuller Microsoft Dynamics GP 2010 Cookbook. If you are a Dynamics GP user or Dynamics GP partner primarily focused on delivering time-proven application optimizations, then this book is for you. This book assumes that you have a basic understanding of business management systems, with basic knowledge of Microsoft Dynamics GP. All the recipes are real-world tested and designed to be used immediately.
    LanguageEnglish
    PublisherPackt Publishing
    Release dateMay 19, 2011
    ISBN9781849683814
    Microsoft Dynamics GP 2010 Cookbook: LITE
    Author

    Mark Polino

    Mark Polino is a Certified Public Accountant, a Microsoft Certified Business Management Professional, and a Microsoft MVP for Dynamics GP. He has been working with Dynamics GP as an administrator and consultant for more than ten years. Currently Mark is a Principal Consultant with Microsoft partner I.B.I.S., Inc. and he runs the premier user-focused Dynamics GP blog at DynamicAccounting.net.

    Read more from Mark Polino

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      Book preview

      Microsoft Dynamics GP 2010 Cookbook - Mark Polino

      Table of Contents

      Microsoft Dynamics GP 2010 Cookbook:LITE

      Credits

      About the Author

      Acknowledgement

      About the Reviewers

      Preface

      What this book covers

      What you need for this book

      Who this book is for

      Conventions

      Reader feedback

      Customer support

      Errata

      Piracy

      Questions

      1. Personalizing Dynamics GP

      Introduction

      Improving visibility by setting Required Fields to bold and red

      Getting ready

      How to do it...

      How it works...

      There's more...

      Modifier with VBA

      Getting faster access to data with the Shortcut Bar

      Getting ready

      How to do it...

      How it works...

      There's more...

      Using external shortcuts for greater flexibility

      Organizing with folders

      Complex shortcuts

      See also

      Reducing clicks with Startup shortcuts

      Getting ready

      How to do it...

      How it works...

      There's more...

      File example

      Drag and Drop

      See also

      Personalizing the Home page by selecting the right role

      How to do it...

      See also

      Speeding up access to data with Quick Links

      Getting ready

      How to do it...

      How it works...

      See also

      Rearranging Navigation to make it easier

      Getting ready

      How to do it...

      How it works...

      Jumping to the right location with Breadcrumbs

      Getting ready

      How to do it...

      Managing personal reports with My Reports

      How to do it...

      There's more...

      Reports without options

      Better dates in report options

      See also

      Viewing open items with the Task List

      Getting ready

      How to do it...

      How it works...

      There's more...

      Recurring tasks

      See also

      Visualizing information with Home page Metrics

      How to do it...

      How it works...

      There's more...

      Multiple metrics

      Full View

      See also

      Accessing accounts faster with Favorites in Lookups

      Getting ready

      How to do it...

      There's more...

      Set as Default View

      Restricted List

      Resetting

      Account Security

      Cleaning up the mess by fixing AutoComplete errors

      Getting ready

      How to do it...

      How it works...

      There's more...

      Removing unused entries

      Reducing the number of AutoComplete entries

      Resetting AutoComplete

      2. Organizing Dynamics GP

      Introduction

      Speeding up account entry with Account Aliases

      Getting ready

      How to do it...

      How it works...

      See also

      Gaining visibility with Horizontal Scroll Arrows

      How to do it...

      How it works...

      There's more...

      Activating Horizontal Scroll Arrows for all users

      Widening segments for better visibility

      Streamlining payables processing by prioritizing vendors

      Getting ready

      How to do it...

      How it works...

      Getting clarity with User Defined fields

      How to do it...

      How it works...

      There's more...

      Special User Defined 1 features

      Company Setup user defined fields

      Expanded user defined fields

      See also

      Developing connections with Internet User Defined fields

      How to do it...

      How it works...

      There's more...

      Login and password

      Labels 7 and 8

      See also

      Gaining additional reporting control with Account Rollups

      Getting ready

      How to do it...

      How it works...

      Remembering processes with an Ad hoc workflow

      Getting ready

      How to do it...

      How it works...

      See also

      Improving financial reporting clarity by splitting purchasing accounts

      How to do it...

      How it works...

      Speeding up lookups with Advanced Lookups

      Getting ready

      How to do it...

      How it works...

      See also

      Going straight to the site with Web Links

      Getting ready

      How to do it...

      How it works...

      There's more...

      All field values

      Multiple values

      See also

      3. Automating Dynamics GP

      Introduction

      Using Reminders to remember important events

      How to do it...

      How it works...

      There's more...

      Drill down into Reminders

      See also

      Controlling reporting dates with Beginning and Ending Periods

      Getting ready

      How to do it...

      How it works...

      There's more...

      Fiscal period versus Month

      Beyond the period

      See also

      Automating reporting with Report Groups

      Getting ready

      How to do it...

      How it works...

      There's more...

      Groups of groups

      See also

      Speeding up entry by copying an nventory Item

      How to do it...

      How it works...

      Improving consistency with Shortcuts and User Classes

      Getting ready

      How to do it...

      How it works...

      See also

      Speeding up month-end close by Reconciling Bank Accounts daily

      Getting ready

      How to do it...

      How it works...

      There's more...

      High Transaction Volume Accounts

      Bank statement cutoff

      Automating processes with Macros

      How to do it...

      How it works...

      There's more...

      Macros and the Shortcut Bar

      Running macros with a keystroke combination

      Macro pauses

      Sequential Macros

      See also

      Getting early warnings with Business Alerts

      Getting ready

      How to do it...

      How it works...

      There's more...

      Prebuilt alerts

      See also

      Splitting AP across departments automatically with Control Account Management

      Getting ready

      How to do it...

      How it works...

      There's more...

      Multi-company

      See also

      Getting control of accruals and deferrals with Recurring GL batches

      Getting ready

      How to do it...

      How it works...

      There's more...

      Recurring batch best practices

      Revenue/Expense Deferral module

      Field Service Contracts module

      Speeding up document delivery with e-mail

      Getting ready

      How to do it...

      How it works...

      There's more...

      Setup

      Index

      Microsoft Dynamics GP 2010 Cookbook: LITE

      Microsoft Dynamics GP 2010 Cookbook:LITE

      Copyright © 2011 Packt Publishing

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

      Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

      Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

      First published: April 2011

      Production Reference: 1130411

      Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK.

      ISBN 978-1-849683-80-7

      www.packtpub.com

      Cover Image by Tina Negus ( <tina_manthorpe@sky.com> )

      Credits

      Author

      Mark Polino

      Reviewers

      Frank Hamelly

      Leslie Vail

      Acquisition Editor

      Kerry George

      Technical Editor

      Aditi Suvarna

      Indexer

      Monica Ajmera Mehta

      Production Coordinator

      Shantanu Zagade

      Cover Work

      Shantanu Zagade

      About the Author

      Mark Polino is a Microsoft MVP for Dynamics GP, a Certified Public Accountant, and a Microsoft Certified Business Management Solutions Professional. He is the author of the premier Dynamics GP related blog, DynamicAccounting.net and the creator and presenter of the successful series Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 minutes. Mark has worked with Dynamics GP and its predecessor, Great Plains, for more than 10 years.

      He works as a Principal Consultant with I.B.I.S., Inc. and spends his days helping clients implement Microsoft Dynamics GP.

      Acknowledgement

      To my wife Dara and my children, Micah and Angelina, thank you for your support for this project. You’ve patiently endured this obsession without complaining or killing me in my sleep. To mom and dad, thanks for the cheerleading even though you had no idea what this book is about.

      Thank you to Andy Vabulas, Dwight Specht, and Clinton Weldon at I.B.I.S. for your support of this book. Without your openness to this project it never would have

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