Dynamics GP Tips & Tricks

Use the navigation pane, also referred to as the shortcut bar, to move within Microsoft Dynamics GP without using a toolbar. There are three components to the navigation pane:

  • Shortcuts
  • Lists
  • Series Click the La

yout button on the right side of the address bar and select Navigation Pane to display the navigation pane. A check mark next to the Navigation Pane option on the menu indicates that the pane is displayed. Later, to hide the navigation pane, select the option again. The navigation pane can be customized for each user. The pane can be resized by dragging the right border of the navigation pane to the left or right. Adding More to the Navigation Pane Additional series buttons can be displayed on the pane. Shortcuts can also be added to the pane. For example, the Home section on the pane illustrated here contains a shortcut to the User Preferences window and one to CustomerSource (an online Knowledge Center for Microsoft Dynamics GP customers). Lists for each series are also displayed on the navigation pane.

Adding More to the Navigation Pane
Additional series buttons can be displayed on the pane. Shortcuts can also be added to the pane. For example, the Home section on the pane illustrated here contains a shortcut to the User Preferences window and one to CustomerSource (an online Knowledge Center for Microsoft Dynamics GP customers). Lists for each series are also displayed on the navigation pane.

SmartList defaults can be defined in the SmartList Options window. On the Administrative Pane, go to Setup-System-SmartList Options. Choose the Category you wish to set defaults for (this is the SmartList object name). Ability to edit defaults for:

  • Go To
  • Maximum Records
  • Columns Displayed
  • Match Case

Have you ever wanted to change old account numbers or Vendor IDs in Microsoft Dynamics GP? How about update Employee IDs when they change their name? The Professional Service Tool Library (PSTL) from Microsoft Dynamics GP will help you do these common tasks and more for free! The PSTL are quick and easy tools for customers on Microsoft Dynamics GP to consolidate and change data within your system and they are now free to all customers. To receive the tools, please contact The Resource Group by emailing us or call 425.277.4760

Here are the top tools which are most popular with customers:

  • Account Modifier/Combiner: change an old account number to a new account number, or combine like accounts into a single account without manually keying in the data. This tool includes both the account modifier and combiner.
  • Vendor Modifier: change an existing vendor ID to a new vendor ID with the click of a button. Instead of having to key in a new vendor Id and re-key open invoices, you are able to update all work, open, and history records seamlessly.
  • Vendor Combiner: combine a vendor ID into another existing vendor ID. All the work, open and history records combine into the new vendor. No data is lost and the summary balances are recalculated. The original vendor ID is removed from the system after it is combined into the other vendor ID.
  • Customer Modifier: change customer numbers in the system. You can change from an existing customer number to a new customer number. Instead of having to key in a new customer number and re-keying all your open invoices, you can update all work, open, and history records with the click of a button.
  • Customer Combiner: combine a customer number into another customer number without losing any work, open, or history records. The old customer number is removed from the system after the completion of the tool and the summary records are recalculated to include both customers' summary information.
  • Employee Modifier: change an employee ID without losing any work, open, or history records. A new employee ID is introduced to the system while the existing one is removed. Item Number Modifier: change an item number without losing any work, open, or history records.
PowerPoint presentation from our Microsoft Dynamics GP Payroll User Group Click here to download

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