Download and Print: Using and Creating Tasks in Microsoft Dynamics GP Many people ignore this feature because they are annoyed by the built in Task for the “Customer Improvement Program” The first thing I do when I work with a user one-on-one is complete this task so that it no longer pops up when [...]
continue reading...Archive for the ‘Microsoft Dynamics GP User Tips & Tricks Blog’ Category
Microsoft Dynamics GP Tip: Excluding Inactive Customers or Vendors from Lookup Screen
Download and Print: Excluding Inactive Customers or Vendors from Lookup Screen If you have inactivated customer or vendors, GP allow you to hide them from the Default lookup screen: BEFORE: Make sure the Vendor/Customer is marked as “Inactive” Click the Drop-Down by the word “View” Choose “Exclude Inactive Customers” Click the Drop-Down again Choose “Set as [...]
continue reading...Dynamics GP: Into the Future
Wondering what’s coming up for Microsoft Dynamics GP? Here are some video presentations to guide you through the roadmap, the vision and the highlights of the recently released Microsoft Dynamics GP 2010 R2. As you’ll see there are some great new innovations on their way. (will need to sign in to CustomerSource to view) If [...]
continue reading...Microsoft Excel Tip: Control Key for Quick Navigation
Use the Ctrl-Key for Quick Navigation When you want to move quickly to the left, right, top, or bottom cell in a data set, just press Ctrl and one of the arrow keys. Let’s say you want to select the cells in the current row of the dataset, but only the cells with numbers, not [...]
continue reading...Microsoft Dynamics GP Tip: Cash Receipts – Finding Customer by Using Invoice Number
Download and Print Cash Receipts-Finding Customer by Using Invoice Number This is a great tip for Cash Receipts! Sales>>Transactions>>Cash Receipts Click into the “Document” field. Enter or lookup the Invoice number The system will find the customer associated with the invoice and fill them into the Customer ID field.
continue reading...Microsoft Excel Tip: Delete A Table Without Losing The Data or Table Formatting
Download and Print: Microsoft Excel Tip: Delete A Table Without Losing Data or Formatting After you create a table in Microsoft Office Excel, you might not want to keep working with the table functionality that it includes. Or you might want a table style without the table functionality. To stop working with your data in [...]
continue reading...How to use Knowledge Base to Get Free GP Support
Take a look at Microsoft’s Knowledge Base, a content storage for support questions and information on Dynamics GP. It contains over 15,000 articles on GP specifically, covering the most frequently asked questions from other Dynamics GP customers who contacted their partners or Microsoft directly for support. What kind of content can you find in the [...]
continue reading...
