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Microsoft Dynamics GP 2016 Cookbook

You're reading from   Microsoft Dynamics GP 2016 Cookbook Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems

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Product type Paperback
Published in Aug 2016
Publisher
ISBN-13 9781786463401
Length 376 pages
Edition 1st Edition
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Authors (2):
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Ian Grieve Ian Grieve
Author Profile Icon Ian Grieve
Ian Grieve
Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
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Table of Contents (15) Chapters Close

Preface 1. Personalizing Dynamics GP FREE CHAPTER 2. Organizing Dynamics GP 3. Automating Dynamics GP 4. Leveraging New and Updated Features in Dynamics GP 5. Exposing Hidden Features in Dynamics GP 6. Improving Dynamics GP with Hacks 7. Preventing Errors in Dynamics GP 8. Harnessing the Power of SmartLists 9. SmartList Designer 10. Connecting Dynamics GP to Microsoft Office 2016 11. Maintaining Dynamics GP 12. Extending Dynamics GP Professional Services Tools Library 13. Modern Business Intelligence for Dynamics GP Index

Getting warnings with SmartList alerts

In the previous recipe, we saw how to save SmartLists as Favorites. Now we can look at how to use a Favorite to build a custom reminder. SmartList Favorites actually make up the core of the reminder feature in Dynamics GP.

A custom reminder is a warning or alert generated by Dynamics GP and displayed on the Reminder window at login. It's used to alert a user about situations that exist in Dynamics GP. For example, reminders can display the number of invoices sixty days or more past due. They can also include the ability to drill back into the transactions that generated the reminder. The basic process takes a SmartList Favorite and builds criteria used to drive the reminder.

Built-in Reminders were covered earlier in the Using Reminders to remember important events recipe in Chapter 3, Automating Dynamics GP. In this recipe, we'll take a look at creating custom reminders.

Getting ready

The first step in creating a custom reminder is to create...

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