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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

Product type Paperback

Published in Aug 2016

Publisher

ISBN-13 9781786463401

Length 376 pages

Edition 1st Edition

Tools

Dynamics GP

Concepts

Enterprise Resource Planning

Authors (2):

Ian Grieve

Mark Polino

View More author details

Table of Contents (15) Chapters

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

Merge records with Combiner

PSTL includes several Combiner functions that can merge records together; for example, if a duplicate site record has been created in error, or if two sites are merged into one, Inventory Site Combiner can be used to combine these records into one without losing any history.

How to do it...

To combine 01-NW Northwest Regional into 01-N North Regional using Customer Combiner, follow these steps:

Open PSTL and select Inventory Site Combiner from Inventory Tools.
Click Next:
In the Starting Site ID field, enter 01-NW.
In the Combined IntoSite ID field, enter 01-N.
Click Convert.

Inventory Site Combiner removes Site IDs and recalculates the summary records to include both sites' records so Northwest Regional will be merged into North Regional with no loss of information, leaving the combined transaction information in the system under the North Regional site ID.

There's more...

As well as being able to combine customer numbers individually, this can also be done...

The rest of the chapter is locked

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Authors (2)

Grieve

Grieve

Ian Grieve is a Microsoft Most Valuable Professional for Microsoft Dynamics GP. He is also a certified Dynamics CRM consultant, specializing in the delivery of Microsoft Dynamics GP. He is the ERP Practice Manager at Perfect Image Ltd., a Microsoft partner, and VAR in the North-East of England, where he is responsible for the delivery, by his team, of all Dynamics GP projects. Ian has worked with Microsoft Dynamics GP since 2003, and over the years, he has dealt with all aspects of the product's life cycle, ranging from presales, implementation, technical, and functional training post go-live support to subsequent upgrades and process reviews. Ian is the author of Microsoft Dynamics GP 2013 Financial Management by Packt Publisihing and Microsoft Dynamics GP Workflow 2.0 and Implementing the Microsoft Dynamics GP Web Client by azurecurve Publishing. He is also the co-author of Microsoft Dynamics GP 2013 Cookbook by Packt Publisihing. Additionally, he has produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for several books on Microsoft Dynamics CRM published by Packt Publishing, including Microsoft Dynamics CRM 2011 Cookbook. In his spare time, Ian runs the azurecurve blog, Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk), which is dedicated to Microsoft Dynamics GP and related products. The most recent offshoot of running his blog is that Ian has started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve Development (http://development.azurecurve.co.uk), contains information about his plugins.

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Polino

Polino

Mark Polino is CPA, with additional certifications in financial forensics (CFF) and information technology (CITP). He is a Microsoft MVP for Business Solutions and a GPUG All Star who has worked with Dynamics GP and its predecessors since 1999. He works as the Director of Client Services for Fastpath, and he runs the DynamicAccounting.net website dedicated to all things Dynamics GP. He is a regularly featured speaker at Dynamics GP related events. This is Mark's tenth book, and his seventh GP related book with Packt Publishing. His work includes eight technology-focused books and two novels. He is also the author of the best-selling Microsoft Dynamics GP 2010 Cookbook, the spin off Lite edition, and a co-author for updated GP 2013 and 2016 editions, all from Packt Publishing.

See other products by Polino

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