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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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Toc

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

Cleaning account lookups by removing accounts from lookups


A consequence of company growth is that the chart of accounts grows and account lookups can get clogged up by the number of accounts on the system. While the general ledger will stop showing an account in a lookup when the account is made inactive, other modules will continue to show these inactive codes.

However, Dynamics GP does contain a feature which can be used to remove inactive account from lookups; this same feature can also be used to remove accounts from lookups in series where the account should not be used, such as a sales account in the purchasing or inventory series.

How to do it…

Here we will see how to remove inactive accounts from lookups.

  1. Open Financial from the Navigation pane on the left. In the main area page, under Cards, select Account.

  2. Enter, or do a lookup for, the account to be made inactive and removed from the lookups:

  3. Check the Inactive checkbox.

  4. Press and hold the Ctrl key and click on each of the lines in...

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