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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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Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
 Grieve Grieve
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Grieve
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Table of Contents (20) Chapters Close

Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
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

Preventing account selection errors with segment names


Given the typical meticulous tendencies of most accountants, it's a little bit of a surprise that the descriptions in an average chart of accounts are a complete mess. Most charts of accounts are initially pristine but as accounts are added by various people over time, their descriptions become inconsistent. This makes it very difficult to ensure that users select the right account.

As an example, assume that the first segment in the chart of accounts represents the company, the second is the natural account, and the third is a department. An account description would ideally be something like ABC Co.-Cash-Marketing. In reality, accounts tend to look like Marking Cash, ABC, or AP Ops. This makes it hard for users to find and select the right account.

Dynamics GP provides a mechanism to ensure that new accounts follow a set naming pattern. Rather than adding a description to the chart of accounts, every unique option in each segment is...

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