Here is information on some of the most commonly forgotten reporting and data access tools available in Dynamics GP.
- Reports | Letter Writing Assistant
- Create form letters for customers, employees and vendors
- A guide wizard walks you through the process
- Also available from customer, employee and vendor card (i.e., Cards | Sales, Cards | Payroll, Cards | Purchasing) using the “Write Letters” button
- Reports | Template Configuration, Template Maintenance
- Create and modify business documents in Microsoft Word
- Available for selected business forms
- Can create multiple templates and map to specific customers, classes, etc.
- Increase formatting/display capabilities using Microsoft Word functionality
- Microsoft Dynamics GP menu | SmartList | SmartList menu | Export Solutions
- Couple a SmartList favorite with a specific Microsoft Word or Excel document
- Run preparation and completions macros in Word or Excel to format results
- Simplify reporting by formatting SmartList results easily and quickly
In all cases, you can click Help | About This Window to access help, including step-by-step instructions. For more information on these features or assistance in using them, please contact the BKD Technologies support center at firstname.lastname@example.org.