- [Instructor] Dynamics GP has several quirks or gotchas
that are easy to avoid once you know the trick.
Let's take a look at one of those.
It involves how lookups work.
We're going to change the shipping method on this customer.
Right now it says LOCAL DELIVERY
and I would like to change it to COURIER.
So I simply want to pick that off the list.
I hit the Lookup button,
and where is COURIER?
I don't see it as a choice.
And if I look at this slider,
it seems to be at the top of the record set.
Well, if you click this up arrow,
you see that the rest of the choices
are sort of hiding above it
and that is quirk of GP.
This is easily remedied.
You hit the Lookup button and hit the Refresh button.
That way, you're sure you're looking at the entire list.
So I can select COURIER.
Another feature that people are not aware of,
they tend to exit completely out of GP
when they really just want to switch companies.
You can click on the company in the lower left hand corner
and you're able to change companies that way.
Same thing about logging out and logging back in
with a different user ID.
You can click on the user that you're logged in as,
and login without exiting the application.
Keying in dates and dollar amounts is also easier
than you might think as well.
Let's look at a transaction where there's a date
and a dollar amount involved.
Okay, on this date, say I want to use March 31st as my date.
I only need to put in four keystrokes,
03, 31, and Tab out.
The year is assumed, the slashes are put in for you.
On dollar amounts, if I had dollar amount of $123.45,
I would only have to key in 12345.
The decimal place is assumed.
Another quirk or gotcha with GP involves the way
that the reports print out automatically
after you post something.
So for instance, you may create a transaction
in the sales series,
such as a sales order invoice batch
and you're posting that.
And when you post that invoice or batch of invoices,
a whole slew of reports will print out
and that can be turned off under Administration,
Posting, Posting, you would go to the sale series,
look for that specific transaction window
that was sales transaction entry.
And you can then see what reports
it's automatically printing out,
in this case the sales posting journal.
And I can turn that off.