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As I continue this series of articles on streamlined data processing I will stick with Purchase Order Processing. I have already addressed “copy” functionality and now I will address use of the List View for Purchase Order Transactions as a launching point for multiple purchasing actions. In the past I have often used separate windows for assisting GP users that are searching, inquiring, reporting, or entering purchase order transactions. However, that is due to ingrained behaviour that was established prior to version 10 of Dynamics. Within GP 10 and GP 2010 I think a more efficient practice is to use the Purchase Order List window as a home base for these activities.
Lists are accessed from the Navigation Pane on the left side of the GP application window and displayed in the content pane.
Part of the Purchase Order Transactions list is shown below:
There are multiple actions that can be taken from this starting point as follows:
These filters are more efficient to apply than a SmartList filter. Also note the presence of the menus to launch a Report or to Go To a related window.
There is significant functionality within GP lists and it is functionality that has been improved with recent updates to Dynamics GP. So, if you aren’t accustomed to using lists I suggest that you make an effort to try them out and consider how you could use them to make your purchase order processing more efficient.
Sheldon, ERP Consultant for Etelligent Solutions
Etelligent Solutions - Edmonton, Calgary ERP and CRM
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