Re: New to GP, have a couple of questions
I echo Frank's comments about forgetting the Access front end. All you will accomplish is to break the security built into the application and make it possible for someone to distroy your data's integrety. Then you will be stuck fixing things and creating reports that mostly are already available in the application.
First, visit our web site and get a copy of the GP Power User's Guidebook. This book will help your users find their way through a very POWERFUL desk top. It will also teach you how to find the hundreds of reports in GP that provide much of the information you need. Including the reprints of many of the original reports.
As for the balances of the subledgers to the ledger, have they ever been balanced? If they started out of balance they should remain out of balance. Look into our Confessions of a Dynamics GP Consultant for help in discovering what can push these subledgers further out of balance. (There is also a lot of other good stuff in this book).
As for transactions in a month, you have two options. Look in the Financials Inquiries, pick an account and a date range. When the data is displayed, click on the printer icon to print the report. Otherwise, go into the financials reports and print the desired report by applying the correct parameters. See the GP Power User's Guidebook for instructions on printing reports.
To add a cross reference field to inventory, use the Extender product. I do not know if it is licensed to your firm but everyone should have this and SmartList Builder. Lots of good tools in those two product.
Are you calling on your current partner for support? If they are not giving good support, find another one. You should expect to pay for support no matter who provides it. But if you are willing to pay the going rate, you should expect good support. Interview partners and find out how they can support you best.
Attend classes. There are several certified training centers across the country including Integrated Business Group in Orlando Florida ( 407-677-0370 or www.ibgnet.com ). If your firm won't send you to training classes, then order every one of our books that applies to your site. You need information!
There are a number of bloggers that provide good information as well and go subscribe to our newsletter (it's free). It provides lots of good information every other week.
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