The Inside Microsoft Dynamics GP
blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my own commentary.
The series index for this series of posts is here.
The seventeenth Feature of the Day is Email Single Customer Statement. This feature allows a statement to be emailed from both the Customer Maintenance and Customer Inquiry windows:
This feature is meant to use the statement format defined in Receivables Setup.
From the screenshot I am left with some questions as to how this will actually work, as there is no Email button, but only a print one and I was expecting a button like on the recreate cheque stub function, but instead the button is a Print button.
I’ll have to wait to get hands on with this one to see how it actually works.
In this series
I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.
Despite the limitations of GP macros, they are a very good way to either insert or update data in Microsoft Dynamics GP. Using the mail merge method does not require a user to be especially technical and the Excel formula method is actually quite an easy approach for many Finance users as they are usdually very capable in Microsoft Excel.
I, personally, favour the SQL method a lot of the time, due to the ease and flexibility afforded by T-SQL. I’m also fairly good at writing SQL so can get code written quickly.
However, if I am working on macros either alongside or for clients to run, I will always use the Excel formula method, again because of the flexibility possible in the formula.