Save Time and Effort with Microsoft Dynamics GP Advanced Lookups

I have the need to look up invoices in Microsoft Dynamics GP Sales Order Processing by the Ship to Address. Until I setup Advanced Lookups to help me, I didn’t realize how much time and effort I used finding the right invoice. I then expanded my use of Advanced Lookups to include GL Accounts. Wow, taking advantage of a small featured yielded me great benefits! 

Originally Posted 3/29/12

I have the need to look up invoices in Microsoft Dynamics GP Sales Order Processing by the Ship to Address. Until I setup Advanced Lookups to help me, I didn’t realize how much time and effort I used finding the right invoice. I then expanded my use of Advanced Lookups to include GL Accounts. Wow, taking advantage of a small featured yielded me great benefits!

OK, we all use the sort option in lookups for GL Accounts, going back in forth between account numbers and account descriptions. What if we could sort by another important option? You can…

AND IT’S EASY TO SET, how great is that?

Go To Tools – Setup – Company – Advanced Lookups

Select the list you want to add a custom lookup feature to. Choose from the drop-down list into the soft field (change the description name if you want) save and you’re done.

The next time you are in the that look up window, click additional sorts and now you can sort by your new custom window.

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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