DynamicAccounting.netYou, Me, and Dynamics GP

2013-10-21 · 2013

Weekly Dynamic: Account/Vendor/Customer Triggers

Payables & ReceivablesTips & Hidden Features

Archived post from 2013. Dynamics GP and the links it points to have changed since; check current documentation before relying on version-specific steps.

A feature in the Professional Services Tool Library is a set of triggers for Accounts, Vendors and Customers. These triggers let you enter master record information in one company and have get added automatically to another company. For example, if I want all companies to have the same chart of accounts I can activate a GL Master Trigger to roll down new accounts from company A to company B. That way, whenever I need a new account, I only have to create in one company. This is also works for keeping Vendors and Customers in sync across companies.

 

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