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Alert! Alert! Four Ways to Use Microsoft Dynamics GP to Generate Early Warning Notices

by Mark Polino
Director of Client Services, Fastpath, Integrated Business Group

"Red Alert." "Danger Will Robinson." "This disk will self destruct in 5 seconds." On TV and in the movies the hero always gets a warning before things go horribly wrong. We all want early warnings, and it turns out that with Microsoft Dynamics GP there are lots of opportunities to get such warnings without having to constantly monitor a dashboard.

Dynamics GP provides early warnings and alerts in a number of ways--built-in Reminders that can be tailored, custom Reminders based on Smartlists, Business Alerts, and custom SQL alerts.

Built-In Reminders

Reminders provide pop up alerts when a user logs into Dynamics GP. There is a core set of built in alerts for common tasks like overdue invoices and upcoming payments due. These reminders are so simple to use that there is no excuse for not starting here. Even better, Reminders provide drill back to the underlying transactions, so it's easy to see which invoices are overdue or which payable transactions are up next. Additionally, these built-in reminders can be fine-tuned. For example, the number of days past due can be adjusted for the overdue invoices reminder.

Custom Smartlist Reminders

When the built-in reminders aren't enough, Dynamics GP provides an almost limitless opportunity to expand reminders with the option to build reminders off of Smartlists. The Smartlist and Smartlist Builder features open up every corner of the system to be connected to a Reminder. Additionally, creating a reminder from a Smartlist is as easy as saving it as a Favorite with a reminder and following the wizard.

Reminders are designed to be created and run by an average user, making reminders a great ...

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About Mark Polino

Mark Polino is a Certified Public Accountant (CPA) and a former Microsoft MVP (2007-2018) for Business Solutions. He is the author or coauthor of 5 books related to Microsoft Dynamics GP.  Mark also maintains the Dynamics GP focused website He speaks and writes regularly about ERP related topics. Mark has been a controller and CFO for a division of a publicly traded company and he has  worked as a consultant implementing ERP solutions. Mark holds additional certifications including Certified Information Technology Professional (CITP), Certified in Financial Forensics (CFF) , Chartered Global Management Accountant (CGMA). Dynamics Credentialed Professional for Dynamics GP 2015 (Core Install and Core Financials), Xero Certified. He holds a bachelor's degree in accounting from the University of Central Florida and an MBA from Rollins College. Mark lives with his family in Florida.

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