We’ve come to the last of my ‘Customizing GP’ series. This entry provides an overview of User Preferences within GP. These settings are user specific, so they will follow a user to any workstation.
The following is a list of user preferences that are commonly used:
- Default Report Destination
- Entry Key
- Default Sales Doc. Type
- Display
- Password
- Auto Complete
- Mapping
In the toolbar go to Microsoft Dynamics GP>User Preferences
Default Report Destination – Choose either Printer or Screen as the default report destination. When you choose to print a report using Microsoft Dynamics GP and the Report Destination window appears, your choice will be marked as the default report destination.
Entry Key – Select either ‘Tab’ or ‘Return’. If you mark ‘Tab’ as the entry key, you will hit tab to move through fields in a window. The return key will attempt to save the window with this option. If you select ‘Return’ as the entry key, you can use both tab and return to move through the fields in a window.
Default Sales Doc. Type – If you are using the Sales Order Processing module you can select which document type you would like to default in the Sales Transaction Entry window.
Display – Change GP’s display colors and fonts in the User Display Preferences window by selecting options from the drop-down menus.
Password – change your GP user password by clicking on the ‘Password’ button. Enter your old password, enter the new password and then confirm the new password. Click ok.
Auto Complete – Adjust the Autocomplete settings to specify whether you would like to use the functionality, when to remove unused entries and the maximum number of records to store for a field.
Mapping – Choose an option to change your MapPoint settings.
The button noted below will be available if you selected to display the mapping buttons in the User Preferences window as shown above (typically vendor or customer maintenance). Click to select and display a map, display driving directions, or plan a route in MapPoint.
