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Dynamics GP Window Notes

Having difficulty remembering how to do make an entry in GP? Trying to remember how to print checks while your AP clerk is on vacation? Don’t want to take the time to locate your printed documentation? Try Dynamics Window notes.

Dynamics GP Account Maintenance Window with no Note

Dynamics GP Account Maintenance Window with no Note

What are Window Notes? Window-level notes can be attached to individual windows throughout the system. Window-level notes are typically used for instructions on what to do in a particular window. Notes can be edited and reattached, or deleted. If several people are entering information on the same note, you may want to identify each entry with a date and the user ID of the person entering the note. Window note buttons are located at a corner of a window.

With a click of a button you can view customized instructions relating to your internal procedures.

Dynamics GP Window Note

Dynamics GP Window Note

Once a Window Note has information entered and attached the button’s appearance changes in the window; yellow with lines, making it easy for users to see that there is information available to them.

Dynamics GP Account Maintenance Window with a Note

Dynamics GP Account Maintenance Window with a Note

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