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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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Automating processes with macros

Macros provide a way to automate processes within Dynamics GP. They are actually very easy to create and use. Macros are perfect for moderately complex, but repetitive processes. For example, a cash transfer between bank accounts is a common repetitive task, but there is some complexity to it because the amount is usually different. This example provides a great, practical lesson in macros, so we'll look at it in this recipe.

How to do it...

To create a macro for a bank transfer, follow these steps:

  1. From the menu select Tools | Macro | Record.
    How to do it...
  2. Select Financial in the navigation pane and select Bank Transfers from the ...

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