Tip of the Week from Brenda Hopkins - Week 3

Macro Basics

A macro is a function that allows the automation of certain events in a program. In Microsoft Dynamics GP, macros can be used to take out some of the annoying parts.

For example, when we transfer money, we always transfer it one way, from Money Market to operating. Everything is the same but the dollar amount.

So, we can build a macro to fill in everything but the amount. Now we can just run the macro, add an amount and then we are done.

Building a macro in Microsoft Dynamics GP is easy but somewhat tedious. Remember though, you only have to build it once; you get to run it over and over again.

A Microsoft Dynamics GP macro works the same way as if you were sitting there keying in the info. That's important thing to remember as you build macros.

To Create the Macro:
· Select Tools->Macro->Record.

· Name the macro TEST and remember where you saved it.

· Pick Transactions->Financial>Bank Transfers for our example.

· Key in everything but the amount to transfer.

· Click Tools->Macro->Stop Recording.

· You've now recorded all that work as a Macro.

· Push clear and close the window.

To Run the Macro:

· Pick Tools->Macro->Play.

· Find your macro file and click open.

· Close the box telling you how long the macro ran.

· You now have bank transfer waiting for your amount.

· To finish the transfer, enter the amount and click post.

Adding the macro to the shortcut bar is the easiest way to run a macro and it gets rid of the run time message.