Blog: How to use a macro to process 300+ NSF in Dynamics GP in minutes
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Blog: How to use a macro to process 300+ NSF in Dynamics GP in minutes
Posted by Cecile Dinh on January 31, 2023 at 3:14 pm-
Hello –
Just wanted to share my recent blog on how to use a macro to process NSF.
Out of the 13,000 records we drafted there were 300+ transactions with No Sufficient Fund (NSF) or bank account was not yet ready to be drafted. In this video I will show you how to create a macro to save you time and energy in processing NSF in Dynamics GP. Here’s the link.
Hope this helps!
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Cecile Dinh
GPUG Leader – Washington, DC.
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Hi
Thanks for posting the forum thread and your blog article.
?Here is more information on this technique from my 2008 blog article:
https://winthropdc.wordpress.com/2008/10/29/how-to-use-word-mail-merge-and-macros-to-import-data/
We should also mention John Arnold’s Replicator Tool which makes this technique extremely easy:
http://rnoldz.com/replicator.html
A final point. Macros cannot perform any action that need conditional processing, such as only entering specific fields when the data has this checkbox selected. Talking about checkboxes, Macros always toggle the checkbox, they cannot set it to true or false as it just clicks on it and does not know what the previous value was. If you want integration with conditional functionality, I would suggest using GP Power Tools with Dexterity scripting to drive the user interface. As the code can read the previous data and have conditional code, you have lots of extra capability.
Bonus point: If you have GP Power Tools installed, you will have an option to Play Fast on the Macro menu which can run macros about 3 times faster than the standard Play option.
Hope this is useful information.
Regards
David
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David Musgrave MVP, GPUG All-StarManaging Director
Winthrop Development ConsultantsPerth, Western Australia
http://www.winthropdc.com
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Hi ,
Thanks for sharing this additional info, this is very helpful!
I found out from my last GPUG ?Chapter meeting that there are many users doing the NSF process manually. That’s why having this techniques resurface will definitely help our community.
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Cecile Dinh
GPUG Leader – Washington, DC.
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Hello –
What a quick turn around! 🙂 I got in touch with Mr. Replicator and we did a video on how to use the Replicator. This is very helpful to our community. ?Please check this out.
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Cecile Dinh
GPUG Leader – Washington, DC.
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Great job working with to create the video.
Glad you liked his awesome tool.
David??
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David Musgrave MVP, GPUG All-StarManaging Director
Winthrop Development ConsultantsPerth, Western Australia
http://www.winthropdc.com
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It may be good to turn off ‘made for kids’ on the video so that it can be saved in YouTube. When ‘made for kids’ is turned on, videos can’t be saved.
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Steve Friebe
CIO
Areaware
Columbus OH
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Hi ,
Thanks for the info. I just updated the YouTube settings . Please try again.
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Cecile Dinh
GPUG Leader – Washington, DC.
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Thanks! I was able to save it 😀
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Steve Friebe
CIO
Areaware
Columbus OH
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You’re welcome! 😀
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Cecile Dinh
GPUG Leader – Washington, DC.
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Cecile Dinh replied 1 year, 3 months ago 1 Member · 0 Replies -
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