Using SmartList within the Vendor folder to create a top 10 list and tweaking user preferences to set up reminders for payments due are two tips for using Microsoft Dynamics GP software. Top 10 lists are a quick way to display a revisable list of top vendors or customers.
To create a top 10 list, open the Vendor folder in SmartList. From the SmartList toolbar, click Columns, click Add, highlight the Amount Billed YTD, and click OK. From the SmartList toolbar, click Search, enter 10 in the Maximum Number field, click Order By, highlight Amount Billed YTD, and click Insert.
Select Descending where the displayed default is Ascending in the drop-down box and click OK. Scroll until the Amount Billed YTD column appears, and click the column header twice to peruse dollar amounts in descending order. The first 10 amounts correspond to your top 10 customers or vendors.
To set up a reminder for payments due, go to Tools, Setup and User Preferences. Select Reminder, and specify the type of payment due within the Reminder Preferences window, such as Recurring Receivables Batches or Overdue Invoices. Select when you desire the reminder, and click OK. The Reminder setting places the payments due in the first window that opens the next time you log in.