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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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Cleaning account lookups by removing accounts from lookups

A consequence of company growth is that the chart of accounts grows and the account lookups can get clogged up by the number of accounts in the system. While the General Ledger will stop showing an account in a lookup when the account is made inactive, other modules will continue to show these inactive codes.

However, Dynamics GP does contain a feature that can be used to remove inactive codes from lookups; this same feature can also be used to remove codes from lookups in series where the code should not be used, such as a sales code in the purchasing or inventory series.

How to do it...

Here we will see how to remove inactive accounts from lookups:

  1. Open Financial from the navigation pane ...

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