9/1/22, 8:11 AM Dynamics GP Tip: How To Set Up Activity Tracking in Dynamics GP

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Microsoft Dynamics GP Tip: How To Set Up Activity Tracking in Dynamics GP

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Microsoft Dynamics GP Tip: How To Set Up
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Activity Tracking in Dynamics GP

Note: This tip is taken from the Microsoft Dynamics GP Help

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Using the Activity Tracking Setup window, you’ll mark the

email address
activities you want Microsoft Dynamics GP to track for
Subscribe
each user in each company they access.

The table used to store activity information can become

large in a short time if you choose to track all activity. To Recent Posts

keep the activity table size to a minimum, track only the

 Video: How
activities you really need to track and periodically
Transitioning to
remove the information you no longer need. Tracking
Acumatica Can
successful window access and tracking any of the table
Transform Your
activities will cause the activity tracking table to grow
Business – Lunch
rapidly. For information about removing activity tracking
& Learn Series
detail,
 Acumatica ARM:
To set up activity tracking:
Reporting
1. Open the Activity Tracking Setup window. without Having
(Administration >> Setup >> System >> Activity to Learn Ancient
Tracking) Greek
2. Select an activity type. \
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It goes into all the Posting:  Purchasing, Inventory,  Cavallo

Banking etc. Demos/Videos

3. Using one or more of the following techniques,  Cavallo Tips

mark the activities you want to track.
About Us InAcumatica
the Activity list, mark the
Dynamics GP boxCavallo
in the SalesPad
Track  CustomerSource
Industries
column next to each specific activity you want Tips
to track.
To track all activities listed for an activity type,  Distribution
Client CenterchooseERPMark All. To stop
Resources  tracking any of the Industry
activities that may have been marked for an
activity type, choose Unmark All.  Dynamics GP
Demo/Videos
4. Select a user and mark the companies for which
you want activities tracked.  Dynamics GP
5. Select a user ID for whom you want to track Events
Microsoft Dynamics GP activities.
6. In the Company Name list, mark the box in the  Dynamics GP
Activate column next to the companies for which New Features
you want to track this user’s activities.
 Dynamics GP
7. Repeat steps 5 and 6 for the other users you want
Online
to track activity for.

All of the users selected will have the same activities  Dynamics GP
tracked. Promotions/Cost

8. Choose OK to save your entries and close the  Dynamics GP

window. Tips
9. Review the activity tracking information you’ve
entered using the Activity Tracking Setup Report.  Dynamics GP
While the Activity Tracking Setup window is Upgrade
displayed, choose File >> Print. Resources

 ERP Tips & Tricks

Blog
PRINTING/REMOVING ACTIVITY TRACKING DETAIL
 General Ledger
Administrative>>Utilities:  Activity Tracking Detail Tips

 GP with
Excel/Word Tips

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9/1/22, 8:11 AM Dynamics GP Tip: How To Set Up Activity Tracking in Dynamics GP

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Removing activity tracking detail Tips

Use the Remove Activity Tracking Detail window to  Payroll/HR Tips

remove records from the Activity Tracking Table, print a Tips
report that shows the information in the table, or both.
All activities you track are recorded in the Activity  Professional
Tracking Table. The size of the table can increase very Services
quickly, even if you track only a few activities, so you’ll Tools/PSTL Tips
need to remove data from the table periodically.
 Set
Be sure to back up your company’s data before removing Up/Security/Admin
activity tracking detail. Tips

 SmartList Tips

To remove activity tracking detail:  SSRS Tips

1. Open the Remove Activity Tracking Detail window.  Video Tips

(Administration >> Utilities >> System >> Activity
Detail)  Why Choose
2. Select an activity type. Acumatica
3. Using one or more of the following techniques,
mark the activities you want to remove or print a  Why Choose
report for. CAL?
In the Activity list, mark the box in the
 Why Choose
Remove/Print column next to each specific
Dynamics GP

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9/1/22, 8:11 AM Dynamics GP Tip: How To Set Up Activity Tracking in Dynamics GP

activity you want to remove or print a report

 Year/Month End
for.
Closing Tips
To remove or print all activity detail listed for
an activity type, choose Mark All. Choose
Unmark All if you don’t want to remove or
print all activity detail.
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4. Select which range type of activity detail.
5. Enter or select a range of activity detail.
6. Choose Insert to insert the range.
7. Choose whether
Client Center
you want toremove the activity
ERP Resources
detail, print a report, or both.
8. Choose Process to remove the activity detail. If
Print Report was marked, the Activity Tracking
Report will print.

For more Microsoft Dynamics GP Tips visit

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By CAL Business Solutions, Connecticut Microsoft

Dynamics GP Partner, www.calszone.com

By CAL Business Solutions, Inc. | August 29th, 2016 | ERP Tips & Tricks
Blog, Microsoft Dynamics GP, Set Up/Security/Admin Tips | Comments Off

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