Modified GL Transaction Entry Window

Forever I’ve wanted the account description on the first line of the GL Transaction Entry window. Well now I have it! It took me all day to create, but at least now it exists. I shouldn’t be the only one who benefits from my labor, so I’m going to make it available to you.

NEW GL Transaction Entry window:

image

Changes Made to GL Transaction Entry window:

Fields added to the upper right-hand quadrant:

      • Last User ID
      • Last Date Edited
      • Originating Document Information
      • Series
      • Originating Posting Date
      • User Who Posted

Fields added to the third line of the scrolling window: 

      • Originating Master ID
      • Originating Master Name
      • Transaction Type
      • Original Voucher/Payment Number
      • Original Document Number

The screenshot below shows the new window with the changes highlighted:

image

This modification was done on GP 2013 R2. If you want a copy of this window for yourself, you can download the package file here: Modified GL Transaction Entry window

Until next post!

Leslie Vail

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Modified GL Transaction Entry Window

August 5, 2014 · Leslie Vail · No Comments
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Applying Security to Record Notes

Quite often, users want to apply Field Level Security on the Notes windows. Since the whole company shares the same four Notes windows, you really can’t apply security to the windows themselves. You can’t specify a particular Notes window on a particular field on a particular window.

You can still use Field Level Security by putting your security on the Notes buttons. The buttons are usually part of an array, and their index tells you exactly which button it is. You can tell if your field is an array by performing the following:

  1. Open your target window in Modifer
  2. Select the window object you’re interested  in
  3. Open the Properties window in Modifier (CTRL+M)
  4. Select the Object tab in the Properties window
  5. Double click on the field that says Field
  6. The Field Definition window will open
  7. Look at the Array Size field on that window
  8. If the number is greater than zero, you have an array
  9. The number tells you how many elements the array can hold

A.  Here’s the SOP Entry window in Modifier:

SOP Entry window in modifier

B. Here’s the Properties window with the fields referred to above highlighted:

Properties window

C. Below is the Field Definition window. We can see this field has an Array Size of 11. That means we can have up to 11 Notes buttons on the window using the ‘Note Array Absent – Window Area’ field.

Field Definition window

D. In order to apply security to the correct note button, you need to determine the index number of your target button. There are a variety of ways to do that. I’ve set security on every element in the array, and then tried them one at a time. I’ve also exported the form to a text file using Dexterity and just looked on the report for the location of the field. What you can’t do, is figure it out using Modifier. I do not know of a way to do that anyhow.

E. For the SOP Entry window, I’ve taken the time to identify the array indexes for the Note buttons on that window. Below you’ll find a screenshot of the SOP entry window with the indexes identified:

Note Array fields on SOP entry window

F. Remember, when you are setting security on the Notes buttons, you need to include both the Note Present and Note Absent fields. For the ‘Type ID’ note button, here are what the field would look like:

Note Array Absent – Window Area1
Note Array Present – Window Area1

G. For the ‘Batch ID’ note button, it would look like this:

Note Array Absent – Window Area4
Note Array Present – Window Area4

The only thing that changes is the index number.

H. The array index numbers will typically match for the Absent and Present fields, but that may not be true 100% of the time.

I. The table below lists the indexes and matching fields for the SOP Entry window.

Index

Field

1

Type ID

2

Document Number

3

Default Site ID

4

Batch ID

5

Customer ID

6

Currency ID

7

Item Number

8

Comment ID

Indexes 9 -11 were not used on the SOP Entry window.

Until next time,

Leslie Vail

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Applying Security to Record Notes

August 5, 2014 · Leslie Vail · No Comments
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Dex.ini file uploaded to Box 07-28-2014

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The link to the dex.ini download was not working so I’ve refreshed it.

You can access the latest Dex.ini file on Box. Download here: DEX.ini. Here’s the link done the long way: https://app.box.com/s/xkgae2rz1vil1ap4o579

I also re-added it to 4-shared: http://www.4shared.com/office/vCzB1FNZce/DEXini_file_settings.html

Until next time!
Leslie
07/28/2014

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Dex.ini file uploaded to Box 07-28-2014

July 28, 2014 · Leslie Vail · No Comments
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Never Forget to Match that Purchase Order Again!

Vote for Product Suggestion ID: 669719
https://connect.microsoft.com/dynamicssuggestions/feedback/details/669719/gp-never-forget-to-match-that-purchase-order-again

image

There are 18 votes so far. This process really works, I’ve had two of my suggestions actually make it into the product!

Too often a vendor invoice comes into the company and it’s entered into A/P without going through the invoice matching process in POP. We need a method for the user to be alerted if a vendor’s invoice is entered to the Payables transaction entry window while there is an outstanding uninvoiced receipt.

The problem is that we end up with uninvoiced POs,  or worse, the vendor is paid twice by mistake.

While you’re at the Connect page, I suggest you browse through all of the good suggestions that have been logged. You may find others that are worthy of your vote!

Until next time,

Leslie

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Never Forget to Match that Purchase Order Again!

July 25, 2014 · Leslie Vail · No Comments
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Microsoft Dynamics GP is going from Strength to Strength.

Microsoft Dynamics GP seems to be going from strength to strength. I want to deliver a few
reasons why I say this and what I believe the cause may be.

What makes me say
that:

      1.  Growth: Every VAR I speak to – and I speak to plenty –
are really busy and growing their teams. These VAR’s are adding to the people
they employ to support Dynamics GP, because they are signing up new customers

See the original post:
Microsoft Dynamics GP is going from Strength to Strength.

July 23, 2014 · Martin · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 289

Vote for being able to do a credt card ‘check run’

I’m happy to report we have 31 votes to add a feature to GP that would allow us to do a ‘credit card run’ just like we do a check run. I would love to see a credit card that acted like a checkbook – including reconcile capabilities just like bank accounts.

31 votes is a good start, but we need more. If you agree that this functionality would be awesome, please vote on Microsoft connect for the item below:

vhttps://connect.microsoft.com/dynamicssuggestions/feedback/details/763004/gp-perform-a-credit-card-run-just-like-a-check-run

We’ve gotten two other items in the product because of popular support, so this method really works!

Let’s go for it and get this feature added too!

Kind regards,

Leslie

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Vote for being able to do a credt card ‘check run’

July 22, 2014 · Leslie Vail · No Comments
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Workshop: GP 2013 – Building Dashboards with Microsoft Excel

Please find the details of the ” GP 2013 – Building Dashboards with Microsoft Excel ” workshop below. Agenda Utilizing Out of the Box Dashboards in Excel Creating Custom Dashboards using Microsoft Excel Publishing Excel Dashboards on SharePoint Online for effective collaboration Session Duration 90 mins Advisory Hours Used 4-5 hours Target Audience Business Decision Makers End Users If you are interested in any of the workshops mentioned above, click here

Continue reading here:
Workshop: GP 2013 – Building Dashboards with Microsoft Excel

July 21, 2014 · Sivakumar V · No Comments
Tags: , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 292