I have never been able to get a Go-To working from Smartlist Builder.
Here's the example. I have a Smartlist Builder Report based on GL Transactions. I want to open the Transaction Entry Zoom window just like the normal Smartlist does when looking at 'Account Transactions.'
So I pick Go-To's, Go To Form, Dynamics GP, Transaction entry Zoom and set the Journal Entry Number as Journal Entry Number. I get "The Journal Entry Field can not be set because it is locked." I get this message on all smartlist bulder reports I try to make Go-To's for (only to go to inquiry screens, haven't tried transactions, but I don't want that anyway). It makes sense since that is not a field that can be set if I happened to be looking in that inquiry window.
Where am I going wrong? This has to be simple. I have even followed the instructions in the SL Builder manual examples and can't get them to work either.
Here is the answer from Microsoft, even though it is a different window, it might help others out.
Thanks, unfortunately the Advanced GoTo's dont have the options for Financial; just POP, PM, SOP and RM. I'm going to keep working on it and I wil post when I find out the solution.
I guess there is a limitation on what forms you can use. The solution that got me to what I wanted was to select "Journal Entry Inquiry" instead of Transaction Entry Zoom and then select 'Set a field value and run field script'
But this didn't really do what I wanted because it was a multicompany SLB report, so the Journal Entry may have been from a company that I was not logged into when I ran the Smartlist. Going into the Journal Entry Inquiry window for a journal entry number that came from a different company is not going to give me what I need.
I tried to use the advanced go to for the payables trx inquiry. I have the key fields that the setup requires for doctype and document number in my smartlist that I build; but, I get an error "Document no longer exists in originating module". What's up with that?
I just figured out why this is happening. I was having the same problem with Sales Inquiry.
Make sure the keys in your Smartlist report are only SOP Type and SOP Number. Before I had SOP Type, SOP Number, Document Date and Item Number identified as key fields, and I got the "Document no longer exists..." error when using the Sales Inquiry advanced go to window. Once I removed Document Date and Item Number from the Key Fields list, the go to worked. Hope this helps.
Other Microsoft Sites
I'm a Customer
I'm a Partner
Use the official Twitter tags:
#MSDYNCOMM | #CONV13