Default Purchase Order Comment ID

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Is there a place to set a default Purchase Order ID? You can do it with sales documents, but I don't see it on the Purchase Order Processing window.

Thanks,

George

Verified Answer
  • There is no functionality available for set default Comment ID to purchasing order in GP. Better create a VBA customization to achieve this.

    Best Regards,

    Somakarpagamoorthy K | MS Dynamics GP - Developer

All Replies
  • Setting comment id can be configured on the comment setup window, in which you set a comment id per series as shown below;

    • Tools > Setup > Company > Comment

    As for the purchase order id, it can be configured on the purchase order processing setup window; Tools > Setup > Purchasing > Purchase Order Processing

    Best Regards,

    Mahmoud M. AlSaadi

    Dynamics GP Essentials |   mahmoudsaadi.blogspot.com

  • Mahmoud,

    I don't see any field on the Purchase Order Processing window to put in a default comment ID or you screen shot or in my instance.

  • Go to Tools > Setup > Company > Comments

    choose the purchasing series, and set a commend id.

    Best Regards,

    Mahmoud M. AlSaadi

    Dynamics GP Essentials |   mahmoudsaadi.blogspot.com

  • Go to Tools > Setup > Company > Comments

    choose the purchasing series, and set a commend id.

    Best Regards,

    Mahmoud M. AlSaadi

    Dynamics GP Essentials |   mahmoudsaadi.blogspot.com

  • Mahmound,

    You are missing what I want to do. I know how to setup a comment. I want a specific comment ID to default on a PO like you can do with Sales Documents.

  • Okay, we are clear now

    You are absolutely right about one point, in SOP you set up a default comment id per document type that is added automatically once a document type is chosen in Sales Transaction Entry window.

    In POP, you set up a predefined comment id on the comment setup window (Tools > Setup > Company > Comments). Then on the purchase order, you can either enter a comment through the expansion button, or add new text to an already predefined comment. Check the documentation below;

    Please take into consideration that you can add comments per line items, through the expansion button of the item field.

    Hope this helps,

    Best Regards,

    Mahmoud M. AlSaadi

    Dynamics GP Essentials |   mahmoudsaadi.blogspot.com

  • George,

    You can't default a Comment ID onto a PO. If you really need this, then you will need to look into doing a customisation.

    Ian


    Author of azurecurve|Ramblings of a Dynamics GP Consultant
    Senior Consultant at Perfect Image Ltd

    Perfect Image/ Dynamics GP
    Tel: +44 (0) 843 289 2656
    1 Kings Manor, Newcastle upon Tyne, NE1 6PA, United Kingdom

  • There is no functionality available for set default Comment ID to purchasing order in GP. Better create a VBA customization to achieve this.

    Best Regards,

    Somakarpagamoorthy K | MS Dynamics GP - Developer

  • Regarding Soma's advice of a VBA customisation; while this is the easiest way of customising GP to default the Comment ID onto a PO, VBA customisations will not work in the GP 2013 Web Client.


    Author of azurecurve|Ramblings of a Dynamics GP Consultant
    Senior Consultant at Perfect Image Ltd

    Perfect Image/ Dynamics GP
    Tel: +44 (0) 843 289 2656
    1 Kings Manor, Newcastle upon Tyne, NE1 6PA, United Kingdom

  • Thank you all for your guidance. This is another area I wish Microsoft would be more consistant with the product. It is not critical enough to justify a customization on my part, and I'm not sure it does not bother enough other customers that Microsoft would add the functionality.

  • George,

    If you really need this functionality with the customization like VBA or Dexterity. I am ready to help you. Let me know.

    Best Regards,

    Somakarpagamoorthy K | MS Dynamics GP - Developer