Microsoft Dynamics GP 2018 R2: Mass Inactivate/Reactivate Master Records from Navigation List

With the release of Microsoft Dynamics GP 2018 R2, users can inactive and reactivate master records for groups of Accounts, Checkbooks, Customers, Sales People, Vendors, Employees, and Items from Navigation Lists. Additionally, users can inactive one employee at a time from Navigation Lists.

In prior versions of Microsoft Dynamics GP, it was not possible to inactivate and reactivate master records from a Navigation List.

The 'Inactivate' option will become available once a user has marked one or more master records on the navigation list.

The 'Reactivate' option will become available once a user has marked one or more inactive master records on the navigation list.

If a master record is 'Inactive', there will be a visual indicator to the right of the 'select' checkbox on the navigation list. Here's an example:

NOTE:  If you upgrade and notice the options listed below are NOT on the Navigation list, have all users exit out of Dynamics GP, have a good back up.
Run this script against your Dynamics / System database:

DELETE DYNAMICS..SY07240

WHERE ListID IN (100,102,200,202,300,400,500)

AND ViewID = 1

Then log back into Dynamics GP and access each list and it should be populated with the new options.

For each of the different types of master records: Microsoft Dynamics GP will check to ensure the record meets appropriate criteria to be inactivated. The 'Inactivate' option follows existing rules and logic in Microsoft Dynamics GP for each master record type.

Users will be notified whether the inactivation/reactivation succeeded or failed via the yellow status bar at the top of the list. If 'Inactivate' or 'Reactivate' fails, users can print a 'Status Message Detail' report to get more information around 'why' it failed:

'Inactivate' and 'Reactivate' options have been added to the 'Modify' section of the Accounts Navigation List window. To open the Accounts Navigation List window: After clicking on the Financial button on the left-hand side of GP, click on Accounts in the Navigation Pane.

'Inactivate' and 'Reactivate' options have been added to the 'Modify' section of the Checkbooks Navigation List window. To open the Checkbooks Navigation List window: After clicking on the Financial button on the left-hand side of GP, click on Checkbooks in the Navigation Pane.

'Inactivate' and 'Reactivate' options have been added to the 'Modify' section of the Customers Navigation List window. To open the Customers Navigation List window: After clicking on the Sales button on the left-hand side of GP, click on Customers in the Navigation Pane.

'Inactivate' and 'Reactivate' options have been added to the 'Modify' section of the Salespeople Navigation List window. To open the Salespeople Navigation List window: After clicking on the Sales button on the left-hand side of GP, click on Salespeople in the Navigation Pane.

'Inactivate', 'Reactivate', and 'Temporary' options have been added to the 'Modify' section of the Vendors Navigation List window. To open the Vendors Navigation List window: After clicking on the Purchasing button on the left-hand side of GP, click on Vendors in the Navigation Pane.

'Inactivate' and 'Reactivate' options have been added to the 'Modify' section of the Employees Navigation List window. To open the Employees Navigation List window: After clicking on the HR & Payroll button on the left-hand side of GP, click on Employees in the Navigation Pane.

Employees must be inactivated/reactivated one at a time. If more than one Employee ID is selected, the 'Inactivate' and 'Reactivate' options are grayed out.

When a user clicks on the 'Inactivate' or 'Reactivate' option, the Employee Maintenance window will automatically open.

'Inactivate' and 'Reactivate' options have been added to the 'Modify' section of the Items Navigation List window. To open the Items Navigation List window: After clicking on the Inventory button on the left-hand side of GP, click on Items in the Navigation Pane.

Enjoy!!

For more detailed documentation on this new feature and others with the Release of Microsoft Dynamics GP 2018 R2, please check out our Microsoft Dynamics GP 2018 R2 New Feature Blog Series.

Andrea Melroe | Sr. Technical Advisor | Microsoft Dynamics GP