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Dexterity - change sort order of documents in Apply Sales Documents to by Due Date

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Posted on by DiannFariss 10
A customer needs the Apply Sales Documents window to display the invoices and debit memos in the scrolling window sorted by Due Date instead of by Document Number.  There was an article by David Musgraves that addressed this, but it is 20 years old and seems to no longer apply.  I believe the grid is filled from a temp table that only has one key on it.  I see another thread here, but no answer stating if this is possible or not with Dexterity.  Any assistance is greatly appreciated!
Grid Sort Order - Microsoft: Dynamics GP (Great Plains) - Tek-Tips
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Development / Customization / SDK
  • DiannFariss Profile Picture
    DiannFariss 10 on at
    Dexterity - change sort order of documents in Apply Sales Documents to by Due Date
    David - Thanks for jumping in here!  My dexterity programmer has informed me that it does not.  He is stating that the grid uses a temp table with just one key on it.  Based on the article we had let the customer know we could do it so am anxious to make it work and get my programmer what he needs to do it!  
    Diann 
  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 3,016 on at
    Dexterity - change sort order of documents in Apply Sales Documents to by Due Date
    If the client is using auto-apply, have you tried the Apply by Due Date option in Receivables Management Setup?



    [For one of our clients who has many, many transactions per a single payment and not always with a specific document date or due date logic, we use TitaniumGP to copy out the contents of the Apply Scrolling window, paste the data in an Excel template where they flag which transactions to apply.  Once the apply information is noted in Excel, TitaniumGP is then used to paste the selection back into the Apply Sales Documents window. www.titaniumgp.com]
  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 13,820 Moderator on at
    Dexterity - change sort order of documents in Apply Sales Documents to by Due Date
    Without actually trying to make the changes as described in the Tek Tips article, I am pretty sure the technique will still work.
     
    Is there a reason you say it does not apply?
     
    Regards 
     
    David 

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