Dynamics Community Forum Thread Details

Default Destination for Financial Summary Print

The user print the Financial Summary Inquiry screen into a template file to use for their reconciliations. They do this about 50 times per month and have to keep changing the print to file. Is there a way to set a default destination for non-posting reports? Thanks!

I suggest using a macro. Create a macro and add it to the shortcuts bar. Assign a function key to launch the macro. When they are ready to do the export, simply click the assigned Function Key to complete the save to the file format of your choice. I recorded a macro that prints both to screen and file. You need to run the macro from the Financial Summary Inquiry Screen. The macro below will print the contents of the Financial Summary Inquiry Screen to the window as well as a tab delimited text file, if you want to put in your own file name, end the macro at the place where you type in the file name. If you have user classes set up, the administrator can put the macro in the class folder on the shortcut bar to fix it for every member of the class.

Kind regards,

Leslie

# DEXVERSION=16.00.0034.000 2 2

CheckActiveWin dictionary 'default' form 'GL_Inquiry_Current_Summary' window 'GL_Inquiry_Current_Summary'

CommandExec dictionary 'default' form 'GL_Inquiry_Current_Summary' command 'WindowPrint_w_GL_Inquiry_Current_Summary_f_GL_Inquiry_Current_Summary'

NewActiveWin dictionary 'DEX.DIC' form 'Report Ask' window 'Report Type'

MoveTo field '(L) Export' # 'FALSE'

ClickHit field '(L) Export' # 'TRUE'

MoveTo field 'Path Button'[1]

ClickHit field 'Path Button'[1]

FileSaveAs file '../../../../DynamicsShared/DynamicsShared/Macros/FinancialInquirySummary.tab' type 6

MoveTo field '(L) OK'