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Microsoft Dynamics GP (Archived)

Can I add another item to the drop-down list for 'Document Type' on the 'Apply Payables Documents' window? Currently the only three items are: Payment, Credit Memo, & Return. I would like to add 'EFT' & 'WIRE'.

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  • Frank Heslin Profile Picture
    Frank Heslin 60 on at
    Re: Can I add another item to the drop-down list for 'Document Type' on the 'Apply Payables Documents' window? Currently the only three items are: Payment, Credit Memo, & Return. I would like to add 'EFT' & 'WIRE'.

    Thank you to both for your quick replies.  Victoria, Upon further investigation I think I need to educate my controller on a few things.

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: Can I add another item to the drop-down list for 'Document Type' on the 'Apply Payables Documents' window? Currently the only three items are: Payment, Credit Memo, & Return. I would like to add 'EFT' & 'WIRE'.

    The short answer is no.  The slightly longer answer is that you typically cannot modify those types of drop-downs in GP.  Even if you could get another value in there, there would still be no logic existing anywhere that would be able to use that new value and do anything with it, so simply adding another item to the drop-down would not really accomplish anything.

    That said, I am not sure why you would want to do what you're asking.  EFT is a type of payment.  Out of the box, GP does not have anything called 'WIRE', but I am guessing you mean a cash payment, so also a type of payment?  Payment is already in the list...so....what are you trying to accomplish?

  • Dan Liebl Profile Picture
    Dan Liebl 7,320 on at
    Re: Can I add another item to the drop-down list for 'Document Type' on the 'Apply Payables Documents' window? Currently the only three items are: Payment, Credit Memo, & Return. I would like to add 'EFT' & 'WIRE'.

    It may be possible with a customization, but there is no setup spot to enter or update this info.   I would guess this would be a complicated one if it is even possible.  I will let others chime in since I do not know definitively.

    Dan Liebl, CMA CPIM | Senior Consultant | OTT,Inc | DLiebl@OTT-inc.com

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