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Good morning everyone. I have three questions I need help with today. 1)How do you change a customers ID in GP after you create and save it? 2)How do you delete an order created? 3)How do you change the description and or delete an account number in the category list? Thank you for your support.
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There might be something built in to GP that could give you something close but your best bet would be getting someone to develop an ssrs or excel report for you or even a Smartlist through Smartlist Designer depending on what you need.
Victoria Yudin has alot of views that she's made available that can be incorporated into reports or Smartlists; Here's an example of one: victoriayudin.com/.../sql-view-for-sales-quantities-by-item-by-year-2
That's by year but it probably would be too difficult to do something similar by month.
Thank you for all the knowledge and support. Do you know a way to track items sold in a month. We sell our product in quarts, gallons and 5 gallons. I would like to pull sales by month in gallons or total units sold, not just total sales.
This may be due to your user not having administrative privileges to SQL. The 'sa' user would inherently have this.
This is what the help menu says on that window: "You must be logged in as user with SQL Server administrative privileges to combine or modify customer IDs. Typically, this will be the “sa” user."
Due to the nature of what this tool is doing, that's why it is requiring such high level of rights and why I suggested doing a back up first as well.
Yes, there is an address and also transactions to this customer I am trying to modify.
Is there an actual Address ID set up for the customer you are trying to modify? Have you done any transactions for this customer?
I ran the modifier through Utilities.
For account descriptions, you should just be able to go under the Financial module and look up the account under Cards >> Account and change the description there.
For the error you are receiving, did you run the modifier through PSTL or Utilities. That's strange that you got that error since RM00102 is the Customer Address table.
Hi Matt,
Thank you for helping on this. On question 1, I tried it and all looked good, but then received an error code:
[Microsoft][SQL Server Native Client 10.0][SQL Server] Cannot find the object "RM00102" because it does not exit or you do not have permissions.
How can we change the permissions or is there a different way to combine two Customer's ID in Sales module?
Thank you for the reply. I have account numbers with descriptions example, account # 001-6000-6145-00, description, MKT - Salesperson #1 Travel. I would like to change the description. I also have some accounts I would like to completely delete.
1) Depending on what version of GP you are on there is a Customer Modifier tool in the Professional Services Tools Library or built in to GP under Sales >> Utilities. It's always suggested to make a backup prior to running this in case there are ever any unexpected results.
2) By default you should be able to click on the Actions button and Delete. If it says you are not allowed to Delete, then that option was turned off in the Sales Order Processing Setup window for that Order type. I typically try and suggest for users to void rather than delete so that way there is a trail that the order existed at one point.
3) I'm not sure specifically what you mean on this, can you please clarify?
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Almas Mahfooz
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