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Pushing data in User Defined fields from the Sales/Purchase Ledger to the General Ledger

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Posted on by AlternateBM

We have a custom in house C#.NET application that is built on top of the eConnect DLLs. At present, this application extracts data from a flat file and generates Sales or Purchase Ledger entries within Dynamics GP. We then use the Dynamics GP to post these entries through from the Sales or Purchase Ledger to the General Ledger and finally we post the General Ledger entries. This all works fine.

We have had a request from one of our directors, however, to make an update to this application. In certain circumstances, we would like to insert a key piece of additional data into one of the User Defined fields within the Sales or Purchase Ledger. We know how to do this. However, the director wants this piece of data to then be carried through to one of the User Defined fields within the General Ledger when it is posted from the Sales Ledger or Purchase Ledger. We do not know how to do this or if indeed it possible.

Does anyone know of a way of configuring Dynamics GP in order that any data in User Defined Field 1 within the Sales Ledger or Purchase Ledger is pushed through to User Defined Field 1 in the General Ledger when a Sales or Purchase Ledger entry is posted?

Thanks in advance

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Microsoft Dynamics GP

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Almas Mahfooz 11,009 User Group Leader on at

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This needs a small dexterity based customisation.

For this following needs to be done.

1. User Defined field needs to be added on window to display values on General Entry window.

If you need someone with dexterity customisation experience to do it for you, you can contact me for that, please go through my profile for my contact details.

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AlternateBM 20 on at

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Hi Almas

Thanks for taking the time to reply.

Your response covers how to ensure a User Defined fields is displayed on the General Entry window but this alone will not be sufficient to pull the value from the User Defined field on the Sales or Purchase Ledger and place it in the User Defined field in the General Ledger when the Sales or Purchase Ledger entry is posted unless I am misunderstanding.

Can you clarify how a value can be mapped/pulled through from the Sales Ledger or Purchase Ledger to the General Ledger when posting occurs?

Thanks in advance

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Almas Mahfooz 11,009 User Group Leader on at

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It don't need to be flow from sub ledger to GL ledger while posting if there is not any specific business need, UD values can be read directly from sub ledger to GL Entry windows.

I have done similar kind of customization where uses also wanted to updated posted sales and purchase transactions user defined fields or enter new values if not already entered on sub ledger from GL windows.

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