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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Payable Transaction In...
Microsoft Dynamics GP (Archived)

Payable Transaction Inquiry customization

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Posted on by Amit Chakraborty 60

 Hi,

In the window "Inquiry>>Purchasing>>Transaction by vendor" The default is always "By document number". However I always need it to be "by Document Data"  Also it would be great if the sorting was in descending order (Newer date on top and older date at the bottom"

 Is there any way to set this way. Since I work with payable all the time this small cistomization will greatly help me

 

thanks.

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  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at

    I agree with your wants but keep in mind that any customization will need to be checked and perhaps re-done when software updates are applied.  Is it really needed?

    As an alternative, can you configure a Smartlist Favorite to give you the information you need without customizing?  SmartLists are very powerful and Favorites generally survive updates and upgrades.

  • Amit Chakraborty Profile Picture
    Amit Chakraborty 60 on at

    Thank you Richard for your fast response.

    Well Although Smartlists are good some way ( I am yet to realize its full potential) I found the best way to track the history of the vendors or clients are thought the transaction Inquiry window.

    Smartlist gives out list of invoices outstanding but not a history of past invoices/credits/payment for 1 particular vendor or client.

    Anyway is it possible to customize the Transaction inquiry window and ensure everytime I open the transaction window it retains the desired changes. GP updates are occasional during the year however I use GP every hour, There small customization will make my life little easier.I wouldn't mind re-doing the customization everytime we do software updates.

     Thank you,

     

     

  • Al Dugger Profile Picture
    Al Dugger 65 on at

    Do you have your GP Navigation Pane open?  From the tabs select "Purchasing", from the list select, "Payables Transactions". Initial compilation may take some time based on how fast your server is and how many transactions are listed. Once the compilation is done you can use the filters to widen or narrow your inquiry as needed.  For instance you could filter to exclude payments so it only lists invoices, credit memos, etc. Add another filter to limit the list to a specific vendor. Add another filter to limit documents shown to a range of dates.

    Play with it - it's cool. If you use it a lot you can even add it to your Home Page instead of having to go to the Purchasing Page each time. 

  • Amit Chakraborty Profile Picture
    Amit Chakraborty 60 on at

    Thanks for the tips Dugger. I never used those navigation panes before.

    - Amit

  • L Vail Profile Picture
    L Vail 65,271 on at

    You might also try SmartSort from Ethotech. It will change the default sort order as you need and the module is free!

    It is amazing and has solved many 'customization' issues for me.

    http://www.ask.com/bar?q=ethotech&page=1&qsrc=121&dm=all&ab=0&u=http%3A%2F%2Fwww.ethotech.com%2F&sg=CbwGLqHt1nks45dqtXTgALxK7k%2FRVh%2BbSA5EzMQUudA%3D&tsp=1269669103030

    Leslie

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