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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Customer Maintenance ...
Microsoft Dynamics GP (Archived)

Customer Maintenance - Tax Schedule ID

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Posted on by Tyler84 17

Is there a way in GP 10 to have the Tax Schedule ID a default value without having to rely on class ID's etc. Basically so when the Customer Maintenance form is open it already defaults to one particular Tax Schedule ID?


Thanks!

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

    I think you could do this with Modifier/VBA. You could use the after open event and populate the field with the string of your choice. You would also need to do something similar on the Customer Address Maintenance window. Your VBA code would look something like this:

    Private Sub Window_AfterOpen()
    If CustomerID = "" Then
    TaxScheduleID = "USASTCITY-6*"
    End If
    End Sub

    You'll also want to set the Save on Restart property to TRUE in Modifier. Since that field will trip the field change as soon as you open the window, it will ask you if you want to save changes even if you do not change anything. If you don't want it to do that, change the SetChangeFlag property to FALSE using Modifier.

    Kind regards,

    Leslie

  • Verified answer
    David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 14,095 Most Valuable Professional on at

    You can use Me.Changed=False to clear the window changed flag. That is a better approach than modifying the window to change the SetChangeFlag on the field.

    You can also use GP Power Tools to create a trigger which can perform the same job. The advantage of GP Power Tools is that it works with the web client and only needs to be created on one workstation to be automatically deployed to all workstations.

    GP Power Tools Portal: http://WinthropDC.com/GPPT

    David

  • Tyler84 Profile Picture
    Tyler84 17 on at

    Thank you both. That help a lot. Had to add one more part of the If statement to only apply to a single company.

    On a side note my VBA script is not saving. Get an error:

    vba project cannot be saved because there are other users in the system or file is read only.

    Can this only be done when no one is on the system?

    or if the file is read only, what file is this?

    Sorry new to Dynamics probably a simple answer.

  • Verified answer
    David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 14,095 Most Valuable Professional on at

    Hi Tyler

    VBA is stored in a .vba file with the same name as the dictionary the code is written against. Eg Dynamics.vba

    Make sure you are the only user using that instance of the application folder.

    Make sure the *.vba files are not read only.

    Try using Run as Administrator when launching GP to avoid issues with Windows UAC.

    David

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