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How to disable/discontinue a Sales Type ID in GP?

Posted on by 70

Would like to find out how to prevent a Sales Type ID from being displayed for selection. 

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  • Brian Kirkwood Profile Picture
    Brian Kirkwood 25 on at
    Re: How to disable/discontinue a Sales Type ID in GP?

    How ridiculous is it not being able to inactivate master data in an accounting system that is sold around the world.  It is a FUNDAMENTAL aspect of ANY system.

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: How to disable/discontinue a Sales Type ID in GP?

    If you have Modifier/VBA you could put a reject record script on the lookup window and then it wouldn't show up.

  • Hon Ma Profile Picture
    Hon Ma 70 on at
    Re: How to disable/discontinue a Sales Type ID in GP?

    By unchecking the Override Document Numbers option is not going to help as the number get generated anyway.  I did try using Process Hold and it worked.  Just thought there might be a cleaner way to make it inactive and disappear off the selection list.

    Thanks, Hon

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: How to disable/discontinue a Sales Type ID in GP?

    Hon,

    You cannot mark the sales type ID inactive to restrict users from use it. You will need customization to block users from accessing it.

    A workaround is you can set the Quote/Order/Invoice ID Next Number in the type Setup window (Microsoft Dynamics GP menu >> Tools >> Setup >> Sales >> Sales Order Processing >> Sales Document Setup button >> select the Quote/Order/Invoice option) to something like "DO NOT USE" for the type ID you don't want to use. You can also check off the Override Document Numbers in Options section. Therefore, users cannot to change number and use the sales Type ID.  

    This way if user try to use the inactive Type it, he will see DO NOT USE in the document number and they wont be able to change document number without changing the type ID.

    Rubal,

    http://dynamicsgphelp.com/

  • Theresa Gulbranson Profile Picture
    Theresa Gulbranson 800 on at
    Re: How to disable/discontinue a Sales Type ID in GP?

    Which Sales Type ID are you wanting to inactivate?

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