Hide Inactive Checkbook IDs on the Checkbook list

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We have multiple accounts that are no longer used. They are all marked "inactive" but I can't figure out a way to either hide the inactive Checkbook IDs or sort by Active / Inactive. They just show up on the list with a check mark in the inactive box.

I'm on GP2010, Microsoft Dynamics GP 11.00.2248 (SP4).

Can anyone help?

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Community Member on at

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When I said "accounts" I meant bank accounts / checkbooks.

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Almas Mahfooz 11,009 User Group Leader on at

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I don't see any way to restrict displaying inactive checkbooks on the list (or lookup) other than by doing it through a customization.

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L Vail 65,271 on at

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Hi, it's really pretty easy to filter records in a scrolling window using VBA. Use the BeforeLinePopulate event and check the status of the inactive box. If it's marked you just set the value of RejectLine to 'true' and you will not see that record in the scrolling window. If you have hundreds of checkbooks it will take a little longer to populate, but I think you would like having your list cleaned up. This trick won't work on the Web client, but it's perfect on the regular client. You can do this easily with just a few lines of VBA code. Let me know if you need any help, this wouldn't take that long to create.

Kind regards,

Leslie

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INTEL 25 on at

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The only option beside vba would be to use the professional tools checkbook modifier and change the checkbook ID. Add a z_ in front so they show in the bottom of the list.

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Robyn 1,753 on at

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We are trying to do this for a client. The Inactive field is not adding to VBA. How do we check the status of it? I have done code like this before with Wennsoft and Job cost....like below. But what I remember in the past with SOP we added a grid field and restricted off of that field. I have attempt the Inactive box on both the core GP Checkbooks window/Checkbooks Detail (grid) and the SmartList version of it. No luck. Suggestions? Feel like I am missing something simple.

Private Sub Grid_BeforeLinePopulate(RejectLine As Boolean)
'Get the UserInfo object
Set UserInfoObj = VbaGlobal.UserInfoGet()
'Retrieve and display the user ID
UserID = UserInfoObj.UserID
'MsgBox UserID

Dim cn As New ADODB.Connection
Dim rst As New ADODB.Recordset
Dim cmd As New ADODB.Command

Set cn = UserInfoGet.CreateADOConnection
cn.DefaultDatabase = UserInfoGet.IntercompanyID
cn.CommandTimeout = 120
cmd.ActiveConnection = cn

Dim Class As String
Dim WSIDUser As String
Dim JobCount As Integer
cmd.CommandText = "Select USRCLASS as CLASS from Dynamics.dbo.SY01400 WHERE USERID = '" & UserID & "'"
Set rst = cmd.Execute
Class = Trim(rst!Class)
'MsgBox Class
If Class = "ACCTG" Then GoTo LINEEND

' Read the UserID and get the Employee ID associated with that user.
cmd.CommandText = "Select WS_Manager_ID as WSID FROM JC41001 WHERE USERID = '" & UserID & "'"
Set rst = cmd.Execute
'MsgBox Trim(rst!WSID)
WSIDUser = Trim(rst!WSID)
'MsgBox WSJobNumber

If Class = "DISPATCH" Then
cmd.CommandText = "select EMPLOYID as EMPID, USERDEF1 as NEWUSER From UPR00100 where EMPLOYID = '" & WSIDUser & "'"
Set rst = cmd.Execute
WSIDUser = Trim(rst!NEWUSER)
End If

cmd.CommandText = "Select count(WS_Job_Number) as JN from JC00102 where (Estimator_ID ='" & WSIDUser & "' or WS_Manager_ID = '" & WSIDUser & "') and WS_Job_Number = '" & WSJobNumber & "'"
Set rst = cmd.Execute
JobCount = rst!JN
If JobCount = 0 Then
RejectLine = True
End If

LINEEND:

rst.Close

End Sub

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Robyn 1,753 on at

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This may be my issue....community.dynamics.com/.../38255

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