Sales Transaction Entry(Lookup items)

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Hello,

is there any way to change the view in the lookup item field for the line items by order entred, i want to add the User category value 3, order by it and put it in the first column of my view, and set it by default for all user or other way take a smartlist and put it in this view.

thanks,

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Mahmoud Saadi 32,738 on at

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To add the "user category 3" into your item look (which not only to sales transactions, but all items lookup), go to Advanced Lookup (Tools > Setup > Company> Advanced Lookup), add the "User Category 3" as shown below;

Once this is added to the customer sort, the Item Lookup will be as below;

As for the "column orders" ( to make the User Category 3 as the first column ), I can't think of any out of the box functionality to make this happen. Now to apply this to make this as a favorite Item Lookup view, click on the "arrow" beside view all items and click on "Set this as a default view".

Technically, this will drop a record in (ASIEXP99) table per company per user, as shown below;

To generalize this for all GP users, you can insert new records for other users on the database level, with the same parameters but different user id's.

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thanks, i follow your solution but it doesn't keep my User Category 3, in the view, each time i exit the items i must do it again, and the set default view is gray.

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Mahmoud Saadi 32,738 on at

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Have you been able to "Set as a default view" ? or it has already been gray ?

Can you please run the following SQL Statement and provide with a print screen for the result;

USE DYNAMICS
SELECT * FROM ASIEXP99

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i m not able to set as default, it's already gray

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Mahmoud Saadi 32,738 on at

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The view above shows that you there have been already several favorites set for IV_Item_Number_Lookup for both users (sa and f.pelletier).

Are you working on a test environment ?

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yes, the cmpID=2 is live company, the cmpid=13 is a copy of test company, i see something would be interessting, in the favorites with all item numbers marked, it takes the smartlist in this field(Items), if i can made smartlist based on the view and field that i want, is perfect, what do you think?

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Mahmoud Saadi 32,738 on at

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I would suggest that you delete all the records in (ASIEXP99) on your test company. Login as (sa) and set a default view.

In order to get a default item look up window for all GP Users, that's what you need to do. So the problem actually relies in the "gray" set as default view, which is not supposed to be so.

Once the default look view on item look up is set for all users, they will all see the view as you requested above.

Your feedback is highly appreciated.

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L Vail 65,271 on at

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Hi Aissam,

What I think you may need is a copy of the free module named SmartSort by Ethotech: www.ethotech.com

This tool will allow you to use your Advanced Lookup field of User Category 3 as the default sort. You can set this by user, company or user class. User Category 3 (or whatever you want to name it) will show up in the third column, but it will be the default sort.

Hope this helps,

Kind regards,

Leslie

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hello,

thanks leslie i try to test the smartsort solution, i'll give you feedback when it's done, but Mahmoud i delete all records in SQL table for my company test and i still have the set as default view gray , is there any work arround for that.

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Mahmoud Saadi 32,738 on at

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Have you tried another workstation ? Which user account are you using ?

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