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Microsoft Dynamics GP (Archived)

Sales Transaction Entry(Lookup items)

Posted on by Microsoft Employee

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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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Transaction Entry(Lookup items)

    Hi Leslie,

    if you take a look at my first pic, you'll find the lookup field for item number in sales transaction entry goes to items, this is what i called items lookup field.set up default view  works fine with GP2013, not in GP2010R2, i try also the Smartsort, is a best tools, you can custom your sort and map smartlist.

    thanks

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Sales Transaction Entry(Lookup items)

    Hi,

    I might be a bit behind here, but what do you mean by 'items lookup field'?

    Kind regards

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Transaction Entry(Lookup items)

    ok, good thanks a lot for your a help, i find also the smartsort software is amazing, you can add your smartlist as view, but i don't find the items lookup field, thanks again.

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Sales Transaction Entry(Lookup items)

    Unfortunately, in GP 2010, set as a default view doesn't include any additional sorts. This feature has been added later on.

    Therefore, you will not be able to achieve this through the out of the box functionality of Dynamics GP.

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Sales Transaction Entry(Lookup items)

    Not strange, you are on GP 2010. Right ?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Transaction Entry(Lookup items)

    Something strange i don't find this field in my sql table structure (ASI_Additional_Sort)

     

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Sales Transaction Entry(Lookup items)

    Run the following script in your test environment, you should first add the "User Category 3" into Advanced Lookup setup.

    Fill in the company id parameter for the test company, to check the company id for your test company, run the following script;

    SELECT CMPANYID, CMPNYNAM FROM DYNAMICS..SY01500  

    INSERT INTO [DYNAMICS].[dbo].[ASIEXP99]
               ([CMPANYID]
               ,[USERID]
               ,[FORMNAME]
               ,[Default_View]
               ,[ASI_Favorite_Type]
               ,[ASI_Additional_Sort])
         VALUES
               (
               #companyid
               ,'sa'
               ,'IV_Item_Number_Lookup'
               ,1
               ,4
               ,21
               )
    GO


  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Transaction Entry(Lookup items)

    we don't have the modifier module, i don't think that it was any changes before, could you send me the insert or update line that u wish me to run against my sql table for the sa user.

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Sales Transaction Entry(Lookup items)

    Okay then,

    I hope you could limit down the possibilities of having this as inactive, any previous VBA modifications on the system for instance. Because I can see in the Smart List favorite table records associated with sa and other GP users, which means that it has been working fine.

    In your case, I would try to insert the record manually (on the company test environment) in the table for a certain user and check the look up window.

    Your feedback is highly appreciated.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Transaction Entry(Lookup items)

    it's gray in the live environement GP2010R2, but i have tested in my test lab environement GP2013, isn't gray, it works fine.

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