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Microsoft Dynamics GP (Archived)

Account Maintenance Default Description

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Posted on by Microsoft Employee

Hello

Is there anyway to change how the description defaults in the account maintenance window?


We would like it to only populate with the segment descriptions from only 2 and 3


Thanks


Tania

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Account Maintenance Default Description

    Hi Leslie, we have come to a compromise with the accountants to leave segment 1 unnamed, which means it defaults with a preceding dash, but I have fixed this with VBA. Seems like the simplest approach.

    Thanks

    Private Sub Description_AfterGotFocus()
    
    If Left(Me.Description, 2) = " -" Then
    Me.Description = RTrim(Mid(Me.Description, 3, Len(Me.Description) - 2))
    Else
    End If
    
    End Sub
    
    

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Account Maintenance Default Description

    Thanks Leslie, I understand what you are saying and how to achieve this, but at this point the rest of the segments description has already been truncated and unrecognisable.

    I'm guessing you'd have to dip into the sql database to return the values of those segments to re-populate the description field but that gets a bit more complicated.

    Tania

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: Account Maintenance Default Description

    Hi Tania,

    Yes you can. You need a little VBA code that will edit the auto description on a new account. You would want to remove the first separator character and any text to the left, and also the hyphen after the third segment and any text to the right.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Account Maintenance Default Description

    Hi yes we want the description there though, just not against the string. Even if we did as we have a large amount of segments there are unnecessary dashes.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Account Maintenance Default Description

    Did you try removing the description from the segment set-up?

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