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Hi all
is it possible to add 2 columns next the Description for each Segment ID that I have created I want to add User Defined 1 and User Defined 2 to them
Kind regards
Nihad, to be honest there are lots of steps and I don't think just by guiding here it can be explained and done .
The beginners guide series of articles has a video you can watch with the steps.
You will need some sort of code to make the fields actually work.
If you go with the GP Power Tools route, We can help you with getting the fields working.
Regards
David
You will need to add business logic using a development tool.
I recommend using GP Power Tools rather than VBA (which is "End of Life").
Hi All
thank you so much for all the useful information, I have learnt so much in last few days
now I have used Modifier to create the text and string box, know how can I link the data that I input into text book to the database and be able to save the input?
Thanks all again
Hi Nihad
Using Modifier to change the window and GP Power Tools add the business logic and you can make these changes very easily.
Here is a step by step guide to adding custom fields to windows (including a video):
Adding to the lookup is not covered in the series, but is fairly simple to do.
Regards
David
@Nihad , if you want to use AA then Cheryl has explained in detail about possibilities of using Operational and regional managers as dimensions.
If you want to go for customization then you can add custom fields. You also have to decide further how you will use this information in system, like when using AA dimensions it will not allow to post if required dimensions are not entered.
For custom field part, you have have same validation with custom code.
Yes, you can create an AA dimension for "Operation manager' and another for 'Regional manager'. Then you would create the AA codes to create the 'pick list' for each dimension.
Then link both dimensions to an AA Accounting Class, and set each to either 'optional' or required'. Then link the GL accounts to this AA accounting Class. So every time this GL account is used, the user will be prompted to fill in the "Operation manager' and another for 'Regional manager'. If it's optional, they can fill it in or leave it blank. If it's required, the user must fill it in before they can post.
So Yes, AA can do this.
The GL accounts are linked, so it goes by the full GL account. You cannot link it by segment. However, you can set up as many AA Accounting classes and AA dimensions (with AA codes) as you want.
For example, you could set up 2 dimensions for 'Operation manager' and another for 'Regional manager'. The create the pick list for Operations manager by creating AA codes for each operations manager's names (say Dan, David and Deb). Then create the AA codes for the Regional manager by setting up codes for all the regional manager's names (Such as Julie, Jack and Jill). Then link both dimensions to an Accounting Class and link all GL accounts to this AA Accounting class. So whenever a user uses the GL account, they will get prompted to add an Operation Manager, and can choose from Dan, David and Deb, and then also for a Regional Manager and can choose from Julie, Jack or Jill. They would have to fill this in for each distribution line where the GL account is linked to the AA Accounting class.
Of, you can set up 4 dimensions for "Operation Manager' ,'Regional Manager' ,'Operation Mgr' and 'Regional Mgr'. (uniquely named, but can set up as many as you want. Then set up AA codes (or 'pick lists'. You can put Dan and David under 'Operations Manager' dimension, and Deb under 'Operation Mgr'. And put Julie and Jack as codes under 'Regional Manager' and Jill as the only code under 'Regional Mgr'. The make two AA Accounting classes. The first will include the dimensions for 'Operations manager' and 'Regional Manager' and link the GL accounts with the segments you want linked to that one, so whenver users use those GL accounts, they will be prompted for those two dimensions and only have a pick list of two managers to choose from. And then set up another AA Accounting class and include the dimensions for "Operations Mgr' and "Regional Mgr', and since each pick list only contains 1 person's name, you can mark to make it the default to the user doesn't have to fill it in manually, so the system will automatically fill in those names whenever a GL account is used that is linked to that AA Accounting class.
So you can get as granular as you want by creating more dimensions with their own pick lists, and creating more AA Accounting classes to link to the GL accounts you want that group linked to.
I would recommend to ask your Partner for demo, or search on the internet for AA demo's that may already be out there from other partners.
Hope that helps,
Cheryl
Microsoft Support
Hi Almas
for each Segment I want to add name of Operation manager and name of Regional manager
each segment will be allocated to different Operation manager not sure if this is possible in AA
are there any other addon out there that can do this
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