Dynamics Community Forum Thread Details

Setup Customer Exceptions

I am looking for information on how to setup Customer Exceptions. I found this link however the option is not in GP2016 R2. Is there something that needs to be enabled? Under SOP Setup, PSTL, Registration, anything??

https://docs.microsoft.com/en-us/dynamics-gp/installation/profservicestoolslibrary

While each SOP Document Type can be made required by using the Customer PO Validation Setup window, some customers might be an exception to that rule. To create Customer Exceptions, use the Customer Exception window.

Choose Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Customer Exception to open this window. This window displays all of the customers in the system and allows you to choose the exceptions.
Mark the customers for which the Customer PO Number is not required. In the illustration above, the customer AARONFIT0001 will never have the Customer PO Number field marked as required, even though it was marked required in the Customer PO Validation Setup window.

Thank you!

Kerri Reinholtz

Hi Kerri Reinholtz-CA

I've been wondering about that window too for quite a while as I had come across various clients that had a shortcut on their home page in GP named 'Customer Exception', but often time when clicking on it, nothing would happen.

After searching down my various GP instance from 2013 to 2018, I was nowhere able to find this window in GP in any menus or pages... making me first think that Microsoft simply removed it.. Alas, I turned to the super GPPT (GP Power Tools ) from David Musgrave to get to the root of this, and by using his resource information tool, I located and opened the window !

The resource information tool actually gave me all the details (this is in GP 2015, but remains the same for 2013 up to 2018) :

Unfortunately it seems that Microsoft 'forgot' to link this Windows 'Customer Exception' in PSTL somewhere thru the release of GP 2013 or 2015, as it looks like it would create a wrong navigation list entry in 2015 after PSTL was installed : https://mahmoudsaadi.blogspot.com/2015/02/dynamics-gp-2015-rtm-pstl-invalid.html

Your only option to get to this form is to actually add a shortcut to your navigation home page :