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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Invoice Document Looku...
Microsoft Dynamics GP (Archived)

Invoice Document Lookup from RMA Entry / Update

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Posted on by Larry Turner 1,325

Hello,

This is for GP2010. I created an RMA for a specific customer  and customer address ID. The origin document for the RMA is sales invoice. When I click the sales document lookup icon the Invoice Document Lookup window is displayed. However, the list of returned records is only customer number specific. Invoices are listed for all address ID's associated with the specified customer number. Shouldn't the invoices returned in the list be only for the unique combination of customer number and address ID that were specified on the RMA Entry / Update form? How can we change the lookup to only return invoices that are for the customer / customer address ID that were specified on the RMA Entry / Update form?

Thank you.

Larry

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  • Suggested answer
    soma Profile Picture
    soma 24,406 on at
    RE: Invoice Document Lookup from RMA Entry / Update

    Larry,

    Sure. You need to create a customization with the trigger for the Invoice Document Lookup after original and set the filter whatever you want to the attached table for this lookup window and refill the window.

    Please let me know if you need  any other information regarding the same.

    Hope this helps!!!

  • Larry Turner Profile Picture
    Larry Turner 1,325 on at
    RE: Invoice Document Lookup from RMA Entry / Update

    Soma,

    Thank you for taking a look at this and for your response. At best this seems to be a deficiency in the GP code. The record selection logic for Invoice Document Lookup should in my opinion include any record address ID that is specified on the RMA Entry / Update form.

    Larry

  • Verified answer
    soma Profile Picture
    soma 24,406 on at
    RE: Invoice Document Lookup from RMA Entry / Update

    The only way is creating a customization in either VBA or Dexterity.

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