I have a customer who wants to create a custom PR form and be able to add it to the drop down list of available check forms when printing checks. Is this something that is possible?
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I have a customer who wants to create a custom PR form and be able to add it to the drop down list of available check forms when printing checks. Is this something that is possible?
*This post is locked for comments
I had forgot about Mekorma...that is an excellent option for this.
I would argue in favor of these solutions:
1. Use Mekorma MICR
2. Modify one of the existing GP formats
3. Use a different report writer, like Crystal Reports, with a tool like Forms Printer or Victoria Yudin's solution or a tool like Dynamics Report Manager.
As Richard said, the drop-down boxes are hard-coded in GP and would require customization. I would think Dexterity would be required.
OK...I DO know a bit about payroll and where the checks are generated.........
The list of available formats is coded in GP and would require VBA Modifications at the least to the window to add a new one to the pull down. How this would weave through the application ..... well I would not try it. Once you do this upgrades will be painful.
Accountable Software's Forms Printer will accomodate multiple format checks and allow much more flexibility. The relatively small fee will be quickly made up by the speed with which the forms can be modified.
Ok, so PR is payroll. I don't know anything about the HR module. Do the PR checks print out of Payables Management? Or is there a check printing feature right in the HR module.
If it is in Payables Management here's what I can tell you. Getting another check format to actually be listed in the drop down box would probably require some Dexterity programming. I wouldn't even know where to start there. But like I said, you can take a modified check (a .package file) and import it as another check format. I have done this before and I'm not sure if there are any problems with doing this, but you can open that .package file with notepad and change the name at the very top of it to any of the other check formats and then import it and it will become a modified version of that check. However, you have to get the name exactly right. The way I would do this is to modify the check format for the one with the name that you want to use (there are a whole bunch of extra check formats), export that file to a package file, open it with notepad, copy the exact name to the clipboard, open the other package file, paste the name over the other name, then import that package file and overwrite the existing one.
What he did was make a copy of the modified form they are now using for their payroll checks and he wants to be able to add that new modified form to the list of drop down check forms that show up when you go to print checks. It seemed to me that if this were possible, it would be something that could be quite involved.
I'm not exactly sure what PR stands for, but I believe adding a brand new check format woudl involve some heavy customizations. How about trying to modify one of the existing unused check formats? You can't be using them all, right?
For example, I had a client that went from Quickbooks and had a whole bunch of existing check stock left. I believe QB format was Check, Stub, Stub and I modified the Check with Stub on Top to just make it print the QB format. Sure, it doesn't really make sense to select Check with Stub on Top to print a Check-Stub-Stub format, but it gets the job done.
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