EFT Enabled - Is there a flag

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Posted on by Bill Campbell

Without revealing any of the EFT data, is there a way in Smartlist that we can tell if a Vendor has EFT data entered?

This is the question posed by a client who is the Purchasing Manager, he has no access to Vendor Maintenance - can not create, enter or alter Vendor Cards and therefore we are looking for a way to allow him to know if the VENDOR has EFT data entered by the Finance team.

He only wants to access this data via Smartlists, as he has learned simple edits and would not want to learn something else.

Having said this, if there is no other option, then he will have to learn something new to get to the data he wants.

Thanks, Bill

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Microsoft Dynamics GP

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GMA 1,074 on at

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My first thought was a custom Smartlist that references a view that does a simple Case Statement to determine if the vendor has EFT information setup in the SQL tables.

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Bill Campbell 12 on at

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Grady, can you point me in the right direction with Table Names? I can make it work from there - just hoping for a direction to start.

I like the idea of using a view to get this - control what we expose by limiting the view to only include required information.

Thanks.

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Almas Mahfooz 11,009 User Group Leader on at

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Use table SY06000, it has eft vendor and customers as well. You can join it with vendor master as per your needs.

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GMA 1,074 on at

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Almas is correct, I used the SY0600 table, but I also needed data from the vendor master, vendor class, and vendor address tables. Series = 4 is "Purchasing"

FROM PM00200 A

INNER JOIN PM00300 B

ON A.VENDORID = B.VENDORID

LEFT OUTER JOIN PM00100 C

ON A.VNDCLSID = C.VNDCLSID

LEFT OUTER JOIN SY06000 D

ON B.ADRSCODE = D.ADRSCODE

AND B.VENDORID = D.CustomerVendor_ID

AND D.SERIES = 4

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Bill Campbell 12 on at

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Thanks to you both for the pointer. I will be able to test and report back the results.

Much appriciated.

Bill C

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Bill Campbell 12 on at

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Thanks so much for the direction - I was able to create the VIEW needed and now I have to see if the client can get the data required.

BIll

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Bill Campbell 12 on at

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So I was able to use the EFT flag with the other data in the Vendor files and was successful in getting the data to the client as requested. Thanks very much to the community for the assistance.

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