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When I look up an item in requisition management.
i.e. when doing an new requisition,
I want it to only display items that are not discontinued.
How do I go about modifying the lookup query to only display active items.
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Hi Travis,
You first have to figure out what the query is behind the list retrieval for the inventoried items in the requisition module. Run a SQL trace against your GP company data while you're creating a new requisition and adding a new item (the user to look for is usually BPUser (i.e. the identity that was choosen during the BP installation)). Once you figured out the query name, you can use the BP administration page (Query organization) and locate it in the tree structure ( / > Dynamics > Requisition Management ). "ItemList" is probably the query you're looking for. Now the thing is that you can't modify it right there. You have to move it first somewhere else under your personal query folder (I would suggest / > Query Pages > Inventory > Personal, if you already have one, or then the Shared folder). From there you'll be able to modify the query and save a copy of it once you tweaked the query. Move the query back to the original location, otherwise your requisition system will not work properly and return errors. Of course the query name cannot be changed and need to keep it's original name, so you save a personal copy of it before doing any alteration of the original.
This goes whitout mentionning that this has all to be tested out in a test environment, the best being the only one in this system, and have a backup of your Dynamics GP system DB (the queries are all stored there in tables, but cannot be edited directly). Once you're confortable and have tested the solution, you can repeat the process in the poduction system, after having taken a proper backup and have no users in the BP requisition system for as long as you're playing with the queries...
Hope this helps and good luck.
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