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I am trying to figure out how to get the system to show only active vendor accounts when searching for a vendor. Is it possible set some type of filter or something so that if I am searching for a vendor, then only active vendor accounts show up and no inactive?
Two things might help you with this.
There is an add-on product that's free from EthoTech called SmartSort. It lets you filter the lookups on an organization-level (or user, user class, etc).
This will override the default functionality of the lookups and not require the users to always change it.
If you'd want to do a Google- or Bing-style search in ALL of the lookups in GP, Rockton Software makes a product called SmartFill. You can create custom searches for all of the lookup fields and also search on more than just ID or description -- any field can be a search field.
They are both really awesome.
I hope this helps.
Joe
You can bring up the vendor search pop-up window anywhere that you are asked to enter a vendor number, by clicking the button to the right of the vendor number field. There are over a dozen different search screens you can use from this pop-up. The preferred search screen is Vendor Search using General Custom Fields.myACPNY Portal
As example I am using Payables >> Transactions >> Transaction Entry
Click on Vendor ID Lookup, then click on VIEW -
upper left side of the vendor list, click Exclude Inactive Vendors and click on Set as Default.
I believe you have to do this for each user and will have to do so in each window that has a look up for the Vendor ID.
It is the only way I have found to do this so far.
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