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Microsoft Dynamics GP (Archived)

default setup

Posted on by Microsoft Employee

I wonder if I can create deferent default IDs for each user.

For example, Site ID for User A is "Receiving" but for User B is "Shipping.

if we can do so, both users do not have to change the default ID.

Can we do create the default ID by user?

 

Thank you,

Masa

SNK-A

*This post is locked for comments

  • Verified answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: default setup

    Out of the box the Default Site ID for transactions is not User Defined.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: default setup

    Thank you for the reply.

    The users don't want to be bothered even using the drop-down.  They want to make the default personally.  

    Can we do it?  

  • Verified answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: default setup

    Masa,

    On the Sales side (or Shipping), the Site ID can be assigned globally in Sales > Setup > Sales Order Processing - using the Site ID field. This value can be overridden by settings at the Customer Ship To Address Level, for the customer selected on a specific order.

    Here is a link to a post on this configuration

    community.dynamics.com/.../168944

    On the Purchasing side (or Receiving), the Site ID can be assigned globally in Purchasing > Setup > Purchase Order Processing - there is a drop-down for Site, with the option of Choose Default from Item Record or from the Previous Line in the PO.

    Additionally, here is a link to a solid post on Site ID setup options, with contributions by no less than 3 MVPs...

    community.dynamics.com/.../136691

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