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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Transaction Inquiry de...
Microsoft Dynamics GP (Archived)

Transaction Inquiry default sorting methods

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Posted on by Jim Briggs 60

Hello,

When running a general inquiry in GP (for exampled, "Receivables Transaction Inquiry - Customer" or "Payables Transaction Inquiry - Vendor) the default sorting is always done by Document Number

9 times our of 10, my team and I are in need to have sorted by Document Date -- is there a way to easily adjust the default sorting method so it is already by Document Date when running an inquiry?

Thanks much,

Jim

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  • K Day Profile Picture
    K Day 7,365 on at
    Re: Transaction Inquiry default sorting methods

    I can only think of modifying that window with VBA code.  We do this exact same thing at my work.  Basically you select the "Window - After Open" Event and add some code to change it.  For example, if you put in the Payables Transaction Inquiry - Vendor window

    Documents.Value = 2

    It will switch it to by Document Date.

    Same applies to the other windows.  Just use the After Open Event and figure out what the name of the object is, then set it to what you want.

  • Suggested answer
    Dale Coulthard Profile Picture
    Dale Coulthard 3,055 on at
    Re: Transaction Inquiry default sorting methods

    Can this not be done in Report Writer?  I would have thought you could open the report and under the Sort option, you would be allowed to choose how to sort, but maybe your idea is too complicated for Report Writer.  We use the standard report, so I have not tried to use the Sort option for this report.

  • K Day Profile Picture
    K Day 7,365 on at
    Re: Transaction Inquiry default sorting methods

    I think he is actually talking about the Inquiry windows in GP, like Transactions by Vendor, or Transactions by customer, not the reports.  

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Transaction Inquiry default sorting methods

    In your VBA Code, you also need to push the Refresh Button in order to get the list to resort.

    So, in addition to setting .SelectBy = 2 you should set .Redisplay = 1

    Kind regards,

    Leslie

  • Loan Nguyen Profile Picture
    Loan Nguyen 305 on at
    Re: Transaction Inquiry default sorting methods

    Do you need Modifier for this change?

    We could really save quite a bit of time by changing the default sorting method to Document Date.

    Thank you for your assistance.

    Loan Nguyen

    CyberCoders, Inc.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at
    Re: Transaction Inquiry default sorting methods

    Have a look at M4 Systems' Batch & Document Inquiry app.  It's pretty slick and would give you what you're looking for, in addition to enhanced batch contents inquiry.  www.m4systems.com

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