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Microsoft Dynamics GP (Archived)

How to Default and Lock Payment Method in the Payable Manual Payment

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Posted on by 14,855

Dear 

I am trying to lock the Payment Method for the users in the Payable Manual Payment , so that it always defaulted as "Cash"

I thought about using Field Level security to disable it or put a password on top of it , but disable is giving an error and the user is still able to change Payment Methods after that

but there is no way in Dynamics GP to default the Payment Method on a vendor or group of vendors or on the system as whole. 

Is there a way to default the Payment method or lock it

Any suggestions ?

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I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    NW, You can use Modifier with VBA or Dexterity to set the default payment method.

  • Suggested answer
    Community Member Profile Picture
    on at

    I believe you are referring the wrong field. Since, the fields (check, Credit Card,Cash & EFT) is on radio group it is not possible to directly use the field. Instead, you should be adding the " (L) Payment Entry Type 2" (radio group field) to the field level security and set it security as "Disable field" or "Password Before" it will work for your requirement.

  • Abdo Khoury Profile Picture
    14,855 on at

    Hi Shan

    I tried the  (L) Payment Entry Type 2" (radio group field)  but it didn't work

    are you sure about it ? or am i doing something wrong ?

    Let me know

  • Suggested answer
    Community Member Profile Picture
    on at

    Yes, it works. You should be adding two setup in the field level security one is for the "Password Before" and one as the "Password After"

    Note: If you try disable field, the whole radio group is disabled and user cannot make any changes.

  • Abdo Khoury Profile Picture
    14,855 on at

    Do you have any idea on how to Default it on "Cash"

    first i need to default it on CASH then disable it

  • Suggested answer
    Community Member Profile Picture
    on at

    If you are licensed to VBA,

    1. Add Payables Manual Payment Entry form to the VBA(Tools>Add current window to Visual Basic)

    2. Select add field to visual basic and then highlighting the Payment Method Radio Group.                               3. Go to the Visual Basic editor and double click the Payables Manual Payment under the Microsoft Dynamics GP menu the script window opens.

    4. Select Window and select After Activate and add the code given in the screenshot.

  • Almas Mahfooz Profile Picture
    11,009 User Group Leader on at

    N.W. you can do it through field level security, on a whole system ( you can not limit it to vendor or group of vendor, for this you need customization).

    So if you want payment method will always be CASH and nothing else, just lock it on field level security.

     

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