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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP 2010 What's New...
Microsoft Dynamics GP (Archived)

GP 2010 What's New - Lookups

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Posted on by Kari Anderson 80

I'm just going through the GP 2010 documentation and I found a new feature with lookups, but I don't know how to make use of the feature.  According to the documentation, "You can define and save a default lookup view for your master records by selecting the Set as Default View option from the View menu or using the right-click menu in the lookup window".  I don't see the View menu, nor does anything happen when I right click from the lookup windows.  Has anyone been able to make use of this new feature?

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  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: GP 2010 What's New - Lookups

    Hi Kari,

    I've taken a screenshot of where the 'View' menu is located. You can access it here:

    http://www.4shared.com/photo/x1J_P6xL/View_Menu.html

    Kind regards,

    Leslie

  • Kari Anderson Profile Picture
    Kari Anderson 80 on at
    Re: Re: GP 2010 What's New - Lookups

    Hi Leslie,

    Thanks very much for the screen shot.  When I click on the View button, I would expect to see something in the drop down menu such as Save as default, but I don't see anything like that.  Have you been able to set a default view in GP 2010?  Also, according to the documentation, I should be able to remove inactive accounts from the lookup window?  Do you know where I would do this?

    Thanks in advance for any help you can provide!

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Re: Re: GP 2010 What's New - Lookups

    Hi Kari,

    Here is the a link to Mohammad R. Daoud's blog. He has several articles about lookups and GP 2010.

    http://mohdaoud.blogspot.com/2010/01/inside-dynamics-gp-2010-lookups.html

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member on at
    Re: Re: Re: GP 2010 What's New - Lookups

    That blog link doesn't explain anything.  If a user wants to create a view that shows Item number and Item description (not the short description) and sort by description, is this possible without reverting to custom coding?

  • Dan Liebl Profile Picture
    Dan Liebl 7,320 on at
    Re: Re: Re: GP 2010 What's New - Lookups

    I spent an hour or so trying and have yet to find a way.   I think it will require custom coding.  Disappointed they added the saved view feature and still do not allow it.   Anyone finds a way, please update us.   It is still just an extra click under the Additional Sorts.

    Dan Liebl | Senior Consultant | OTT,Inc | dliebl@OTT-inc.com  

  • Donnette Spencer Profile Picture
    Donnette Spencer 445 on at
    Re: Re: Re: GP 2010 What's New - Lookups

    I'm recently revisiting this topic for our end users. Has anyone found a way to code this?

    Donnette Spencer

    Senior IT/BA MonaVie

    donnettes@monavie.com

  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at
    Re: Re: Re: GP 2010 What's New - Lookups

    Get Ethotech's free application called SmartSort. You can use a SmartList favorite to default your lookups. You can set it for the System down to the user.

    It's a fabulous product and I think will give you what you need.

    Kind regards,

    Leslie

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