Customize a screen in Great Plains

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Posted on by PMiltz

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I need some help. There are certain procedures I follow everyday. For example I go into Checkbook Register Inquiry and everytime I have to set up the query to look the way I want it to.

I prefer to view the inquiry by date but each time I have to change it and then redisplay the data.

Can it be set up to automatically come up the way I want to view the data?

Thanks,

Pat Miltz

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L Vail 65,271 on at

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Re: Customize a screen in Great Plains

I agree with Tim,

A macro is a very good way to automate solutions such as this. Once you discover the macro language, I think you will find many, many uses for it. Let us know how it works for you!

Kind regards,

Leslie
Tim W 2,925 on at

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Re: Customize a screen in Great Plains

You could do a customization but I would not recommend that for this example for varied reasons. What you could easily do here is record a macro and use it to manipulate the window.

I would start the macro recorder (Alt-F8)

Open Checkbook Register Inquiry

Change to Date

Press Redisplay

Position the cursor on the first date field then stop the recorder (Alt-F8).

Add this macro onto your shortcut bar and use it to open the window instead of the menu choice.

Give it a shot, see if you like it.

Tim
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Mike Smith 6,840 on at

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Re: Customize a screen in Great Plains

GP offers several customization tools but I would recommend working with your GP Partner on this to create a custom Dexterity code enhancement for this that will default these items on the window for you.