As part of a Custom Link blog series (which can be found here), we will discuss adding custom links to specific areas in Dynamics GP.

Creating Custom Links for Vendors

Custom Links for vendors is based on Address Types and the values in the fields on the Internet Information Window for the address ID, assigned to the specific address type.  Deep Breathe, we will walk through this.    Each address ID provides several data locations to store links.  We can add custom links to email addresses, websites and more!  Let’s look at this more together.

Vendor Custom Link Background Info

Before we get started on this, we need to understand what options are available and where they come from.

Vendor Custom Links can be based on data stored in the internet information fields for 4 address types.  Primary, Remit To, Purchase, Ship From. What do you mean Internet Information fields?  More on that in just a bit…

Custom Link Vendor 001.png

Address Types

Address types ‘live’ on the Vendor Maintenance window. (see screenshot below)

Primary is a little tricky, it’s the main Address ID selected on the Vendor Maintenance Window.  Mine is called “Primary” in the example below – the word primary in the example below is JUST the address ID, not the address type…

Custom Link Vendor 002.png

In theory, the Address ID could be called anything, but as long as it is set here (below), it becomes the ‘primary’.

Custom Link Vendor 003png.png

As for Purchase, Remit To, and Ship From, the same rules apply – the address ID can be anything, as long as it is assigned to the address type (see below).

Custom Link Vendor 004png.png

Each Address ID and Vendor ID combination (regardless as to which address TYPE it has been assigned to – if at all) has a setup window called Internet Information.

Internet Information

The best way to see this is to access the Address button on the Vendor Maintenance Window (bottom right).  Once that window is open, select the appropriate address ID and then the little ‘globe’ next to the address ID.

Custom Link Vendor 005.png

This is where the data is stored that can be used for Custom Links.

Custom Link Vendor 006.png

Now that we know where the data is stored for vendor custom links, let’s build an easy one.

Creating Vendor Custom Links

The information stored in the Internet Information window can be accessed as the custom link… providing the address ID is assigned to one of the 4 address types available for custom links

I am going to just setup an email address so that we can quickly start an email from any of the Vendor ID link fields, BUT, remember, there are other options as well!   Why would I do this instead of the email button?

Websites, Files, Images, and more!

In my example, my Vendor is setup with the address ID REMIT TO set to the address type, REMIT To.

Custom Link Vendor 007.png

The Internet Information window has a field called Email Address, I am going to put in my email address there and use this field as my link that I want to establish.  Note that I included mailto: in the email address – I tried this with just the email address and I was given an error but works fine.

Custom Link Vendor 008.png

Now that I have the data where I need it to be, I’m going to create my custom link.

Custom Links are setup under Administration/Setup/Company/Custom Links

By selecting the “Remit To” type (matched to the setup above) and then the email field, I am now establishing a Custom Link to the email field.

Custom Link Vendor 009.png

Now anywhere that the Vendor ID is available for a link, we will now see this as an option.  NOTE – the link will ONLY work if the email field is setup, for the address type listed above.

Custom Link Vendor 010.png

A little advanced?

Remember how I added to the email line for my vendor in the internet information window?  You can also add a subject to the email automatically.  Instead of just typing the, you can add to it –

Replace ‘’ with the actual email address and replace ‘Email%20Subject%20Goes%20Here’ with your email subject separated by %20 instead of spaced.  Here is what mine looks like:

Custom Link Customer 014

Pretty cool huh?

Do you have any Custom Link examples for Vendors? Share them in the comments below!

Be sure to check out the series main page for links and examples of creating custom links for other areas of Dynamics GP!

Thanks for reading!


Shawn Dorward

Microsoft MVP, Business Solutions | LinkedIn | Twitter | GPUG | MSDYNGP

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