HELP ARTICLE

Shortcuts Template for Extender


Action Name: Create Sales Order

Action ID: CUST_SOP_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Customer Maintenance window to open the Sales Transaction Entry window. It will populate the Customer ID based on the Customer ID that was selected in the Customer Maintenance window.

060415_1820_1

 

 Action Name: Transaction Inquiry

Action ID: CUST_TRXINQ_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Customer Maintenance window to open the Receivables Transaction Inquiry – Customer window. It will populate the Customer ID based on the Customer ID that was selected in the Customer Maintenance window.

060415_1820_2

  

Action Name: Payroll Transaction Inquiry

Action ID: EMP_TRXINQ_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Employee Maintenance window to open the Payroll Transaction Inquiry window. It will populate the Employee ID based on the Employee ID that was selected in the Employee Maintenance window.

060415_1820_3

  

Action Name: Create Adjustment

Action ID: ITEM_ADJMNT_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Item Maintenance window to open the Item Transaction Entry window with the Document Type of Adjustment. It will populate the Item Number based on the Item Number ID that was selected in the Item Maintenance window.

060415_1820_4

  

Action Name: Create Transfer

Action ID: ITEM_TRNSFR_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Item Maintenance window to open the Item Transfer Entry window. It will populate the Item Number based on the Item Number that was selected in the Item Maintenance window.

060415_1820_5

  

Action Name: Create Variance

Action ID: ITEM_VARNC_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Item Maintenance window to open the Item Transaction Entry window with the Document Type of Variance. It will populate the Item Number based on the Item Number that was selected in the Item Maintenance window.

060415_1820_6

  

Action Name: Create Quote

Action ID: PRSPCT_QUOT_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Sales Prospect Maintenance window to open the Sales Transaction Entry window. It will populate the Customer ID based on the Customer ID that was selected in the Sales Prospect Maintenance window.

060415_1820_7

  

Action Name: Apply Documents

Action ID: VEND_APPLY_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Apply Payables Documents. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

060415_1820_8

  

Action Name: Create Invoice

Action ID: VEND_INVC_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Payables Transaction Entry with the Document Type of Invoice. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

060415_1820_9

 

 Action Name: Create Payment

Action ID: VEND_PMNT_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Payables Manual Payment Entry. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

060415_1820_10

  

Action Name: Create Purchase Order

Action ID: VEND_PO_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Purchase Order Entry. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

060415_1820_11

  

Action Name: Transaction Inquiry

Action ID: VEND_TRXINQ_TMP

Solution: Shortcuts Template

This action will add an option to the Additional Menu of the Vendor Maintenance window to open the Payables Transaction Inquiry – Vendor with the Work, Open, and History options included. It will populate the Vendor ID based on the Vendor ID that was selected in the Vendor Maintenance window.

060415_1820_12

Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.

RECENT POSTS


Failed to connect to the CRM server : Failed to get CRM Organizations : Access is denied
Connection could not be validated when using Excel data source
Assigning Default Dimensions
Failed to create record.: Property "Editable" for Ship-to Address is invalid!
WinSCP.SessionRemoteException: Network error: Connection to XXXX refused

POPULAR POSTS


Removed Part: /xl/vbaProject.bin part. (Visual Basic for Applications (VBA))
Manufacturing Serial Trace SmartList Builder Template
SSL Security error using OLEDB Connection
The server process could not be started because the configured identity is incorrect.
Using WINSCP and a task to upload or download files from an SFTP site

CATEGORIES

ARCHIVES

open all | close all

TAGS

Business Central CRM Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News eOne Spotlight Events Excel Excel Report Builder Extender Extender Enterprise Flexicoder GP GPUG integration Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Office Relationships partners Popdock release Reporting SalesForce SalesForce.com scripting SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Office Hours SmartList SmartList Builder SmartList Designer SmartView SQL Support Tech Tuesday Templates training Zendesk

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.