"how-to" add additional columns for view and search lookup using SmartFill.
With SmartFill, you can expand the default search
capabilities of the tool by adding columns to your lookups, allowing you to
view or search upon that additional information.
For example, if searching for a Vendor, it may be helpful to
search on or view by the Vendor’s city rather than just by Vendor name or ID. You can do all of this and more with just a
few quick steps in SmartFill.
Example 1:
Vendor
lookup before SmartFill modification:
Steps to complete Example: Adding an additional column to an existing SmartFill lookup:
1. Click Microsoft Dynamics GP, point to Tools, point to Setup, point to SmartFill and then click Objects.
2. Double-click on the Vendors object name to open the SmartFill Object Maintenance Details window.
3. Within the Lookup Fields section, select PM_Vendor_MSTR as the table in the next available column row.
4. Within the Field Name column, select City. Accept the default Display name, or choose to change as desired.
5. Mark both the Search and Display check boxes so that the new column will be a searchable item in the Vendor lookup, as well as a viewable column in the lookup.
6. In the Preview window, adjust column widths as necessary and verify how the Vendor lookup will appear. You can also complete a test search in this window. Once completed, your SmartFill Object Maintenance Details window should look like the following:
7. Click Save.
8. Click Cards, point to Purchasing, and then click Vendors.
9. Search on a Vendor or City in the Vendor ID field and verify the lookup changes.
Rockton Software hopes this "how-to" brings a little wisdom to your Wednesday!
Wishing for more wisdom about Rockton Software's SmartFill?
Until next time,
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