GP Transaction Search: Customising the Returned Data

June 22nd, 2018 by Ian Grieve

Precipio ServicesThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

A couple of posts ago, I covered installing the stored procedure (which I erroneously referred to as a view when I first posted). The stored proc controls the returned data which in turns controls what is displayed in the search results window.

Customising the returned data is as simple as amending the stored procedure. If, for example, I wanted to add the suppliers country, I can add the following (highlighted) line and save the altered stored proc:

SELECT TOP 200 	
	P.Origin, 
	V.COUNTRY AS 'Country',
	RTRIM(P.DOCNUMBR) DocNum,

Any change does need some familiarity with SQL and stored procedures, but is pretty straightforward.

Before the change is committed, this is the returned data:

PM Transaction Search

After the change is made, this is the returned data:

PM Transaction Search with Country Column

The new column is displayed in the column order from the stored procedure.

The stored proc can be customised almost as much as you want; the only limitation is to not change the parameters at the top as these are passed in from the window. Of course, with the window being open source you could customise the window as well.

Click to show/hide the GP Transaction Search Series Index

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GP Transaction Search: Using PM Transaction Search v1.0.0.4

June 21st, 2018 by Ian Grieve

Precipio ServicesThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

Over the last couple of posts, I’ve covered the installation and configuration of the PM Transaction each enquiry window; now it is time to take a look at the functionality of the inquiry/enquiry window.

The first, and main, access point to the PM Transaction Search window is via the standard navigation of area pages or drop down menus; it replaces the Transaction by Document window on the Purchasing area page » Inquiry/Enquiry menu:

Inquiry menu

The second access point is via the Additional menu in the Vendor/Creditor Maintenance window (Purchasing area page » Cards » Vendor/Creditor)

Vendor Maintenance

Once opened, the window will show no data until you enter some entries in the search fields.

In the example below, I have entered a date range, a Vendor ID containing ADVAN and an amount greater than or equal to 1,000.

As I was typing, or otherwise making entries, the window was automatically refreshing; on large datasets this may take longer than desired as the data refreshes.

Via the configurations, shown in the last post of this series, search as you type can be disabled so that the search only happens when the user clicks the Refresh button:

PM Transaction Search

If you right click on a transaction, a popupmenu is diesplayed which allows you to drill to the Vendor/Creditor Maintenance or PM Transaction Entry Zoom window:

Double clicking on a row will take you to the PM Transaction Entry Zoom window.

Click to show/hide the GP Transaction Search Series Index

Read original post GP Transaction Search: Using PM Transaction Search v1.0.0.4 at azurecurve|Ramblings of a Dynamics GP Consultant

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GP Transaction Search: Installing the SQL View for v1.0.0.4

June 20th, 2018 by Ian Grieve

Precipio ServicesThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

When running through the installation of the GP Transaction Search the other day, I didn’t cover the deployment of the SQL view.

In the downloaded zip file, there is a SQL script called csspGLTransactionSearch v1.1.sql which needs to bedeployed in each company database:

Windows Explorer

Once this is deployed, the PM Transaction Search window will be fully working.

Click to show/hide the GP Transaction Search Series Index

Read original post GP Transaction Search: Installing the SQL View for v1.0.0.4 at azurecurve|Ramblings of a Dynamics GP Consultant

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Source: azurecurve