Customization DS1417 Additional Description Field on RM Transaction

Customization DS1417

Additional Description Field on RM Transaction

Problem Definition:

ACME needs a second Description field added to the Receivables Transaction Entry. This field also needs to be accessible via SmartConnect.

Design Features:

WilloWare will use Virtual Fields to add an additional string field to Receivables Transaction Entry for the user to enter a second Description field. The field will be located in the following location and labeled Description 2. Due to limitations of Virtual Fields, this field cannot be included in the tab sequencing with the other fields.

Graphical user interface, text, application Description automatically generated

A matching field will also be added to Receivables Transaction Inquiry Zoom.

When a value is entered into this field and the transaction saved, the additional Description value will be saved to a custom table. This table can be joined to the RM Transaction table and will have the following fields:

Document Type – Integer. Key Field

Document Number – String. Key Field

Description 2 – 60 Character String Field

The name of the table will be provided by WilloWare so ACME can use it for importing and reporting.

Assumptions/Requirements:

  1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables unless otherwise noted.
  2. The functionality described above is intended for the GP Desktop client.
  3. National Accounts functionality is NOT used.
  4. Advanced Distribution functionality is NOT used.
  5. Unless otherwise noted in this document, reporting is not included in this estimate.
  6. Unless otherwise noted in this document, Word Template functionality is not addressed.
  7. Unless otherwise noted in this document, the enhancement will not integrate with 3rd party products. Some examples of 3rd party products would be:
  • An ISV plug-in product including WilloWare products
  • A dexterity customization designed by another developer
  • Dynamics GP Modules including, but not limited to:
  • Project Accounting
  • MDA
  • Analytical Accounting
  • Copy functionality found in SOP, POP and Inventory
  • Field Service
  • Extended Pricing
  • Manufacturing

For information about this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/