Customization CR1532- Consolidated Customer Name

Customization CR1532

Consolidated Customer Name

Description of Need:

ACME needs to group customers for reporting. GP does not offer an existing field that will serve this purpose. ACME would like this field added to the Customer Maintenance window and have the following properties:

  1. Contain a lookup so that the user can select values that have already been entered for previous customers.
  2. Contain user security so that only selected users can modify the value.

Description of Solution:

Navigation: Tools >> Setup >> Sales >> Consolidated Name Security

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FIeld Function
User ID Enter or select from the lookup a User ID. User IDs entered into this window will have the ability to add or modify Consolidated Names.

Navigation: Cards >> Sales >> Customer

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A new, read-only field will be added to the Customer Maintenance field labeled Consolidated Name. This field will be added using “virtual fields.” Virtual Fields are added at runtime and do not require modification to the window.

To add or edit the Consolidated Name, navigate to Additional >> Add/Edit Consolidated Name

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Field Function
Customer Number Displays the customer from Customer Maintenance.
Name Displays the name from Customer Maintenance.
Consolidated Name Enter or select from the Lookup a Consolidated Name. This is a 64 character, UPPERCASE text field. Values entered here will not be validated against any other values stored in the database. If the Lookup is selected, the custom lookup window will display all distinct values that have been previously entered for other customers. Values will be displayed as entered.

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.
  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 on this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/