Customization DS1535
Additional GL Entry Fields
Problem Definition:
ACME needs to track two additional fields to GL transactions. These fields need to store at least 16 character string values. They will be imported via SmartConnect and displayed and editable on GL Transaction Entry. The fields also must be displayed and read-only from GL Inquiry.
ACME needs them accessible via SmartLists, SQL views and SQL reports.
Solution Overview:
A new table will be added to the company database(s) to store the required information. The AQL table name and SQL field names will be provided upon delivery of the code. The structure will be as follows:
Table: wGLAuthExt
| Field | Function |
| Journal Entry | The GL Transaction JE Number. This is a key field of the the table. |
| Sequence Line | The line sequence number that will tie back to the GL transaction sequence number in the line table. This is a key field of the table. |
| AuthCode | The Authorization Code imported from SmartConnect. This is a 50 character string. |
| AuthType | The Authorization Type imported from SmartConnect. This is a 50 character string. This field is a list field with three values- CVENT, AMEX, VANTIV, however ACME will be inserting the value as a string, so this field will record and display it as a string. |
ACME will use SmartConnect to populate all fields of this table. There are no scripts included in this estimate that will add data to this table.
The wGLAuthExt table will share a one-to-one relationship with the GL Line table (GL10001). It can be used to create SQL Views to combine the two tables and present the data in SmartLists or reports.
The data in wGLAuthExt will not be moved to a posted table. The same table can be used to link to the GP Open table (GL20000) for viewing after the transaction is posted.
Design Features:
GL Transaction Entry
Navigation: Transactions >> Financial >> General
The Transaction Entry window will be modified to add the Authorization Code and Type. The modified window will be included with the project and user security will need to be updated to use the custom version. If the Transaction Entry window is currently modified, the existing modifications will not be included.
| Field | Function |
| Authorization Code | Displays the Authorization Code from the table. This field is editable and will accept free-entry text, similar to a user defined field. |
| Authorization Type | Displays the Authorization Type from the table. This field is editable and will accept free-entry text, similar to a user defined field. |
GL Transaction Inquiry
Navigation: Inquiry >> Financial >> Journal Entry Inquiry
Similar to Transaction Entry, the Journal Entry Inquiry window will be modified to add the Authorization Code and Type. The modified window will be included with the project and user security will need to be updated to use the custom version. If the Transaction Entry window is currently modified, the existing modifications will not be included.
| Field | Function |
| Authorization Code | Displays the Authorization Code from the table. |
| Authorization Type | Displays the Authorization Type from the table. |
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