GL Copy UDFs During Mass Modify

GL: Copy UDFs during Mass Modify-Copy

HelpID:502622071

The Financials Mass Modify Chart of Accounts utility copies two of the four User Defined Fields when copying existing accounts to new accounts. This Tweaks ensures all of the UDF fields are copied to the new account(s).

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to TWK-GL: Copy UDFs during Mass Modify-Copy, then click DONE.

The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.

Using Copy UDFs during Mass Modify-Copy

Open the Mass Modify window (Cards >> Financial Mass Modify), then open the Mass Modify Options window via Additional >> UDF Copy Options.

Select which UDFs you want to include in the copy process, then click SAVE.

By default all UDFs will be copied when this Tweak is enabled (no changes need to be made to the Mass Modify Options window).