PM: Select Checks Defaults
HelpID: 502622111
The Select Checks Defaults Tweak controls the options on the Select Checks window (such as the “Apply Existing” settings) based on the Checkbook assigned to the Batch ID for the check run.
Different settings can be applied to each Checkbook.
Setup
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack
Mark the box next to TWK-PM: Select Checks Defaults*.
This Tweak requires additional set up. Double-click on “Select Checks Defaults*” to open the Setup window.
Select a Checkbook ID. Set the options as you want them to appear when creating a Check Batch using the selected Checkbook.
Save the settings, then close the Select Checks Defaults window and the Setup GP PowerPack window.
The Tweak will be enabled for the current user. Other users must restart their Dynamics GP client to enable this Tweak.
Using Select Checks Defaults
Create a new Check Batch ID in the Payables Batch Entry window:
Assign a Checkbook ID (above shown as FIRST BANK).
In the Select Payables Checks window, select the Batch ID.
The settings at the bottom of the window will change based on the Checkbook assigned to the selected Batch ID. If the Checkbook does not have defaults set for it the window will revert to the “normal” default settings for the options.