SOP: Auto-Open Customer Detail
Auto-open Customer Detail pops-open the Customer Detail Entry window immediately after beginning a new Sales Transaction. The Customer Detail Entry window provides a number of fields that are not available on the main Sales Transaction Entry window, such as Bill To Address, Shipping Method, and Payment Terms. If you need to frequently change this information on each new transaction, beginning a transaction from the Customer Detail Entry window can save time by not having to repeatedly open the window, and it also prompts users to enter critical information which may be skipped over if the window must be opened manually.
This Tweak works on both Sales Transaction Entry and Invoice Entry.
Setup
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack
Mark the box next to TWK-SOP: Auto-Open Customer Detail, 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 Auto-Open Customer Detail
Start a new sales transaction. Immediately after the cursor leaves the Document Number field the Sales Customer Detail Entry window will pop-open. Select the Customer ID, then enter any other information, such as the Customer PO, or make needed changes.
Click OK to return to Sales Transaction Entry.
