Subject: The steps here describe how to create a SmartFill Object for RM Open documents and to be able to search on the Customer PO Number when applying Cash Receipts. Information: The steps are as follows: Create the SmartFill Object: Go to...
Subject: The steps here describe how to set up Dynamics Report Manager (DRM) to email a batch of Sales Invoices using a Launch Point. Resolution: Here are the steps on how to set up the Batch Report and Launch Point in DRM....
Error: The following error message appears when you try to open the Sales Transaction Entry window: Unhandled script exception: Illega address for field 'Print_BDL' in script 'FillActionsButton'. Script terminated....
Issue: After installing Omni Price in some but not all of your companies, when attempting to log into a company that does not have Omni Price installed in it, you receive the following error message: A get/change...
Subject: The steps here will describe how to disable the Mentor window from automatically opening when Users log into Microsoft Dynamics GP. Resolution: Option 1: The manual process for each User is as follows: In the Mentor window, click...
Issues: Issue 1: Microsoft Dynamics GP is hanging when the Make a Selection window opens. Issue 2: Microsoft Dynamics GP hard closes when User tries to click the X button in the Make a Selection window prior to the results appearing in the window....
Issue: When transferring an Order in Sales Order Processing to an Invoice, the Invoice Pricing Transaction record is not created in Omni Price. (Go to Inquiry | Omni Price | Pricing Transactions.) You may also see the following message during the...
Subject: The steps here describe how you can use Task Builder to create Security Tasks and how you can use Security Manager and/or Mentor to assign or take away security for Users and Security Roles. Resolution: These are the steps to follow per...
Subject: The steps here describe how to set up and use the Redirect tool. Resolution: In this example, users who do not have access to the Employee Maintenance window will be redirected to the Employee Inquiry window when they try to drill back on...
Subject: The steps here describe how to set up E-Sign Signature in Auditor and how it works. Resolution: In this specific example, a change to the Bank Account in the Checkbook Maintenance window will need to be approved before the change can be...