Create a SmartFill Object and Assign to a Non-lookup Field

Subject:

Describes how to create a SmartFill Object and how to assign it to a non-lookup field in Microsoft Dynamics GP. In this example, Payroll Transaction History records is used.

Resolution:

Create the SmartFill Object

1. Log into Microsoft Dynamics GP as sa.
2. Go to Microsoft Dynamics GP | Tools | Setup | SmartFill | Objects.
3.  Click New (+) to create a new SmartFill Object.
4. In the SmartFill Object Maintenance Details window, enter the name of the SmartFill Object. In this example, it is Payroll Trx Hist.
5. In the Search Type field, select Contains.
6. In the Object Definition section, select the records pertaining to your object. Here we will select the following:
   • Product: Microsoft Dynamics GP
   • Lookup Form: uprTransactionsLookup
   • Table Name: UPR_Transaction_HIST
   • Return Field: Check Number
   • Return Datatype: String
7. In the Lookup Fields section, enter the fields you want to use to search or display.

8. Mark the Search checkbox for any fields you want to be able to search.
9. Mark the Display checkbox for all columns you want to appear in the Make a Selection window.
10. Click Save.

Create the Repository record

1. Make sure all windows are closed in Microsoft Dynamics GP.
2. Go to Microsoft Dynamics GP | Tools | Setup | SmartFill | Repository.
3. In the Repository Maintenance window, click New (+) to create a new record.
4. In the Lookup Creation Wizard, select Payroll Trx Hist.
5. Click Next.
6. Open the window where you wish to add the Repository record. For example, Inquiry | Payroll | Transaction History.
7. Change the Select By: option to Check Number.
8. Put the cursor in the From field.
9. When the Add New Lookup window is populated, click Add Lookup.
   Note: If the Remove Lookup button is available, this means the field is assigned to a different object. Click Remove Lookup and click Yes when prompted to remove the field from the other object. Then click Add Object.

10. Click Done.
11. Close the Payroll Transaction Inquiry window.
12. Follow steps 3-11 again, but in step 8 place the cursor in the To field.

Add a Window Field Value Filter to the Repository Record

1. Go to Microsoft Dynamics GP | Tools | Setup | SmartFill | Repository.
2. In the Repository Maintenance window, select the following:
   Product: Microsoft Dynamics GP
   Object: Payroll Trx Hist
3. Select the record for the UPR_Inquiry_Transaction Form and (L) Starting Check Number field.
4. Click Edit.
5. In the Modify Repository Record window, enter the following Filter:
   Table Name: UPR_Transaction_HIST
   Table Field: Employee ID
   Operation: Equals
   Type: Window Field
   Value: Employee ID

6. In the Modify Repository Record window, click OK.
7. In the Repository Maintenance window, click OK.

Note: If you would like to add a window field value to the Repository record created for the UPR_Inquiry_Transaction Form and (L) Ending Check Number field, repeat the Steps above for the (L) Ending Check Number field.

Using the new SmartFill Object

1. Go to Inquiry | Payroll | Transaction History.
2. Select the Employee ID.
3. Change the Select By: field to Check Number.
4. Enter part of the Check Number you need to find in the From: field, and then tab off the field.
5. In the Make a Selection window, select the Check Number.