How to create a SmartFill Object that uses a Window Field Value for its Repository Filter

Subject:

The steps here will describe how to create a SmartFill Object that uses a Window Field Value for its Repository Filter.

Resolution:

Here are the steps to follow:

1. Go to Microsoft Dynamics GP | Tools | Setup | SmartFill | Objects.
2. In the SmartFill Object Maintenance Details window, double click the Object you would like to modify.
3. In the SmartFill Object Maintenance Details window, click Repository.
4. Find and select the Repository record you would like to create a filter for using a Window field value.
5. Click the Modify button.
6. In the Modify Repository Record window, enter a Repository Filter.
   1. For the Table Name and Table Field, select the specific Table Name and Table Field that stores the Window field.
   2. For the Operation, select Equals.
   3. For the Type, select Window Field.
   4. For the Value, select the specific Window field.
7. Click OK.
8. In the Repository Maintenance window, click OK.
9. In the SmartFill Object Maintenance Details window, click Save.

Notes:

Here is a specific example for the Item Number lookup in the Project Accounting Inventory Transfer Entry window that uses both of the Project Number and Cost Category ID values entered.

1. Go to Microsoft Dynamics GP | Tools | Setup | SmartFill | Objects.
2. In the SmartFill Objects window, click the New Object (+) button.
3. In the SmartFill Object Maintenance Details window, enter an Object Name.
4. For Search Type, mark the Contains radio button.
5. In the Object Definition section:
   1. For Product, select Project Accounting.
   2. For Lookup Form, select PA_IV_Item_Lookup.
   3. For Table Name, select PA_Budget_IVItems.
   4. For Return Field, select Item Number.
   5. For Return Datatype, select String.
   6. For Column 2:
      1. For Table, select PA_Budget_IVItems.
      2. For Field Name, select PA Project Number.
      3. For Display Name, enter PA Project Number.
      4. Mark the Display checkbox.
   7. For Column 3:
      1. For Table, select PA_Budget_IVItems.
      2. For Field Name, select PA Cost Category ID.
      3. For Display Name, enter PA Cost Category ID.
      4. Mark the Display checkbox.
   8. For the second row:
      1. For Table Name, select PA_Budget_IVItems.
      2. For Table Field, select PA Cost Category ID.
      3. For Operation, select Equals.
      4. For Type, select Window Field.
      5. For Value, click the Lookup button, select PA Cost Category ID, and then click Select.
6. In the Lookup Fields section:
   1. For Column 1:
      1. For Table, select PA_Budget_IVItems.
      2. For Field Name, select Item Number.
      3. For Display Name, enter Item Number.
      4. Mark the Search checkbox.
      5. Mark the Display checkbox.
7. Click Save.
8. In the SmartFill Objects window, select the Object Name you created, and then click the Edit Object button.
9. In the SmartFill Object Maintenance Details window, click the Repository button.
10. In the Repository Maintenance window, click the New (+) button.
11. In the Lookup Creation Wizard:
    1. Click Next.
    2. Select the SmartFill Object you created, and then click Next.
    3. Once the Add New Lookup for (your SmartFill Object name) Object window opens, go to Transactions | Project | Inventory Transfer.
    4. In the Inventory Transfer Entry window, click the Document Number lookup, select an Inventory Transfer Document, and then put your cursor in the Item Number field. Note: If an Inventory Transfer Document does not exist, enter a new one and then put your cursor in the Item Number field.
    5. In the Add New Lookup for (your SmartFill Object name) Object window, verify Item Number is entered for Field.
    6. Click Add Lookup.
    7. Click Done.
12. In the Repository Maintenance window, click Redisplay.
13. Select the line that contains the following information:
    1. For Product, Project Accounting.
    2. For Object, the SmartFill Object you created.
    3. For Form, PA_Inventory_Transfer_Entry.
    4. For Window, PA_Transaction_Scroll.
    5. For Field, Item Number.
14. Click the Modify button.
15. In the Modify Repository Record window, enter the following Repository Filters:
    1. For the first row:
       1. For Table Name, select PA_Budget_IVItems.
       2. For Table Field, select PA Project Number.
       3. For Operation, select Equals.
       4. For Type, select Window Field.
       5. For Value, click the Lookup button, select PA Project Number, and then click Select.
16. Click OK.
17. In the Repository Maintenance window, click OK.
18. In the SmartFill Object Maintenance Details window, click Save.