Welcome to Conexus SG Harry Lee

Can you believe it?! Harry Lee, Redbeard himself, a fellow Microsoft MVP, has joined the fine people at the consulting firm of Conexus SG in Dallas, TX. I didn’t recognize him without his hat, and he didn’t recognize me without my cape, but know for sure that Conexus SG now employees one of the finest Dynamics GP consultants on the planet.

If you are in the Dallas, TX area and need help with Dynamics GP, be sure to check with Conexus SG. Of course, you should check with me first.

Live the dream!
Leslie

Macros and Scrolling Windows

I did a session on GP Macros today at the Amplify conference in Anaheim. Questions came up regarding scrolling windows that I did not have time to cover in the short 1-hour session. I'm posting this example as an aid to understanding how scrolling windows work. The macro language will only deal with the number of rows that are visible in the scrolling window. When you open the SOP Entry window there are 8 lines visible in the scrolling window. When you add information to the scrolling window you need to include the command ScrollByLine down scrollwin 'Line_Scroll' at the bottom of the 8th line. Every line after line 8 is still considered line 8 because there are still only 8 lines visible. Below is a partial example macro of what it looks like to add more than 8 items to the SOP Entry scrolling window:

CheckActiveWin dictionary 'default'  form 'SOP_Entry' window 'SOP_Entry'
  ClickHit field 'SOP Type' item 4  # 'Invoice'
  MoveTo field 'Document ID'
  MoveTo field 'SOP Number'
  MoveTo field 'Customer Number'
  TypeTo field 'Customer Number' , 'AARONFIT0001'
  MoveTo field 'Customer Name'
  MoveTo field 'Primary Shipto Address Code'
  MoveTo field 'Document Date'
  MoveTo field 'Batch Number'
  TypeTo field 'Batch Number' , 'AUG31'
  MoveTo field 'Location Code'
  MoveTo field 'Customer PO Number'
  MoveTo field 'Currency ID'
  TransLinePrepare scrollwin 'Line_Scroll'
# 
  MoveTo line 1 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 1 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 1 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 1 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 1 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
#
  MoveTo line 2 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 2 scrollwin 'Line_Scroll' field 'Item Number' , '1-A3261A'
  MoveTo line 2 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 2 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 2 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
#
  MoveTo line 3 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 3 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 3 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 3 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 3 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
#
  MoveTo line 4 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 4 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 4 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 4 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 4 scrollwin 'Line_Scroll' field '(L) Extended Price'
#
  TransLinePrepare scrollwin 'Line_Scroll'
  MoveTo line 5 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 5 scrollwin 'Line_Scroll' field 'Item Number' , '1-A3261A'
  MoveTo line 5 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 5 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 5 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
#
  MoveTo line 6 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 6 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 6 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 6 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 6 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
#
  MoveTo line 7 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 7 scrollwin 'Line_Scroll' field 'Item Number' , '1-A3261A'
  MoveTo line 7 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 7 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 7 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 8 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
  ScrollByLine down scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 8 scrollwin 'Line_Scroll' field 'Item Number' , '1-A3261A'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
  ScrollByLine down scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 8 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
  ScrollByLine down scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 8 scrollwin 'Line_Scroll' field 'Item Number' , '1-A3261A'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
  ScrollByLine down scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 8 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
  ScrollByLine down scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 8 scrollwin 'Line_Scroll' field 'Item Number' , '1-A3261A'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'  
  ScrollByLine down scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
  TypeTo line 8 scrollwin 'Line_Scroll' field 'Item Number' , '128 SDRAM'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Dropship'  # 'FALSE'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Unit Price'
  MoveTo line 8 scrollwin 'Line_Scroll' field '(L) Extended Price'
  TransLinePrepare scrollwin 'Line_Scroll'
  ScrollByLine down scrollwin 'Line_Scroll'
#
  MoveTo line 8 scrollwin 'Line_Scroll' field 'Item Number'
etc., etc., etc.,

I hope this helps someone struggling with scrolling windows.
Kind regards,
Leslie

Insert or Delete Lines in Advanced Financial Analysis

Frank Heslin recently revealed a tip about the AFA module that few people have run across. Back in the old days when AFA was our only way to create financial statements, there was more information floating around about how to use it. Today, not so much. With the latest versions of GP that come with the ‘ribbon’ menus, you will be hard-pressed to figure out how to insert or delete lines into an AFA financial report. Frank provided the following tip on the GPUG collaborate forum “change your  'Window Command Display' under User Preferences to 'Menu Bar', then restart GP, and you will see the option to insert or delete under the 'Edit' menu.  Keep in mind that this change is global for you, so if you prefer the 'Action Pane' or 'Action Pane Strip', you'll have to toggle this setting as needed.”
Thanks Frank!
Until next post,
Leslie