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[Jennifer Combs]

Hello all,

I was just wondering if there was a way to set it up so that any order that comes in for a specific customer will auto default to have a particular comment ID associated with the order.  Several of our customers have comments that only pertain to them…it would be nice if it could be set up so that the user wouldn’t have to 1. remember to pull in a comment and 2. to remember which comment to use.

Thanks,

Jen

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Jennifer Combs
Lohmann Technologies
Hebron KY
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[Matthew Arp]

There is not a mechanism for this in GP that I have seen.

Depending on your technical level this would be a pretty easy customization, or should be inexpensive to get a consultant.

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Matthew Arp
Business Systems Developer
Hunton Group
Houston TX
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[Beat Bucher]

Hi Jennifer,
As Matt said, nothing out-of-the-box exists.. but this should be something fairly easy to achieve, even with GP Power Tools auto-triggers.. as long as your list of customers is not too long (even then, it could passed as a parameter possibly).
The trick would probably to have a custom list that would help matching the Customer to the CommentID.

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Beat Bucher
Business Analyst, Dynamics GP MVP
Ultra-Electronics Forensic Technology Inc.
Montreal QC/Canada
+1-514-489-4267
@GP_Beat http://dyngpbeat.wordpress.com/
Montreal QC GPUG Chapter Leader
GP2013R2 / MR2012 CU14
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[Blair Christensen]

Purely from a database perspective, you could achieve this using a database trigger.  As we are talking about Dynamics GP, there are already systemic triggers for every transaction in the database and you can get into a mess quickly with multiple triggers firing off the same action (insert into a table).  I’d contact your partner/reseller to ask them if they do custom modifications, as they might be able to tweak the entry window itself to populate the field just prior to saving, eliminating the need for trigger work.

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Blair Christensen
Database Administrator
Oppenheimer Companies, Inc.
Boise ID
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[Windi Epperson]

Jen,
Another option would be to use Word Templates for your invoices.  You can create a different template for each customer so you could add the verbiage you need directly on the template and not need to use the Comment ID at all.
Thanks
Windi

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Windi Epperson
President/GP Senior Consultant
Advanced Integrators, Inc.
Norman OK
405-946-1774 Ext 102
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