How do you determine who wrote a user note in GP

  • How do you determine who wrote a user note in GP

    Posted by DSC Communities on December 16, 2016 at 9:53 am
    • Lydia Ebinyo Derri

      Member

      December 16, 2016 at 9:53 AM

      Hello,

      I’ve found that when you write a note regardless of where in GP, that the notes gets stored in SY03900.  What I need to know is does GP store the user that entered that note.  Also, if this information is stored, what table stores this information or could you provide a SQL query that can pull in this information.

      Thanks

      Dynamics GP 2013 R2

      Mulit-Entity R2

      ——————————
      Lydia Ebinyo Derri
      OSU Physicians, Inc
      Columbus OH
      ——————————

    • Victoria Yudin

      Member

      December 19, 2016 at 5:51 AM

      Hi Lydia,

      With out of the box functionality, the user who wrote the note is not stored anywhere in GP. I usually recommend that users put the date and their initials in the note, for example:

      11-16-2016 – VY – Note note note note note

      12-14-2016 – AB – Another note another note

      That way it makes it very simple for everyone using the notes to see the information without having to create separate reports, customize tracking the user, etc. 

      ——————————
      Victoria Yudin
      Microsoft Dynamics GP MVP 2005-2016
      Flexible Solutions, Inc.
      http://www.GPReportsViewer.com
      http://victoriayudin.com
      ————————————————————————-

    • Pam Palmer

      Member

      December 19, 2016 at 9:07 AM

      We follow the same format as Victoria for keeping track of notes in our system.

      ——————————
      Pam Palmer
      Projects/Database Admin
      Temple, Inc.
      Decatur AL
      ————————————————————————-

    • David Musgrave

      Member

      December 20, 2016 at 3:14 AM

      Hi all

      One of the examples I have for GP Power Tools is code that prevents notes from being deleted and also prevents already saved content in the notes from being removed.

      The idea is that once saved, the contents are secure and cannot be altered (except by the administrator).

      It would be possible to make a small change to this code to add the User ID, User Name, Date and Time at the bottom of the text each time changes are saved.

      This would probably satisfy your need.

      For more information see https://blogs.msdn.microsoft.com/developingfordynamicsgp/2011/08/04/using-the-support-debugging-tool-with-real-life-examples/

      Sivakumar Venkataraman has the Notes Disabler example.

      If you want to go ahead with this, let me know and I can send you the latest version of the example code I have for this.

      Regards

      David

      ——————————
      David Musgrave MVP, GPUG All-Star

      Managing Director
      Winthrop Development Consultants

      Perth, Western Australia

      http://www.winthropdc.com
      ————————————————————————-

    • Lou Spevack

      Member

      December 20, 2016 at 9:59 AM

      If you own eOne Extender you can create Extender Note Fields.  Each note is recorded with the user, date and time.

      930APhJScyT0e64cbaNg_Extender Notes.bmp.png

      ——————————
      Lou Spevack
      Systems Accountant | Dynamics Credentialed Professional
      American Council on Education
      Washington DC
      ————————————————————————-

    • Beat Bucher

      Member

      December 21, 2016 at 8:03 AM

      Hi David,

      Unfortunately the link in your 2011 blog post for Siva’s entry about Notes Disabler is no longer valid and ends up in a dead-end.. I tried to search on the main blog site, but allas there was nothing to find. 🙁

      Lou,

      I like your idea for the Extender use of the notes, which I think is demoed in one of the training videos eOne put together for Extender.

      ——————————
      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
      ————————————————————————-

    • David Musgrave

      Member

      December 22, 2016 at 3:07 AM

      Hi Beat

      I have the Note disabler triggers on my system and will send them to anyone who needs them.

      I can even add the user date and time stamp if desired.

      David

      ——————————
      David Musgrave MVP, GPUG All-Star

      Managing Director
      Winthrop Development Consultants

      Perth, Western Australia

      http://www.winthropdc.com
      ————————————————————————-

    • Scott Mickalide

      Member

      June 29, 2017 at 4:27 PM

      ?Hi David,

      Would it be possible for you to send me this code?

      ——————————
      Scott Mickalide
      Pasek Corp
      ——————————
      ——————————————-

    • David Musgrave

      Member

      June 30, 2017 at 2:07 AM

      Hi 

      The code as it stands just prevents deletion and editing of already saved notes.

      I will add a date, time and user stamp on saving to the code and post it on my blog.

      Please watch the blog or subscribe.

      http://WinthropDC.com/Blog

      David

      ——————————
      David Musgrave MVP, GPUG All-Star

      Managing Director
      Winthrop Development Consultants

      Perth, Western Australia

      http://www.winthropdc.com
      ——————————
      ——————————————-

    DSC Communities replied 7 years, 4 months ago 1 Member · 0 Replies
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