Saving Transaction Enquiry Filters?

  • Saving Transaction Enquiry Filters?

    Posted by DSC Communities on February 1, 2017 at 9:41 pm
    • Lucinda Fraser


      February 1, 2017 at 9:41 PM


      Does anybody know if there is a way to have certain filters saved as default in transaction enquiries for payables and sales?

      For example – we would like only 2016 and 2017 transactions to show as default.


      Lucinda Fraser
      Kedron Wavell Services Club

    • Charles Allen


      February 2, 2017 at 8:31 AM

      Not on the inquiry windows. The only thing you could do is have navigation list favorites and SmartList favorites for those date ranges.

      Charles Allen
      Senior Managing Consultant
      BKD Technologies
      Houston, TX

    • Nena Konath


      February 2, 2017 at 1:45 PM

      Hi Lucinda,

      the enquiry wildow’s default is for open years, so you should see only 2016 and 2017 unless yo don’t close your periods.

      in the history query you will see all the closed years.

      hope this helps

      Nena Konath
      The Walker Group
      West Vancouver BC

    • Amber Bell


      February 2, 2017 at 3:11 PM

      I wrote out the whole step by step instructions and it got lost on my phone before I hit post!! Grrrr

      I suggest a Macro:

      1. Close all GP windows
      2. Microsoft Dynamics GP > Tools > Macro > Record
      3. save to a shared location
      4. navigate to the Inquiry Window via the Menu Bar (i.e. Inquiry > Sales > Transactions by Customer 
      5. set the filters
      6. inside Inquiry Window click File > Tools > Macro > Stop Record (if you have a newer version it might be just Tools > Macro > Stop Record

      the next steps will make it easy to access the macro:

      1. From the homepage, right-click on the Navigation Pane
      2. Add a shortcut to the Macro
      3. Right-Click on the new shortcut and choose “shortcut properties”
      4. assign a function key
      5. edit the description to have the function key listed (not required but makes it much easier to remember what button to hit!)

      try hitting the function key now…it should open the window the way you want to see it!

      Amber Bell
      Training Dynamo LLC
      Derby CT

    DSC Communities replied 6 years, 7 months ago 1 Member · 0 Replies
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