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Access Item Maintenance Notes from Item Inquiry

  • 1.  Access Item Maintenance Notes from Item Inquiry

    Posted 23 days ago
    What better day to make my first post then the last day of 2018. That being said, we are about 7 months live with GP and are still learning every day. Once we get more comfortable with the GPUG  World I'm sure you will be hearing from us much more :)

    Is there a simple way for uses that don't have security for Item Maintenance to access the notes attached to an item in the Item Maintenance Window?  Our purchasers put valuable information in the note section in item maintenance but we haven't found a way to pull that info from the item inquiry side which is where our warehouse staff goes.

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    Jeremy Freeman
    Petroleum Solutions Inc.
    San Antonio, TX
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  • 2.  RE: Access Item Maintenance Notes from Item Inquiry

    TOP CONTRIBUTOR
    Posted 23 days ago
    Edited by Kristen Hosman 21 days ago
      |   view attached
    Hi Jeremy.

    The only solution I can think of is creating a script to pull the information into either SmartList and/or Excel.

    The notes are stored in the SY03900 table and within the IV00101 table there is a field for the 'NOTEINDX' which you can use to join the information needed between the two tables.  Here is a simple example.

    select * from SY03900
    Select * from iv00101 where ITEMNMBR = 'kristen'

    select sy03900.txtfield, iv00101.ITEMNMBR, iv00101.ITEMDESC
    from iv00101
    left join sy03900 on iv00101.noteindx=sy03900.NOTEINDX

    You can then turn the script into a view and create a SmartList if that is the easiest way to give this to your users.  LMK if you have any questions.
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    Kristen Hosman
    Dynamics ERP Consultant
    Briware Solutions Inc.
    Pine, CO
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  • 3.  RE: Access Item Maintenance Notes from Item Inquiry

    Posted 21 days ago
    Kristen's suggestion is great but I would recommend a left outer join rather than an inner join that way if an Item doesn't have a note the query will still return data for the record.

    Kirk





  • 4.  RE: Access Item Maintenance Notes from Item Inquiry

    TOP CONTRIBUTOR
    Posted 21 days ago
    I agree 100% with you here Kirk and not sure why I used inner instead of left.  Brain fart.

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    Kristen Hosman
    Dynamics ERP Consultant
    Briware Solutions Inc.
    Pine, CO
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  • 5.  RE: Access Item Maintenance Notes from Item Inquiry

    TOP CONTRIBUTOR
    Posted 22 days ago
    Why not give these users access to Item Maintenance but use Field Level Security to permit them read-only access to most of the fields?  This is time-consuming, but it is also fairly easy.  (My preference is to use Dexterity to do this rather than Field Level Security.)

    Or you could duplicate the note functionality to the inquiry screen using Dexterity, which shouldn't be too hard to do.

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    Bruce Strom
    Programmer Analyst
    Associated Grocers of Florida / Supervalu
    Sunrise FL
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  • 6.  RE: Access Item Maintenance Notes from Item Inquiry

    TOP CONTRIBUTOR
    Posted 21 days ago
    Edited by Jo deRuiter 21 days ago
    Hi @Jeremy Freeman

    @Kristen Hosman's suggestion is a good one.  I wanted to offer an alternative.

    For those that have SmartList Builder you can create a SmartList pretty easily add the Noteindex to the SmartList and then tell it to see the text instead of the "index" number.

    Then any user who has access to that SmartList will be able to see the notes for the item.

    Alternatively using SmartList Builder for a refreshable Excel report and/or building a refreshable excel report with the "join" in Kristen's reply to see the text of the noteindex so that you don't even need a GP license to see this data.

    Best of luck!

    Let us know if you have any other questions!
    ​​​

    ------------------------------
    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)

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