Open Forum

Expand all | Collapse all

GL Journal Entry

  • 1.  GL Journal Entry

    Posted Jan 07, 2019 05:11 PM
    After a recent year end update the two companies we have set up now come up with different GL Journal Entry screens

    One says Signature Transaction Entry
    One says Transaction Entry

    Doesn't appear to be a big deal but a couple differences I noticed

    The one that says Transaction Entry doesn't seem to allow for "Add Notes"

    The signature transaction entry has a drop down box under the Distribution Reference.

    Appreciate any insights



    ------------------------------
    David Kelsey
    Controller
    The Schaefer Group, Inc.
    Beavercreek OH
    ------------------------------
    GPUG Summit - Post


  • 2.  RE: GL Journal Entry

    TOP CONTRIBUTOR
    Posted Jan 08, 2019 08:42 AM
    Hi @David Kelsey

    It looks like you are using Key2Act (Wennsoft) and one company is using that products' screens and the other company is not...somehow.

    It is most likely a set up of securities.  In User Security: Administration>Setup>System>User Security check to see if the user (you or someone else) is set up with a different Alternate/Modified Forms and Reports ID.

    If they are, then you can change them to use the same A/MFARID or you can alter the actual setup of the A/M Forms and Reports.

    If you guys are in fact using Key2Act (WennSoft) then you'll need to make sure users are pointing to those modified screens so that you get the Key2Act functionality

    - if you are not using Key2Act in one company vs the other then your setup is probably fine.

    To modify which windows user see in their Alternate and Modified Forms and Reports ID open that window at Administration>Setup>System>Alternate/Modified Forms and Reports and pull up the ID in question




    ------------------------------
    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)
    ------------------------------

    GPUG Summit - Post


  • 3.  RE: GL Journal Entry

    TOP CONTRIBUTOR
    Posted Jan 08, 2019 08:44 AM
    Edited by Jo deRuiter Jan 08, 2019 11:03 AM
    @David Kelsey​​


    Forgot to add> the other issue may be that During the upgrade you may have needed to run maintenance on the companies to bring over your shared modified forms files or some other necessary Key2Act routine that was run in one company and not the other.

    If Key2Act is supposed to be there I would call their support line and ask if you should have run some routine in both companies, etc.

    ------------------------------
    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)

    ------------------------------

    GPUG Summit - Post


  • 4.  RE: GL Journal Entry

    TOP CONTRIBUTOR
    Posted Jan 08, 2019 11:04 AM
    test

    ------------------------------
    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)

    ------------------------------

    GPUG Summit - Post


If you've found this thread useful, dive deeper into User Group community content by role