How to enable the "Copy" button in the Sales Transaction Entry window, Purchase Order Entry window, and Item Maintenance window in Microsoft Dynamics GP


INTRODUCTION


This article describes how to enable the Copy button in the Sales Transaction Entry window, in the Purchase Order Entry window, and in the Item Maintenance window in Microsoft Dynamics GP. To use the Copy button, you must grant access to certain fields. This article describes how to grant access to these fields.

In versions that are earlier than Microsoft Business Solutions-Great Plains 8.0, if the Copy button is not enabled, you must install a chunk file to enable the Copy button in specific windows. In Microsoft Business Solutions-Great Plains 8.0, in Microsoft Dynamics GP 9.0, and in Microsoft Dynamics GP 10.0, the Copier Series is integrated with the code. Therefore, you do not have to install the chunk file. However, you must grant access to the Copier Series for the Copy button for specific windows in Sales Order Processing, in Purchase Order Processing, and in Inventory.

MORE INFORMATION


To determine the fields that have to be enabled, follow these steps.

 

Microsoft Dynamics GP 10.0

1. Determine whether the Copier Series is enabled. To do this, point to Tools on the Microsoft Dynamics GP menu, point to Customize , and then click Customization Status .
2. Determine whether access is granted for the Copier Series. To do this, follow these steps:
a. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click User Security .
b. If you are prompted, type the system password in the Please Enter Password box, and then click OK .
c. In the User field, click the magnifying glass icon, and then select the User ID that must have the Copy button enabled.
d. In the Company list, click the company that must have the Copy button enabled.
e. Double-click the security role ID that must have the Copy button enabled.
f. In the Security Role Setup window, double-click the security task ID that is created for the user.
g. In the Security Task Setup window, double-click the security task ID that is created for the user.
h. In the Product list, click Copier Series .
i. In the Type list, click Windows .
j. In the Series list, click Sales to enable the Copy button in the Sales Transaction Entry window.
k. Under Access List , click the box next to Copy a Sales Order .
l. In the Series list, click Purchasing to enable the Copy button in the Purchase Order Entry window.
m. Under Access List , click the box next to Copy a Purchase Order .
n. In the Series list, click Inventory to enable the Copy button in the Item Maintenance window.
o. Under Access List , click the box next to Item Copy .

 

 

Microsoft Dynamics GP 9.0 and earlier versions

1. Determine whether the Copier Series is enabled. To do this, point to Customize on the Tools menu, and then click Customization Status .
2. Determine whether access is granted for the Copier Series. To do this, follow these steps:
a. On the Tools menu, point to Setup , point to System , and then click Security .
b. If you are prompted, type the system password in the Please Enter Password box, and then click OK .

Note If you receive the following message, click No :

Security and Advanced Security are both installed. You should use only the Security Setup window or Advanced Security window to change user security settings. Would you like to open Advanced Security?

c. In the Company list, click the company that must have the Copy button enabled.
d. In the User ID list, click the ID of the user who must have the Copy button enabled.
e. In the Product list, click Copier Series .
f. In the Type list, click Windows .
g. In the Series list, click Sales to enable the Copy button in the Sales Transaction Entry window.
h. Under Access List , double-click Copy a Sales Order .
i. In the Series list, click Purchasing to enable the Copy button in the Purchase Order Entry window.
j. Under Access List , double-click Copy a Purchase Order .
k. In the Series list, click Inventory to enable the Copy button in the Item Maintenance window.
l. Under Access List , double-click Item Copy .
m. Click OK .
Note An asterisk appears next to the option that you selected under Access List .

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