CHANGE TEXT FIELD TO CURRENCY FIELD 2

[OkieA]

Hi everyone, I am new to the site so please forgive me if I make some type of mistake.

Using Great Plains 9.0 & IT Dept here hasn't had that much experience with GP so they don't seem to know how to:

Change a TEXT field into a CURRENCY field

I am fairly sure it's possible but he (in IT) says that he doesn't know how to do it & GP Consultants are not contacted for things like that here where I work.

Please can anyone tell me how that is done?

I have Budget $$$s loaded into the Comment 2 field of Customer Master as IT also does not seem to know how to make Budget & Forecasting scenarios work in Great Plains so it would be very helpful if this field was Currency instead of Text on the Customer Master window.

If you have information, please let me know.

Thanks & everyone have a great day.

 

[VictoriaYudin]

It is not recommended to change fields in the GP tables for a number of reasons:
1. It could break other things in the system.
2. It will most likely stop you from being able to upgrade to future versions or even a service pack.
3. If it doesn't stop the upgrade/service pack, your change will most likely be wiped out by an upgrade or service pack.
4. It will not be supported by Microsoft.

If you simply need to keep additional data that you can then use on a report, there are a number of ways to do it:
1. You could convert the value from text to currency on your report.
2. Extender is a module that lets you create an additional screen with fields of whatever type you want.
3. You can create your own screens and tables if for some reason Extender cannot do what you need.

Separately from all of that, depending on precisely what you need to do with forecasting and budgeting, GP may not be able to do it out-of-the-box. If this is a business need, then it may be worthwhile to bring in your GP Partner to help you address it.

Victoria Yudin
Dynamics GP MVP 2005 - 2009
Flexible Solutions - home of GP Reports

http://www.flex-solutions.com/gpreports.html

blog:

http://victoriayudin.com

 

[winthropdc]

Do you have Modifier with VBA registered?

If you do, you can add VBA code to interpret the text entered to convert it to a currency value in VBA and then update the text field with a formatted representation of that value.

It is still text, but will be formatted to the number of decimal places you set, etc.

David Musgrave [MSFT]
Escalation Engineer - Microsoft Dynamics GP
Microsoft Dynamics Support - Asia Pacific

Microsoft Dynamics (formerly Microsoft Business Solutions)

http://www.microsoft.com/Dynamics

http://blogs.msdn.com/DevelopingForDynamicsGP

Any views contained within are my personal views and not necessarily Microsoft policy.
This posting is provided "AS IS" with no warranties, and confers no rights.

 

[VictoriaYudin]

OkieA,

Excel Based Budgeting is part of the core GP install, but it may not be 'initialized' or set up on your GP installation. However, that will not do what you need anyway. The out-of-the-box budgeting in GP will only let you budget by GL account number. So unless you have individual GL account numbers set up for each combination of Customer/Salesperson that you want to budget for, this will not be possible in GP.

Typically, what you need to budget by Customer and Salesperson is an additional budgeting tool/application, such as FRx Forecaster, Budget Maestro, or something similar.

Victoria Yudin
Dynamics GP MVP 2005 - 2009
Flexible Solutions - home of GP Reports

http://www.flex-solutions.com/gpreports.html

blog:

http://victoriayudin.com

 

[OkieA]

vick,

I know exactly what you mean when you say it would be tied into the GL accounts...I have spent countless hours cruising GP for all of the budget, forecasting info and any Report possibilities on there and came to that determination previously but IT here is still learning about that.

I guess after IT gets more broke into what GP will & will not do & is capable of, it will be better.

I will now look into the FRx, Budget Maestro, etc.

Thanks for the additional information...it is definitely appreciated.

Take care & have a good one.