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How to Setup Field Level Security to Access the Vendor EFT Window
Have you ever needed to tighten security within GP so your end users cannot access your vendor’s EFT bank information?  No need for a fancy customization!  It’s all available to you within GP with Field Level Security.  In just a few steps, you can setup security to the EFT Bank button on the Vendor Address Maintenance window so when a user clicks on the button they will be prompted with a pop-up window to enter a password.    The user will not be able to proceed to the vendor’s EFT Bank information until they enter the correct password:   Here are the steps for setting this functionality up:   Navigate to Administration > Setup > System > Field Level Security Click on Add Enter a Field Security ID and Description. The Product information will be blank when you initially set up this window. Click on the lookup next to Product […]
EFT Payables Batch is Empty? The Possible Culprit – Vendor Setup in Dynamics GP
Generating EFT Payments from within Dynamics GP is a quick and easy process. However, if not configured correctly, your EFT batch may be empty and you may be left shaking your head trying to figure out why. The Vendor card may be the reason your EFT batch is empty if your Checkbook in Dynamics GP is configured for EFT Payments. In this article we will troubleshoot some possible issues causing the EFT Payables Batch to come up empty in Dynamics GP. Here are the steps to setup a Vendor for EFT payments: Navigate to the Vendor card (Purchasing >> Cards >> Vendor Select the Vendor ID Click on Address and press Clear to enter in a new Address ID Enter a new Address ID (for all vendors that will be paid electronically such as “EFT” use an Address ID) Enter the Country Code, then select EFT Bank On the Vendor EFT Bank […]
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