#GPPT Tracking changes to Customer and Vendor Cards Version 6

David Meego - Click for blog homepageThis is yet another update to the previous versions of the change tracking projects for Customer and Vendor cards:

Based on the version 5 projects, this update for GP Power Tools Build 32 or later adds support for the Accounts window. Note it does require Build 32 or later to work.

Version 4 of the Customer and Vendor Change Tracking is available for Build 31 or earlier:

The project has been updated to add support for the Accounts windows and Account Indexes. It even has code to add the Account Numbers to the Account Index fields.

Below are screenshots of the two projects showing the components. Here is CUST TRACKING project:

And the VEND TRACKING project:

To add additional fields to the tracked fields lists, you can update the Fields_Master, Fields_Address, Fields_Options, Fields_Accounts, Fields_Modified, Fields_Internet, and Fields_EFT variables in the trigger scripts with the fields’ Technical Names.

To enable the emailing, make sure you can send an email using the Send Email window. You can change the settings used in the Email Settings window.

Note: If you have issues with SMTP, try using the SMTP via .Net Addin mode rather than the SMTP via CDO mode as it can better handle modern authentication requirements.

Then edit the trigger scripts (1 to 4 for both projects) and insert the desired email address to send the notifications to in the MBS_Email_To field. You can also add MBS_Email_CC and MBS_Emal_BCC addresses, or change subject and body text, if you wish.

Customer Triggers: CUST TRACKING 1 to 4

Vendor Triggers: VEND TRACKING 1 to 4

WARNING: If you already have the previous versions installed, please make a note of the Fields included if you have changed the field lists before importing, so you can remake the changes after installing the updated projects.

Downloading and Installing

Download the example code, import using the Project Setup window. If importing over a previous version, select the Remove Project objects not being imported to remove the now obsolete components of the previous projects:

The code will be active on next login or after switching companies, or you can use start the triggers manually from the Project Setup window.

More Information

For more information see:

Hope you like these updates to support tracking Account Numbers.

David

This article was originally posted on http://www.winthropdc.com/blog.

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