Dynamics GP provides very robust functionality in lookup windows for finding data like accounts, vendors, customers, items and more. Various fields can be used for sorting or searching and some additional fields are always provided by default. However, if all of that is not enough, Dynamics GP provides an option for administrators to add additional fields to lookups. This recipe demonstrates how to accomplish that.
Before using Advanced Lookups, they need to be set up. Up to four custom lookups can be created for each type in the system. We will do this now:
Select Administration on the Navigation pane under Setup and Company heading and select Advanced Lookups.
On the Advanced Lookups window, use the lookup button (magnifying glass) to select Lookup Name.
For our example, select Customers. In the first Sort By field, scroll down and select Zip.
Change the Description to
Zip Code.Click Save to save the lookup and close the window.
These setup...