How to Record Macro in MS Dynamics GP

Hi friends hopefully you all will be fine. These days I am receiving many queries regarding Macros in Dynamics GP, many of the users perform routine repetitive tasks in dynamics GP. Macro is a very useful functionality to perform routine repetitive tasks in Dynamics GP (all versions). Let us have a look on how you can record macro for any window in MS Dynamics GP.

For simplicity to learn as starting point, I am using vendor maintenance window.

Following are some simple steps to record macro to create, maintain or update vendors in Dynamics GP;

·         Go to 

                purchase series>>>>cards>>>>vendors

o   On vendor maintenance window you will find “Macro” in “Tools” menu

o   In order to play any macro first you have to record it so click on Record or otherwise you many also open window using short keys (Alt+F8)

§  Give path to save macro file and save it on any easy accessible location on your system.

1.       Using Tab key go to the respective fields on vendor maintenance window i.e.

a.       for creating vendor go to Vendor ID field and type Vendor ID

b.       using tab move to vendor name field and type vendor name

c.       Using tab move to address ID and type address ID

d.      Using Mouse go to vendor class and type class name, it is assumed that you are using vendor classes.

2.       After completing data entry click save to save updated records and return to Tools menu from where we started recording macro, to stop recording.

3.       Following is final shape of Macro recorded for creating vendors in sample company (Fabrikam); (Note that, you can use Notepad to open your recorded macro file)

# DEXVERSION=11.00.0349.000 2 2

CheckActiveWin dictionary 'Project Accounting'  form 'PM_Vendor_Maintenance' window 'PM_Vendor_Maintenance'

  TypeTo field 'Vendor ID' , '001'

  MoveTo field 'Vendor Name'

  TypeTo field 'Vendor Name' , 'A001'

  MoveTo field 'Vendor Short Name'

  MoveTo field 'Vendor Address Code - Primary'

  TypeTo field 'Vendor Address Code - Primary' , 'PRIMARY'

  MoveTo field 'Vendor Class ID'

ActivateWindow dictionary 'Project Accounting'  form 'PM_Vendor_Maintenance' window 'PM_Vendor_Maintenance'

  TypeTo field 'Vendor Class ID' , 'USA-US-M'

  MoveTo field 'Vendor Address Code - Primary'

  MoveTo field 'Save Button'

  ClickHit field 'Save Button'

  

Copy and paste, it in MS word file to update your macro to create as many vendor records as you want, using mail merge feature of MS word.

4.       Finally select all your vendors from word file copy them & paste same to original macro file and save it.

5.       Go to vendor maintenance window

purchase >>> cards >>> vendors

Go to Tools >>> Macro and click play you may also play macro on this window using short key (Ctrl+F8), select macro file and click open.

You may also use same logical steps for recording and playing macro on any window in dynamics GP.

Try it on Sample Company and enjoy …. J