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Forum Post: RE: Requisition Web Client vendor lookup

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I do! This plagued me for weeks during our upgrade and would have been a huge issue. Our MS Partners weren't even sure if it was possible, but here is the solution (note: This solution is for advanced vendors AND item searches): 1. Create a new security task with these self service tasks included: Product: Microsoft Dynamics GP Type: Window Series: Purchasing and Inventory User Type: Self Service Tasks: Vendor (from purchasing) and Items (from Inventory) 2. Assign the new task to a security role (I made a new role for this) and assign that role to the Self Service end user 2. The end user logs into the web client, starts a requisitions, and opens the advanced search feature from the requisition entry screen via the binoculars icon (but still cannot use the magnifying glass to "lookup" a field - this is expected). 3. The end user CAN, however, type the field name he/she want to search on into the search definition 1 column name field manually (such as "Vendor ID" or "Vendor Name", then click the tab key at which point the filter becomes available along with the value field to type in. When I click OK the search works as expected! Note: you might be able to default the definition fields to a predetermined selection (Vendor ID, Vendor Name AND Item Number, Item description for example) to make this more user friendly for end users - but I have NOT tested that far. Thanks, Andrew PS: Shouldn't it be easier than this or at least have documentation available somewhere? I find the lack of documentation on the entire web client/requisitions piece to be ridiculous given that this is coming from a company like Microsoft. Oh well - hope this works for you and saves some headaches!

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