GP Guru Level Up: Episode 2 - How to use the Replicator to create a macro with John Arnold

 In continuation of my previous blog in Episode 1 about using a macro to process NSF, I learned that there's an easiest way to create a macro using the Replicator and it's free for everyone!  This is developed by John Arnold, Senior Software Engineer from US Digital.




Preparation steps:

  1. Go to John's website: Rnoldz.com/
  2. Click on Replicator >> Download the Replicator Excel File
  3. Right click on the file >>  Mark the checkbox to Unblock Security
  4. Open the Replicator File
  5. Ready your NSF macro
  6. Ready your data in Excel

Here is the NSF macro template for future use:

# DEXVERSION=18.00.0021.000 2 2
CheckActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 
  TypeTo field 'Customer Number' , '09728003SA'
  MoveTo field 'Document Type' item 1  # 'Sales / Invoices' 
  ClickHit field 'Document Type' item 7  # 'Payments' 
  MoveTo field '(L) Document Number' 
  TypeTo field '(L) Document Number' , 'PYMNT000000343441'
  MoveTo field 'Void Date' 
  TypeTo field 'Void Date' , '01262022'
  MoveTo field 'GL Posting Date' 
  MoveTo field '(L) NSF Button' 
  ClickHit field '(L) NSF Button' 
NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_NSF_Debit_Charge' 
  MoveTo field 'Document Amount' 
  MoveTo field 'Transaction Description' 
  TypeTo field 'Transaction Description' , 'NSF Charge - R01'
  MoveTo field 'Document Date' 
  TypeTo field 'Document Date' , '01272022'
  CommandExec dictionary 'default'  form 'RM_Misc_Transaction' command 'OK Button_w_RM_NSF_Debit_Charge_f_RM_Misc_Transaction' 
NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 


Here is the Void Receivables Invoice template:

# DEXVERSION=18.00.0021.000 2 2

CheckActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 

  TypeTo field 'Customer Number' , 'C118'

  MoveTo field 'Document Type' item 1  # 'Sales / Invoices' 

  MoveTo field '(L) Document Number' 

  TypeTo field '(L) Document Number' , '10010259014'

  MoveTo field 'Void Date' 

  MoveTo field 'GL Posting Date' 

  TypeTo field 'GL Posting Date' , '12312023'

  MoveTo field 'Void Button O' 

  ClickHit field 'Void Button O' 

# This transaction didn't originate in Receivables Management.  Reversing entries will be made in Receivables Management and General Ledger only.  Do  you want to continue?

NewActiveWin dictionary 'default'  form DiaLog window DiaLog 

  ClickHit field OK 

NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 

NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 


Here's the Void Receivables Credit Memo template:

# DEXVERSION=18.00.0021.000 2 2

CheckActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 

  TypeTo field 'Customer Number' , 'C1'

  MoveTo field 'Document Type' item 1  # 'Sales / Invoices' 

  ClickHit field 'Document Type' item 5  # 'Credit Memos' 

  ClickHit field 'Document Type' item 5  # 'Credit Memos' 

  MoveTo field '(L) Document Number' 

  TypeTo field '(L) Document Number' , '10010259014'

  MoveTo field 'Void Date' 

  MoveTo field 'GL Posting Date' 

  TypeTo field 'GL Posting Date' , '12312022'

  MoveTo field 'Void Button O' 

  ClickHit field 'Void Button O' 

NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 

NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 



Here's the Void Receivables CASH RECEIPTS template:

# DEXVERSION=18.00.0021.000 2 2
CheckActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 
  TypeTo field 'Customer Number' , 'C118'
  MoveTo field 'Document Type' item 1  # 'Sales / Invoices' 
  ClickHit field 'Document Type' item 7  # 'Payments' 
  MoveTo field '(L) Document Number' 
  TypeTo field '(L) Document Number' , '10010259014'
  MoveTo field 'Void Date' 
  TypeTo field 'Void Date' , '11292023'
  MoveTo field 'GL Posting Date' 
  TypeTo field 'GL Posting Date' , '11292023'
  MoveTo field 'Void Button O' 
  ClickHit field 'Void Button O' 
# This transaction didn't originate in Receivables Management.  Reversing entries will be made in Receivables Management and General Ledger only.  Do  you want to continue?
NewActiveWin dictionary 'default'  form DiaLog window DiaLog 
  ClickHit field OK 
NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 
NewActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction' 



Here's the Void Open Payables Credit Memo template:

# DEXVERSION=18.00.0021.000 2 2

CheckActiveWin dictionary 'default'  form 'PM_Void_Vouchers' window 'PM_Void_Vouchers' 

  TypeTo field 'Vendor ID' , 'YTC'

  MoveTo field '(L) Select' item 1  # 'Document Number' 

  MoveTo field '(L) Rg' item 0  # 'All' 

  ClickHit field '(L) Rg' item 1  # 'From' 

  MoveTo field 'Start Document Number' 

  TypeTo field 'Start Document Number' , '2'

  MoveTo field 'End Document Number' 

  TypeTo field 'End Document Number' , '2'

  CommandExec dictionary 'default'  form 'PM_Void_Vouchers' command 'Redisplay Button_w_PM_Void_Vouchers_f_PM_Void_Vouchers' 

# Key 2: 

  MoveTo line 1 scrollwin 'Transactions_SCROLL' field '(L) Void Date' 

# Key 2: '1', 'VCH000113122'

  TypeTo line 1 scrollwin 'Transactions_SCROLL' field '(L) Void Date' , '09082023'

# Key 2: '1', 'VCH000113122'

  MoveTo line 1 scrollwin 'Transactions_SCROLL' field '(L) Posting Date' 

# Key 2: '1', 'VCH000113122'

  TypeTo line 1 scrollwin 'Transactions_SCROLL' field '(L) Posting Date' , '09082023'

# Key 2: '1', 'VCH000113122'

  MoveTo line 1 scrollwin 'Transactions_SCROLL' field '(L) Void'  # 'FALSE'

# Key 2: '1', 'VCH000113122'

  ClickHit line 1 scrollwin 'Transactions_SCROLL' field '(L) Void'  # 'TRUE'

  CommandExec dictionary 'default'  form 'PM_Void_Vouchers' command 'Void Button NONE_w_PM_Void_Vouchers_f_PM_Void_Vouchers' 

  PrintDialog copies -1 hori_adj 0 vert_adj 0 

  MoveTo field 'Vendor ID' 


Note: Only highlighted in yellow are need to be replaced.  Turn Off your Void Report under Tools >> Posting >> Posting >> Series <Purchasing> and Origin <Void Open Trx>.  Uncheck Void Open Posting Journal - this is to avoid showing up the report each time you click void while running the macro.


Comments

  1. Beat BUCHERFebruary 2, 2023 at 11:02 AM

    Thank you Cecile for sharing this video.. This step-by-step example is really useful, especially the special treatment for date fields in GP. I'm going to recommend this my customers that don't have the budget for an Integration Manager license or SmartConnect.

    ReplyDelete

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