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How to create a macro to log into a company in Great Plains


TechKnowledge Content

ISSUE


This is one method to automatically log you into Great Plains and into a company.


RESOLUTION


1. Copy the following macro code into a text editor. This will be the basis for the automatic login.


Logging file 'none.txt'

CheckActiveWin dictionary 'default' form Login window Login

TypeTo field 'User ID' , 'lessonuser1'

MoveTo field Password

TypeTo field Password , 'pwd'

CheckActiveWin dictionary 'default' form Login window Login

MoveTo field 'OK Button'

ClickHit field 'OK Button'

NewActiveWin dictionary 'default' form 'Switch Company' window 'Switch Company'

ClickHit field '(L) Company Names' item 1 # 'The World Online, Inc.'

MoveTo field 'OK Button'

ClickHit field 'OK Button'

2. Make the following changes to the macro code text file:
  1. Change lessonuser1 to the user that wants to be automatically logged in.
  2. Change pwd to the user's password.
  3. Change The World Online, Inc. to the company that you want to be logged into. Note The World Online, Inc. is named Fabrikam, Inc. in Release 8.0.
  4. Save the changes to a file named Login.mac. Save the file in the Great Plains client folder. This would beC:\GreatPlains if the defaults were used during the installation.
3. Modify the Great Plains icon on your desktop.
  1. Right-click the icon and then select Properties from the drop-down menu.
  2. Find the target to Great Plains. (The example that follows assumes that the defaults were used during the client installation. The client will be assumed to be found in C:\GreatPlains).
  3. Modify the Target line to look like the following:

C:\GreatPlains\Dynamics.exe C:\GreatPlains\Dynamics.set C:\GreatPlains\login.mac


4. Save the changes to the icon and then close the window.

5. Test the change by double-clicking the icon. You should now be automatically logged into Great Plains and into the company that was set up.


This article was TechKnowledge Document ID:24389

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Keywords: kbnosurvey, kbmbspartner, kbmbsmigrate, kb

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Article Info
Article ID : 855677
Revision : 1
Created on : 3/3/2017
Published on : 12/29/2014
Exists online : False
Views : 70