How to Add a Field from Another Table to a SmartFill Object

Subject:
Describes the steps to display the Customer Balance field to show in the Make a Selection window when using SmartFill.

Resolution:

1. Go to Microsoft Dynamics GP | Tools | Setup | Smartfill | Objects.
2. Open the Customer Object.
3. Click the blue arrow to the right of the Table Name field to open the SmartFill Object Secondary Tables window.
4. Under Secondary Tables, click + to add a new table.
5. Make the following selections:
   Product: Microsoft Dynamics GP
   Series: Sale
6. In the Tables list, select the RM_CUSTOMER_MSTR_SUM.
7. Click Select.
8. From the Fields (left side), select Customer Number.
9. From the Fields (right side), select Customer Number.

10. Click Link.
11. Click OK.
12. In the Lookup Fields area, select RM_Customer_MSTR_SUM as the table.
13. Under Field Name, select Customer Balance.

14. If you would like to search on this value, check the Search box.
15. Check the Display box.
16. Click Save.
17. Close the remaining window.