How to add the receiving user-defined fields to the POP Receivings Posting Journal report in Microsoft Dynamics GP

INTRODUCTION

MORE INFORMATION

Add the user-defined fields

1.	Open Report Writer in Microsoft Dynamics GP as follows: • In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize , and then click Report Writer . • In Microsoft Dynamics GP 9.0 and in earlier versions, point to Customize on the Tools menu, and then click Report Writer .
2.	Click Tables .
3.	In the Tables window, click POP_Receipt , and then click Open .
4.	In the Table Definition window, click Relationships , and then click New .
5.	Click the ellipsis button to the left of the Secondary Table line.
6.	Click Purchasing Receipt User Defined , and then click OK .
7.	For the Secondary Table Key , select (POP_ReceiptUserDefinedldx_ID) .
8.	In the Primary Table list, click POP Receipt Number .
9.	Click OK .
10.	Close the Table Relationships window, and then click OK .
11.	Close the Tables window.
12.	Click Reports .
13.	In the Original Reports list, click POP Receivings Posting Journal , and then click Insert .
14.	In the Modified Reports list, click the same report, and then click Open .
15.	In the Report Definition window click Tables .
16.	In the Report Table Relationships window, click Purchase Receipts Work , and then click New .
17.	Click Purchasing Receipt User Defined , click OK , and then click Close .
18.	In the Report Definition window, click Layout .
19.	In the Toolbox, click Purchasing Receipt User Defined .
20.	Click User Defined Text 01 or the field that you are using, and then drag it into the H1 section or the RH section of the report.

Save the report

1.	Close the Report layout dialog box.
2.	If you are prompted to save changes, click Save , and then click OK .
3.	On the File menu, click Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains .

Grant access to the report

In Microsoft Dynamics GP 10.0

Create the ID to print the modified report. To do this, follow these steps:

a.	On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , point to Security , and then click Alternate/Modified Forms and Reports . If you are prompted for the system password, type the system password.
b.	Type the ID in the ID box, and then type the description in the Description box.
c.	Click Microsoft Dynamics GP in the Product field, and then click Reports in the Type field.
d.	Expand Purchasing , and then click POP Receivings Posting Journal .
e.	Click Save .

Assign the security to print the modified report. To do this, follow these steps:

a.	On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , point to Security , and then click User Security .
b.	Click the user ID and the company database.
c.	Click the menu next to the Alternate/Modified Forms and Reports ID field, and then click the ID that you created in step 1b.
d.	Save the changes.

In Microsoft Dynamics GP 9.0 or in Microsoft Business Solutions - Great Plains 8.0

Method 1: Use the Advanced Security tool

1.	On the Tools menu, point to Setup , point to System , and then click Advanced Security .
2.	Type the system password if you are prompted.
3.	Click View , and then click by Alternate, Modified and Custom .
4.	Expand the following nodes: • Microsoft Dynamics GP or Microsoft Great Plains • Reports • Purchasing
5.	Expand the purchase order form that you modified.
6.	Click Microsoft Dynamics GP (Modified) or Microsoft Great Plains (Modified) .
7.	Click Apply , and then click OK . Note By default, when you start the Advanced Security tool, the current user and the current company are selected. Any changes that you make are for the current user and for the current company. However, you can select additional users in the User area of the Advanced Security window. You can select additional companies in the Company area of the Advanced Security window.

Method 2: Use standard Microsoft Dynamics GP security

1.	On the Tools menu, point to Setup , point to System , and then click Security . If you are prompted, type the system password.
2.	In the User ID list, click the user ID for the user who you want to have access to the report.
3.	In the Type list, click Modified Reports .
4.	In the Series list, click Purchasing .
5.	In the Access List box, double-click the report that you modified, and then click OK . An asterisk (*) appears next to the report name.

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