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Adding the original payables document date to the GL detail inquiry report in Microsoft Dynamics GP

TechKnowledge Content

Issue

How to add the original payables document date to the GL detail inquiry report?

Resolution

1. Go into Report Writer (Tools | Customized | Report Writer).

2. Choose the Tables icon from the top menu bar. In the Tables window, highlight the GL_YTD_TRX_Open and choose the Open button.

3. In the Table Definition window choose the Relationships button. Then choose the New button.

4. Click on the Ellipse button. (The button with three periods.) Select the PM Paid Transaction History file and click OK.

5. Depending on the version of Microsoft Dynamics GP that you are using, follow the appropriate steps. • If you are using Microsoft Dynamics GP 9.0, follow these steps::
a. In the Secondary Table Key list, click PM_Paid_Transaction_HIST_Key2 .
b. In the Primary Table column, click Originating Type to match the Document Type field in the Secondary Table column.
c. In the Primary Table column, click Originating Document Number to match the Voucher Number field in the Secondary Table column.

• If you are using Microsoft Business Solutions - Great Plains 8.0 or earlier, follow these steps:
a. In the Secondary Table Key list, click to select PM_Paid_Transaction_HIST_Key6 .
b. In the Primary Table column, click to select Originating Control Number to match the Voucher Number field in the Secondary Table column.


     
6. Click OK.

7. Click on the Reports icon from the top menu bar.

8. Choose the GL Detail Inquiry report and choose to insert. Highlight the report on the modified side and choose Open.

9. In the Report Definition window choose the Tables button.

Tables:

i. In the Report Table Relationships window, highlight the Year-To-Date Transaction Open and choose the New button.

ii. Highlight the PM Paid Transaction History and choose the OK button.

10. You will now want to hit the Layout button.

Layout:

1. Choose the Layout button.

2. Bringing fields onto the report:

In the Toolbox, choose PM Paid Transaction Hist from the drop down list.

In the scrolling window, find Document Date and drag it into the B (Body) section on the report.

Leaving Report Writer:

1. Choose the X from the top right corner of the Report Layout window and save your changes.

2. Click OK in the Report Definition window. From the top menu bar, choose File | Great Plains Dynamics.

3. Give users access to the modified report in the Security Setup window (Setup | System | Security) within Dynamics.

This article was TechKnowledge Document ID: 29975

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Keywords: kb, kbhowto, kbMBSMigrate, kbMBSPartner, BemisKB859206

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Article Info
Article ID : 859206
Revision : 2
Created on : 11/21/2017
Published on : 11/21/2017
Exists online : False
Views : 100