How To Add the Purchase Order Number to the Check with Stub on Top and Bottom

Issue

How to add the Purchase Order Number to the Check with Stub on Top and Bottom in Microsoft Dynamics GP?

Resolution

These steps are for Computer Checks only (not for Checks that are printed on the fly). First, define a file relationship between the PM Payment Stub Duplicate and the file containing the Purchase Order Number field (the PM Transaction Open):

1. Click on the Tables button on the Toolbar and Choose Tables from the list.

2. Open the PM_Payment_Stub_Duplicate file.

3. Click on the Relationships button, and then select New.

4. Click on the button with 3 dots and find the PM Transaction OPEN file.

5. Select Key 2 and choose the following fields:

Apply To Document Type: Document Type
Apply To Voucher Number: Voucher Number

6. Click OK and back out of all the windows, saving your changes.

7. Open the Check with Stub on Top and Bottom report and click on the Tables button on the Report Definition window.

8. Select the PM Payment Stub Duplicate file and click New. Highlight the PM Transaction Open file and click OK.

9. Open the Report Layout window. In the Toolbox, select the PM Transaction Open file and pull into the body of the Layout the Purchase Order Number. Save your changes.

After returning to Dynamics\eEnterprise, give security to the modified Check under Setup | System | Security.

Note - The PO number can also be added onto the PM Check with Stub on Top and the User Defined Check #2. The only difference is one table. In Steps 2 and 8, the table should be the PM_Payment_Apply_WORK. The other steps are all the same.

Note - If you are printing 'Applied Order' for the List Documents, the PO Number will not appear for Credit Memos.

This article was TechKnowledge Document ID: 6224