Hold Report in Payables Management

Question:

Is there a Payables Management report that will list only the documents that are on hold?

Answer:

No. Dynamics doesn't have a report with hold information. A custom report can be created in Report Writer that will show only documents that have been placed on hold.
Report Definition:
In Report Writer, select Reports from the top toolbar and click on New.
Name the report 'Documents on Hold.'
Select Purchasing as the series and choose the PM Transaction OPEN File as the main table.
Mark the Text Report option in the Format section.

Restrictions:
Click on Restrictions in the Report Definition window and click New.
Name the restriction 'Hold.'
Select the PM Transaction OPEN File as the Report Table.
Choose Hold as the Table Field.
Click on Add Field.
Click on the = operator button.
Select Integer as the Constant Type.
Change the Integer to 1.
Click on Add Constant.
The restriction should look like this:
PM_Transaction_OPEN.Hold = 1

Layout:
In the Report Definition window click on the Layout button.
In the Toolbox select the PM Transaction OPEN file from the drop down list.
Drag out the fields needed, such as: the Vendor ID, Document Number, Document Date, and Document Amount onto the B (Body) section of the report.
Click on the X in the upper right corner of the Report Layout screen and save your changes.

The report can be printed in Report Writer or in Dynamics (Reports - Customized).



This article was TechKnowledge Document ID: 906