Adding the cost category name to the PA Inventory Transfer-Detail Inquiry Edit List

Issue

I printed the edit list from the Inventory Transfer - Detail Inquiry window (Inquiry-Project-Trx Documents-Inv Transfer-Detail), and now I would like to have the cost category name print on the PA Inventory Transfer-Detail Inquiry Edit List. How can I accomplish this?

Resolution

1. Go into Report Writer.

2. Choose the Tables icon from the top menu bar.

In the Tables window, highlight PA_IV_Transfer_LINE_TEMP and choose Open .

In the Table Definition window choose Relationships, then choose New .

Click on the Ellipses button to the left of the Secondary Table line. (The button with three periods)

Select the PA Cost Category Master and choose OK .

For the Secondary Table Key select: (Key 1)

Match the appropriate fields:

Primary Table: Secondary Table:

PA Cost Category ID PA Cost Category ID



Choose OK .

Close the Table Relationships window by clicking on the X in the upper right corner of that window.

Click OK .

Close the Tables window by clicking on the X in the upper right corner of that window.



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

From the Original Reports column, highlight the Inventory Transfer-Detail Inquiry Edit List and choose Insert.

Then in the Modified Reports column, highlight the same report and choose Open.

In the Report Definition window choose the Tables button.

4. In the Report Table Relationships window, highlight the PA Inventory Transfer Line Temp and choose the New button.

Highlight the PA Cost Category Master File and choose the OK button.

Choose Close . In the Report Definition window choose the Layout button.

5. In the Toolbox choose PA Cost Category Master from the drop down list.

In the scrolling window find PA Cost Category Name and drag it into the B section on the report.

Choose the X from the top right corner of the Report Layout window.

Save your changes.

Choose OK in the Report Definition window.

From the top menu bar, choose File - Great Plains Dynamics/eEnterprise .

Give users access to the modified report in Security Setup (Setup - System – Security).



This article was TechKnowledge Document ID: 23797