Microsoft KB Archive Search

Notice: This website is an unofficial Microsoft Knowledge Base (hereinafter KB) archive and is intended to provide a reliable access to deleted content from Microsoft KB. All KB articles are owned by Microsoft Corporation. Read full disclaimer for more details.

  1. Home
  2. How to add the "User Category Values" field to the "POP Purchase Order Blank Form" report by using Report Writer in Purchase Order Processing in Microsoft Dynamics GP

How to add the "User Category Values" field to the "POP Purchase Order Blank Form" report by using Report Writer in Purchase Order Processing in Microsoft Dynamics GP

INTRODUCTION

This article describes how to add the User Category Values field for an item to the POP Purchase Order Blank Form report in Purchase Order Processing in Microsoft Dynamics GP. You can add the User Category Values field by using Report Writer.

MORE INFORMATION

To use Report Writer to add the User Category Values field to the POP Purchase Order Blank Form report, follow these steps.

Back up the Reports.dic file

1.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Edit Launch File .
• In Microsoft Dynamics GP 9.0, on the Tools menu, point to Setup , point to System , and then click Edit Launch File .



     
2. Type the system password if you are prompted to type a password.
3. Click Microsoft Dynamics GP . The path of the Reports.dic file is displayed in the Reports box.
4. Back up the Reports.dic file.

Open Report Writer

1.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools , point to Customize , and then click Report Writer .
• In Microsoft Dynamics GP 9.0, on the Tools menu, point to Customize , and then click Report Writer .



     
2. In the Product list, click Microsoft Dynamics GP , and then click OK .

Create a table relationship between the popPOLineRollupTemp table and the Item Master table

1. On the Toolbar , click Tables , and then click Tables .
2. In the Tables window, click popPOLineRollupTemp , and then click Open .
3. In the Table Definition window, click Relationships , and then click New .
4. In the Table Relationship Definition window, click the lookup button on the right of the Secondary Table box.

Note The lookup button has an ellipsis on it.
5. In the Relationship Table Lookup window, click Item Master , and then click OK .
6. In the Secondary Table Key list, click IV_Item_MSTR_Key1 .
7. In the Primary Table column, click Item Number to match the Item Number field that is listed in the Secondary Table column.
8. Click OK , and then close the Table Relationship window.
9. Click OK to close the Table Definition window.
10. Close the Tables window.

Open the report

1. On the toolbar, click Reports .
2. In the Original Reports list, click POP Purchase Order Blank Form , and then click Insert .
3. In the Modified Reports list, click POP Purchase Order Blank Form , and then click Open .

Link the Item Master table to the Purchase Order Line Rollup Temp table

1. In the Report Definition window, click Tables , and then click Purchase Order Line Rollup Temp .
2. Click New . The Item Master table is selected in the Related Tables window.
3. Click OK .
4. In the Report Table Relationships window, click Close .

Add the User Category Values field to the report

1. In the Report Definition window, click Layout .
2. In the Toolbox window, click Item Master in the resource list.
3. Drag the User Category Values field onto the H3 section of the report. The Report Field Options window opens automatically.
4. In the Report Field Options window, type 1 in the Array Index field.
5. Click OK .

Note You have to drag the User Category Value field onto the report one time for each value that you want to print. You must change the Array Index field to correspond to the value. For example, type 1 to print the first user category, type 2 to print the second user category.

Save the report

1. Close the Report Layout window.
2. Click Save when you receive the following message:

"Do you want to save the changes to this report layout?"
3. In the Report Definition window, click OK .
4. On the File menu, click Microsoft Dynamics GP .

Grant access to the report

Method 1: By using security in Microsoft Dynamics GP 10.0

1. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Alternate/Modified Forms and Reports .
2. In the ID box, type the user ID that will print this modified report.
3. In the Product list, click Microsoft Dynamics GP .
4. In the Type list, click Reports .
5. Expand the Purchasing folder.
6. Expand folder for the report you modified.
7. Click to select Microsoft Dynamics GP (Modified) .
8. Click Save .
9. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click User Security .
10. In the User list, click a user ID.
11. In the Company list, click a company.
12. In the Alternate/Modified Forms and Reports ID list, click the ID from step 2.

Method 2: By using Advanced Security in Microsoft Dynamics GP 9.0

1. On the Tools menu, point to Setup , point to System , and then click Advanced Security .

Note If you are prompted to type the system password, type the system password.
2. Click View , and then click by Alternate, Modified and Custom .
3.

Expand the following nodes:

• Microsoft Dynamics GP
• Reports
• Purchasing
• POP Purchase Order Blank Form



     
4. Click Microsoft Dynamics GP (Modified) .
5. Click Apply , and then click OK .

Note By default, the current user and the current company are selected when you start Advanced Security. Any changes that you make are for the current user and for the current company. However, you can select additional users in the Advanced Security window in the User area. You can select additional companies in the Advanced Security window in the Company area.

Method 3: By using Microsoft Dynamics GP 9.0 standard security

1. On the Tools menu, point to Setup , point to System , and then click Security . If you are prompted to type the system password, type the system password.
2. In the User ID list, click the user ID of the user who is accessing 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 POP Purchase Order Blank Form , and then click OK . An asterisk appears next to the report name.

↑ Back to the top

APPLIES TO

• Microsoft Dynamics GP 10.0
• Microsoft Dynamics GP 9.0
• Inventory Control
• Report Writer
• Purchase Order Processing

↑ Back to the top

Keywords: kb, kbhowto, kbMBSMigrate, kbMBSPartner, BemisKB922054

↑ Back to the top

Article Info
Article ID : 922054
Revision : 2
Created on : 3/20/2017
Published on : 3/20/2017
Exists online : False
Views : 97