How to add the Customer Name field to the POP Back Ordered Items Received report in Microsoft Dynamics GP

INTRODUCTION

This article lists the steps that will help users to add the Customer Name that is assigned to the sales transactions that are listed on the POP Back Ordered Items Received report in Microsoft Dynamics GP.

MORE INFORMATION

To change the POP Back Ordered Items Received report in Report Writer and print Sales Transaction information such as Customer Name, Master Number, follow these steps:

Back up the Reports.dic file

Back up the Reports.dic file if you have any modified Microsoft Dynamics GP reports. To locate the Reports.dic file, follow these steps:

Use the appropriate step:

• In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Setup , point to System , and then click Edit Launch File .
• In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Setup on the Tools menu, point to System , and then click Edit Launch File .

If you are prompted for the password, type the system password.

In the Edit Launch File window, click Microsoft Dynamics GP . The path of the Reports.dic file appears in the Reports box.

Step 2: Open Report Writer

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, click Tools , point to Customize , and then click Report Writer .
• In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, on the Tools menu, point to Customize , and then click Report Writer .

In the Product list, click the appropriate product:

• In Microsoft Dynamics GP 10.0 and in Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP .
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains .

Click OK .

Step 3: Create a relationship between the popBackOrderedItemsTemp table and the Sales Transaction Work table

1.	In Report Writer, click Tables , and then click Tables .
2.	In the Tables window, click popBackOrderedItemsTemp , and then click Open .
3.	In the Table Definition window, click Relationships , and then click New .
4.	Click the lookup button (the ellipsis button) on the right side of the Secondary Table field, click Sales Transaction Work in the Relationship Table Lookup window, and then click OK .
5.	In the Secondary Table Key list, click Key 1 .
6.	Click the values in the Primary Table column that match the values in the Secondary Table column.
7.	Click OK , and then close the Table Relationship window.
8.	Click OK in the Table Definition window, and then close the Tables window.

Step 4: Open Report Writer

1.	Click Reports to open Report Writer.
2.	In the Original Reports list, click POP Back Ordered Items Received , and then click Insert .
3.	In the Modified Reports list, click POP Back Ordered Items Received , and then click Open .
4.	In the Report Definition window, click Tables .
5.	Click Purchasing Back Ordered Items Temp , and then click New .
6.	Click Sales Transaction Work , click OK , and then click Close .
7.	In the Report Definition window, click Layout .
8.	In the resource list on the Toolbox window, click Sales Transaction Work .
9.	Drag the Customer Name field to the desired section of the Report Layout window.
10.	Close the report layout.
11.	When you are prompted to save your changes, click Save .

Step 5: Exit Report Writer

1.	In the Report Definition dialog box, click OK .
2.	On the File menu, click Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains .

Step 6: Grant security to the report

Method 1: Use 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 alternate or modified forms and reports ID that is associated with the user who will print this changed report. This ID is the ID that is assigned to the user in the User Security Setup window. To open the User Security Setup window, point to Tools on the Microsoft Dynamics GP menu, point to Setup , point to System , and then click User Security .
3.	In the Product list, click Microsoft Dynamics GP .
4.	In the Type list, click Reports .
5.	Expand Purchasing .
6.	Expand POP Back Ordered Items Received .
7.	Click 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 that you typed in step 2 of this section.

Method 2: Use the Advanced Security tool in a version that is earlier than Microsoft Dynamics GP 10.0

1.	On the Tools menu, point to Setup , point to System , and then click Advanced Security .
2.	If you are prompted for a password, type the system password in the Please Enter Password box, and then click OK .
3.	In the Advanced Security window, click View , and then click By Alternate, Modified and Custom .
4.	Do one of the following: • In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP . • In Microsoft Business Solutions - Great Plains 8.0, expand Great Plains .
5.	Expand Reports , expand Purchasing , and then expand POP Back Ordered Items Received .
6.	Do one of the following: • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified) . • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains (Modified) .
7.	Click Apply , and then click OK .

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

Method 3: Use the Standard Security tool in a version that is earlier than Microsoft Dynamics GP 10.0

1.	On the Tools menu, point to Setup , point to System , and then click Security .
2.	If you are prompted for a password, type the system password in the Please Enter Password box, and then click OK .
3.	In the User ID list, click the ID of the user who you want to have access to the changed report.
4.	In the Type list, click Modified Reports .
5.	In the Series list, click Purchasing .
6.	In the Access List box, double-click POP Back Ordered Items Received , and then click OK .

Note An asterisk (*) appears next to the report name.