How to add a record-level note to the "PM Paid Transaction History Detail" report in Microsoft Dynamics GP


INTRODUCTION

This article describes how to add a record-level note for the Voucher No. field to the PM Paid Transaction History Detail report. This record-level note can be added in the Payables Transaction Entry window in Microsoft Dynamics GP. Although this article specifically describes how to add a record-level note to the PM Paid Transaction History Detail report, you can follow these steps to add a record-level note for the Voucher No. field in any report that uses the PM_Paid_Transaction_HIST table.

MORE INFORMATION

Step 1: Back up and then open Report Writer

1. Back up the Reports.dic file if you have any modified Microsoft Dynamics GP reports. To locate the Reports.dic file, follow these steps:
a. On the Tools menu, point to Setup , point to System , and then click Edit Launch File .
b. If you are prompted for the password, type the system password.
c.

Use the appropriate step:

• In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Edit Launch File window.
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Edit Launch File window.



     
d. Note the path that appears in the Reports box.
e. Click OK to close the Edit Launch File window.
2. On the Tools menu, point to Customize , and then click Report Writer .
3.

Use the appropriate step:

• In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Product list, and then click OK .
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Product list, and then click OK .



     

Step 2: Create the table relationship

1. In Report Writer, click Tables , and then click Tables .
2. Click PM_Paid_Transaction_HIST , and then click Open .
3. Click Relationships .
4. Click New .
5. Click the ellipsis button (...), click Record Notes Master , and then click OK .
6. Click the Secondary Table Key list, and then click SY_Record_Notes_MSTR_Key_1 .
7. Click the Primary Table list, click Note Index , and then click OK .
8. Close the Table Relationship window. In the Table Relationship Definition window, click OK , and then close all windows.

Step 3: Open and then modify the report

1. Click Reports to open the Report Writer window.
2. In the Original Reports list, click PM Transaction History Detail , and then click Insert .
3. In the Modified Reports list, click PM Transaction History Detail , and then click Open .
4. In the Report Definition window, click Tables .
5. Click PM Paid Transaction History File , and then click New .
6. Click Record Notes Master , click OK , and then click Close .
7. In the Report Definition window, click Layout .
8. In the Toolbox list, click Record Notes Master .
9. Drag the Text Field field from the Toolbox window to the H1 section of the report.
10. Close the report layout. When you are prompted to save your changes, click Save .

Step 4: Exit Report Writer

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

Step 5: Grant security to the modified report

Method 1: Use Advanced Security

1. On the Tools menu, point to Setup , point to System , and then click Advanced Security . Type the system password if you are prompted.
2. Click View , and then click by Alternate, Modified and Custom .
3.

Use the appropriate step:

• In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP .
• In Microsoft Business Solutions - Great Plains 8.0, expand Great Plains .



     
4.

Expand the following nodes:

Reports
Purchasing
PM Transaction History Detail



     
5.

Use the appropriate step:

• In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified) .
• In Microsoft Business Solutions - Great Plains 8.0, click Great Plains (Modified) .



     
6. 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 are for the current user and for the current company. However, you can select additional users and companies in the Company area and in the User area of the Advanced Security window.

Method 2: Use standard Microsoft Dynamics GP security

1. On the Tools menu, point to Setup , point to System , and then click Security . If you are prompted, type the system password.
2. In the User ID list, click the user ID for the user to whom you want to grant access.
3. In the Type list, click Modified Reports .
4. In the Series list, click Purchasing .
5. In the Access List box, double-click PM Transaction History Detail , and then click OK .

Note An asterisk appears next to the report name.

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