How to modify the Inventory Transaction Posting Journal Report to print extended cost as negative for negative adjustments in Report Writer


TechKnowledge Content


SUMMARY

This article describes how to modify the Inventory Transaction Posting Journal Report to print extended cost as negative for negative adjustments in Report Writer.

MORE INFORMATION

Access Report Writer.

Open the Report

1. Click the Reports icon from the top menu bar.

2. From the Original Reports side, select the Inventory Adjustments Journal and then select Insert.

3. On the Modified Reports side select the same report and then click Open.

4. In the Report Definition window click the Layout button.

Calculated Fields:
a. In the Toolbox, select Calculated Fields from the drop-down list.
b. Click New.
c. In the Calculated Field Definition window, type Extended Cost (c) as the name.
d. For the Result type, select Currency from the drop-down list.
e. The Expression Type should be Conditional.

In the fields section:
a. Place your cursor in the Conditional Expression.
b. Select the Fields tab.
c. Click the drop-down list for Report Table and select Inventory Transaction Amounts Work.
d. Click the drop-down list for Table Fields, select TRX QTY, and then click Add.

In the operators section:
a. Place your cursor in the Conditional Expression.
b. In the operators section, click the < button.

In the constants section:
a. Place your cursor in the Conditional Expression.
b. Select the Constants Tab.
c. Click the drop-down list for Type and then select Integer.
d. Type 0 in the Constants field, and then click Add.

In the fields section:
a. Place your cursor in the True Case.
b. Select the Fields tab.
c. Click the drop-down list for Report Table and select Inventory Transaction Amounts Work.
d. Click the drop-down list for Table Fields, select Extended Cost, and then click Add.

In the operators section:
a. Place your cursor in the True Case.
b. In the operators section, click the * button.

In the constants section:
a. Place your cursor in the True Case.
b. Select the Constants Tab.
c. Click the drop-down list for Type and then select Currency.
d. Type -1.00000 in the Constants field, and then click Add.

In the fields section:
a. Place your cursor in the False Case.
b. Select the Fields tab.
c. Click the drop-down list for Report Table and select Inventory Transaction Amounts Work.
d. Click the drop-down list for Table Fields, select Extended Cost, and then click Add.

The Conditional Expression should read:

IV_TRX_WORK_LINE.TRX QTY < 0
True Case: IV_TRX_WORK_LINE.EXTENDED COST * -1.00000
False Case: IV_TRX_WORK_LINE.EXTENDED COST

5. Click OK.

Remove fields from the report
In the (section) of the report, select (field) and then click Delete from the keyboard.

Bring fields on to the report
a. In the Toolbox, select Calculated Fields from the drop-down list.
b. In the scrolling window, find Extended Cost (c) and drag it into the H3section on the report.
c. Place the field to the right of the existing Extended Cost field.
d. In the report layout, double-click the field that was just put on the report.
e. In the Report Field Options window, be sure the Display Type is set to Visible.
Note If you want this figure to sum on the report, bring it into the F1 section of the report and change the Field Option to Sum.

Leave Report Writer
a. Click the X from the top right corner of the Report Layout window.
b. Save your changes.
c. Click OK in the Report Definition window.
d. From the top menu bar, select File | Great Plains Dynamics.
e. Give users access to the modified report in the Security Setup window (Setup | System | Security) in Great Plains.

To see an example of this report, click the following link and download the package:

https://mbs.microsoft.com/downloads/customer/TK28844.package

To import a package file into Great Plains, follow these steps:

1. Download the package file to your desktop.

2. In Great Plains, click Tools, click Customize, and then click Customization Maintenance.

3. In Customization Maintenance, click Import.

4. In the Import Package File window, click Browse and browse to your desktop; select the package file you downloaded, and then click Open.

5. After the package is in the Import Package File window, click OK.

Note You may be prompted to overwrite the existing file. Choosing Yes will overwrite your existing modified report. You may wish to exit and make a backup of your existing report before you overwrite it.

6. Access the report in Report Writer.

This article was TechKnowledge Document ID: 28844

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