How to add the purchase order number to the "Open Sales Order" report in Microsoft Dynamics GP


INTRODUCTION

This article describes how to add the purchase order number to the Open Sales Order report in Microsoft Dynamics GP.

MORE INFORMATION

To add the purchase order number to the Open Sales Order report in Microsoft Dynamics GP, follow these steps.

Step 1: Back up and then open the report

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. Start Report Writer. To do this, click Tools , point to Customize , and then click Report Writer .
2. Click Tables , and then click Tables .
3. Click SOP_LINE_WORK , and then click Open .
4. Click Relationships , and then click New .
5. Click the ellipsis button (...) next to the Secondary Table field.
6. Click SOP_POPLink , and then click OK .
7. Click SOP_POPLinkidxSO in the Secondary Table Key list.
8. Click SOP Type in the SOP Type list.
9. Click SOP Number in the SOP Number list.
10. Click Line Item Sequence in the Line Item Sequence list.
11. Click Component Sequence in the Component Sequence list, and then click OK .
12. Close the Table Relationship window, click OK in the Table Definition window, and then close the Tables window.
13. Click Reports .
14. Click SOP Activity Order Detail Report in the Original Reports area, and then click Insert .
15. Click SOP Activity Order Detail Report in the Modified Reports area, and then click Open .
16. In the Report Definition window, click Tables .
17. Click Sales Transaction Amounts Work , and then click New .
18. In the Related Tables window, click SOP_POPLink , and then click OK .
19. Close the Report Table Relationships window.
20. Click Layout to open the report layout.
21. Click SOP_POPLink in the toolbox list.
22. Drag the PO Number field into the H4 section of the report.
23. Close the report layout.
24. When you are prompted to save the changes, click Save .

Step 3: Exit Report Writer

Use the appropriate step:

• In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP on the File menu.
• In Microsoft Business Solutions - Great Plains 8.0, click Microsoft Business Solutions - Great Plains on the File menu.

Note To print this report, click Sales on the Reports menu, click Activity , and then click Sales Open Order in the Reports list. The report that prints is the Sales Open Order Report.



     

Step 4: Grant security to the modified report

Method 1: By using 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
• Sales
• SOP Activity Order Detail Report



     
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 in the User area of the Advanced Security window. You can select additional companies in the Company area of the Advanced Security window.

Method 2: By using Microsoft Dynamics GP security

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

Note 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 will access the report.
3. In the Type list, click Modified Reports .
4. In the Series list, click Sales .
5. In the Access List box, double-click SOP Activity Order Detail Report , and then click OK .

Note After you click OK, an asterisk appears next to the report name.