Steps to modify the Inventory Sales Report for Invoicing to print by Customer Number in Report Writer


TechKnowledge Content


Question:

How to modify the Inventory Sales Report for Invoicing to print by Customer Number in Report Writer.

Answer:

Go into Report Writer (Tools - Customize - Report Writer).

Opening the Report:

Click on the Reports icon from the top menu bar.

From the Original Reports side, highlight the Invoicing Inventory Sales History Report and choose insert.

On the Modified Reports side, highlight the same report and choose the Open button.

In the Report Definition window choose the Sort button.

Sort:

In the Sorting Definition window , click on the drop down list for the Report Table and select the Invoicing Transaction History file.

In the Table Fields section, highlight the Customer Number field and choose the Insert button.

In the Sort By section, highlight the Customer Number of table Invoicing Transaction History.

Click on the drop down list for the Report Table and select the Invoicing Transaction Amounts History file.

In the Table Fields section, highlight the Item Number field and choose the Insert button.

The Sort by list should show the fields in the following order:

Customer Number of table Invoicing Transaction History

Item Number of table Invoicing Transaction Amounts History

Choose the OK button.

Choose the Layout button.

Report Section Options:

Choose the Tools option from the top menu bar, then select Report Section Options .

Create an additional header:

In the A dditional Headers section choose the New button.

Name the report header Customer Number .

Click on the drop down list for R eport Table and choose the Invoicing Transaction History.

In the F ields section, highlight Customer Number .

Select the OK button.

Bringing fields onto the report:

In the Toolbox choose Invoicing Transaction History from the drop down list.

In the scrolling window find Customer Number and drag it into the H1 section on the report.

You may need to resize this section so that it is smaller.

*NOTE: You can substitute the Customer Name field for the Customer Number field if you would like to sort by name.

Leaving Report Writer:

Choose the X from the top right corner of the Report Layout window.

Save your changes.

Click OK in the Report Definition window.

From the top menu bar, choose File - Great Plains Dynamics .

Give users access to the modified report in the Security Setup window (Setup - System - Security ) within Dynamics.



This article was TechKnowledge Document ID: 23222

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