Adding the Inventory Account Number and Vendor Document Number to the Received Not Invoiced Report


TechKnowledge Content


Question:

I wish to add the Inventory account number and Vendor Document Number fields to the Received/Not Invoiced report (Reports-Purchasing-Analysis-Received/Not Invoiced). How can I accomplish this?

Answer:

Follow the steps below to add these fields to the report using Report Writer, (Tools-Customize-Report Writer):

1) From the main Report Writer screen, click on the Tables button and locate the popReceivedNotInvoicedTemp . Click Open , choose Relationships , and select New.

2) For the Secondary Table , select the Purchase Order Line . For the Secondary Table Key , choose the 2nd key from the drop-down. Line up the following fields:

Item Number = Item Number
PO Number = PO Number
Ord = Ord

3) Close all windows until you are back to the main Report Writer screen.

4) Click on the Tables button again, and choose the POP_PORcptApply and click Open , choose Relationships , and select New .

5) For the Secondary Table, choose the Account Master , and Key 1 as the Secondary Table Key. Line up the following fields:

Inventory Index = Account Index

6) Close out of all windows until you are back to the main Report Writer screen.

7) Click on the Reports button and insert the POP Received/Not Invoiced report into the Modified Reports section and choose Open .

8) On the Report Definition screen, click on the Tables button.

9) Within the Report Table Relationships window, click New . Highlight the Purchase Order Line table and choose Ok .

10) On the Report Table Relationships window, highlight the Purchase Order Line table and choose New . Highlight the Purchasing Receipt Line Quantities and select Ok .

11) On the Report Table Relationships window, highlight the Purchasing Receipt Line Quantities window and click New . Highlight the Account Master and select Ok .

12) On the Report Table Relationships window, highlight the Purchasing Receipt Line Quantities table again and choose New . Highlight the Purchasing Receipt History table and choose Ok .

13) Go into the Report Layout.

14) Add the Account Number field from the Account Master table into the H3 section.

15) Add the Vendor Document Number from the Purchasing Receipt History table to the H2 section of the report.

16) Go back into Great Plains and grant security to the modified report under Setup-System-Security.






This article was TechKnowledge Document ID: 24406

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