How to add the bin number to the Inventory Transaction Edit List report with multiple bins enabled in Report Writer in Microsoft Dynamics GP


INTRODUCTION

This article describes how to add the bin number to the Inventory Transaction Edit List when multiple bins are enabled in Microsoft Dynamics GP and in Microsoft Business Solutions – Great Plains 8.0.

MORE INFORMATION

Step 1: Back up the report

If you have any modified Microsoft Dynamics GP reports, back up the Reports.dic file. To locate the Reports.dic file, follow these steps:
1.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Setup , point to System , and then click Edit Launch File .
• In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Setup on the Tools menu, point to System , and then click Edit Launch File .



     
2. If you are prompted, type the system password.
3.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0 and 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.



     
4. Note the path that appears in the Reports box.
5. Click OK to close the Edit Launch File window.

Step 2: Open the report

1.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize , and then click Report Writer .
• In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Customize on the Tools menu, and then click Report Writer .



     
2.

Follow the appropriate step:

• In Microsoft Dynamics GP 10.0 and 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 .



     
3. Click Reports .
4. In the Original Reports area, click Inventory Adjustments Edit List , and then click Insert .
5. In the Modified Reports area, click Inventory Adjustments Edit List , and then click Open .

Step 3: Create the table relationship

1. On the main menu, click Tables , and then click Tables .
2. Click IV_TRX_WORK_LINE , and then click Open .
3. Click Relationships , and then click New .
4. Click the ellipsis button (...) next to the Secondary Table field, click Inventory Transaction Bin Quantities Work , and then click OK .
5. In the Secondary Table Key list, click ivTrxBinWorkIdx_ID . Then, click IV Document Type, IV Document Number and Line SEQ Number in the Primary Table list.

Note This step links the IV Document Number field to the IV Document Number field. This step also links the Line SEQ Number field to the Line SEQ Number field in the Relationships table.
6. In the Report Table Relationships window, click Close .

Step 4: Modify the report

1. Click Open , and then click Tables .
2. Click Inventory Serial and Lot Number Work , and then click Remove . Click OK when you are prompted to continue.
3. Click Inventory Transaction Amounts Work , and then click New .
4. Click Inventory Transaction Bin Quantities Work , and then click OK .
5. Click Close .
6. Click Restrictions , and then click Serial .
7. Click Delete . Click Yes when you are prompted to delete.
8. Click New , and then type Bin in the Restriction Name field.
9. In the Report Table list, click Inventory Transaction Bin Quantities Work .
10. In the Table Fields list, click IV Document Number , and then click Add Field .
11. In the Operators area, click the equal sign ( = ).
12. Click Add Field . The restriction resembles the following:
ivTrxBinWork.IV Document Number = ivTrxBinWork.IV Document Number
13. Click OK , and then close the Report Restrictions window.

Step 5: Modify a calculated field and the report layout

1. Click Layout .
2. In the layout, delete the following fields in the B section: • Serial
Serial/Lot Qty


     
3. In the layout, change the Serial/Lot Number text to Bin Number in the RH section.
4. In the toolbox, click Calculated Fields , click Serial , and then click Open .
5. Click in the Calculated Expression box, and then click Remove .
6. In the Resources list, click Inventory Transaction Bin Quantities Work .
7. In the Fields list, click Bin , click Add , and then click OK .
8. In the toolbox, click Inventory Transaction Bin Quantities Work .
9. Drag the Bin field and the Qty field to the B section of the layout.

Step 6: Save the modified report

1. Close the report. Click Save when you are prompted to save your changes.
2. In the Report Definition window, click OK .
3. Follow the appropriate step: • In Microsoft Dynamics GP 10.0 and 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.


     

Step 7: Assign security permissions to the modified report

Method 1: By using Microsoft Dynamics GP security in Microsoft Dynamics GP 10.0

1. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Alternate/Modified Forms and Reports .
2. In the ID box, type the user ID of the user who will print this modified report.
3. In the Product list, click Microsoft Dynamics GP .
4. In the Type list, click Reports .
5. Expand the Inventory folder.
6. Expand the Inventory Adjustments Edit List folder.
7. Click Microsoft Dynamics GP (Modified) .
8. Click Save .

Method 2: By using the Advanced Security tool in Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions – Great Plains 8.0

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

Note If you are prompted, type the system password.
2. Click View , and then click by Alternate, Modified and Custom .
3.

Follow 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
Inventory
Inventory Adjustments Edit List



     
5. Follow 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 only 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 3: By using Microsoft Dynamics GP security in Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions – Great Plains 8.0

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

Note If you are prompted, 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 Inventory .
5. In the Access List box, double-click Inventory Adjustments Edit List , and then click OK .

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

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