Steps to modify Check with Stub on Top and Bottom report to include Payables Transaction level notes when printing checks on the fly from the Payables Transaction Entry window.


TechKnowledge Content


QUESTION:

How can I add payables transaction level notes (note by the Voucher Number) to my Check with Stub on Top and Bottom report when printing checks on the fly from the Payables Transaction Entry Window?

NOTE : All the invoices the check is being printed for must have a note attached. The note attached can be an actual note or just a space entered.

NOTE : Please refer to Techknowledge 19262 on Steps to modify Check with Stub on Top and Bottom report to include Payables Transaction level notes when printing checks from the Print Payables Checks window.

ANSWER:

1. Go into Report Writer (Tools/Customize/Report Writer).

2. Choose the Tables icon from the top menu bar.

3. In the Tables window, highlight PM_ Payment_ Stub_ Duplicate and choose the Open button.

4. In the Table Definition window choose the Relationships button.

5. Then choose the New button.

6. Click on the Ellipse button to the left of the Secondary Table line. (The button with three periods)

7. Select the PM Transaction WORK file and click OK.

8. For the Secondary Table Key select: PM Transaction WORK Key 4 .

9. Match the appropriate fields:

Primary Table: Secondary Table:

Field Document Number Field Document Number

10. Click OK to save your changes.

11. Close the Table Relationship window and the Table Definition window.

12. In the Tables window, highlight PM Transaction WORK and choose the Open button.

13. In the Table Definition window choose the Relationships button.

14. Then choose the New button.

15. Click on the Ellipse button to the left of the Secondary Table line. (The button with three periods)

16. Select the Record Notes Master and click OK.

17. For the Secondary Table Key select: SY Record Notes MSTR Key1 .

18. Match the appropriate fields:

Primary Table: Secondary Table:

Field Note Index Field Note Index

19. Click OK to save your changes.

20. Close the Table Relationship window and the Table Definition window.

21. Click on the Reports icon from the top menu bar.

22. From the Original Reports side, highlight the Check with Stub on Top and Bottom and choose insert.

23. Then on the Modified Reports side, highlight the same report and choose the Open button.

24. In the Report Definition window choose the Tables button.

25. In the Report Table Relationships window, highlight the PM Payment Stub Duplicate and choose the New button.

26. Highlight the PM Transaction WORK and choose the OK button.

27. In the Report Table Relationships window, highlight the PM Transaction WORK and choose the New button.

28. Highlight the Record Notes Master and choose the OK button.

29. Select the Close button.

30. In the Report Definition window choose the Restrictions button.

31. In the Report Restrictions window choose New. Name the restriction Note Index

32. In the fields section, click on the drop down list for Report Table and choose the Record Notes Master .

33. Click on the drop down list for Table Fields and choose Note Index .

34. Choose the Add Field button.

35. In the operators section, choose the Equal Sign button.

36. In the fields section, click on the drop down list for Report Table and choose the Record Notes Master .

37. Click on the drop down list for Table Fields and choose Note Index .

38. Choose the Add Field button.

39. The Restriction Expression should read: SY_Record_Notes_MSTR.Note Index = SY_Record_Notes_MSTR.Note Index

40. Choose the OK button and Close the Report Restrictions window.

41. In the Report Definition window choose the Layout button.

42. In the Toolbox choose Record Notes Master from the drop down list.

43. In the scrolling window find Text Field and drag it into the B (Body) section on the report.

44. In the report layout, click on the field ( Text Field ) that was just put on the report. Expand the field to be large enough to contain the note entered in the transaction entry window.

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

46. Save your changes.

47. Click OK in the Report Definition window.

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

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





This article was TechKnowledge Document ID: 25899

DISCLAIMER


MICROSOFT AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS OR WARRANTIES ABOUT THE SUITABILITY, THE RELIABILITY OR THE ACCURACY OF THE INFORMATION THAT IS CONTAINED IN THE DOCUMENTS AND THE RELATED GRAPHICS PUBLISHED ON THIS WEB SITE (THE “MATERIALS”) FOR ANY PURPOSE. 

THE MATERIALS MAY INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS AND MAY BE REVISED AT ANY TIME WITHOUT NOTICE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, MICROSOFT AND/OR ITS SUPPLIERS DISCLAIM AND EXCLUDE ALL REPRESENTATIONS, WARRANTIES, AND CONDITIONS WHETHER EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT NOT LIMITED TO REPRESENTATIONS, WARRANTIES, OR CONDITIONS OF TITLE, NON-INFRINGEMENT, SATISFACTORY CONDITION OR QUALITY, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE MATERIALS. 

-------------------------------------------------------------------