Adding the Fee Schedule to the PA Fees List - by Project report

1.

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

2.

Click on the Reports icon from the top menu bar.

3.

From the Original Reports side, highlight the PA Fees List – by Project report and choose insert.

4.

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

5.

In the Report Definition window choose the Tables button.

6.

In the Report Table Relationships window, highlight the PA Project Fee Master File and choose the New button.

7.

Highlight the Project Fee Schedule Master and choose the OK button.

8.

Select the Close button

9.

In the Report Restrictions window choose New

10.

Name the restriction Dummy

11.

In the fields section, click on the drop down list for Report Table and choose the PA Project Fee Schedule Master .

12.

Click on the drop down list for Table Fields and choose Line Item Sequence .

13.

Choose the Add Field button.

14.

In the operators section, choose the = button.

15.

Chose the Add Field button again.

16.

The Restriction Expression should read

PA Project Fee Schedule Master.Line Item Sequence = PA Project Fee Schedule Master.Line Item Sequence

17.

Choose the OK button.

18.

Close the Report Restrictions window.

19.

Click on the Layout button from the Report Definition Window.

20.

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

21.

In the Additional Headers section highlight Project choose the New button.

22.

Name the Report Header Fee .

23.

Click on the drop down list for Report Table and choose the PA Fee Master File .

24.

In the Fields section, highlight PA Fee ID .

25.

Select OK .

26.

Drag all of the fields from the B (Body) section up to H2 (Header 2) section.

27.

In the Toolbox choose PA Project Fee Schedule Master from the drop down list.

28.

In the scrolling window find PA Date and drag it into the B (Body) section on the report.

29.

In the scrolling window find PA Fee Amount and drag it into the B (Body) section on the report.

30.

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

31.

Save your changes.

32.

Click OK in the Report Definition window.

33.

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

34.

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