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How to add notes from the Required Quantity field in the Picklist window to the "Picklist Summary Report" form in Manufacturing

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This article describes how to add notes to the Picklist Summary Report form in Manufacturing in Microsoft Dynamics GP. Specifically, this article describes how to add the notes from the Required Quantity field in the Picklist window.

Applies to:   Microsoft Dynamics GP
Original KB number:   925325

More information

The information that you enter in the Notes field is stored in the MFG_Notes (MN010000) table. You can print the notes by creating a relationship between the Picklist file (MOP_Item_Master) and the MFG_Notes table. To do this, follow these steps.

Back up the Reports.dic file

Back up the Reports.dic file if you have any modified Microsoft Dynamics GP reports. To do this, follow these steps:

  1. On the Tools menu, point to Setup, point to System, and then select Edit Launch File.

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

  3. In the Edit Launch File window, select Manufacturing.

    Note

    Note the path that appears in the Reports box.

  4. Select OK to close the Edit Launch File window.

Open Report Writer

  1. On the Tools menu, point to Customize, and then select Report Writer.
  2. Select Manufacturing in the Product list, and then select OK.

Create a table relationship

  1. Select the Tables button, select Tables, select MOP_Item_MSTR, and then select Open.
  2. Select Relationships, and then select New in the Table Relationship window to create a new relationship.
  3. Select the ellipsis button (...) to the right of Secondary Table, select MFG_Notes, and then select OK.
  4. Select MFG_Notes_Index_Key1 in the Secondary Table Key list.
  5. In the Primary Table list, select MFG Note Index, and then select OK.
  6. Select OK to close each window until you are at the main Report Writer window.

Modify the Picklist Summary report

  1. On the toolbar, select the Reports button, select Picklist Summary Report in the Original Reports list, and then select Insert.
  2. In the Modified Reports list, select Picklist Summary Report, and then select Open.
  3. In the Report Definition window, select Tables, select 02.-Picklist File*, and then select New.
  4. In the Related Tables window, select MFG_Notes, and then select OK. Notice that 03.-MFG_Notes is now displayed in the Report Table Relationships window.
  5. In the Report Table Relationships window, select Close.
  6. In the Report Definition window, select Layout.
  7. In the Toolbox, select MFG_Notes.
  8. Drag the Note Text field to the H2 section of the report layout.
  9. Close the layout window, and then select Save when you are prompted to save changes.

Save the report

  1. In the Report Definition window, select OK.
  2. Use one of the following methods, depending on which version you are running:
    • In Microsoft Dynamics GP 9.0, 925325 Microsoft Dynamics GP on the File menu.
    • In Microsoft Business Solutions - Great Plains 8.0, select Microsoft Business Solutions - Great Plains on the File menu.

Grant access to the report

To grant access to the report, use one of the following methods.

Method 1 - Use the Advanced Security tool

  1. On the Tools menu, point to Setup, point to System, and then select Advanced Security. If you are prompted for the password, type the system password.

  2. Select View, and then select by Alternate, Modified and Custom.

  3. Expand Manufacturing, expand Reports, expand 3rd Party, and then expand the node for the Picklist Summary report form.

  4. Select Manufacturing (Modified), select Apply, and then select OK.

    Note

    By default, the current user and the current company are selected when you start Advanced Security. Any changes that you make are 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 2 - Use Microsoft Dynamics GP security

  1. On the Tools menu, point to Setup, point to System, and then select Security. If you are prompted for the password, type the system password.
  2. In the User ID list, select the user ID of the user who will access the report.
  3. In the Product list, select Manufacturing.
  4. In the Type list, select Modified Reports.
  5. In the Series list, select 3rd Party.
  6. In the Access List box, double-click the Picklist Summary Report form that you modified, and then select OK. An asterisk appears next to the report name.