How to add the "Requested By" field to the POP Receivings Posting Journal report in Microsoft Dynamics GP

This article describes how to add the Requested By field to the POP Receivings Posting Journal report in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains.

Applies to:   Microsoft Dynamics GP
Original KB number:   855927

To add the Requested By field to the POP Receivings Posting Journal report in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains, follow these steps.

Open the report in Report Writer

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

Remove the Purchasing Posting Journal Temp table from the POP Receivings Posting Journal report

1. In Report Writer, click Reports.
2. In the Original Reports section, select the POP Receivings Posting Journal report, and then click Insert.
3. In the Modified Reports section, select the POP Receivings Posting Journal report, and then click Open.
4. In the Report Definition window, click Tables.
5. In the Report Table Relationships window, select the Purchasing Posting Journal TEMP table, and then click Remove. When you're prompted to remove the table and its related tables, click OK.
6. Click Close in the Report Table Relationships window, and then close the Report Definition window. When you're prompted to save changes to the report, click Save.

Create table relationships

1. In Report Writer, click Tables > Tables.
2. Click to select the POP_Receipt table, and then click Open.
3. In the Table Definition window, click Relationships.
4. In the Table Relationship window, click New.
5. In the Table Relationship Definition window, click the ellipsis button (...) to the left of the Secondary Table field.
6. In the Relationship Table Lookup window, click the Purchasing Receipt Line Quantities table, and then click OK.
7. In the Secondary Table Key field, click to select POP_PORcptApplyIdxID.
8. In the Primary Table list, select POP Receipt Number in the first line.
9. Leave the second line, the third line, and the fourth line blank, and then click OK.
10. Close the Table Relationships window, click OK in the Table Definition window, and then close the Tables window.

Link the tables on the POP Receivings Posting Journal report

1. In Report Writer, click POP Receivings Posting Journal in the Modified Reports section, click Open > Tables.
2. In the Report Table Relationships window, click to select the Purchasing Receipt Work table, and then click New.
3. In the Related Tables window, click to select the Purchasing Receipt Line Quantities table, and then click OK.
4. In the Report Table Relationships window, click to select the Purchasing Receipt Line Quantities table, and then click New.
5. In the Related Tables window, click to select the Purchase Order Line table, and then click OK. Now we have the table that contains the Requested By field.
6. Click Close in the Report Table Relationships window.

Modify the restrictions of the POP Receivings Posting Journal report

1. In the Report Definition window, click Restrictions.
2. In the Report Restrictions window, click to select the String2 restriction, and then click Delete. When you're prompted to delete the restriction, click Yes. You should delete the String2 restriction because it references the Purchasing Posting Journal TEMP table that you removed from the report.
3. Close the Report Restrictions window.

Modify the layout of the POP Receivings Posting Journal report

1. In the Report Definition window, click Layout.
2. In the Report Layout, remove all String fields (String 2 to String 6) from the body of the report.
3. Drag the Item Number field and the Requested By field from the Purchase Order Line table onto the body of the report.
4. Close the Report Layout window. Click Save when you're prompted to save the changes to this report layout.
5. In the Report Definition window, click OK.

Exit Report Writer

Use the appropriate method:

• In Microsoft Dynamics GP 10.0 or 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.

Assign security permissions to the modified report

Microsoft Dynamics GP 9.0 and Microsoft Business Solutions - Great Plains 8.0

Method 1: Use the Advanced Security tool

1. On the Tools menu, point to Setup > System, and then click Advanced Security.
2. If you're prompted, type the system password in the Please Enter Password box, and then click OK.
3. In the Advanced Security window, click View > By Alternate, Modified and Custom.
4. Use the appropriate method:
   • In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP.
   • In Microsoft Business Solutions - Great Plains 8.0, expand Great Plains.
5. Expand Reports, expand Purchasing, and then expand the POP Receivings Posting Journal report that you modified.
6. Use the appropriate method:
   • In Microsoft Dynamics GP 9.0, click to select the Microsoft Dynamics GP (Modified) option.
   • In Microsoft Business Solutions - Great Plains 8.0, click to select the Great Plains (Modified) option.
7. Click Apply, and then click OK.

Method 2: Use the Standard Security tool

1. On the Tools menu, point to Setup > System, and then click Security.
2. If you're prompted, type the system password in the Please Enter Password box, and then click OK.
3. In the User ID list, type the Alternative/Modified Forms and Reports ID that is associated with the ID of the user who will print this modified report.
4. In the Type list, click Modified Reports.
5. In the Series list, click Purchasing.
6. In the Access List box, double-click the POP Receivings Posting Journal report that you modified, and then click OK.

   Note

   An asterisk appears next to the report name.

Microsoft Dynamics GP 10.0

1. On the Microsoft Dynamics GP menu, point to Tools > Setup > System, and then click Alternate/Modified Forms and Reports.
2. If you're prompted, type the system password in the Please Enter Password box, and then click OK.
3. In the ID box, type the Alternative/Modified Forms and Reports ID that is associated with the user who will print this modified report.
4. In the Product list, click Microsoft Dynamics GP.
5. In the Type list, click Reports.
6. Expand the Purchasing folder.
7. Expand the folder of the report that you modified.
8. Click to select the Microsoft Dynamics GP (Modified) option.
9. Click Save.
10. On the Microsoft Dynamics GP menu, point to Tools > Setup > System, and then click User Security.
11. In the User list, click a user ID.
12. In the Company list, click a company.
13. In the Alternate/Modified Forms and Reports ID list, click the ID from step 3.
14. Click Save.

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