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How to add the Site ID field to the Purchase Order Blank Form in Microsoft Dynamics GP

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This article describes how to add the Site ID field to the POP Purchase Order Blank Form in Report Writer in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains 8.0.

Applies to:   Microsoft Dynamics GP
Original KB number:   857146

Add the Site ID field to the POP Purchase Order Blank Form

To add the Site ID field to the POP Purchase Order Blank Form in Report Writer, follow these steps:

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

    1. In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, point to Tools, 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, click Tools, point to Setup, point to System, and then click Edit Launch File.

    2. Type the password if it is necessary.

    3. In Microsoft Dynamics GP, 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 in the Reports box.

    5. Click OK to close the Edit Launch File window.

  2. Create a new table relationship in Microsoft Dynamics GP. To do this, follow these steps:

    1. In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, point to Tools, point to Customize, and then click Report Writer.

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

    2. In Microsoft Dynamics GP, click Microsoft Dynamics GP in the Product box, and then click OK.

      In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Product box, and then click OK.

    3. Click Tables, and then click Tables.

    4. Click popPOLineRollupTemp, and then click Open.

    5. Click Relationships, and then click New.

    6. Click the ellipsis button (...).

    7. In the Relationships Table Lookup window, click Purchase Order Line, and then click OK.

    8. In the Secondary Table Key box, click POP_POLineIdxID.

    9. Click to match all the fields, and then click OK.

    10. Close all the windows. Click Save when you are prompted to save the changes to the table.

  3. Open the report. To do this, follow these steps:

    1. Click Reports.
    2. In the Original Reports area, click POP Purchase Order Blank Form, and then click Insert.
    3. In the Modified Reports area, click POP Purchase Order Blank Form,, and then click Open.
    4. In the Report Definition window, click Tables.
    5. Click Purchase Order Line Rollup Temp, and then click New.
    6. Double-click Purchase Order Line.
    7. Click Close.

  4. Add new fields to the report. To do this, follow these steps:

    1. In the Report Definition window, click Layout.
    2. In the Toolbox, click Purchase Order Line in the table box.
    3. Use a drag-and-drop operation to add Location Code to the H3 section of the report.

  5. Save the modified report. To do this, follow these steps:

    1. Close the report. Click Save when you are prompted to save the changes to the report.

    2. In the Report Definition window, click OK.

    3. In Microsoft Dynamics GP, click File, and then click Microsoft Dynamics GP.

      In Microsoft Business Solutions - Great Plains 8.0, click File, and then click Microsoft Business Solutions - Great Plains.

  6. Assign security permissions to the modified report.

To assign security permissions to the report, use one of the following methods.

Method 1: Use 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 name of the user who will print the report.
  3. In the Product list, click Microsoft Dynamics GP.
  4. In the Type list, click Reports.
  5. Expand Purchasing.
  6. Expand POP Purchase Order Blank Form.
  7. Click Microsoft Dynamics GP (Modified).
  8. Click Save.

Method 2: Use Advanced Security in Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0

  1. Click Tools, point to Tools, point to Setup, point to System, and then click Advanced Security.

  2. Type the password if it is necessary.

  3. Click View All, and then click by Alternate, modified, and Custom.

  4. 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 POP Purchase Order Blank Form.

  6. In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified).

    In Microsoft Business Solutions - Great Plains 8.0, click Great Plains (Modified).

  7. Click Apply, and then click OK.

    Note

    By default, the current user and the current company are selected when you start the Advanced Security tool. Any changes that you make apply only to the current user and the current company. However, you can select additional users in the User area of the Advanced Security window. Additionally, you can select additional companies in the Company area of the Advanced Security window.

Method 3: Use Microsoft Dynamics GP security in Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0

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

  2. Type the password if it is necessary.

  3. In the User ID box, click the user ID of the user who will view the report.

  4. In the Type box, click Modified Reports.

  5. In the Series box, click Purchasing.

  6. In the Access List box, click POP Purchase Order Blank Form, and then click OK.

    Note

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