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How to add User Category Values to the "POP Purchase Order Blank Form" report by using Report Writer in Purchase Order Processing

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This article describes how to add the User Category Values field for an item to the POP Purchase Order Blank Form report in Purchase Order Processing in Microsoft Dynamics GP. You can add the User Category Values field by using Report Writer.

Applies to:   Microsoft Dynamics GP
Original KB number:   922054

To use Report Writer to add the User Category Values field to the POP Purchase Order Blank Form report, follow these steps.

Back up the Reports.dic file

  1. Follow the appropriate step:
    • In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then select Edit Launch File.
    • In Microsoft Dynamics GP 9.0, on the Tools menu, point to Setup, point to System, and then select Edit Launch File.
  2. Type the system password if you are prompted to type a password.
  3. Select Microsoft Dynamics GP. The path of the Reports.dic file is displayed in the Reports box.
  4. Back up the Reports.dic file.

Open Report Writer

  1. Follow the appropriate step:

    • In Microsoft Dynamics GP 10.0, on the Microsoft Dynamics GP menu, point to Tools, point to Customize, and then select Report Writer.
    • In Microsoft Dynamics GP 9.0, on the Tools menu, point to Customize, and then select Report Writer.

  2. In the Product list, select Microsoft Dynamics GP, and then select OK.

Create a table relationship between the popPOLineRollupTemp table and the Item Master table

  1. On the Toolbar, select Tables, and then select Tables.

  2. In the Tables window, select popPOLineRollupTemp, and then select Open.

  3. In the Table Definition window, select Relationships, and then select New.

  4. In the Table Relationship Definition window, select the lookup button on the right of the Secondary Table box.

    Note

    The lookup button has an ellipsis on it.

  5. In the Relationship Table Lookup window, select Item Master, and then select OK.

  6. In the Secondary Table Key list, select IV_Item_MSTR_Key1.

  7. In the Primary Table column, select Item Number to match the Item Number field that is listed in the Secondary Table column.

  8. Select OK, and then close the Table Relationship window.

  9. Select OK to close the Table Definition window.

  10. Close the Tables window.

Open the report

  1. On the toolbar, select Reports.
  2. In the Original Reports list, select POP Purchase Order Blank Form, and then select Insert.
  3. In the Modified Reports list, select POP Purchase Order Blank Form, and then select Open.
  1. In the Report Definition window, select Tables, and then select Purchase Order Line Rollup Temp.
  2. Select New. The Item Master table is selected in the Related Tables window.
  3. Select OK.
  4. In the Report Table Relationships window, select Close.

Add the User Category Values field to the report

  1. In the Report Definition window, select Layout.

  2. In the Toolbox window, select Item Master in the resource list.

  3. Drag the User Category Values field onto the H3 section of the report. The Report Field Options window opens automatically.

  4. In the Report Field Options window, type 1 in the Array Index field.

  5. Select OK.

    Note

    You have to drag the User Category Value field onto the report one time for each value that you want to print. You must change the Array Index field to correspond to the value. For example, type 1 to print the first user category, type 2 to print the second user category.

Save the report

  1. Close the Report Layout window.

  2. Select Save when you receive the following message:

    Do you want to save the changes to this report layout?

  3. In the Report Definition window, select OK.

  4. On the File menu, select Microsoft Dynamics GP.

Grant access to the report

Method 1 - By using 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 select Alternate/Modified Forms and Reports.
  2. In the ID box, type the user ID that will print this modified report.
  3. In the Product list, select Microsoft Dynamics GP.
  4. In the Type list, select Reports.
  5. Expand the Purchasing folder.
  6. Expand folder for the report you modified.
  7. Select Microsoft Dynamics GP (Modified).
  8. Select Save.
  9. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then select User Security.
  10. In the User list, select a user ID.
  11. In the Company list, select a company.
  12. In the Alternate/Modified Forms and Reports ID list, select the ID from step 2.

Method 2 - By using Advanced Security in Microsoft Dynamics GP 9.0

  1. On the Tools menu, point to Setup, point to System, and then select Advanced Security.

    Note

    If you are prompted to type the system password, type the system password.

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

  3. SelectExpand the following nodes:

    • Microsoft Dynamics GP
    • Reports
    • Purchasing
    • POP Purchase Order Blank Form

  4. Select Microsoft Dynamics GP (Modified).

  5. 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 Advanced Security window in the User area. You can select additional companies in the Advanced Security window in the Company area.

Method 3 - By using Microsoft Dynamics GP 9.0 standard security

  1. On the Tools menu, point to Setup, point to System, and then select Security. If you are prompted to type the system password, type the system password.
  2. In the User ID list, select the user ID of the user who is accessing the report.
  3. In the Type list, select Modified Reports.
  4. In the Series list, select Purchasing.
  5. In the Access List box, double-click POP Purchase Order Blank Form, and then select OK. An asterisk appears next to the report name.