How to link the Item Master to a Project Billing Invoice

TechKnowledge Content

SUMMARY This article contains the steps to link the Item Master to a Project Billing Invoice - Invoice Format 11.

Notes

1.

These steps can be modified to work with othe Invoice Formats.

2.

You can add the Item Number to the report without the use of the following steps.

3.

You can drag the Cost Owner field from the PA_Billing_ITEM_TEMP2 into the B section of the report.

4.

To download a copy of the modified report, visit the following Microsoft Business Solutions Web site:
CustomerSource
https://mbs.microsoft.com/customersource/downloads/reportslibrary
PartnerSource
https://mbs.microsoft.com/partnersource/downloads/reportslibrary

Click on Project Accounting and locate the PA Billing Invoice Format-Invoice Format 5 with Inventory report.


RESOLUTION

Follow these steps to link the Item Master to a Project Billing Invoice - Invoice Format 11.

1.

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

2.

Click the Tables button at the top of the window.

3.

Select PA_Billing_ITEM_TEMP2.

4.

Click Open.

5.

Click Relationships.

6.

Click New.

7.

For the Product Choose eEnterprise or Dynamics.

8.

Click the & icon next to Secondary Table and select Item Master.

9.

Choose Key 1.

10.

Match Cost Owner to the Item Number in the Relationship grid.

11.

Click OK.

12.

Close the Table Relationships window.

13.

Click OK.

14.

Close the Tables window.

15.

Click Reports.

16.

Choose PA Billing Invoice Format-Invoice Format 11.

17.

Click Open.

18.

Click Tables.

19.

Select PA Billing ITEM TEMP 2.

20.

Click New.

21.

Select Item Master.

22.

Click OK.

23.

Click Close.

24.

Click Layout.

25.

Choose Item Master in the Tool Box.

26.

Drag the fields that you want into the Body of the report.

27.

Close and save changes.

28.

Make sure to grant security to the report in Setup-System-Security.



This article was TechKnowledge Document ID: 21035

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