How to modify the IV Item Transaction Inquiry report to improve the system performance when you print a report that is sorted by the date in Microsoft Dynamics GP

INTRODUCTION

This article describes how to modify the IV Item Transaction Inquiry report to improve the system performance when you print a report that is sorted by the date in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains

MORE INFORMATION

To modify the IV Item Transaction Inquiry report to improve the system performance, follow these steps:

1.

Start Report Writer in Microsoft Dynamics GP. To do this, follow these steps:

a.

Use the appropriate method:

• 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 or in earlier versions, click Tools , point to Customize , and then click Report Writer .

b.

Use the appropriate method:

• In Microsoft Dynamics GP 10.0 or in Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Product list, and then click OK .
• In Microsoft Business Solutions - Great Plains 8.0 or in Microsoft Business Solutions - Great Plains 7.5, click Great Plains in the Product list, and then click OK .


2.

Open the IV Item Transaction Inquiry report. To do this, follow these steps:

a.

Click Reports .

b.

In the Original Reports area, click IV Item Transaction Inquiry , and then click Insert .

c.

In the Modified Reports area, click IV Item Transaction Inquiry , and then click Open .

3.

Remove the Item Quantity Master table from the IV Item Transaction Inquiry report. To do this, follow these steps:

a.

In the Report Definition window, click Tables .

b.

In the Report Table Relationships window, click Item Quantity Master , and then click Remove .

c.

Click Close .

4.

On the File menu, click the appropriate item:

• In Microsoft Dynamics GP 10.0 or in Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP .
• In Microsoft Business Solutions - Great Plains 8.0 or in Microsoft Business Solutions - Great Plains 7.5, click Microsoft Business Solutions - Great Plains .


5.

Grant access to the report. To do this, use one of the following methods: • Method 1: Use the Security tool in Microsoft Dynamics GP 10.0

a.

Point to Tools on the Microsoft Dynamics GP menu, point to Setup , point to System , and then click Alternate/Modified Forms and Reports .

b.

In the ID box, type the user ID of the user who will print this modified report.

c.

In the Product list, click Microsoft Dynamics GP .

d.

In the Type list, click Reports .

e.

Expand the Inventory folder.

f.

Expand the folder for the report that you modified.

g.

Click Microsoft Dynamics GP (Modified) .

h.

Click Save .

i.

On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click User Security .

j.

In the User list, click a user ID.

k.

In the Company list, click a company.

l.

In the Alternate/Modified Forms and Reports ID list, click the ID that you used in step 5b.


Method 2: Use the Advanced Security tool in Microsoft Dynamics GP 9.0 or in earlier versions

a.

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

b.

If you are prompted to enter the password, type the password in the Please Enter Password box, and then click OK .

c.

Click View , and then click by Alternate, Modified and Custom .

d.

Use the appropriate step:
• In Microsoft Business Solutions - Great Plains 8.0 or in Microsoft Business Solutions - Great Plains 7.5, expand Great Plains .


e.

Expand Reports , expand Inventory , and then expand IV Item Transaction Inquiry .

f.

Use the appropriate method:

• In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified) .
• In Microsoft Business Solutions - Great Plains 8.0 or in Microsoft Business Solutions - Great Plains 7.5, click Great Plains (Modified) .


g.

Click Apply , and then click OK .

  • Note By default, when you start the Advanced Security tool, the current user and the current company are selected. 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. And, you can select additional companies in the Company area of the Advanced Security window.
    Method 3: Use the Standard Security tool in Microsoft Dynamics GP 9.0 or in earlier versions

    a.

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

    b.

    If you are prompted to enter the password, type the password in the Please Enter Password box, and then click OK .

    c.

    In the User ID list, click the user ID of the user to whom you want to grant access to the report.

    d.

    In the Type list, click Modified Reports .

    e.

    In the Series list, click Inventory .

    f.

    In the Access List area, double-click IV Item Transaction Inquiry Report , and then click OK . Then, an asterisk (*) appears next to the report name.



To view an example of the IV Item Transaction Inquiry report, follow these steps:

1.

Download the package file to the computer that is running Microsoft Dynamics GP. The following file is available for download from the Microsoft Dynamics File Exchange Server:

IVItemTransactionInquiry.zip

Release Date: October 18, 2007

Microsoft scanned this file for viruses. Microsoft used the most current virus-detection software that was available on the date that the file was posted. The file is stored on security-enhanced servers that help prevent any unauthorized changes to the file.

2.

Use the appropriate method:

• In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP , point to Tools , point to Customize , and then click Customization Maintenance .
• In Microsoft Dynamics GP 9.0 or in earlier versions, click Tools , point to Customize , and then click Customization Maintenance .



3.

In the Customization Maintenance window, click Import .

4.

In the Import Package File window, click Browse .

5.

In the Please select a package file window, click the package file that you downloaded in step 1 earlier in this section, and then click Open .

6.

Click OK .

7.

If you are prompted to overwrite the existing file, click Yes .

Note Make a backup of the existing report before you overwrite the existing report.

STATUS

A fix is scheduled to be included with Service Pack 1 for Microsoft Dynamics GP 10.0.

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