TechKnowledge Content
SUMMARY
This article describes how to modify the Purchase Order Processing Purchase Order Blank Form in Report Writer to print the quantity Remaining to Invoice.
MORE INFORMATION
1. In Report Writer (click Tools, click Customize, click Report Writer), click the Tables icon from the top menu bar.
2. In the Tables window, select popPOLineRollupTemp and then click Open.
3. In the Table Definition window click the Relationships button.
4. Click New.
5. Click the Ellipse (...) button to the left of the Secondary Table line.
6. Select the Purchase Order Line and then click OK.
7. For the Secondary Table Key, select: POP_POLineIdxID
8. Match the appropriate fields and then click OK:
Primary Table: Secondary Table:
PO Number PO Number
Ord Ord
Break Field 1 Break Field 1
9. Close the Table Relationships window by clicking on the X in the upper right corner of that window and then click OK.
10. Close the Tables window by clicking on the X in the upper right corner of that window.
Opening the Report
1. In the main screen of Report Writer, follow these steps:
a. Click the Reports icon from the top menu bar.
b. From the Original Reports side, select the POP Purchase Order Blank Form and then click Insert.
c. On the Modified Reports side, select the same report and then click Open.
d. In the Report Definition window, click Table.
2. Tables:
a. In the Report Table Relationships window, select the Purchase Order Line Rollup Temp and then click New.
b. Select the Purchase Order Line and then click OK.
c. Click the Close button.
3. In the Report Definition window click the Layout button.
4. Calculated Fields:
a. In the Toolbox, select Calculated Fields from the drop-down list.
b. Click New.
c. In the Calculated Field Definition window, type Remaining to Invoice as the name.
d. For the Result type, select Currency from the drop-down list.
e. The Expression Type should be Calculated.
5. In the Functions section:
a. Place your cursor in the Calculated Expression.
b. Select the Functions tab.
c. Select User-Defined.
d. Click the drop-down list for Core and select Purchasing.
e. Click the drop-down list for Function and select rw_CalcRemainingToInvoice.
f. Click Add.
6. In the Fields section:
a. Select the Fields tab.
b. Click the drop-down list for Resources and select Purchase Order Line.
c. Click the drop-down list for Fields, select Ord, and then click Add.
7. Select the Fields tab.
a. Click the drop-down list for Resources and then select Purchase Order Line.
b. Click the drop-down list for Fields, select PO Number, and then click Add.
8. Select the Fields tab.
a. Click the drop-down list for Resources and then select Purchase Order Line.
b. Click the drop-down list for Fields, select QTY Ordered, and then click Add.
9. Select the Fields tab.
a. Click the drop-down list for Resources and then select Purchase Order Line.
b. Click the drop-down list for Fields, select QTY Canceled, and then click Add.
10. The Calculated field should be:
FUNCTION_SCRIPT(rw_CalcRemainingToInvoice POP_POLine.Ord POP_POLine.PO Number POP_POLine.Qty Ordered POP_POLine.QTY Canceled)
11. Click OK.
12. Bringing fields on to the report:
a. In the Toolbox, select Calculated Fields from the drop-down list.
b. In the scrolling window, find Remaining to Invoice and drag it into the H2 section on the report.
c. In the report layout, double-click the field that was just put on the report.
d. In the Report Field Options window, be sure the Display Type is set to Visible.
e. Set the Field Type to Data.
f. Under Format Field, select Calculated Fields and then select nDecimalQty.
g. Click OK.
13. Leaving Report Writer:
a. Select the X from the top right corner of the Report Layout window.
b. Save your changes.
c. Click OK in the Report Definition window.
d. From the top menu bar, click File, and then click Great Plains.
e. Give users access to the modified report in the Security Setup window (click Setup, click System, click Security) in Great Plains.
To see an example of this report, click the following link and download the package:
https://mbs.microsoft.com/downloads/customer/TK28970.package
To import a package file into Great Plains, follow these steps:
1. Download the package file to your desktop.
2. In Great Plains, click Tools, click Customize, and then click Customization Maintenance.
3. In Customization Maintenance, click Import.
4. In the Import Package File window, click Browse and browse to your desktop; select the package file you downloaded, and then click Open.
5. After the package is in the Import Package File window, click OK.
Note You may be prompted to overwrite the existing file. Choosing Yes will overwrite your existing modified report. You may wish to exit and make a backup of your existing report before you overwrite it.
6. Access the report in Report Writer.
This article was TechKnowledge Document ID: 28970
