How To Show the Amount Remaining Instead of the Originating Document Amount on the PM Aged TB | Options | Detail Report

TechKnowledge Content

Issue

How can I show the Amount Remaining instead of the Originating Document Amount on the PM Aged TB | Options | Detail report?

Resolution

1. Go into Report Writer and click on the Reports button.

2. Choose the PM Aged TB | Options | Detail report from the Original Reports section and insert it into the Modified Reports section.

3. Open up the layout of the report.

4. On the Tool Box, highlight Calculated Fields and choose New.

5. Give it a name.

6. Change Result Type to Currency.

7. Make it a Calculated Expression.

8. In the Fields tab, choose Resources: Calculated Fields.

9. In Field: choose Current TRX Amnt.

10. Click the ADD button.

11. Choose the + sign (+ because the applied amount is already a negative amount).

12. Click the ADD button.

13. In the Fields tab, choose PM Aged TB Apply To temp (the last part is cut off but it is the 2nd from the last table listed).

14. In the Field field choose Applied Amount.

15. Click the ADD button.

16. Click OK.

17. Go back into Great Plains saving your changes.

18. Give users security to the report (System | Setup | Security).

This article was TechKnowledge Document ID: 30659

 

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