How To Add Sales Order Information to the POP Expected Shipments by Item Report


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TechKnowledge Content


Issue

How can I add Sales Order Information to the POP Expected Shipments by Item Report?

Resolution

1. Go to Tools | Customize | Report Writer. Click on Tables.

2. Highlight POP_POLine and click on Open.

3. Click on Relationships.

4. Click on New.

5. Click on the ellipsis button by the Secondary Table field.

6. Highlight SOP_POPLink and click OK.

7. Choose SOP_POPLinkIdxPO for the Secondary Table Key.

8. In the Relationships section, match PO Number to PO Number and Ord to Ord.

9. Click OK to save your changes, close out of the Table Relationship window, click OK in the Table Definition window.

10. In the Tables window, highlight the SOP_POPLink table and click on Open.

11. Click on Relationships.

12. Click on New.

13. Click on the ellipsis button by the Secondary Table field.

14. Highlight Sales Transaction Amounts Work and click OK.

15. Choose SOP_LINE_WORK_Key1 for the Secondary Table Key.

16. In the Relationships section, match SOP Number to SOP Number, SOP Type to SOP Type, Component Sequence to Component Sequence, and Line Item Sequence to Line Item Sequence.

17. Click OK to save your changes, close out of the Table Relationship window, click OK in the Table Definition window, and close out of the Tables window.

18. Click on Reports in the main menu bar.

19. Highlight the POP Expected Shipments by Item report in the Modified column and click on Open.

20. Click on Tables.

21. Highlight Purchase Order Line and choose New.

22. Highlight SOP_POPLink and choose OK.

23. Highlight SOP_POPLink and choose New.

24. Highlight Sales Transaction Amounts Work and choose OK.

25. Close the Report Tables Relationships window.

26. Click on Layout.

27. Expand the B (body) section.

28. In the Toolbox window, choose the Sales Transaction Amounts Work table.

29. Highlight the SOP Number field and drag it into the B section under the PO Number field.

30. Add the other fields you want to appear on the report.

31. Save your changes and make sure to give yourself security to the report in Great Plains (Setup | System | Security).

This article was TechKnowledge Document ID: 31511