KB 918944 - How to add the Purchases account or the Inventory account to the alternate "POP Purchase Order Blank Form" in Project Accounting In Microsoft Dynamics GP

Applies to: Dynamics GP 2010Dynamics GP 2013Microsoft Dynamics GP 2015

INTRODUCTION


This article describes how to add the Purchases account or the Inventory account to the alternate POP Purchase Order Blank Form in Project Accounting in Microsoft Dynamics GP. By default, this report contains the Project Number and the Cost Category. You must be an administrator to add the Purchases account or the Inventory account to the alternate POP Purchase Order Blank Form.

More Information


Back up the report and open the report

  1. Back up the Reports.dic file if you have existing, modified Microsoft Dynamics GP reports. To find the location of the Reports.dic file, follow these steps:
    1. On the Tools menu, point to Setup, point to System, and then click Edit Launch File.

      Note If you are prompted to type the system password, type the system password.
    2. In the Edit Launch File window, click Microsoft Dynamics GP.

      Note

      The Reports field shows the location of the Reports.dic file.
  2. Click Tools, point to Customize, and then click Report Writer.
  3. In the Product list, click Microsoft Dynamics GP, and then click OK.
Note Do not print the purchase order to the screen before you open Report Writer. If you do this, you will open the Project Accounting version of the report instead of the Microsoft Dynamics GP version of the report. In this step, you must open the Microsoft Dynamics GP version of the report.

Create a relationship that links the popPOLineRollupTemp table to the Purchase Order Line table

  1. On the Menu, click Tables, and then click Tables.
  2. In the Tables window, click popPOLineRollupTemp, and then click Open.
  3. In the Table Definition window, click Relationships, and then click New.
  4. Click the lookup button (the ellipsis button) on the right side of the Secondary Table field, click Purchase Order Line in the Relationship Table Lookup window, and then click OK.
  5. In the Secondary Table Key list, click POP_POLineIdxID.
  6. Click the values in the Primary Table column that match the values in the Secondary Table column.
  7. Click OK, and then close the Table Relationship window.
  8. Click OK in the Table Definition window, and then close the Tables window.

Close Microsoft Dynamics GP Report Writer and open Project Accounting Report Writer

  1. On the File menu, click Microsoft Dynamics GP.
  2. On the Tools menu, click Customize, and then click Report Writer.
  3. In the Product list, click Project Accounting, and then click OK.

Link the Purchase Order Line table to the popPOLineRollupTemp table

  1. Click Reports, click POP Purchase Order Blank Form in the Original Reports list, and then click Insert.
  2. In the Modified Reports list, click POP Purchase Order Blank Form, and then click Open.
  3. In the Report Definition window, click Tables.
  4. In the Report Table Relationships window, click Purchase Order Line Rollup Temp, and then click New.
  5. Click Purchase Order Line, and then click OK.
  6. In the Report Table Relationships window, click Close.

Create a calculated field to add the account number

  1. In the Report Definition window, click Layout.
  2. In the toolbox resource list, click Calculated Fields, and then click New.
  3. In the Name field, type Account Number.
  4. In the Result Type list, click String, and then click Calculated in the Expression Type list.
  5. In the Expressions section, click the Calculated field, click the Functions tab, and then click User-Defined.
  6. In the Core list, click System.
  7. In the Function list, click RW_GetAccountNumber, and then click Add.
  8. Click the Fields tab, click Purchase Order Line in the Resources list, and then click Inventory Index in the Field list.
  9. Click Add.

    Note The Calculated Expression should read as follows:
    Function_Script(RW_GetAccountNumberPOP_POLine.Inventory Index)
  10. Click OK.

Add the Account Number calculated field and the Location Code field to the report

  1. In the toolbox resource list, click Calculated Fields.
  2. Drag the Account Number field into the H3 section of the report.
  3. In the toolbox resource list, click Purchase Order Line.
  4. Drag the Location Code field into the H3 section of the report.

Save the report and exit Report Writer

  1. Close the report layout, and then click Save after you receive the following message:
    "Do you want to save the changes to this report layout?"
  2. In the Report Definition window, click OK.
  3. On the File menu, click Microsoft Dynamics GP.

Grant access to the report

Method 1: Grant access to the report by using Advanced Security

  1. On the Tools menu, point to Setup, point to System, and then click Advanced Security.

    Note If you are prompted to type the system password, type the system password.
  2. Click View, and then click by Alternate, Modified and Custom.
  3. Expand the following nodes:
    • Project Accounting
    • Reports
    • Purchasing
    • POP Purchase Order Blank Form
  4. Click Project Accounting (Modified).
  5. Click Apply, and then click OK.

    Note By default, the current user and the current company are selected when you start Advanced Security. Any changes that you make are for the current user and for the current company. However, you can select additional users in the Advanced Security dialog box in the User area. You can select additional companies in the in the Advanced Security dialog box in the Company area.

Method 2: Grant access to the report by using Microsoft Dynamics GP security

  1. On the Tools menu, point to Setup, point to System, and then click Security.

    Note If you are prompted to type the system password, type the system password.
  2. In the User ID list, click the user ID of the user for whom you want to grant access to the report.
  3. In the Product list, click Project Accounting.
  4. In the Type list, click Modified Alternate Dynamics GP Reports.
  5. In the Series list, click Purchasing.
  6. In the Access List box, double-click POP Purchase Order Blank Form, and then click OK.

    Note An asterisk appears next to the report name.