How to Filter the 'My Completed Results' Query for the Requisition Management module in Business Portal for Microsoft Dynamics GP 2010

In Business Portal 5.1 for Microsoft Dynamics GP 2010, on the Employee Center, when viewing the Purchase Requests, the ‘My Completed Results’ filter shows all completed purchase requests that have ever been ran. The question is how to reduce the number of results that are provided, so only more recent completed purchase requests are shown.

In order to address this you can edit the query that is used to pull the data into the page using the following steps:

We can modify the query used to pull the purchase request – completed results, to show only more recently completed requests, without showing all completed requests, which will speed up the query processing:

1. Login to Business Portal 5.1 for Microsoft Dynamics GP 2010 as the System Account or another administrator account.

2. From the Business Portal home page, click Site Actions, click Site Settings, under Business Portal Administration, click Query Organization.

3. In the Query Organization, expand the Dynamics folder and then expand the Requisition Management folder.

4. Click on the RequistionDocument – My Completed query and then click the Move to Folder button

5. In the Browse for Folder window, expand QueryPages, expand Purchasing and click on the Shared folder. Click OK.

6. Browse to the Purchasing Center and click Queries.

7. In the list of queries, under Shared Queries, you will see the RequisitionDocument – My Completed query. Click on this query and then click the Modify Query button.

8. In the Modify Query window, select the Restrict Rows tab.

9. Under this tab, click the lookup icon next to the <Add> filter to add a new column restriction.

10. In the Column Lookup window, choose the Created column and click OK.

11. Back in the Modify Query window, for the Created column, set the filter to is equal to, and then enter the date you want to filter the results to show. For example, if you choose (Created)(is equal to)(1/1/2012), it will only show the completed purchase requests that were created on or after 1/1/2012. Click OK to save changes.

12. In the Queries window, you’ll now see the (unsaved)RequisitionDocument – My Completed query, click on this query and then click the Save button, change the name of the query back to RequisitionDocument – My Completed, then save changes. By default, the only option will be to save in the My Queries folder.

13. Browse back to the Query Organization page, expand the QueryPages folder, expand the Purchasing folder, expand the Personal folder, expand the admin user’s folder and you’ll see the saved RequisitionDocument – My Completed query.

14. Highlight the RequisitionDocument – My Completed query and click the Move to Folder button again.

15. In the Browse for Folder window, expand the Dynamics folder and select the Requisition Management folder to move this query there. Click OK to save changes.

16. Now, in the Employee Center, under the Purchase Request List page, if you filter the purchase requests to show My Completed Results, it will only show those purchase requests created on or after the date chose in step #11.

Enjoy!