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Microsoft Dynamics GP (Archived)

GL Trial Balance in SSRS add Customer Class

Posted on by

Does anyone know how to add the customer class to the GL TB SSRS Report?

Got this strange request and I am stumped.

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  • RE: GL Trial Balance in SSRS add Customer Class

    Thanks Mariano,

    I just needed to trim.

  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: GL Trial Balance in SSRS add Customer Class

    Yes, confirm that you have created a data set and that your field names match your situatiton, my formula above is JUST AN EXAMPLE!

  • RE: GL Trial Balance in SSRS add Customer Class

    Hi Mariano,

    This didn't work. Am I supposed to do something else before I put in the formula?

  • Suggested answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: GL Trial Balance in SSRS add Customer Class

    =Lookup(Fields!OriginatingMasterId.Value, Fields!CUSTNMBR.Value, Fields!CUSCLAS.Value, "dsCustomer")

  • RE: GL Trial Balance in SSRS add Customer Class

    Hi Mariano,

    Can you advise the formula to use for Option 2?

  • Verified answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: GL Trial Balance in SSRS add Customer Class

    There are 2 ways to address this request:

    1. You can modify the seeglPrintSRSTrialBalance stored procedure in your company database (all company databases for that matter) to alter the query to link the originating master ID column with the RM00101 customer master table. You will then retrieve the CUSTCLAS column for the customer class; or

    2. You can add a new data set to the report using the company data source. This data set will implement the following (text) query:

    select CUSTNMBR, CUSTCLAS from RM00101


    You can then create a formula field to retrieve the correct CUSTCLAS value based on the relationship between the OriginatingMasterID and CUSTNMBR from the data set.

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