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I am trying to add a note to the checkbook register in GP10 any ideas that may help? I found the note index but so far I can find the actual written note.
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You can use Report Writer/VBA/Dexterity to add a note to checkbook register report in GP.
For VBA and Dexterity you need to write code. But, report writer you can achieve this by adding table relationship(Add the note value table to Checkbook register table then you can use the field directly from that table to Checkbook Register Report).
Hope this helps!!!
Hi Connie,
I'll provide some additional information to Soma's post, the table relationship he is suggesting will not give you the result you want. You will need to create a new relationship between the Record Notes Master and the Checkbook Master (not the 'Checkbook register table'). Creating the relationship is not intuitive if you have not done it before. It's created in Report Writer, so these instructions will apply to Report Writer. Here goes:
5. In the Tables window, select the CM_Checkbook_MSTR table and click the Open button.
6. Select the 'Relationships' button on the Table Definition window
7. Select the 'New' button on the Table Relationship window
8. Push the ellipses button on the Table Relationship Definition window. The Relationship Table Lookup will open. Navigate to the Record Notes Master and then push the OK button.
9. Select the Secondary Table Key as pictured below. Select the 'Note Index' field on the Primary window list to make the relationship
10. 'OK' out of the several windows you have open, save any changes and return to the Report Table Relationships window for the Checkbook Register report. Select the CM Checkbook Master table, and then push the 'New' button.
11.Select the Record Notes Master table on the Related Tables window and push the OK button.
12. After the Record Notes Master table is added, your Report Table Relations window should look like the screenshot below. Close the Report Table Relations window.
13. Open your report layout window and drag the 'Text' field from the Record Notes Master on to your report's H1 section.
You can test it out by printing it to the screen in Report Writer. Once happy with the results, change your security to point to the modified report.
I hope this gives you the information you need.
Kind regards,
Leslie
.
Note: This table addition will only print Notes added to the Checkbook ID field when in Transaction Entry. If you want to see notes added to the (Check) Number field, then you would link the Record Notes Master to the CM Transaction table instead (Step 5 above).
So true! I was just focused on the checkbook itself. I should have figured they were looking for the transaction note.
I'll take another go at it with the focus on the CM Transaction table:
Here are instructions for creating a relationship between the CM Transaction table and the Record Notes table:
5. In the Tables window, select the CM_Transaction table and click the Open button.
10. 'OK' out of the several windows you have open, save any changes and return to the Report Table Relationships window for the Checkbook Register report. Select the CM Transaction table, and then push the 'New' button.
13. Open your report layout window and drag the 'Text' field from the Record Notes Master on to your report's B (Body) section.
You can test it by printing it to the screen in Report Writer, you don't have to switch back to GP. Once happy with the results, change your security to point to the modified report.
Sorry about the misguided instructions point you to a different note.
They had opened a case referencing this thread, so I figured I'd add what I was able to find through testing. As a whole, this thread now addresses Notes added to Bank Transaction Entry documents when the Checkbook ID Notes or the (Check) Number Notes are used.
However, the following limitations exist: Notes added to Currency ID will not pull, and you won't be able to pull all notes added if both Checkbook ID Notes and (Check) Number Notes are used.
Not misguided, simply took the first route available of many. :)
I hope this information helps! Have a great day!
Jonathan Boice
Microsoft Dynamics GP Support
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