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My company uses Microsoft Dynamics SL 2015. We are needing to add a custom field to the trial balance report or create a custom report. Is this possible?
Moved to the Dynamics SL forum as your question is not related to Dynamics 365 Finance.
Both are possible, depending on where the Custom field is located. You would use Crystal Reports (most likely) or possibly SQL Server Reporting Services.
I am not sure where the field would be located and would want to use the Crystal Reports, but open to SQL if that is the only way. The field would be used across the system, AP GL Cash.
Our consultants say that a custom trial balance is not possible, which does not make sense to me. Something about the history table and GL table. I am not at all familiar with the structure behind the scenes. I just think of it like a pivot table, where you add one more column to summarize.
If you are thinking of modify the current TB report in Crystal, then you will also need to modify the SQL view (vr_01610) that is the data source for the report. It would really depend on where the custom field you want to add resides. If it is in the Account table, it should be easy to do. Once you modify the SQL view, then you would need to refresh the data source in the Crystal report, add the field to the report design and save the updated version to the Usr_rpts folder.
If you're working on extending an existing report where the data is pulled from views, you should take the existing report view and create one of your own. This avoids Microsoft overwriting your custom work when applying an SL update.
For example, the two Trial Balance reports 01610A and 01610B use SQL views VR_01610A and VR_01610B. Your custom view could be based on one of the current views with the additional tables/fields added to the view, then your custom Trial Balance report format could be based on an existing Crystal Trial Balance report with the additional fields available.
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