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Microsoft Dynamics RMS (Archived)

How to modify Purchase Orders Report

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How to modify the default "Purchase Orders" report in RMS to include Item Lookup Code, Item Description, Cost and Price..

Thanks in advance

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: How to modify Purchase Orders Report

    Open Store Ops Manager > Reports > Custom Reports > Purchase Orders Outstanding > Set filter Field to "P.O. Number" > Set filter Operator to "Equal (=)" > Set Filter value to [Input your exact P.O.#] > Click "Add" > Select "OK" > Right Click anywhere in the generated Active Report for P.O.# of your choice > Select "Show/Hide Columns" > Check Columns to Display & Uncheck columns you do not wish to see

    Once columns are checked/unchecked to complete your desired report, remember to "Memorize report (Ctrl+M)" to have this filter saved as any name you choose for it.  Whenever you need the report now it should be found in Store Ops Manager>Reports>Memorized Reports, you'll simply need to change the Filter value to the exact P.O.# you wish to report.

    Out of the different custom purchase order reports available, the "Purchase Orders Outstanding" report seems to be the only purchase order type report that allows for Retail Price to be shown.

  • Suggested answer
    archelle16 Profile Picture
    1,743 on at
    RE: How to modify Purchase Orders Report

    could you please share your report?

  • Community Member Profile Picture
    on at
    RE: How to modify Purchase Orders Report

    attached. its the default reports that comes with RMS

    https://ufile.io/3i8pd

  • Verified answer
    archelle16 Profile Picture
    1,743 on at
    RE: How to modify Purchase Orders Report

    Looks like it is a store op report since no joining of storeid in the query, anyways, to include the item, modify the tablesqueried part and include below lines of code :

    Left join Item with(nolock) on PurchaseOrderEntry.ItemID = Item.ID

    And also include the ff lines to include the columns :

    Begin Column

     FieldName = "Item.ItemDescription"

     DrillDownFieldName = ""

     Title = "Item Description"

     VBDataType = vbString

     Formula = ""

     ColHidden = False

     ColNotDisplayable = False

     FilterDisabled = False

     ColWidth = 690

     GroupMethod = groupmethodNone

     ColFormat = ""

     ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

     FieldName = "Item.Cost"

     DrillDownFieldName = ""

     Title = "Item Cost"

     VBDataType = vbString

     Formula = ""

     ColHidden = False

     ColNotDisplayable = False

     FilterDisabled = False

     ColWidth = 690

     GroupMethod = groupmethodNone

     ColFormat = ""

     ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

     FieldName = "Item.Price"

     DrillDownFieldName = ""

     Title = "Item Price"

     VBDataType = vbString

     Formula = ""

     ColHidden = False

     ColNotDisplayable = False

     FilterDisabled = False

     ColWidth = 690

     GroupMethod = groupmethodNone

     ColFormat = ""

     ColAlignment = flexAlignLeftCenter

    End Column

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