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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project Series Report ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Project Series Report Modifications

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Posted on by MelissaK6201 125

Need some help with a standard report.  I am making changes on the SVC_Transfer_Pick standard report, however they are not showing on the printed picking ticket on In-Transit Inventory Transfers.  Is anyone familiar with this series of reports?

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Microsoft Dynamics GP
  • MelissaK6201 Profile Picture
    MelissaK6201 125 on at
    RE: Project Series Report Modifications

    Now that this issue is resolved, thank you all btw, I am trying to use a word template on the SVC_Transfer_Pack.  How to I go about setting this up?  There are no original or modified reports to choose from.

  • DexDev Profile Picture
    DexDev 100 on at
    RE: Project Series Report Modifications

    Most probably your modified report is not marked and  that's why you are not able to see your modifications, as mentioned by Mr.Josh.

  • Suggested answer
    Josh Page Profile Picture
    Josh Page on at
    RE: Project Series Report Modifications

    Try the following.

    1. Log into GP as "sa".
    2. Go to Tools>Setup>System>User Security.
    3. Select the user and company you are testing with.
    4. Next click the "Alternate\Modified Forms and reports" link. This will open the alternate\modified forms and reports window.
    5. Select Report as the type.
    6. Locate the series\ your report.
    7. Make sure it is set to modified. If not flip it to the modified version.
  • MelissaK6201 Profile Picture
    MelissaK6201 125 on at
    RE: Project Series Report Modifications

    pastedimage1631560497316v1.png

    The above is out of the box standard report for the SVC_Transfer_Pick.

    Below are the changes I made to this standard report but they do not show when I print to screen.

    pastedimage1631560572243v2.png

  • DexDev Profile Picture
    DexDev 100 on at
    RE: Project Series Report Modifications

    I have experience of modifying service call reports, what changes you are doing? Please share snap shot of report if possible and it's navigation to print it.

  • Suggested answer
    Joseph Markovich Profile Picture
    Joseph Markovich 3,910 on at
    RE: Project Series Report Modifications

    Hi Melissa-

    Is the report already modified or are you modifying it for the first time? Make sure in the Alternate Forms and Reports settings in the Administration center, you are telling GP to use the modified report. Otherwise, it will keep using the out-of-the-box report.

    Joe

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