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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Modify Cash Receipt Re...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Modify Cash Receipt Report

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ReportReport
Posted on by JBurgess 74
I'm trying to modify the Cash Receipt report that can be used to email a "remittance" of sorts to customer that make payments. I've modified reports in GP before with success, however I'm not able to get any additional fields to show up/pull data on the report. Is there anything special about this report that others have seen? I can update text fields and move default fields around on the report to confirm changes are being made and the modified version is used, but adding a table/field will not pull the data.
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Microsoft Dynamics GP
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  • Suggested answer
    David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 14,095 Most Valuable Professional on at
    Without checking the actual source code, I would say that the report is using a temporary table and only populating the fields used on the report.
     
    So, creating relationships to other tables might not work if the key fields used are not populated.
     
    Try dragging any fields you are trying to use onto the report to see if they have values.
     
    With GP Power Tools it might be possible to either populate other fields in the temporary table, or use custom RW functions to return any additional data needed to the report.
     
    Regards

    David
  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    The available fields in Report Writer are subject to the tables that are linked into the report... If you need more fields from other tables, you have to link them first, which isn't always obvious in RW. 
    You might have a quicker result by using SSRS and using one of Victoria Yudin's pre-backed SQL views.. 
     
    Hope that helps.
    Beat (aka GP Geek)
  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 958 Super User 2025 Season 2 on at
    What version of GP are you on?  If you aren't on GP 18.5 or newer, you may want to consider if upgrading to get the Microsoft Dynamics GP October 2022-Print Cash Receipts and email enhancement would help.

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