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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / How to add custom report
Microsoft Dynamics RMS (Archived)

How to add custom report

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Posted on by usamaalam 200

Hello everybody,

I need to add my custom report in dynamics RMS.  All I need to do is on the Orders report I need to apply a custom sort order.  If its possible in the existing report, this will be good.  Else I can develop new report and add in RMS.  Would you please let me know some tutorial or something where I can get information as to how to add custom report or integrate crystal report?

Thanks.

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  • alexandre Profile Picture
    alexandre 200 on at
    This community forum is really strange. "Senior" and "engineer" that ask for question that, in my student sense, are quite easy to answer. By default, every reports in RMS are stored in individual files somewhere on the harddrive in a folder called "REPORTS". Any way you can go in the settings to see where the reports are stored. There are 2 kinds of reports in RMS: - The CrystalReport ones; - And the XMLish ones. The XMLish reports are the most usual. They usualy offer you the possibility to sort by a specific field the way you want it in the RMS GUI. In a case where it is not natively offered, you can edit the XMLish report. Open it with Notepad and modify. You can develop new reports (any of the 2 kinds) ans add them to RMS. For the Crystal reports ,create them in CR then save them in the folder obviously named "CRYSTAL REPORT". For an XMLish report, create it and save it with a name beginning with "CUSTOM -" (or something like that, i just dont remember) and place it with the others "CUSTOM -" prefixed reports. Voila I should not answer to post like that, because you are charging money to someone for the solution. You should give a discount to you customer, or a free day to your boss.
  • Steve Weber Profile Picture
    Steve Weber 135 on at

    I apologize for the rude reply of the other poster.   We can certainly help you with this.   Let me know if you still need assistance.

  • usamaalam Profile Picture
    usamaalam 200 on at

    At the time of posting the question, I was a newbie in RMS and needed to get the report thing done immediately so I posted on the forum to get a quick reply.  I then did searching and found the way to add new reports.

    Thanks,

  • parameshwariv Profile Picture
    parameshwariv 5 on at

    Hi,

    I need to add one more field Category name in the receipts(ReportTemplates).

    But as this is an XML file and Iam unable to locate the data source.

    Also, If I use Entry.Item.CategoryId or Entry.CategoryID it gives me "token not found" error.

    Can you please help me how to locate the source and add the field?

    Awaiting your reply,

    Thanks,

  • Suggested answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at

    Hi Parameshwariv.

    OK, first, from what I know, there is no standard way to add Category name on the receipt (by Entry.Something...), not sure if Microsoft have updated the Store Operations XML Template Language variable that can be used on the receipt…

    So, You have 3 options:

    - You can use the Session variables to store the Categories per Item in the transaction, but with the limitation of up to 10 Session Items (so, it will not be a perfect solution). It requires creating a small DLL file (.COM object), few hours of development, and obviously changing the receipt… You hook up the DLL just before printing and fill the Session variables

    - Better solution would the same idea with a DLL file, but filling up a standard POS entity field, that You can use for printing on the receipt, for example a Entry.Comment. No limits here, will work for all the items, but also, it will overwrite any manually entered cashier comment. Again, few hours of development and some minor changes in the receipt…

    - Or, make a simple workaround (which I did in one of my costumers) and use one of the fields that are not used or empty per Item, for example Item.BinLocation, Item.ExtendedDescription or Item.SubDescription3 …. You can use a simple SQL queiry to fill up the values and maybe a SQL trigger on Item table, to automatically fill up the new Item entries or changes of the categories of an Item… This will take you few hours maybe …

    Hope this is helpful for You… If not, drop me an e-mail… antonijo_todorovik@hotmail.com

    Regards, A.

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