Modify the PM EFT Payment Register

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I want to modify the PM EFT Payment Register posting journal to include data from the original PM transaction (the batch number and original PM Trans document number). I thought I would be able to link the PM Apply to Work table to the PM Payment work table but I don’t that relationship in the table listing. Can someone help me with this

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Naga Kiran on at

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Hi Lucy,

As I see there is a relationship already defined between PM Apply to Work table and PM Payment Work. You just need to add PM Apply to Work table to the report table list.

1. On the Report Definition window, click on Tables button (which opens Report Table Relationships window).

2. Select 'PM Payment WORK*' and click on New button (this opens a list of Related tables for PM Payment Work).

3. Select PM Payment Apply To Work File* and click on OK

4. Click Close on Report Table Relationships window

Hope this helps.

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Community Member on at

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I also thought a relationship already existed between these two tables. Unfortunately I’m unable to add the new table. I'm not sure what I'm doing wrong.

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soma 24,410 on at

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What is your GP version?

Better you can create a User Defined function with starting "RW_" and use this function to your report calculated field then use this field to your report.

Hope this helps!!!

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Version is GP 2010 (11.00.2197 SP3)

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Naga Kiran on at

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Lucy,

Which version you are on. On GP 2013 R2, Below is the relation ship defined which is different from yours. I didn't add any tables to the default list.

Please follow the same relation to get the table you want to add to the list.

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Naga Kiran on at

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So you are on GP 2010, the report has been enhanced with additional tables. Add the relationship as shown in the above pic. Hope it will solve your issue. And as Soma said, if you find any RW functions use them as they are the best option with out disturbing existing relationships.

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soma 24,410 on at

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Open the tables "PM Payment work" & "PM Payment Apply to work" in table definition window then add the relationship between each others then try again. Or follow above my suggestion with using RW functions.

Hope this helps!!!

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Naga Kiran on at

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Soma, the relation you mentioned is there in from 2010 itself. No need to add that again. Just the existing relation order is not allowing that to add it to the report table list.

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soma 24,410 on at

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Naga,

So, do we need to change the relationship order in report?

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Naga Kiran on at

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Not exactly Soma. You can't add second level (--) relation when there is 3rd level relationship at the end (---). This means Payments Apply to work file can't be added directly.

So you need to remove the Address Electronics Funds Transfer Master first (temporarily) and Add the PM Payment Apply to Work file by selecting PM Payment Work and then add back the Address Electronics Transfer Funds Master by selecting PM Vendor Master file.

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