Project Accounting Reporting Periods

(0) Share

Report

Posted on by tradal02

I want to add the PA Period End Date to project invoices, but I can't find the field (PAPeriodEndDate) in Report Writer. Has anyone done this before?

Categories:

Microsoft Dynamics GP

I have the same question (0)

All responses (7)

Answers (1)

Suggested answer

Beat Bucher GP Gee... 28,058 Moderator on at

Like (0)

Report

What is the GP Report you want to add the field to ?

You can't easily add a field to a built-in GP report if the underlying table isn't already part of the report definition.. so maybe you want to look for some other options like Excel or SSRS reporting.

Was this reply helpful? Yes No
tradal02 30 on at

Like (0)

Report

Hi Béat...thanks for the prompt response.

I want to add the PA Period End Date to project T&M invoices...the field is in PA10000 and PA30100 (timesheets open & history), but I don't see a way to connect those tables to the PA Billing tables used by the invoice forms.

Any help is appreciated.

Was this reply helpful? Yes No
Beat Bucher GP Gee... 28,058 Moderator on at

Like (0)

Report

Could you provide the exact report name you're trying to customize ? The PA module literally contains over 100 reports.. What's the path to generate that report ?

Was this reply helpful? Yes No
tradal02 30 on at

Like (0)

Report

PA Billing Invoice Format - Invoice Formats 1, 11, and 12

Was this reply helpful? Yes No
Suggested answer

Beat Bucher GP Gee... 28,058 Moderator on at

Like (0)

Report

I looked up the PaPeriodEndDate field in GP and the only tables where it can be found are related to Time Sheet entries, Misc log and Equipment log.

Field_in_table
PA01304
PA10200
PA30100
PA30300
PDK10000

None of those tables are currently linked to the report you're trying to customize :

Which means you probably won't have any choice than using VBA code or some RW dexterity commands to bring that information into the report.

The PA Project Master Table does have a "PA Actual End Date", but I'm not sure that's the one you're looking for..

Was this reply helpful? Yes No
Suggested answer

Beat Bucher GP Gee... 28,058 Moderator on at

Like (0)

Report

I just dived deeper into the report tables and found that "PA_Billing_LINE_TEMP_Project2" actually does have a "PA Period End Date" global field..

Have you tried to add that one to the report layout ?

IF that doesn't work, you can always try to link another PA table to the current report by clicking on the "Relationship" button, which opens the Table Relationship form and then click on New to add another table from GP..

Was this reply helpful? Yes No
Verified answer

tradal02 30 on at

Like (0)

Report

I can see the field in the Global Fields section under Table Definition, but it's not in the Toolbox field list and I don't know which table to add in order to define a new relationship that gets me the field. The logical one would be the Timesheet Header History but none of those keys map correctly...so it sounds like I'll need customization or SSRS. Thanks for the feedback!

Was this reply helpful? Yes No