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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Report Writer - no cha...
Microsoft Dynamics GP (Archived)

Report Writer - no change displayed

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Posted on by Community Member Microsoft Employee

I was trying to edit a report using Report Writer, and the changes save but when I re-run the report (Purchase Order, shows up as "POP Purchase Order Other Form" when editing using Report Writer) it looks like I didn't make any changes. I even tried deleting my custom report and re-inserting while no one was in the system but me and that didn't help either. We would like to remove the exchange rate and contract number fields since we don't use them, and add Account Number.

Any help is much appreciated! Thank you,

Lydia

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    Alright. Thanks for the info. So, here is the thing - these items appear in line details hence you would have one account per item, so does the management want to have 10 accounts appearing on the PO if there are 10 lines? I am sure, they would not because it would look ugly.

    Second,  I had a look at all the fields in those tables and I could not find the inventory account field , hence I can safely say, it is not possible. Even I looked  at the calculated fields but could not find that. So, I would suggest to go for an SSRS based report if this is the requirement.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    Kumar,

    Transactions >Purchasing > Purchase Order Entry > after I locate the correct PO number, I can click on Item Detail, after that this number shows up in Purchasing Item Detail Entry it shows as "Purchases Account", in Account Entry window as "Account",  it also shows up in Account Maintenance window in field "Account.

    The Business Affairs Office thinks it would be beneficial to have the Account Number display on the PO for internal departments so they can remember which account they put in a PO for, for vendors and external people we could just redact it or (if possible) have a separate report for external folk.

    This Account Number will vary for every vendor/department/account. Some vendors don't have the account numbers.

    I believe that they are using some POs as prepayment.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    I think we would need to know what kind of account number is this? Why do you need account number in there, is it going to be the same all the time or vary, if so how and when? And why we are dealing with account numbers in PO? There is no distribution unless we have some prepayment. And the last where do you see this account no. field in GP window in a PO?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    GP-_2D00_-global-field-AccNum.JPG

    I later noticed that global layout exists in the toolbox, the only place I saw the Account Number was on a global field, not in the Globals list.

    Opening up the Account Number field doesn't tell me in which table to find this filed. Is there a better way to tell? Thanks so much!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    You can just hold and drag that field on the report and it should be fine. You may look out for the font and adjust it accordingly.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    @Kumar, I have a follow up question that you might be able to help me with, if not I will open another question.

    I was trying to add the Account Number field, and I see it in the Global list but I can't figure out how to add it - is that done through relationship tables, and if so which one would I add it to?

    Thanks so much!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    Thanks! That was the problem - neither was selected, the original or the modified, how odd. I appreciate your help!!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report Writer - no change displayed

    Could you please check if the modified/alternate form ID is pointing to the right form (Under Adm>>System>>Mod/Alt)? If it is, then there is some issues with your form and in that case I would suggest recreating the modified form and making the changes. You can save the existing one by exporting it to your local directory for worst case scenario.

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