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Default Other Form report for Purchase Order

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Posted on by Yash.V

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Hi All,

We are having 2 companies in GP. And so we used blank paper for a company and long form for other company.

But we are unable to default the other form while printing the PO. I've referred the below thread and updated my setup accordingly. But still this is showing blank paper for us in both companies.

https://www.gpug.com/communities/community-home/digestviewer/viewthread?GroupId=247&MID=23275&tab=digestviewer&CommunityKey=4754a624-39c5-4458-8105-02b65a7e929e

Any advices on this will be much appreciated. Many thanks in advance.

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Microsoft Dynamics GP

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Yash.V 220 on at

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RE: Default Other Form report for Purchase Order

Hi Justin,

Thanks for your prompt response.

Yes, I've tried updating the Long form in PA Vendor Options window too. But still it was showing blank paper in PO Entry window.

Also, I tried to set PO Entry window in Alternate/Modified Forms & Reports Security to Microsoft dynamics GP. But still it was showing blank paper in both cases.
Justin Sutton on at

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RE: Default Other Form report for Purchase Order

Hello Yash,

The document format will default from whatever is setup for each vendor. Have you changed the vendor options per my previous post?

Changing the settings in the Setups will only change what defaults on new vendors.

Thanks!
Yash.V 220 on at

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RE: Default Other Form report for Purchase Order

Hi All,

Thanks for all your suggestions. Unfortunately, we are still facing the issue even after updating this setup.

We have PA enabled in our environment.

So we tried to change the PO Entry window in Alternate/Modified Forms & Reports Security to both PA and Microsoft dynamics GP. But the document format is still not defaulted.

In this case, do you think this is a bug?
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Justin Sutton on at

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RE: Default Other Form report for Purchase Order

Hey Everyone,

This is outlined in the POP Setup guide on the DOC Site:

docs.microsoft.com/.../purchase-order-processing

Specifically this line (#3 under Setting Up Purchase Order Processing preferences and default entries)

Select the format you want to use when purchase orders are printed. If you are using Project Accounting, the default document format for a purchase order with project information will be the document format specified for the vendor record in the PA Vendor Options window.

The setting on the PA Purchase Order Processing Setup Options window only effects the default on NEW vendors.

Hopefully this clears it up a bit.

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

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RE: Default Other Form report for Purchase Order

Hi Yash,

Do you have Project Accounting setup in your GP ? PA alters the default form for POP entry and doesn't necessarily provide the right default format you setup in POP.

The next step would be to check if the user's security is set to the default GP POP Entry form or the PA POP entry form.. make sure you're working on the right setup.

PS: I confirmed by checking in my GP 18.3 that any setup you may do in the POP Setup under Purchasing >> Setup >> Purchase Order Processing or

Purchasing > Setup > Purchase Order Processing > Project button

has indeed no effect on the POP Entry > Print form, nor on the POP Inquiry > Print form.. they will both show the 'Blank format' by default.. When you use the regular GP POP Entry form, then the setup above applies as expected.

However, I went into a Vendor Card and modified the setup under Purchasing >> Cards >> Vendor >> Project and selected a different format (like Format A), and low and behold, when printing a PO for this Vendor, the proper format was defaulted in the dialog box..

To me this seems to be a bug linked to the PA module, and maybe someone from Microsoft can confirm it here (Derek Albaugh or Justin Sutton).
Richard Wheeler 75,848 Moderator on at

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RE: Default Other Form report for Purchase Order

I can confirm this so now we need someone from Microsoft to confirm this. I could make this change with code but that should not be necessary.
Yash.V 220 on at

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RE: Default Other Form report for Purchase Order

Yes, I've updated to Other Form in this path.

I've also updated in below window.

Tools->Setup->Purchasing->Purchase Order Processing -> Project, Default PO Format as 'Other Form'.

But still the issue.

And one more observation is that, the other form is defaulted in

Purchasing -> Transactions -> Print Purchasing Documents .

But in PO entry window it still shows blank paper.
Richard Wheeler 75,848 Moderator on at

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RE: Default Other Form report for Purchase Order

Have you gone to Tools->Setup->Purchasing->Purchase Order Processing and set the 'Other Form' as the default?
Yash.V 220 on at

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RE: Default Other Form report for Purchase Order

Thanks for your reply Richard!

Yes, actually it was working fine, when I specifically chose the 'Other form' from drop down in Purchase Order print options window.

But the default option is still blank paper in this window.

Please could you advise, how to change this?
Richard Wheeler 75,848 Moderator on at

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RE: Default Other Form report for Purchase Order

Go into Report Writer and put some temporary text on both forms and print PO's to make sure it is indeed not printing the Other form. When you are on a PO and print and select Other form do you get the Other form?