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Add PO Name of Approver to PO Purchase Order Report

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Posted on by JoeParra 5

I have successfully modified the PO Purchase Order Blank Form Template, and even adjusted the report in Report Writer to use a field that wasn't in use and get that to show up on the template.

I am now trying to get the name of the person that approved the PO to show on the report.  What table and field do I need to add to the report, and how do I link them to the tables I need to link them to.  I have been told this name is in the Workflow History table but that is as far as I have gotten.

Thank you,

Joe

Categories:
Reporting and BI
  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Moderator on at
    RE: Add PO Name of Approver to PO Purchase Order Report

    I get it..

    This is the official MS KB article on how to deal with external tables in Report Writer:

    support.microsoft.com/.../how-to-use-and-troubleshoot-report-writer-in-microsoft-dynamics-gp

    Sometimes it might be easier to add an external table by using a SQL view that will be called thru VBA code.. depends on complex the data set might be.

  • JoeParra Profile Picture
    JoeParra 5 on at
    RE: Add PO Name of Approver to PO Purchase Order Report

    Thank you. 

    But I do know how to change the template.  This name of the person that approved the PO is not on the Report Writer report, so I cannot add it to the template.  So I first need to adjust the report writer report and add that field to the modified report first.

    The problem I have is that I am not sure where to find that field and how to link it in Report Writer.

    P. S.  Just saw that you added the additional links.  Those might help, I will dig through those.  Thank you!

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Moderator on at
    RE: Add PO Name of Approver to PO Purchase Order Report

    Hi Joe,

    it looks like you're talking about the GP Word Templates ? if so, then the only way to get your newly added field from the GP report writer into the Word Template is to export the output as XML and replace the default source for the Word Template.

    Complete step-by-step is explained here :

    community.dynamics.com/.../creating-a-word-template-for-dynamics-gp

    PS: just realized that you may not even have gotten that far yet.. still looking for the proper table(s) to link. 

    This might help: 

    https://www.azurecurve.co.uk/2020/01/sql-view-to-return-microsoft-dynamics-gp-workflow-step-approvers/

    https://support.microsoft.com/en-us/help/3091940/workflow-2-0-tables-used-with-microsoft-dynamics-gp

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