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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Create multiple Purchase Orders

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Posted on by 12

Is it possible to have different purchase order bodies - containing only slight differences in text content - using only one REPORTS.dic?

I ask this as I am not sure if with Templates this can be done.  I want to assign PO1 to Joe and PO2 to Fred  Each of them using the same base template, but containing their own signature lines when printed.

In addition, can it also be configured to allow for Joe and Fred to show different signature lines when the PO is emailed?  If that is possible, then that might be the solution as it would appear to be easier than two different reports.

Help from community please and thanks.

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  • Suggested answer
    MG-16101311-0 Profile Picture
    26,225 on at

    Bill,

    You can create a simple conditional string calculated field in RW for the users:

    (C) Signature Line

    Result Type: String

    Expression Type: Conditional

    Conditional: User ID = "Joe"

    True Case: "Joe Signature"

    False Case: "Fred Signature"

    Remember to select Globals from the Resources drop-down under the Fields tab to obtain the User ID.

    As for the second issue, my assumption here is you are experiencing this because your email settings are probably set to MAPI instead of Exchange. This would be particularly true if you are using Office 365.

  • Suggested answer
    Lucas Boewood Profile Picture
    on at

    Hi Bill,


    By default, GP only allows one report to be selected under the Alternate/Modified Forms and Reports setup (which can be either core GP, modified, or alternate/3rd party). While this setting is per user, the system only allows one modified version of the report. When using only one REPORTS dictionary, one user could use the core GP report and another could use the modified report. Otherwise, if you wanted users to have different versions of a modified report, they'd each need a separate REPORTS dictionary to pull from.


    Another option on the report itself would be adding the conditional field that Mariano referred to. That would allow you to use just the single modified report for each user.


    Templates function in much the same way. One template can be assigned as a default to the original report, and one to the modified report. This is assigned at a company level, but it still might be a way to workaround the need to have separate reports dictionaries per user. For example, User A could have the core GP report assigned for them in the Alternate/Modified Forms and Reports setup and have a template tailored for them and set as the default for the core GP version of the report, then User B could use the modified GP report (it doesn't really need to have any changes made to it even, it just has to be created and saved in Report Writer) and have a separate template tailored for them and set as the default for the modified version of the report.


    Email messages are company level as well and not per user, so while the email is sent from the user's email, the default message is the one assigned to the company. A workaround for that would be to print the template to file and send it manually (allowing for a personalized signature in the email client), but that's not really ideal.


    I think the best options are:

    • One modified report (one dictionary file) with a conditional field that returns each user signature
    • Multiple dictionary files with a modified report for each user
    • A template assigned to the core GP report which is set to be used by User A, and a different template assigned to the modified report which is set to be used by User B


    I hope that helps! Please let me know if there are any further questions on this.

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