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Add new tables and fields to third party report?

Posted on by Microsoft Employee

I've created a custom dictionary that contains new tables and forms.  The information in these tables are linked to the GP Item Master table.  A third party solution utilizes the GP Item Master table and their tables to produce a BOL for a counter sales feature they've added.  We would like to modify this report and add data from our tables.  Is this possible?

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  • Verified answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Add new tables and fields to third party report?

    There are printable manuals with dynamics gp, (comes through going to help icon of gp), it has a pdf file with name VBA Developers guide, it's a very good manual having all the development details and code examples. On page number 215 there is a code sowing how to read data from SQL table.

    Further you can find nice blogs with similar subject by expert community members here. :)

    Getting know about possibility of using other reporting tool is also good, I always want to learn SSRS.

     

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Add new tables and fields to third party report?

    Larry -

    If all of the fields you are trying to use in your report are in SQL tables, then perhaps the best way to build the report is using SSRS (SQL Server Reporting Services). The typical approach to data in several tables is to build a query and use it to create a view. Here is a video on the fundamentals of creating views in SQL.

    www.youtube.com/watch

    There are other parts to the video on Creating SmartLists and Access Data through Excel, which are less on point.  SSRS is a flexible reporting tool, which is worth investing some time in learning it.

    www.boyerassoc.com/using-sql-views-reporting-data-microsoft-dynamics-gp-sl

    I don't think a forum is an easy place to get a complete solution to your problem in one question. It is likely to breakdown into several separate questions (i.e. How do I join table x to table y given the available fields and the results I want to see? or How do I build a sub-report into my SSRS report?)

    Good luck in your efforts.

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Add new tables and fields to third party report?

    Yes, you can find many examples by just googling.I will also try to share code I have.Let me find something for you.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add new tables and fields to third party report?

    I'm all ears. How would I go about doing this?  Is there a simple example somewhere that I can follow?

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Add new tables and fields to third party report?

    >>Do I have to somehow get their report into our custom dictionary?  

    No.

    What you are trying to achieve, would be very complex in dexterity. Why don't you try VBA?

    With VBA you can directly get field information from your table and can show on report by using calculated fields.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add new tables and fields to third party report?

    I'm not sure how to be any clearer. The third party solution (dictionary) has a report that serves as a Bill Of Laden (BOL) and is what is referenced by my comment of this report. We need to add information to this report. The information to add is stored in our tables. I'll ask a more specific question. Do I have to somehow get their report into our custom dictionary?  If so, what is the process for doing so?

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Add new tables and fields to third party report?

    I am sorry Larry Welch, I am not here either to make a joke, I am here to learn and help (definitely what I can).

    My time is as precious as yours.

    We would like to modify this report and add data from our tables.  Is this possible?


    Definitely I can not get any idea by 'this report', You ask for possibility, and I just answered the same.

    Anyway I would ask for your kind apologize if in any way I have wasted your time.

    : )

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add new tables and fields to third party report?

    This isn't a joke. My original post details the issue. I am new to Dex and am trying to figure out the best solution. Please don't waste my time unless your interested in helping. I am grateful for any help in getting this project completed.

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Add new tables and fields to third party report?

    Isn't knowing the possibility of something a half solution? :D

    It's a whole process, do you know dexterity programming? or VBA?

    The report you want to add fields with your table is GP report or 3rd party product report?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add new tables and fields to third party report?

    Thanks but I guess I was expecting a bit more help.

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