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I am attempting to modify the PO form in Microsoft Dynamics GP 2013. We have chosen to use the item short description field to hold our part ID #'s from our previous system. Our purchasing agent would like to see this field on the PO, in addition to the vendor and item #. I am jumping in on this after someone else has added this field to the PO, so I'm not entirely sure how it was added. The problem I have is that this field does not display on the PO. My educated guess is that there is a relationship missing somewhere. The item number field on the PO is a calculated field. The short description field has been added directly from the Item Master table. I'm new at this. Can someone point me in the right direction to make this field visible on my PO? Thanks!
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Yes, I got this to work. As you can see, my post was in 2014, so I don't remember specifically how it was done without going back in to look at it. See Leslie Vail's post below. I remember my solution had to do with understanding relationships and getting the right one created. Her post should point you in the right direction.
You can get the Item Short Description to print on the PO form if you create a relationship between the Purchase Order Line Rollup Temp (primary table) and the Item Master (secondary table). Use key 1 and match on item number. Drag it into the Comment 3 Header - this is the same section where your Inventory number is listed. You didn't mention where she wanted this field to exist. As far as Vendor ID, well, that's in the header of the PO already.
I don't understand why the relationship you described exists. You might be better off to start over.
Kind regards,
Leslie
Yes. I specifically deleted the Key 4 relationship before I added the Key 1. It took a few minutes to figure out how to do that, but I made sure it was deleted first.
Can you confirm that the existing table relationship to the Item Master (based on Key 4) has been deleted? I seem to remember from a long time ago that if you had 2 relationships setup to the same table, regardless of which relationship you chose when linking the table to the report, it would always use the relationship that was "on top".
Therefore, please delete all relationships between popPOLineRollupTemp and the Item Master except for the 1 you just created based on Key 1.
Thanks,
Justin
Thank you! It was helpful to know how these tables linked. I found that my Item Master was using IV_Item_MSTER_Key4 as the Secondary Table Key and was linking the Tax Detail ID with the Item Short Name in addition to the Item Number field. This made no sense to me and would explain why the result would always be null. I deleted this relationship and re-created it using IV_Item_MSTR_Key1 and linked only on Item Number.
I expected this to solve my issue, but it still will not print. I can't get my screen shot of the Report Table Relationships to paste here. If I understand correctly, the absence of an asterisk on the Item Master table means the only relationship is the one I created.
I tried deleting the field from the report and bringing it over again. This made no difference, either. I'm not sure what to try next.
Using GP2010, and starting from the default POP Purchase Order Blank form, I was able to add the "Item Short Name" and have it successfully print.
1.) You must create a table relationship from the popPOLineRollupTemp to the Item Master (Using Key 1)
2.) Link the Item Master on to the POP Purchase Order Blank Form. Keep in mind, you can only link a given table once to a report, so if the item master is already linked, you would need to remove it and link it via Purchase order Line Rollup Temp*
3.) Add the Item Short Name into the H3 section
4.) Print the PO and check your results
If you are still having problems, please provide me with a screenshot of the Report Table Relationships window so that I can see what table you currently have the Item Master linked with.
Thanks,
Justin
Here is a link to a post explaining table relationships. You should be able to extrapolate adding the user short description field to the Purchase Order...
I have used the modify button on my PO to modify my report. I've already made the mistake of adding a field in the header and not the body, so was aware of that one too. I'm still thinking it is probably a relationship issue. This field should be tied to the item number, which is a calculated field in this PO. I don't know if it's possible to create a relationship with a calculated field. My instincts tell me this is what I'm looking for, but I don't know where to go with it.
If you are already using the modified report, the next thing I do is make sure the field was added correctly. I usually print the report I want to modify to screen, and then click the modify button at the top to ensure I'm changing the correct report. The other thing that has tripped me up is adding the field to the header of the report and not the body, or vice versa. The field needs to be added in both the header (pink section) and the body (green section) in report writer for it to work correctly.
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