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add remit to address to pm transactions posting journal

Posted on by Microsoft Employee

I need to add the remit to address to the main section of the PM Transactions Posting Journal.  I know it needs to be a calcualted field, but I am not sure which table relationships to setup in that report to make the address fields available in the report.  I have searched and have not found any articles on adding these fields to a report.  Any ideas are welcomed.  Thanks!

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: add remit to address to pm transactions posting journal

    I just came across this post as I just got this question from a client. I wanted to answer it in case someone else will need it..

    You will need to create a new table relationship in Report Writer between the PM Transaction Work and the PM_Address_Mstr

    1. Launch Report Writer and Click Tables

    2. From the list of Tables choose PM_Transaction_Work and click OPEN

    3. Click Relationships

    4. Click NEW

    5. Click the …

    6. Select PM_Address_Mstr and click OK

    7. For the secondary Table Key select PM_Address_MSTR_key1 this will give you Vendor ID and Address Code, which are the values that make up Key1

    8. Click the black down arrows under the Primary Table/PM Transaction Work and select Vendor ID in the first field and Vendor Address Code-Remit to in the second so that they match up with the key fields on the secondary table.

    9. Click OK

    10. Click the red X to close the table list and then click OK again. It will ask you if you want to save your table changes. Click Yes.

    11. Open the report in report writer and click Tables

    12. Select the PM Transaction Work and click NEW

    13. Select the PM_Address_MSTR and click OK

    14. Click Close

    15. Click to open the report Layout

    16. Select the PM_Address_MSTR table in the Layout window and Drag your Address Fields onto the report. Because you established the Remit To address as the key to match, these fields should pull the address that corresponds to the address code in the Remit To address field on the Transaction.

    17. Save your changes and close the report

    18. Make sure to grant security to the modified report.

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