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Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow Approval Name on PO Form - Report Writer

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Has anyone been able to get the PO Workflow information into Report Writer?

I have tried without success in getting the POP Work Table to connect to any of the Workflow tables in Report Writer. 

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  • Suggested answer
    Derek Albaugh Profile Picture
    on at

    Look at connecting the wfBusObjKey column value from the WFI10002 table to the PONUMBER column value on the POP10100 table.

    The wfBusObjKey value, in the case of PO Approval workflows, is just the PO number without anything extra on it unlike other workflow types.

    From there, you could connect WFI10002 to the WFI10003, WF10004 and/or WF30100 tables, for the full Workflow history.

    Thanks

  • Suggested answer
    Derek Albaugh Profile Picture
    on at

    If not Report Writer, you could turn the script into a SQL View and use it as a SmartList report, or Excel report or SSRS report, for other options.

    Thanks

  • Rennecia Barran Profile Picture
    on at

    Hi Derek, thanks. I tried this before but the table does not allow a link as the fields display blank for any workflow table I try to connect to POP. The user requires the ability to print the approver name on the PO and hence why I would like to get it on report writer.

    Any other suggestions? I cannot use VBA due to its incompatibility with newer GP. 

    pastedimage1618269230752v1.png

  • Suggested answer
    Derek Albaugh Profile Picture
    on at

    Actually, after my initial response, I checked about Report Writer and from what I can see, and talking to a colleague that works more with the Application side of Dynamics GP, meaning Report Writer, we don't see a way to join the POP10100 to the WFI10002 table in Report Writer because the keys don't line up, so that stops us from connecting the tables, as I believe you've run into.

    The only real report options we'd have is to setup a SQL View connecting the POP and WF tables to pull the information needed, then use that View either in a custom SmartList or SQL SRS report, etc.

    I don't know if there are any third-party or other products that would do what we're looking for in Report Writer, maybe others in the Community have more ideas?

    Thanks

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