Dynamics Community Forum Thread Details

How to add the PO Number to AP Check with Stub on Top & Bottom Graphical

When I add the PO Number field from either the PM Payment Stub Duplicate or PM Payment Work Temp the PO Number contained in the AP Transaction DOES NOT print. I've read where there's a conflict when paying using the Print check feature vs the select checks feature but I'm trying to print a check for posted transactions.

I know I've found info on how to include the description and I would imagine the description would pull from the same table. I can't believe I can't find anything on it.

I'd really appreciate it if anyone can help.

Thank you in advance,

Peggy Aitken

Attached are the instructions for linking the AP Transaction Open file (which contains the PO# from the AP Transaction Entry Screen). However, if you follow these instructions and it doesn't work, Recreate the Reports.dic. Pull in the new unmodified check format and start over. Test bringing the PO field on. That worked perfectly for me!

ADD PO # TO CHECK WITH STUB ON TOP AND BOTTOM GRAPHICAL:

First, create a relationship between the PM Payment Apply to Work and the PM Transaction Open. The PM Transaction Open file contains the PO number.

1. Go into RW and open the Check Remittance.

2. Click on the Tables button on the toolbar, NOT the Tables button on the Report Definition

3. Select the PM_Payment_Stub_Duplicate file from the Tables window and click Open.

4. Click on the Relationships button and then New in the Table Relationship window.

5. In the Table Relationship Definition window, click on the button with three dots. Select the PM Transaction OPEN File.

6. Select PM_Transaction_OPEN_Key 2 as the secondary table key and pull in the following selections in this

order:

Apply to Document Type

Apply to Voucher Number

7. Click OK and back out of all the windows, saving your changes as you go.