Fields brought in to template not displaying or printing

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Posted on by GuruDofGP

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We just upgraded to GP2015 in April, 2016 from GP2013. I have some minor changes I need to make to the SOP Invoice Modified Report. I add the field to the report in Report Writer, add it in as a calculated field, add it to an existing calculated field, doesn't matter how I enter the field on the report,...the field won't show up in the report when generating or trying to print an invoice. I can see the field in the report in Report Writer after adding it, but it doesn't show up. Can anyone let me know why and how to fix?

Thank you,

Diane M.

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twelvestrikes 3,657 on at

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Hi Diane

You do not give us many details regarding your issue, but I will give you some suggestions.

If you are just modifying the GP Standard report, make sure that the Report Field Options are set correctly (data, first occurrence, last occurrence etc.) for this new field.

Since you mention it is a calculated field, review it to make sure that it is written correctly.

Are you sure your data contains information to populate this new field? Verify this first.

If you are using a Word Template you need to have the calculated field working correctly in the standard report first. Then you need to 'print' the standard report to an XML file. Once you have the new XML file you need to remove the old XML file from the Word template and add the new XML file to the Word Template. Once you do this, you can add the new field to the Word template report.

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GuruDofGP 248 on at

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Hi Jeff,

This a modified report, as stated previously, not a standard report. The Field Options are correct for the new field. When adding it in to the calculated field, e report won't generate to screen at all or I get a Syntax error. There is definitely data contained in the new field to populate it. I can't edit the template with Word Developer because no field list appears to add it in this forum, only Report Writer which is why I am adding it there.

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twelvestrikes 3,657 on at

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If you are receiving a syntax error then the calculated formula is not correct if this was the only change you made to the report.

Make sure that you have the Result Type on the Calculated Field Definition Window set to return the correct result (string, integer etc.).

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Jeff is right, if you're getting a syntax error you need to address that before you can add it to the Word Template.

If you take a screenshot of the calculated field and how it's set up we might be able to help you out. You could also export to a package file, paste the contents of it into this discussion and note which field is the calculated field that's causing the syntax error.

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L Vail 65,271 on at

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Hi Jeff,

I think she meant to print the 'Standard' format instead of the 'Template' format. Modifying Word Templates can be kind of tricky. I've accumulated the steps folks have advised you of and put them together in a list. Of course, before you try any of this you should back up your database, Word Templates as well as your Reports dictionaries.

1. Modify the Report Writer report such that it is properly printing (without errors) the values you are wanting to print on your Word template. Be careful of what section you place your new fields, it matters. If the Report Writer report doesn't print clean, you can't move on and expect to succeed.

2. Change your Alternate/Modified Forms & Reports ID so that you are pointing to your modified report.

3. Print your modified report. In the report destination window, there is a field 'What Type'. Here you select the option between Template and Standard. Choose standard, don't hit OK yet.

4. In the Destination Area, check both Screen and File.

5. Browse to a place you want to save your file, say the desktop, and change the file format to .XML

6. The Report Writer work is done, now you have to address your Word Template. I'm going to presume you have templates turned on and you have the template we're modifying set up as the default template for your company.

7. Open the Template Maintenance window and find the template you want to modify.

8. Once you have it in the window, click the Modify button at the top of the window.

9. Word will open to a layout version of your report. Save this on your desktop.

10. Click on the Developer Tab in Word's ribbon bar/tool bar.

11. If you do not have a Developer tab, turn it on using Word options.

12. Over to the far right you'll see the Dynamics logo - the colorful one, click it. It says field list under it. If you don't have a Dynamics logo, you're not ready to do this. Go install the Word Addin from the GP install media.

13. When you click on Field List, a pane opens up on the left side of the window. At the top of that pane is XML Resource

14. Click on the down-pointing chevron and select SOP Blank Order Form

15. Back to the Developer Section, select Remove Source. Accept the warning.

16. With the old source gone, now you nee to add a new source.

17. Click on Add Source and select that XML file you created from Report Writer.

18. Put the new fields on your template and make any other changes you want.

19. Save the Word Document to your desktop and don't forget its name.

20. Close Word.

21. Go back to GP and open the Report Template Maintenance window if it isn't already open.

23. Select the Template Name of the report you modified and click on the green plus sign near the top.

24. Select the Word Document you just saved after your modifications.

25. Click OK when it tells you you've already got a template with this name.

25. Double-check your assignments and print your newly modified report.

I'm sure I've missed something along the way or have something in the wrong order, but that's the best I can do waiting for the train to come.

My colleagues will straighten me out.

Enjoy!

Kind regards,

Lesliie

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GuruDofGP 248 on at

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I am editing/modifying the Modified Report Template, not the Standard Template, in Report Writer. The issue is that ANY field, no matter what kind (i.e. regular, calculated, etc.) I pull in to the Modified Report Template in Report Writer does not show up in the report when I generate it in GP. There is data in the fields I add to the report, but they are just not showing up at all when generating the SOP invoices. Is this a security or permissions issue from just performing the upgrade, or something else?

Thanks for all your assistance!

Diane

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GuruDofGP 248 on at

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Possible Dictionary corruption?

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Have you given yourself access to the modified report? And are you able to print the report writer version without any error messages?

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GuruDofGP 248 on at

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Yes, I have access to the modified report and am able to print it up without any error messages.

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So the syntax error that you mentioned above is resolved and you can see the data you'd expect to see in the report writer version of the report?

If so, have you generated the XML file yet by select 'standard' in the print dialog box and placing a check mark next to "File"? To do so, you would need to click the yellow manila folder on the right hand side of the "File Name" field, browse out to your location in the "Save to Export File" dialog box, and in the "File Save as Type" dropdown menu select XML.

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