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I need to add a subtotal based on an items class. So for example I have 3 items on an invoice. Item's 1 and 3 are in class - GOODS and Item 2 is in class- MATERIALS. I would like to have the invoice group by class, list the items and then subtotal:
GOODS
Item 1 50
Item 3 100
Subtotal 150
MATERIALS
Item 2 800
Subtotal 800
Just one invoice with no page breaks. I looked at the invoice and I am not sure where to add the additional header and footer.
Thank you,
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Thanks - I told them no at this point unless they want to try a support case but I think we will probably end up doing the report in either crystal or SSRS
Dan,
GP Reports Viewer is not a 'report writer', it's a tool to allow launching SSRS, Crystal and Excel reports directly from GP with a lot of additional bells a whistles. The client does not need to purchase Crystal if you already have it and you create the report for them. If they want to be able to create their own reports or modify what you've given them, they will need their own license of Crystal, but they can get away with just one, for the person performing the modification or creating the reports. The other users do not need it.
You can also mix and match Crystal and SSRS reports in GP Reports Viewer. So, for example, this report can be in Crystal, then they can create their own SSRS reports for other things, all the reports will happily co-exist in GP. Of course, you can also create an invoice in SSRS, I was just mentioning that I personally think it's a bit more difficult than Crystal. :-)
Hello Dan!
I did some more testing in RW.
It looks like we should be able to add another layer of sorting however we would need to open up a support case to work through it fully. In my testing I got it to work somewhat but could get the subtotaling to work quite right with the extra layer of subtotaling.
I agree but I don't think they own crystal. Is this product a report writer or just a layer which allows you to call the SSRS or Crystal reports
Dan,
Since you mentioned SSRS, I have created reports like this in Crystal Reports for a number of different customers. I am sure it's doable in SSRS as well, but I find "pretty" invoices to be easier in Crystal. :-) Another alternative to launch either Crystal or SSRS reports from GP is our GP Reports Viewer: www.gpreportsviewer.com/GP-Reports-Viewer.
This worked great - now of course they want to add another level of grouping and subtotaling - so now the grouping would be based on the item description and then by class so for example it could be Items 1 and 2 have the same description ie GOLD and then have the classes GOODS and MATERIALS. In this case it would group by GOLD and then by class with a subtotal for all groups. Item three would be in its own group and then the grand total for all three items. not sure if this is doable - sounds more like SSRS report or accountable print forms
In Report Writer, open the report in deport definition window and add Class ID as Header & Footer(Tools-->Section) Then drop and drag the Class ID to both Header and Footer.
Kindly contact me, if you need any helps regarding the same.
Mail ID: soma.moorthy@gmail.com
Skype ID: soma.moorthy@hotmail.com
Hope this helps!!!
Hi Dan!
I wrote up the steps you need to use to get the desired results.
1. Go into Report Writer (Tools | Customize | Report Writer | Choose the Reports Button) and open the Invoice Form
2. Click on the Sort button on the Report Definition window.
3. Insert the following sorts in this order:
Invoice Number from the InvoiceTransaction Work file
Item Class Code from the Item Master file
Note - To have Item Class Code insert under the Invoice Number, first highlight Invoice Number and then insert the Item Class Code.
4. Click OK to save the sort.
5. Click on the Layout button on the Report Definition window.
6. Under Tools on the toolbar, select Report Section Options.
7. In the Additional Footers section, highlight the footer Comment 4 and click New. Highlighting Comment 4 before clicking New will insert the new footer under the Comment 4 footer, NOT above the other footers.
8. Title the footer Item Class. With the Report Table as Item Master, select the field Item Class Code. Also un-mark the footer option Suppress when field is empty. Save the new footer. This will be our subtotal field.
9. Select the footer "Invoice" (it should be right below the one we just created in the list) and click open. Change The Report Table to "Invoice Transaction Work" and choose the field Invoice Number. This will prevent our page from breaking after each class. Click OK and close the Report Section Options window.
10. From the Toolbox, select the Invoicing Transactions Amounts Work table. Drag out the field Extended Price into the new footer (which should be F2).
11. Double click on the field and change the type to Sum.
12. If you also want the Item Class to print on the report, pull out the field Item Class Code from the Item Master file into the F2 section.
13. Save the report layout and save the report also. Return to Dynamics (File | Great Plains Dynamics).
14. Remember to grant security to the modified report (Setup | System | Alternate/Modified Forms and Reports).
The above should get the report how you want it to look. If you need further assistance with the above steps I would recommend opening a support case with the GP support team and reference this forum page.
Thank you very much for your time and have a great day!
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Almas Mahfooz
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