Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Unanswered

Modifying RM Detail Historical Aged Trial Balance?

(0) ShareShare
ReportReport
Posted on by 25

I need to add the CHEKNMBR and the TRXDSCRN fields from the RM20101 table  for RMDTYPAL = 9, to the RM Historical Aged Trial Balance report in GP18. But the report writer is only using TEMP tables. Can this be done and if so how do you associate the tables?

These are the tables the report is using.

01. RM HATB Customer TEMP

02. RM Customer MSTR

03. RM HATB Document TEMP*

04. RM HATB Applied TEMP*  

Categories:
  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 13,932 Most Valuable Professional on at
    RE: Modifying RM Detail Historical Aged Trial Balance?

    Even if you cannot create a relationship in report writer you can get any data onto a report if you have enough data to write a SQL Query and provide a where clause.

    winthropdc.wordpress.com/.../

    winthropdc.wordpress.com/.../

  • bgajjar Profile Picture
    bgajjar 150 on at
    RE: Modifying RM Detail Historical Aged Trial Balance?

    Use SSRS out of the box Report and modify it. that would be more easy.

  • Gerald Buenafe BTP Profile Picture
    Gerald Buenafe BTP 280 on at
    RE: Modifying RM Detail Historical Aged Trial Balance?

    Hi Joan,

    In the Report Writer, you can create a new relationship from the RM HATB Document TEMP to the RM Open Transactions table.  Then you can add table to the report.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans