How to add Sales Order Processing information to the POP Purchase Order Blank Form in Microsoft Dynamics GP

This article describes how to add Sales Order Processing (SOP) information to the Purchase Order Processing (POP) Purchase Order forms in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   917729

Summary

This article contains step-by-step instructions for how to modify the POP Purchase Order Blank Form. To successfully modify this report, you must delete some existing tables and some existing fields from the report. You must also create new table relationships. After you create the new relationships, you can add fields from the SOP_POPLink table and from the Sales Order Processing tables to the report layout and then save the changes. Finally, you must assign security permissions to the report. Detailed instructions are included for each of these steps.

To add the SOP information to POP Purchase Order forms when you use the SOP to POP link functionality, follow these steps.

Step 1: Start Report Writer

1. Open Report Writer.

   For Microsoft Dynamics GP 9.0 or Microsoft Business Solutions - Great Plains 8.0, point to Customize on the Tools menu, and then click Report Writer.

   For Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then click Report Writer.

2. In the Product list, click Microsoft Dynamics GP or Microsoft Great Plains, and then click OK.

3. Click Reports.

Step 2: Remove purchasing manufacturer numbers from the report

1. In the Report Writer window, click POP Purchase Order Blank Form in the Original Reports list, and then click Insert >> to move this report to the Modified Reports list.
2. In the Modified Reports list, click POP Purchase Order Blank Form, and then click Open.
3. In the Report Definition window, click Tables.
4. In the Report Table Relationships window, click Purchasing Manufacturer Numbers, and then click Remove. Click OK if you are prompted to remove this table and its related tables.
5. Click Close.
6. Click OK.

Step 3: Create a table relationship to the popPOLineRollupTemp table

1. Click Tables, and then click Tables.
2. In the Tables window, click popPOLineRollupTemp, and then click Open.
3. In the Table Definition window, click Relationships, and then click New in the Table Relationship window.
4. In the Table Relationship Definition window, click the ellipsis button (...) that appears next to the Secondary table box.
5. In the Relationship Table Lookup window, click SOP_POPLink, and then click OK.
6. In the Secondary Table Key list, click SOP_POPLinkIdxPO.
7. Match the fields in the Relationship table by selecting values from the lists in the Primary Table column that correspond to the items that appear in the Secondary Table column. For example, click PO Number in the Primary Table column to correspond with PO Number in the Secondary Table column.
8. Click OK, and then close all windows by clicking OK in each window to return to the Tables window. Or, click the Close button if you cannot click OK.

Step 4: Create a table relationship to the SOP_POPLink table

1. In the Tables window, click SOP_POPLink, and then click Open.

2. In the Table Definition window, click Relationships, and then click New in the Table Relationship window.

3. Click the ellipsis button that appears next to the Secondary Table box.

4. In the Relationship Table Lookup window, click Sales Transaction Amounts Work, and then click OK.

5. In the Secondary Table Key list, click SOP_LINE_WORK_Key 1.

6. In the Relationship table, select values from the list in the Primary Table column that correspond to the values that are displayed in the Secondary Table column. For example:

   • Select SOP Number in the Primary Table column to correspond to the SOP Number in the Secondary Table column.
   • Select SOP Type in the Primary Table column to correspond to the SOP Type in the Secondary Table column.
   • Select Component Sequence in the Primary Table column to correspond to Component Sequence in the Secondary Table column.
   • Select Line Item Sequence in the Primary Table column to correspond to Line Item Sequence in the Secondary Table column.

7. Click OK.

8. Click Close.

9. In the Table Definition window, click OK.

10. Click Close.

Step 5: Open the modified report

1. In Report Writer, click Reports.
2. In the Modified Reports list, click POP Purchase Order Blank Form, and then click Open.

Step 6: Add report table relationships

1. In the Report Definition window, click Tables.
2. In the Report Table Relationships window, click Purchase Order Line Rollup Temp, and then click New.
3. In the Related Tables window, click SOP_POPLink, and then click OK.
4. In the Report Table Relationships window, click SOP_POPLink, and then click New.
5. In the Related Tables window, click Sales Transaction Amounts Work, and then click OK.
6. In the Report Table Relationships window, click Sales Transaction Amounts Work, and then click New.
7. In the Related Tables window, click Sales Transaction Work, and then click OK.
8. In the Report Table Relationships window, click Close.

Step 7: Add a restriction to the SOP_POPLink table

1. In the Report Definition window, click Restrictions.

2. In the Report Restrictions window, click New.

3. In the Report Restriction Definition window, type SOP Number in the Restriction Name box.

4. In the Report Table list, click SOP_POPLink, click SOP Number in the Table Fields list, and then click Add Field. The SOP_POPLink.SOP number appears in the Restriction Expression box.

5. In the Operators area, click = (the equal sign button).

6. In the Report Table list, click SOP_POPLink, click SOP Number in the Table Fields list, and then click Add Field. The following entry appears in the Restriction Expression box:

   SOP_POPLink.SOP Number = SOP_POPLink.SOP Number

7. Click OK.

8. In the Report Restrictions window, click MFG PO, click Delete, and then click Yes when you are prompted to remove this restriction.

9. Click Close.

Step 8: Modify the report layout

1. In the Report Definition window, click Layout.

2. On the Tools menu, click Section Options.

3. In the Report Section Options window, click to clear the Body check box.

4. In the Additional Headers list, click MFG Item Header, click Remove, click Yes when you are prompted to confirm the removal of this header, and then click OK to close the Report Section Options window.

5. In the Toolbox window, click Calculated Fields in the list that appears on the Layout tab.|

6. In the list of calculated fields, click nSuppressMFGHeader, click Open, click Delete in the Calculated Field Definition window, and then click OK when you are prompted to confirm the removal of this calculated field.

7. In the list of calculated fields, click nSuppressMFGItem, click Open, click Delete in the Calculated Field Definition window, and then click OK when you are prompted to confirm the removal of this calculated field.

8. In the Report Layout window, click the sLineNumber field in the H3 area of the report.

    Note

   This field is the first field in the H3 area of this report. Also, this is a very small field.

9. Click Delete to remove this field.

10. In the Toolbox window, leave the Calculated Fields option selected in the list on the Layout tab. Drag the nLineNumber field from the list of calculated fields to the location in the H3 area of the report from which you removed the sLineNumber field in step 8h.

11. Modify the size and the location of the nLineNumber field according to your requirements.

You can now add any fields that you require from the following tables to the report layout:

• SOP_POPLink
• Sales Transaction Amounts Work
• Sales Transaction Work

Step 9: Save the changes to the report, and then exit Report Writer

1. On the File menu, click Microsoft Dynamics GP, or click Microsoft Business Solutions - Great Plains.
2. Click Save when you are prompted to save the changes to the report layout.
3. Click Save when you are prompted to save the changes to the modified report.

Step 10: Assign security permissions to the modified report

• For Microsoft Dynamics GP 9.0 or Microsoft Business Solutions - Great Plains 8.0

  • Method 1: Use the Advanced Security functionality

    1. On the Tools menu, point to Setup, point to System, and then click Advanced Security. Type the system password if you are prompted.

    2. In the Advanced Security window, click View, and then click by Alternate, Modified and Custom.

    3. Expand the following nodes:

       • Great Plains
       • Reports
       • Purchasing

    4. Expand the purchase order form that you modified.

    5. Click Great Plains (Modified).

    6. Click Apply, and then click OK.

     Note

    By default, when you start the Advanced Security dialog box, the current user and the current company are selected. Any changes that you make are for the current user and for the current company. However, you can select additional companies in the Company Name area and in the User area of the Advanced Security dialog box.

  • Method 2: Use standard Microsoft Great Plains security

    1. On the Tools menu, point to Setup, point to System, and then click Security. Type the system password if you are prompted.
    2. In the User ID list, click the user ID for the user who will have access to the modified report.
    3. In the Type list, click Modified Reports.
    4. In the Series list, click Purchasing.
    5. In the Access List box, double-click the report that you modified, and then click OK. An asterisk (*) appears next to the report name.

• For Microsoft Dynamics GP 10.0

1. Create the ID to print the modified report.

   1. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, point to Security, and then click Alternate/Modified Forms and Reports. Type the system password if you are prompted.
   2. Enter the ID and the description.
   3. In the Product list, select Microsoft Dynamics GP, and then select Reports in the Type field.
   4. Expand Series, and then select the Modified Report radio option.
   5. Click Save.

2. Assign the security to print the modified report.

   1. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, point to Security, and then click User Security.
   2. Select the user ID and the company database.
   3. In the Alternate/Modified Forms and Reports ID field, select the ID that you created in step 1.
   4. Save the changes, and then print the report.