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How to exclude documents that have a status of Hold from the "Vendor Cash Requirements" report by using Report Writer in Microsoft Dynamics GP

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This article describes how to exclude documents that have a status of Hold from the "Vendor Cash Requirements" report by using Report Writer in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   925657

Step 1: Back up and then open the report

  1. Back up the Reports.dic file if you have any modified Microsoft Dynamics GP reports. To locate the Reports.dic file, follow these steps:

    1. On the Tools menu, point to Setup, point to System, and then click Edit Launch File.
    2. If you are prompted for the password, type the system password.
    3. Use the appropriate step:

      • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Edit Launch File window.

      • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Edit Launch File window.

    4. Note the path that appears in the Reports box.
    5. Click OK to close the Edit Launch File window.

  2. On the Tools menu, point to Customize, and then click Report Writer.

  3. Use the appropriate step:

    • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Product list, and then click OK.
    • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Product list, and then click OK.

  4. In Report Writer, click Reports.

  5. In the Original Reports column, click Vendor Cash Requirements, and then click Insert.

  6. In the Modified Reports list, click Vendor Cash Requirements, and then click Open.

Step 2: Create a new restriction

  1. In the Report Definition window, click Restrictions, and then click New.
  2. In the Report Restriction Definition window, type Hold in the Restriction Name field.
  3. In the Report Table list, click PM Transaction OPEN File.
  4. In the Table Fields list, click Hold.
  5. Click Add Field.
  6. In the Operators area, click the Equality operator button (=).
  7. In the Type list, click Integer.
  8. In the Constant field, type 0.
  9. Click Add Constant.
  10. Click OK.
  11. Close the Report Restrictions window.

Step 3: Save the report

  1. In the Report Definition window, click OK.

  2. Use the appropriate step:

    • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP on the File menu.
    • In Microsoft Business Solutions - Great Plains 8.0, click Microsoft Business Solutions - Great Plains on the File menu.

Step 4: Grant security to the modified report

  • Method 1: By using Advanced Security

    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. Click View, and then click by Alternate, Modified and Custom.

    3. Use the appropriate step:

      • In Microsoft Dynamics GP 9.0, expand Microsoft Dynamics GP.
      • In Microsoft Business Solutions - Great Plains 8.0, expand Great Plains.

    4. Expand the following nodes:

      • Reports
      • Purchasing
      • Vendor Cash Requirements

    5. Use the appropriate step:

      • In Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP (Modified).
      • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains (Modified).

    6. Click Apply, and then click OK.

      Note

      By default, when you start the Advanced Security tool, 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 users and companies in the Company area and in the User area of the Advanced Security window.

  • Method 2: By using standard Microsoft Dynamics GP security

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

    2. In the User ID list, click the user ID for the user to whom you want to grant access.

    3. In the Type list, click Modified Reports.

    4. In the Series list, click Purchasing.

    5. In the Access List box, double-click Vendor Cash Requirements, and then click OK.

      Note

      An asterisk appears next to the report name.