How to add the purchase order number to the Open Sales Order report in Microsoft Dynamics GP

This article describes how to add the purchase order number to the Open Sales Order report in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   929603

Introduction

To add the purchase order number to the Open Sales Order report in Microsoft Dynamics GP, follow these steps.

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 select Edit Launch File.
   2. If you're prompted for the password, type the system password.
   3. Use the appropriate step:
      • In Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP in the Edit Launch File window.
      • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains in the Edit Launch File window.
   4. The path that appears in the Reports box.
   5. Select OK to close the Edit Launch File window.

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

3. Use the appropriate step:

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

Step 2: Create the table relationship

1. Start Report Writer. To do it, select Tools, point to Customize, and then select Report Writer.
2. Select Tables, and then select Tables.
3. Select SOP_LINE_WORK, and then select Open.
4. Select Relationships, and then select New.
5. Select the ellipsis button (...) next to the Secondary Table field.
6. Select SOP_POPLink, and then select OK.
7. Select SOP_POPLinkidxSO in the Secondary Table Key list.
8. Select SOP Type in the SOP Type list.
9. Select SOP Number in the SOP Number list.
10. Select Line Item Sequence in the Line Item Sequence list.
11. Select Component Sequence in the Component Sequence list, and then select OK.
12. Close the Table Relationship window, select OK in the Table Definition window, and then close the Tables window.
13. Select Reports.
14. Select SOP Activity Order Detail Report in the Original Reports area, and then select Insert.
15. Select SOP Activity Order Detail Report in the Modified Reports area, and then select Open.
16. In the Report Definition window, select Tables.
17. Select Sales Transaction Amounts Work, and then select New.
18. In the Related Tables window, select SOP_POPLink, and then select OK.
19. Close the Report Table Relationships window.
20. Select Layout to open the report layout.
21. Select SOP_POPLink in the toolbox list.
22. Drag the PO Number field into the H4 section of the report.
23. Close the report layout.
24. When you're prompted to save the changes, select Save.

Step 3: Exit Report Writer

Use the appropriate step:

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

Note

To print this report, select Sales on the Reports menu, select Activity, and then select Sales Open Order in the Reports list. The report that prints is the Sales Open Order Report.

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 select Advanced Security. Type the system password if you're prompted.
2. Select View, and then select 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
   • Sales
   • SOP Activity Order Detail Report
5. Use the appropriate step:
   • In Microsoft Dynamics GP 9.0, select Microsoft Dynamics GP (Modified).
   • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains (Modified).
6. Select Apply, and then select 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 in the User area of the Advanced Security window. You can select additional companies in the Company area of the Advanced Security window.

Method 2: By using Microsoft Dynamics GP security

1. On the Tools menu, point to Setup, point to System, and then select Security.

   Note

   If you're prompted to type the system password, type the system password.

2. In the User ID list, select the user ID of the user who will access the report.

3. In the Type list, select Modified Reports.

4. In the Series list, select Sales.

5. In the Access List box, double-click SOP Activity Order Detail Report, and then select OK.

   Note

   After you select OK, an asterisk appears next to the report name.