Modified report not appearing within Great Plains 1

[Jaiyan]

Hi All,

I wonder if someone could give me a few pointers please.
I have recently been asked to setup some new reports in GP, so I've been on a crash-course, self-learning route to learn what I can as quickly as possible. Most of it is sorted; however I'm having a problem with using modified reports.

My initial target is to alter the Blank Invoice Form report so that that when we print from Sales --> Invoice Entry it will use my modified version instead of the original one.

As a test, I modified a report (RM Blank Form, I think) that is used with the Sales --> Sales Transaction Entry option. The report was modified successfully, I set GP to use the modified report in the 'Alternate Modified Reports' window, and whenever I printed out a Sales transaction it used the new modified report - perfect.

Then I moved onto Sales --> Invoice Entry. I made a modified version of the original report that Invoice Entry uses (Blank Invoice Form); however this time, when I go to the 'Alternate Modified Reports' area of GP to get it to use my modified version, there doesn't appear to be an option to set GP to use my modified version of Blank Invoice Form. In fact, only three reports appear to have the option to use a modified report under 'Sales' and no others appear. I've looked around in the other areas of Alternate Modified Reports and there definitely isn't an option to swap Blank Invoice Form for my modified version.

The first thing I thought was permissions; however the user is exactly the same as the one used before when I modified the RM Blank sales form, and has a permission level of poweruser anyway.

I know the report is printable to both screen and printer as I can print it via Reports --> Customised; however whenever I do that it prints all invoices rather than a specific one that's entered, like it is does when printed through Invoice Entry.

Is there something I'm missing here? I've tried the help files and had no luck. Could some please give me some pointers?

Many thanks,

J

 

[winthropdc]

If the report shows under Customised reports then you have created a Secondary copy of the report using the Copy >> button rather than creating a Primary copy using the Insert >> button.

Only Primary copies can be used as modified reports in place of the original.

The following Knowledge Base (KB) Article is a useful reference for working with the Report Writer.

How to use and troubleshoot Report Writer in Microsoft Dynamics GP

https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-us;861803

David Musgrave [MSFT]
Escalation Engineer - Microsoft Dynamics GP
Microsoft Dynamics Support - Asia Pacific

Microsoft Dynamics (formerly Microsoft Business Solutions)

http://www.microsoft.com/Dynamics

Any views contained within are my personal views and
not necessarily Microsoft Business Solutions policy.
This posting is provided "AS IS" with no warranties,
and confers no rights.

 

[Jaiyan]

Hi David,

Thankyou for your response. Since my original post I had managed to work out that that was likely the problem; however I was hoping it wasn't as I'd taken a long time on the report.
As a result I've started again using Insert button, but thank you for taking the time to respond and pass through a knowledge base article.

Kind Regards,

J

 

[winthropdc]

You can save your work by copying the report format by exporting and editing the package and importing it back.

Please see the KB below:

https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-us;856003

David Musgrave [MSFT]
Escalation Engineer - Microsoft Dynamics GP
Microsoft Dynamics Support - Asia Pacific

Microsoft Dynamics (formerly Microsoft Business Solutions)

http://www.microsoft.com/Dynamics

Any views contained within are my personal views and
not necessarily Microsoft Business Solutions policy.
This posting is provided "AS IS" with no warranties,
and confers no rights.