Adding a field to a Microsoft Dynamics Report
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Adding a field to a Microsoft Dynamics Report
Posted by Mary Mallazzo on December 28, 2016 at 10:15 am-
Hello
I want to add the customer internet address to the Aged Trial Balance With Options report.
I have created a view over the customer master and internet address tables.
How do I add a view to a Microsoft Dynamics Report?
Or is there a better way to do this? It does not appear that I can link the Rm Customer Master to the Internet Address table…..
Thank you
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Mary Mallazzo
Fromkin Brothers
Edison NJ
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Steve Erbach
MemberDecember 28, 2016 at 12:28 PM
Mary,
Sorry to say, GP reports (edited with vanilla Report Writer) only join tables together, not Views. There is a way to use data from SQL Views that involves the use of VBA… but I only know about it from a bit of Googling. Some very good GP consultants (David Musgrave, Mariano Gomez, Leslie Vail) have confirmed that it’s possible; it just isn’t for the faint-of-heart! Also, the information I’ve seen shows examples for older versions of GP (you didn’t say which version you were using). That is, versions 8, 9, and 10.
Here are a couple links that may point you in the right direction:
Using ADO with VBA with Report Writer
Accessing any SQL data from a Report Example
Using the Support Debugging Tool (the precursor to GP Power Tools)
Again, these are last decade examples. You may want to get help from your Partner.
Sincerely,
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“Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
WOW Logistics – Appleton, WI
+-VP for Communication, GPUG WI (Milwaukee) Chapter
| Co-Chair, GPUG WI (Green Bay) Chapter
| GP 2013 R2 (12.00.1801)…go-live on GP 2016: 23-Jan-2017!
+-MR 2012 CU15 (found — and reported — my very own bug!)
Blog: https://www.gpug.com/blogs/steve-erbach
Twitter: @serbach
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James Hummer
MemberDecember 28, 2016 at 1:28 PM
Hey Mary
Here is the link that I did in BI360 that seems to work. Replace Customer and Internet Address with table names.
[Customer].[CUSTNMBR2] = [InternetAddress].[Master_ID] AND [Customer].[ADRSCODE2] = [InternetAddress].[ADRSCODE] AND [InternetAddress].[Master_Type] = ‘CUS’
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Jim Hummer
Consultant
Solver
Los Angeles CA
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Alison Guimond
MemberDecember 29, 2016 at 12:54 PM
Hi Mary,
There are Report Writer functions that allow you to pull some of the details from the internet information window, without needing to join tables or use VBA. David Musgrave has a great post here that discusses them: https://community.dynamics.com/gp/b/developingforgp/archive/2011/05/10/accessing-internet-information-from-report-writer
Check it out, it might be just what you are looking for.
-Alison
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Alison Guimond
Frank Rimerman Consulting
San Jose CA
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Bill Schulz
MemberDecember 29, 2016 at 1:14 PM
Mary
What about using Smartlist to generate the Open AR and add to that the Internet Information? Using Smartlist Designer you can link the Microsoft Dynamics-Company table “Internet Addresses”, and join it to the Receivables Transaction table as shown below:
In your search criteria, select documents with Current TRX Amount >0. You can add as much or as little detail from the tables as you want on the resulting Smartlist.
Of course, this depends on your having a recent enough version of GP to have Smartlist Designer. I believe that is GP 2013 or later.
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Bill Schulz
Turnkey Technologies, Inc.
St. Louis MO
bschulz@turnkeytec.com
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Leslie Vail
MemberFebruary 7, 2017 at 2:24 AM
On which window is the field that you wish to add?——————————
Leslie Vail
Accounting Systems Consulting, Inc.
Dallas TX
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Hi
As Allison mentioned you can use the RW function I added into Dynamics.dic for this purpose.
It is all explained in my blog article.
David
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David Musgrave MVP, GPUG All-StarManaging Director
Winthrop Development ConsultantsPerth, Western Australia
http://www.winthropdc.com
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Brenner Klenzman
MemberFebruary 8, 2017 at 10:24 AM
Hi-WilloWare just released a new add-on for GP Report writer that provides the ability to add any field from any table to any GP Report Writer report.
https://willoware.com/products/consulting-toolkit/#rex
Regards,
Brenner——————————
Brenner Klenzman
Owner/Principle
WilloWare, Inc.
Wapella IL
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In this case there is no need for a solution using an ISV product. I got a suite of report writer functions added into core Dynamics GP and one of them is exactly what you need.
See the blog post I mentioned for how to use the rw_GetInternetInfo() and rw_GetInternetText() functions in calculated fields on a report.
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David Musgrave MVP, GPUG All-StarManaging Director
Winthrop Development ConsultantsPerth, Western Australia
http://www.winthropdc.com
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Mary Mallazzo replied 6 years, 9 months ago 1 Member · 0 Replies -
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