Andrew Karasev

Great Plains San Diego ISV Partner Newsflash: Dexterity Alternate Modified Reports

If you have Microsoft Dynamics GP implemented in your organization and you are now facing the challenge of modifying GP ReportWriter reports, especially when you do not know how to break through limitations, we recommend you to review this small publication on advanced options of GP RW reports modification.  

Here, if your case requires Dexterity programming, we recommend you to contract Dynamics GP ISV with Dex programming department, other option, such as altering tables in RW Reports.dic should be something that you could do on your own:

1.       If you do not have the table available on the report.  Let’s assume you would need to see Customer Summary table info on your SOP Order form for internal company needs and you do not see this table on SOP Blank Order Form.  Open Report Writer, Click Tables, pick SOP_HDR_WORK table, Relationships and click New, pick secondary table Customer Master Summary, select from drop down list the only key in Secondary table and pick field from Primary Table – Customer Number.  Now you can add field on the order for your internal review: Year To Date Sales, Customer Balance, Last Payment Date, Last Invoice Amount, etc.  All this may help you in defining new table relationships in RW, however you should now expect all the problems to go away, there is a restriction – it is very difficult to cross module borders, meaning that it is not easy to link Sales and Purchasing table in the same report without customization in Dexterity

2.       Crossing module borders.  In this method you create Dexterity customization, move desired report into your new Customization, then create function with rw_ prefix.  This Dex function could be either natively written in Dexterity Sanscript, or created in MS SQL Server as Function and then prototyped in Dexterity as rw_* function.  At this point, you should package your Dexterity add-on, and integrate it to your Dynamics GP workstation, outside of the scope of this article.  Then in GP open ReportWriter, select product to be your custom add-on and modify your report there, rw_ function will be available in new calculated field.  This is not all, now you will need to grant security to this new report, the type of report for security purpose is Alternate Modified Report

3.       Crystal Reports, Microsoft Access, SSRS.  All these tools could also do the job for you, however you will have to begin building up report from scratches (with some exceptions to SQL Server Reporting Services as some of desired reports could have templates ready there), while in RW you will need just small touches

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