Oct 21, 2009

Adding Extender fields to a Great Plains Report

Adding an Extender Window field to a Great Plains report is a simple process of adding a calculated field to the report. Before you add a field to a report, you should make a note of the Window ID, the key field/s for the window and the number of the field that you want to add.

To add an Extender Window field to a Great Plains report:
1) Select Tools >> Customize >> Report Writer.
2) Select Great Plains as the Product and click on the OK button.
3) Click on the Reports button to open the Report Writer window.
4) Select the report that you want to modify from the Original Reports list.
5) Click on the Insert button to move the report from the Original Reports list to the Modified Reports list.
6) Select the Report in the Modified Reports list.
7) Click on the Open button to open the Report Definition window.
8) Click on the Layout window to open the Report Layout window.
9) If the Toolbox window is not already open, select Layout >> Toolbox to open it.
10) Select Calculated Fields from the Resources list and click on the New button to open the Calculated Field Definition window.
11) Enter a Name for the calculated field.
12) Select the Result Type as String.
13) Click on the Functions tab and select the User-Defined option.
14) Select System from the Core list and rw_TableHeaderString from the Function list.
      Note
          The rw_TableHeaderString function has 5 parameters and returns string value:
          Product ID, Window ID, String Key Value, Numeric Key Value, and Field Number
15) Click on the Add button to add the function to the expression string.
16) Click on the Constants tab and select Integer as the Type.
17) Enter 3107 as the Constant value and click on the Add button to add it to the expression string. 3107 is the Product ID for Extender.
18) Select String as the Type.
19) Enter the Window ID for the Extender Window as the Constant value and click on the Add button to add it to the expression string.
20) If the key field for the window is a numeric field, clear the Constant value and click on the Add button to add a blank string to the calculation.
21) Click on the Fields button and select the Table that contains the Key value for the window. Select the Field that contains the Key value. Click on
      the Add button to
22) Click on the Constants tab and select Integer as the type.
23) If the key field for the window is a string field, clear the Value field and click on the Add button to add a zero to the calculation.
24) Enter the number of the field in to the Value field and click on the Add button.
25) Click on the OK button to save the calculated field.
26) Drag the calculated field on to the report.
27) Close the Report Layout window. Click on the Save button.
28) Click on the OK button to close the Report Definition window.
29) Select File >> Microsoft Business Solutions – Great Plains to return to Great Plains.
30) You will need to set security to the modified report before you will be able to view. Refer to the Great Plains manual or help file for more information on setting security to modified reports.

For more information about how to create an Extender calculated field, click the following article number 898983 to view the article 898983 in the Microsoft Knowledge Base: 898983 How to modify the SOP Blank Order Form report to include information from an Extender window for the Sales Transaction Entry window in Microsoft Dynamics GP and in Microsoft Great Plains

2 comments:

Anonymous said...

Hi Venugopal, thanks for this update. Can you please let me know if, we can add the extender fields to the Word template in gp 2010.

Venugopal G A said...

Yes you can include the extender fields, as it is not direct approach, you need to add these through report writer and then exten that to word template.