While working with a client on their Dynamics GP Check with Stub on Top and Bottom_Text report I had an interesting conversation with Microsoft Support. I discovered that there are two different fields that relate to the term PO Number.
In the PM Payment_Work_Table you have the field labeled PO Number, which I had presumed was the PO field I would use on the Check Stubs. I found out that this field only relates to the PO Numbers entered during the Transaction Entry processing.
Since my client was processing the majority of their invoices from Purchase Order entry, they were using either Shipment/Invoice or Enter/Match Invoice processing which uses the Purchase Order Number, not PO Number. The Purchase Order Number resides in the PM Transaction OPEN file, and this file is not traditionally linked to the Check Stubs.
To make the Purchase Order Number field available you have to link the PM Transaction OPEN file into the PM Payment_Stub_Duplicate file and then insert the field into your Check Stub. Below you will find all the steps required to link this new field to your Check Stubs.
- Purchase Order Number addition process steps.
a. Click on the Tables button on the Toolbar and Choose Tables from the list.
b. Open the PM_Payment_Stub_Duplicate file.
c. Click on the Relationships button, and then select New.
d. Click on the button with 3 dots and find the PM Transaction OPEN file.
e. Select Key 2 and choose the following fields:
Apply TO Document Type: Document Type
Apply to Voucher Number: Voucher Number
f. Click OK and back out of all the windows, saving your changes.
g. Open the Check with Stub on Top and Bottom report and click on the Tables button on the Report Definition window.
h. Select the PM Payment Stub Duplicate file and click New. Highlight the PM Transaction Open file, then Click Ok and click Close to save the change.
i. Open the Report Layout window.
j. In the Toolbox, select the PM Transaction Open file and pull into the body of the Layout the Purchase Order Number field.
Re-size to align with the rest of your data
k. Save your changes.
This article was written by Dean Anderson, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.