Print General Ledger code on Purchase Order

Note that ver 8 adds the GL accounts to the PartTran table when the transaction is first created, but ver 9 doesn't until you run the Capture COS/WIP process. I don't think the TranGLC data will exist early enough for you to print it on the PO form.



Instead, take a look at the "Purchase Code" on the PO line. This is a optional link to a GL control that (eventually) specifies the GL account. You might want to make this mandatory and print it on the PO form.



Brian.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Matt
Sent: Thursday, December 22, 2011 2:05 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Print General Ledger code on Purchase Order





I can modify our Crystal Report, but I can't seem to get the data to show up. We have tried using TranGLC also. Our results so far have been no data showing up in the XML.

We had no issues in V8. This is a big issue for us in E9.

Thanks.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , Chris Thompson <chriselectrix@...> wrote:
>
> Hi
> Â
> Are you not able to modify your Crystal report?
> Â
> Im wasnt aware of such a big difference between 8 and 9 in this area.
> Â
> Thanks
>
> From: Matt <mh@...>
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Thursday, 22 December 2011, 2:12
> Subject: [Vantage] Print General Ledger code on Purchase Order
>
>
> Â
> In Vista/Vantage 8, we were able to print the General Ledger account code on our Purchase Orders. We would like to continue to do this in Epicor 9. Does anyone know how?
>
> We would like to have the GL code printed on the PO so that we can quickly check to see that the PO has been entered correctly.
>
> I am open to an alternative way to verify to GL code on POs if someone has a suggestion.
>
> Thanks!
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
In Vista/Vantage 8, we were able to print the General Ledger account code on our Purchase Orders. We would like to continue to do this in Epicor 9. Does anyone know how?

We would like to have the GL code printed on the PO so that we can quickly check to see that the PO has been entered correctly.

I am open to an alternative way to verify to GL code on POs if someone has a suggestion.

Thanks!
The method will vary a bit depending on the code you want to use. Broadly
speaking, you just need to adjust the Report Data Definition so that it
includes the field containing the GL you want to show. It shouldn't be much
trickier than writing a BAQ. If you let us know which GL you want, we can
probably give you some more specific advice.

On Wed, Dec 21, 2011 at 9:12 PM, Matt <mh@...> wrote:

> **
>
>
> In Vista/Vantage 8, we were able to print the General Ledger account code
> on our Purchase Orders. We would like to continue to do this in Epicor 9.
> Does anyone know how?
>
> We would like to have the GL code printed on the PO so that we can quickly
> check to see that the PO has been entered correctly.
>
> I am open to an alternative way to verify to GL code on POs if someone has
> a suggestion.
>
> Thanks!
>
>
>



--
*John Driggers*
*High End Dev, System Design, Profit Drinking
*
*:: 904.962.2887*
*:: waffqle@...*
*:: NO FAXES*

*

*


[Non-text portions of this message have been removed]
Hi
Â
Are you not able to modify your Crystal report?
Â
Im wasnt aware of such a big difference between 8 and 9 in this area.
Â
Thanks

From: Matt <mh@...>
To: vantage@yahoogroups.com
Sent: Thursday, 22 December 2011, 2:12
Subject: [Vantage] Print General Ledger code on Purchase Order


Â
In Vista/Vantage 8, we were able to print the General Ledger account code on our Purchase Orders. We would like to continue to do this in Epicor 9. Does anyone know how?

We would like to have the GL code printed on the PO so that we can quickly check to see that the PO has been entered correctly.

I am open to an alternative way to verify to GL code on POs if someone has a suggestion.

Thanks!




[Non-text portions of this message have been removed]
We use a hybrid xml/SQL technique to get the GL Account description on the Crystal PO. Although it works, I don't like this technique and would prefer to get the account description to come through in the xml from the report data definition. Note: I don't think you can use this hybrid approach with SSRS. Here's how it works.

We created a SQL view as defined below and join it to PORel within Crystal. Join on company, ponum, poline, porelnum.

SELECT T.company,
CONVERT(int, T.key1) AS ponum,
CONVERT(int, T.key2) AS poline,
CONVERT(int, T.key3) AS porelnum,
T.tglctrannum,
T.bookid,
T.coacode,
T.glaccount,
G.accountdesc
FROM vTranglc AS T INNER JOIN
vGLaccount AS G ON T.company = G.company AND T.coacode = G.coacode AND T.glaccount = G.glaccount
WHERE (T.relatedtofile = 'PORel') AND (T.glacctcontext = 'Expense')



--- In vantage@yahoogroups.com, John Driggers <waffqle@...> wrote:
>
> The method will vary a bit depending on the code you want to use. Broadly
> speaking, you just need to adjust the Report Data Definition so that it
> includes the field containing the GL you want to show. It shouldn't be much
> trickier than writing a BAQ. If you let us know which GL you want, we can
> probably give you some more specific advice.
>
Either Yahoo messed up my profile or it got hacked and my outgoing name was changed to Ned. To clear it up, I'm not Ned, I'm Brad. Apologies to any genuine Neds out there. I think it's fixed now.

--- In vantage@yahoogroups.com, "Ned" <Brad_feazell@...> wrote:
>
> We use a hybrid xml/SQL technique to get the GL Account description on the Crystal PO. Although it works, I don't like this technique and would prefer to get the account description to come through in the xml from the report data definition. Note: I don't think you can use this hybrid approach with SSRS. Here's how it works.
>
> We created a SQL view as defined below and join it to PORel within Crystal. Join on company, ponum, poline, porelnum.
>
> SELECT T.company,
> CONVERT(int, T.key1) AS ponum,
> CONVERT(int, T.key2) AS poline,
> CONVERT(int, T.key3) AS porelnum,
> T.tglctrannum,
> T.bookid,
> T.coacode,
> T.glaccount,
> G.accountdesc
> FROM vTranglc AS T INNER JOIN
> vGLaccount AS G ON T.company = G.company AND T.coacode = G.coacode AND T.glaccount = G.glaccount
> WHERE (T.relatedtofile = 'PORel') AND (T.glacctcontext = 'Expense')
>
>
>
> --- In vantage@yahoogroups.com, John Driggers <waffqle@> wrote:
> >
> > The method will vary a bit depending on the code you want to use. Broadly
> > speaking, you just need to adjust the Report Data Definition so that it
> > includes the field containing the GL you want to show. It shouldn't be much
> > trickier than writing a BAQ. If you let us know which GL you want, we can
> > probably give you some more specific advice.
> >
>
I can modify our Crystal Report, but I can't seem to get the data to show up. We have tried using TranGLC also. Our results so far have been no data showing up in the XML.

We had no issues in V8. This is a big issue for us in E9.

Thanks.


--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> Hi
> ÂÂ
> Are you not able to modify your Crystal report?
> ÂÂ
> Im wasnt aware of such a big difference between 8 and 9 in this area.
> ÂÂ
> Thanks
>
> From: Matt <mh@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, 22 December 2011, 2:12
> Subject: [Vantage] Print General Ledger code on Purchase Order
>
>
> ÂÂ
> In Vista/Vantage 8, we were able to print the General Ledger account code on our Purchase Orders. We would like to continue to do this in Epicor 9. Does anyone know how?
>
> We would like to have the GL code printed on the PO so that we can quickly check to see that the PO has been entered correctly.
>
> I am open to an alternative way to verify to GL code on POs if someone has a suggestion.
>
> Thanks!
>
>
>
>
> [Non-text portions of this message have been removed]
>
I'll have to review this and try it. This will be wonderful if it works!

Thanks!

--- In vantage@yahoogroups.com, "Ned" <Brad_feazell@...> wrote:
>
> We use a hybrid xml/SQL technique to get the GL Account description on the Crystal PO. Although it works, I don't like this technique and would prefer to get the account description to come through in the xml from the report data definition. Note: I don't think you can use this hybrid approach with SSRS. Here's how it works.
>
> We created a SQL view as defined below and join it to PORel within Crystal. Join on company, ponum, poline, porelnum.
>
> SELECT T.company,
> CONVERT(int, T.key1) AS ponum,
> CONVERT(int, T.key2) AS poline,
> CONVERT(int, T.key3) AS porelnum,
> T.tglctrannum,
> T.bookid,
> T.coacode,
> T.glaccount,
> G.accountdesc
> FROM vTranglc AS T INNER JOIN
> vGLaccount AS G ON T.company = G.company AND T.coacode = G.coacode AND T.glaccount = G.glaccount
> WHERE (T.relatedtofile = 'PORel') AND (T.glacctcontext = 'Expense')
>
>
>
> --- In vantage@yahoogroups.com, John Driggers <waffqle@> wrote:
> >
> > The method will vary a bit depending on the code you want to use. Broadly
> > speaking, you just need to adjust the Report Data Definition so that it
> > includes the field containing the GL you want to show. It shouldn't be much
> > trickier than writing a BAQ. If you let us know which GL you want, we can
> > probably give you some more specific advice.
> >
>
I also have a custom report that needs the GL information and I cannot seem
to get any data to show out of the TranGLC table. My report is based off of
the Part Transaction table though.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Matt
Sent: Thursday, December 22, 2011 2:07 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Print General Ledger code on Purchase Order





I'll have to review this and try it. This will be wonderful if it works!

Thanks!

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Ned"
<Brad_feazell@...> wrote:
>
> We use a hybrid xml/SQL technique to get the GL Account description on the
Crystal PO. Although it works, I don't like this technique and would prefer
to get the account description to come through in the xml from the report
data definition. Note: I don't think you can use this hybrid approach with
SSRS. Here's how it works.
>
> We created a SQL view as defined below and join it to PORel within
Crystal. Join on company, ponum, poline, porelnum.
>
> SELECT T.company,
> CONVERT(int, T.key1) AS ponum,
> CONVERT(int, T.key2) AS poline,
> CONVERT(int, T.key3) AS porelnum,
> T.tglctrannum,
> T.bookid,
> T.coacode,
> T.glaccount,
> G.accountdesc
> FROM vTranglc AS T INNER JOIN
> vGLaccount AS G ON T.company = G.company AND T.coacode = G.coacode AND
T.glaccount = G.glaccount
> WHERE (T.relatedtofile = 'PORel') AND (T.glacctcontext = 'Expense')
>
>
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , John
Driggers <waffqle@> wrote:
> >
> > The method will vary a bit depending on the code you want to use.
Broadly
> > speaking, you just need to adjust the Report Data Definition so that it
> > includes the field containing the GL you want to show. It shouldn't be
much
> > trickier than writing a BAQ. If you let us know which GL you want, we
can
> > probably give you some more specific advice.
> >
>





[Non-text portions of this message have been removed]
Brad and Matt,



Whether you�re trying to work with PartTran or PORel, you might find
AnswerBook doc #10175MPS (How to determine Key fields in TranGLC table?)
helpful.



Regards,
Scott



*From:* vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] *On Behalf
Of *Brad Ebright
*Sent:* Thursday, December 22, 2011 3:58 PM
*To:* vantage@yahoogroups.com
*Subject:* RE: [Vantage] Re: Print General Ledger code on Purchase Order



I also have a custom report that needs the GL information and I cannot seem
to get any data to show out of the TranGLC table. My report is based off of
the Part Transaction table though.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Matt
Sent: Thursday, December 22, 2011 2:07 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Print General Ledger code on Purchase Order

I'll have to review this and try it. This will be wonderful if it works!

Thanks!

--- In vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com<vantage%40yahoogroups.com>>
, "Ned"
<Brad_feazell@...> wrote:
>
> We use a hybrid xml/SQL technique to get the GL Account description on the
Crystal PO. Although it works, I don't like this technique and would prefer
to get the account description to come through in the xml from the report
data definition. Note: I don't think you can use this hybrid approach with
SSRS. Here's how it works.
>
> We created a SQL view as defined below and join it to PORel within
Crystal. Join on company, ponum, poline, porelnum.
>
> SELECT T.company,
> CONVERT(int, T.key1) AS ponum,
> CONVERT(int, T.key2) AS poline,
> CONVERT(int, T.key3) AS porelnum,
> T.tglctrannum,
> T.bookid,
> T.coacode,
> T.glaccount,
> G.accountdesc
> FROM vTranglc AS T INNER JOIN
> vGLaccount AS G ON T.company = G.company AND T.coacode = G.coacode AND
T.glaccount = G.glaccount
> WHERE (T.relatedtofile = 'PORel') AND (T.glacctcontext = 'Expense')
>
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com<vantage%40yahoogroups.com>>
, John
Driggers <waffqle@> wrote:
> >
> > The method will vary a bit depending on the code you want to use.
Broadly
> > speaking, you just need to adjust the Report Data Definition so that it
> > includes the field containing the GL you want to show. It shouldn't be
much
> > trickier than writing a BAQ. If you let us know which GL you want, we
can
> > probably give you some more specific advice.
> >
>


[Non-text portions of this message have been removed]
Is this for SQL db or Progress? We are on Progress.

Thanks!

--- In vantage@yahoogroups.com, "Ned" <Brad_feazell@...> wrote:
>
> We use a hybrid xml/SQL technique to get the GL Account description on the Crystal PO. Although it works, I don't like this technique and would prefer to get the account description to come through in the xml from the report data definition. Note: I don't think you can use this hybrid approach with SSRS. Here's how it works.
>
> We created a SQL view as defined below and join it to PORel within Crystal. Join on company, ponum, poline, porelnum.
>
> SELECT T.company,
> CONVERT(int, T.key1) AS ponum,
> CONVERT(int, T.key2) AS poline,
> CONVERT(int, T.key3) AS porelnum,
> T.tglctrannum,
> T.bookid,
> T.coacode,
> T.glaccount,
> G.accountdesc
> FROM vTranglc AS T INNER JOIN
> vGLaccount AS G ON T.company = G.company AND T.coacode = G.coacode AND T.glaccount = G.glaccount
> WHERE (T.relatedtofile = 'PORel') AND (T.glacctcontext = 'Expense')
>
>
>
> --- In vantage@yahoogroups.com, John Driggers <waffqle@> wrote:
> >
> > The method will vary a bit depending on the code you want to use. Broadly
> > speaking, you just need to adjust the Report Data Definition so that it
> > includes the field containing the GL you want to show. It shouldn't be much
> > trickier than writing a BAQ. If you let us know which GL you want, we can
> > probably give you some more specific advice.
> >
>