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Need help with Modified PM Transaction Posting Journal - where did my totals go?

  • 1.  Need help with Modified PM Transaction Posting Journal - where did my totals go?

    Posted 13 days ago
    Hello everyone,

    I have followed KB article, 865470 and have successfully added the Distribution Reference to the PM Transaction Posting Journal. Unfortunately, I've lost some totals in the process. My GL Distribution Totals are missing (highlighted in yellow), rest of report looks great. In the initial report layout, I don't see a field or line for totals. How can I get them to show on the report? Any help would be greatly appreciated.

    Before changes - Layout and output







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    Angela Morehouse
    CC Industries
    Chicago IL
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  • 2.  RE: Need help with Modified PM Transaction Posting Journal - where did my totals go?

    GPUG ALL STAR
    Posted 12 days ago
    @Angela Morehouse,

    Looking more closely at the report design (it always makes my eyes smart!) I see that the original design contains Field9, Field2, Field3, Field4, and Field5 in the report Body; whereas the modified version shows actual field names. I see also in the KB article you linked that one of the steps is, "Delete all the fields from the body of the report." Yikes! I think that I would have changed their Visibility to "Invisible" first and then added the new fields just underneath them. There's no harm done that way.

    The FieldX fields come from the Payables Journal Distribution Temp table... which is created on-the-fly when the report is generated.

    So it looks like your design -- through following instructions from Microsoft to-the-letter! -- led to something that you didn't want.

    Again, I'd go back to the original design and make the original Body fields invisible rather than deleting them and see what happens.

    Regards,

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    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
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  • 3.  RE: Need help with Modified PM Transaction Posting Journal - where did my totals go?

    Posted 12 days ago
    Thank you for your response. I did not like the delete either, or all of the updating to the report settings themselves.  I will import the original back in, work backwards to undo setting changes, compare to prod and start again. Thank you for the tip, I will give it a go. I will try to update with my findings for future reference once I get back to this.

    Again, thank you!

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    Angela Morehouse
    CC Industries
    Chicago IL
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