Deployment Steps For Travelers report

Case: 

Changes are needed in custom report developed in dexterity. Table attached with report is custom temp table and new fields needs to be added in the report.

 Issue:

The custom report is further modified by the client as they needed some formatting and alignment for the report.

Important:

Test first on sandbox, Take backup of your sandbox Dynamics GP folder and Create a package of your modified report and save it.

 

 Deployment Steps: 

Below are the steps for the deployment of updated work done for the custom report.

 Step 1:

Login to GP and Go to Alternate/Modified Forms and Reports window.Un-mark your modified report TR9987(Modified)  and select the one from your product i.e TR9987.

 

 Click Save and close the window.

 

 Step 2:

Go to Tools>Customize>Report Writer.Select your product and press OK button, it will open Viewer, press on Reports and window will open showing modified reports, select your report and press Delete.Go back to Dynamics GP.

 

Step 3.

Open your Dynamics GP folder and locate DYNAMICS.set file.Right click and select Edit/Open.From this file remove your product. Decrease the number of products to one less the available number of products, in my case it's 31, so I will decrease it to 30.If your GP have any other number , just reduce 1 from it.like if 29 then make it 28.

 

Now locate your Product ID and Product name and delete those two lines, first one is Product ID and second one is Product name, as shown in picture 

 

Now last step, locate the paths for the dictionaries of these product and remove these from the dynamics.set file and now save file.

also need to delete dictionaries from the GP folder.
Delete TR9987.DIC from GP folder and F9987.DIC and R9987.DIC from Data folder inside GP folder
 

Step 4:

Now Add your new chunk file inside Dynamics GP, right click on GP icon and select run as administrator, login to GP with 'sa' user and add the code.

Step 5:

Now go to Tools>Customize>Report writer and select you product and open the reports window.

select your report and press insert.

 Open report and click on layout

There are two fields on report where user used a format in their modified report and now we need to manually add them, we found these format from the package of the modified report.

The two fields are Start Qty and CalcPickListTrxQty, double click on fields will open Report fields option window showing detail of field, if format is blank then click on three dots button, it will open format look, look for format 'No Decimal', if not found then click on new button and create new format with name 'No Decimal' with the format definition showing on below window, once save assigned it to both fields and save the report

 

 

Go back to Dynamics GP. Now open Alternate modified security window and mark the modified report.

Step 6:

Go to customization maintenance window and import the below package (This is same as you taken backup in first step, I just did some changes). Now open your window and test both window and report.

P.S:  Use this Package. 

Package