New Report Fields Won’t Display on a Precision Forms Enabled Report in Dynamics AX

by | Updated April 19, 2018 | Development, Dynamics AX

Recently, I was making some customizations to a report in Dynamics AX. I was adding a handful of new fields. The report was Precision Forms enabled and the new fields I had added were not displaying on the report. It should be an easy fix, but it took me a bit to find the issue below.

I checked various things:

1. I verified the dataset was refreshed on the report.

  • To do so, open the report in Visual Studio.
  • Right-click on the data set that you have modified and click refresh

PrecisionForms enabled reports

2. I verified the new fields were in the dataset of the report.

  • If not, verify your fields are selected in the field list by selecting your query and selecting the appropriate query/DP class from the list. This will open the field list below and you can select the checkbox for the fields you want to add.

PrecisionForms enabled reports

3. What I didn’t know was that you must also add your new fields in the setup of precision forms for that report.

  • Go to the precision forms setup
    • System Administration > Setup > Bottomline
    • Click enabled reports and select the report you are modifying.

 

 

 

  • Click the Related Tables button

PrecisionForms enabled reports

 

 

 

  • Select the table you have modified and add the new fields to the list here.

Simple solution, hopefully, this will save you some research time when working with Precision Form reports!

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X