How to modify the SOP Blank Order Form report from an Extender window

INTRODUCTION

This article describes how to modify the SOP Blank Order Form report to include information from an Extender window for the Sales Transaction Entry window in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains.

Note You can apply this concept to other reports in Report Writer in Microsoft Dynamics GP and in Microsoft Great Plains.

MORE INFORMATION

To modify the SOP Blank Order Form report in this manner, follow these steps.

Create the Extender window

On the Tools menu, click Extender , and then click Extender .

In the Extender window, click Windows , and then click New .

In the Extender Windows window, specify the following settings:

• Window ID : SOP_EXTRA_WINDO
• Description : SOP Extra Window
• Product : Great Plains
• Series : Sales
• Form : Sales Transaction Entry
• Window : Line_Scroll

Add the Extender key fields

1.	Expand Key Fields .
2.	Click the down arrow next to View , and then click Line_Scroll .
3.	Select the Line Item Sequence field.
4.	Click Select .
5.	Expand Key Fields .
6.	Click the down arrow next to View , and then click Sales Transaction Entry .
7.	Select the SOP Number field.
8.	Click Select .
9.	Type the appropriate information in the fields that you want to use for the sales line items.
10.	Click Save .

Create an order, and then open the report

1.	Create an order in the Sales Transaction Entry window.
2.	Select a line item.
3.	On the Extras menu, point to Additional , and then click SOP Extra Window .
4.	Type the additional information for the line item.
5.	In the SOP Extra Window extender window, click Save .
6.	In the Sales Transaction Entry window, click Save .
7.	Close the Sales Transaction Entry window.
8.	On the Tools menu, point to Customize , and then click Report Writer .
9.	In the Microsoft Business Solutions - Great Plains window, click Great Plains in the Product list.
10.	On the menu bar, click the Reports button.
11.	In the Original Reports list, select SOP Blank Order Form , and then click Insert .
12.	In the Modified Reports list, select SOP Blank Order Form , and then click Open .
13.	In the Report Definition window, click Layout .

Create two new calculated fields

Calculated field 1

1.	In the resource list in the Toolbox window, click Calculated Fields , and then click New .
2.	In the Calculated Field Definition window, specify the following settings: • Name : myKeyField • Result Type : String • Expression Type : Calculated
3.	Click the Functions tab.
4.	In the Function list, select LNG_STR , and then click Add .
5.	Click the Fields tab.
6.	In the Resources list, click Sales Transaction Amounts Work . In the Field list, select Line Item Sequence , and then click Add .
7.	In the Calculated Expression field, click to the right of the closing parenthesis.
8.	In the Operators area, click CAT .
9.	Click the Functions tab.
10.	In the Function list, select STRIP , and then click Add .
11.	Click the Fields tab.
12.	In the Resources list, select Sales Transaction Work . In the Field list, select SOP Number , and then click Add .

The first calculated field appears as the following string.

LNG_STR(SOP_LINE_WORK.Line Item Sequence ) # STRIP(SOP_HDR_WORK.SOP Number )

Calculated field 2

1.	In the resource list in the Toolbox window, click Calculated Fields , and then click New .
2.	In the Calculated Field Definition window, specify the following settings: • Name : Extender Field • Result Type : String • Expression Type : Calculated
3.	Click the Functions tab.
4.	Click User-Defined .
5.	In the Core list, select System .
6.	In the Function list, select rw_TableHeaderString , and then click Add .
7.	Click the Constants tab.
8.	In the Type list, select Integer .
9.	In the Constants field, type 3107 , and then click Add .
10.	Click the Constants tab.
11.	In the Type list, select String .
12.	In the Constants field, type SOP_EXTRA_WINDO , and then click Add .
13.	Click the Fields tab.
14.	In the Resources list, select Calculated Field . In the Field list, select myKeyField , and then click Add .
15.	Click the Constants tab.
16.	In the Type list, select Integer .
17.	In the Constants field, type 0 , and then click Add .
18.	Click the Constants tab.
19.	In the Type list, select Integer .
20.	In the Constants field, type 1 , and then click Add . Note When the value in the Constants field is 1 , the first field for the line item in the SOP Extra Window extender window will be printed. When the value in the Constants field is 2 , the second field for the line item in the SOP Extra Window extender window will be printed, and so on.

The second calculated field appears as the following string.

FUNCTION_SCRIPT(rw_TableHeaderString3107"SOP_EXTRA_WINDO"myKeyField 0 1 )

Add the calculated fields to the report

1.	In the Toolbox window, click Calculated Fields in the list.
2.	Click Extender Field , and then drag the field to the H2 section of the Report Layout window.

Save your report, and then exit Report Writer

1.	Close the Report Layout window. If you are prompted to save changes, click Save .
2.	In the Report Definition window, click OK .
3.	On the File menu, click Microsoft Business Solutions - Great Plains .

Grant access to the report

Method 1: Use the Advanced Security tool

1.	Click Tools , point to Setup , point to System , and then click Advanced Security . Type the system password if you are prompted.
2.	Click View , and then click by Alternate, Modified and Custom .
3.	Expand the following nodes: • Great Plains • Reports • Sales • SOP Blank Order Form
4.	Click Great Plains (Modified) .
5.	Click Apply , and then click OK . Note By default, when you open the Advanced Security tool, the current user and the current company are selected. Any changes that you make are for the current user and the current company. However, you can select additional users and companies in the Company area and in the User area of the Advanced Security window.

Method 2: By using standard security

1.	Click Tools , point to Setup , point to System , and then click Security . If you are prompted, type the system password.
2.	In the User ID list, click the user ID for the user whom you want to have access to the report.
3.	In the Type list, click Modified Reports .
4.	In the Series list, click Sales .
5.	In the Access List box, double-click SOP Blank Order Form , and then click OK . An asterisk (*) appears next to the report name.

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