How to Print the Check Number on a Receivables Statement in Microsoft Dynamics GP

This article contains step-by-step instructions to print the payment Check Number on Receivables Management Customer Statements. 

First, define a file relation with the RM Open File to add the payment check number on Receivables Management customer statements:

Step 1: Start Report Writer 
In Microsoft Dynamics GP, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then click Report Writer. Click Microsoft Dynamics GP in the Product list. 
 

Step 2: Create the table relationship 
1.On the toolbar, click the Tables button. 

2.In the Tables window, select the RM_Statement_TRX_TEMP table from the list, and then click Open. 

3.In the Table Definition window, click Relationships, and then choose New. 

4.In the Table Relationship Definition window, click the ellipsis button next to the Secondary Table box. 

5.In the Relationship Table Lookup dialog box, choose the RM Open File as the Secondary Table, and click OK. 

6.In the Secondary Table Key list, click RM_OPEN_Key_1. 

7.Select and match the following fields between the two tables (Insert each field, in this order):

•Customer Number 
•RM Document Type-All 
•Document Number

8.Then click OK. 

9.In the Table Definition dialog box, click OK. 

Step 3: Save the changes to the report, and then exit Report Writer 
1.On the File menu, click Microsoft Dynamics GP or Microsoft Dynamics. 
2.Click Save when you are prompted to save the changes to the report layout. 
3.Click Save when you are prompted to save the changes to the modified report. 

Step 4: Assign security permissions to the modified report 

To assign security permissions to the modified report, use one of the following methods. 

-Method 1 -Use security in Microsoft Dynamics GP release 10.0 and later versions 
1.Point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then click Alternate/Modified Forms and Reports. 
2.In the ID box, type the Alternate/Modified Forms and Reports ID associated with the user ID that will print this modified report. 
3.In the Product list, click Microsoft Dynamics GP. 
4.In the Type list, click Reports. 
5.Expand the Sales folder. 
6.Expand the folder for the report that you modified. 
7.Click Microsoft Dynamics GP (Modified). 
8.Click Save. 
9.On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then click User Security. 
10.In the User list, click a user ID. 
11.In the Company list, click a company. 
12.In the Alternate/Modified Forms and Reports ID list, click the ID that you typed in step 2 earlier in this section. 

-Method 2 -Use the Advanced Security tool in a version earlier than Microsoft Dynamics GP release 10.0 
1.On the Tools menu, point to Setup, point to System, and then click Advanced Security. 
2.If you are prompted, type the system password in the Please Enter Password box, and then click OK. 
3.In the Advanced Security window, click View, and then click By Alternate, Modified and Custom. 
4.Use the appropriate step:

 •In Microsoft Dynamics GP release 9.0, expand Microsoft Dynamics GP. 
•In Microsoft Business Solutions - Great Plains release 8.0, expand Great Plains. 

5.Expand Reports, expand Sales and then expand the report that you modified. 
6.Use the appropriate step:  

•In Microsoft Dynamics GP release 9.0, click Microsoft Dynamics GP (Modified). 
•In Microsoft Business Solutions - Great Plains release 8.0, click Great Plains (Modified). 

7.Click Apply, and then click OK. 

Note By default, when you start the Advanced Security tool, the current user and the current company are selected. Any changes that you make affect the current user and the current company. However, you can select additional users in the Users area of the Advanced Security window. You can select additional companies in the Company Name area of the Advanced Security window. 

-Method 3 - Use the Standard Security tool in a version earlier than Microsoft Dynamics GP release 10.0 
1.On the Tools menu, point to Setup, point to System, and then click Security. 
2.If you are prompted, type the system password in the Please Enter Password box, and then click OK. 
3.In the User ID list, click the ID of the user who you want to have access to the modified report. 
4.In the Type list, click Modified Reports. 
5.In the Series list, click Sales. 
6.In the Access List box, double-click the report that you modified, and then click OK. 

Note An asterisk (*) appears next to the report name. 
 

Receivables Management

Report Writer

Microsoft Dynamics GP 1.0

Microsoft Dynamics GP 9.0

Great Plains 8.0

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