How to modify the SOP Blank Invoice Form or the SOP Blank Order Form in Report Writer to include the Credit Card Number information from the Sales Payment Entry window in Microsoft Dynamics GP and in Microsoft Business Solutions – Great Plains

If you want to include the credit card number on the SOP Blank Invoice Form or on the SOP Blank Order Form, you cannot have Serial/Lot information on the same form.



To modify the SOP Blank Invoice Form or the SOP Blank Order Form in Report Writer, follow these steps:

1. Open Report Writer:
   
   • In Microsoft Dynamics GP 10.0, click Microsoft Dynamics GP, click Tools, click Customize, and then click Report Writer.
     
   • In Microsoft Business Solutions – Great Plains 8.0 and in Microsoft Dynamics GP 9.0, click Tools, point to Customize and then click Report Writer.
     
2. Create the relationship between the Sales Transaction Amounts Work and the Sales Payment Work and History tables:
   1. Click the Tables menu, and then select Tables from the drop-down list.
      
   2. Select SOP_LINE_WRK from the list of tables, and then click Open.
      
   3. In the Table Definition window, click Relationships.
      
   4. In the Table Relationship window, click New.
      
   5. Click the ellipsis button, select Sales Payment Work and History from the drop-down list, and then click OK.
      
   6. Select SOP_Payment_WORK_HIST_Key1 from the Secondary Table Keys list.
      
   7. In the Primary Table drop-down list, select SOP Type, select the SOP Number fields, and then click OK. Leave the third drop-down list value blank.
      
   8. Click OK or the Close button to close all windows.
      
3. Replace the Sales Serial/Lot Work and History table with the Sales Payment Work and History table:
   1. On the Reports menu, click SOP Blank Invoice Form/SOP Blank Order Form from the list of original reports, and then click Insert.
      
   2. Click SOP Blank Invoice Form/SOP Blank Order Form from the list of modified reports, and then click Open.
      
   3. In the Report Definition window, click Tables.
      
   4. In the Report Table Relationships, select the Sales Serial/Lot Work and History table, and then click Remove.
      
   5. Click OK when you are prompted.
      
   6. Select the Sales Transaction Amounts Work table, and then click New.
      
   7. From the list of Related Tables, click Sales Payment Work and History, and then click OK.
      
   8. Click OK to close the window and return to the Report Definition window.
      
4. Remove the Serial/Lot restriction and create a new restriction that involves the Sales Payment Work and History table:
   1. In the Report Definition window, click Restrictions.
      
   2. In the Report Restrictions windows, select the Type and Number of SOP_Serial_Lot = self restriction, and then click Delete.
      
   3. Click New to create a new restriction.
      
   4. Type Dummy as the name for the restriction.
      
   5. Select Sales Payment Work and History and Report Table and Amount Paid as the Table Field.
      
   6. Click Add Field.
      
   7. Click the = button.
      
   8. Select Amount Paid as the Table Field, and then click Add Field. The Restriction Expression should now resemble the following: SOP_Payment_WORK_HIST.AmountPaid = SOP_Payment_WORK_HIST.AmountPaid
   9. Click OK or the Close button to close all windows, and then go back to the Report Definition window.
      
5. Remove any instances of the Serial/Lot Work and History table in the layout of the report:
   1. Click Layout.
      
   2. Remove the Serial/Lot Number field and the (C) Serial/Lot Quantity field in the B section of the report.
      
   3. In the toolbox, select Calculated Fields from the drop-down list.
      
   4. Select (C) Serial Lot Band from the list of calculated fields, and then click Open.
      
   5. Set Integer as the Result Type.
      
   6. In the Calculated Expression, select the SOP_Serial_Lot_WORK_HIST.Serial/Lot Number expression, and then click Remove.
      
   7. On the Constants tab, select Integer as the Type, and then select 0 as the Constant.
      
   8. Click Add.
      
   9. Click OK to save the Calculated Field.
      
   10. Select (C) Serial Lot Quantity from the list of calculated fields, and then click Open.
       
   11. Set Integer as the Result Type, and then select Calculated as the Expression Type.
   12. Click Yes when you are prompted.
       
   13. Remove everything in the Calculated Expression section of the report by highlighting the fields and then clicking Remove.
       
   14. On the Constants tab, select Integer as the Type, and then 0 as the Constant.
       
   15. Click Add.
       
   16. Click OK.
       
6. Add the required fields into the report layout:
   1. In the toolbox, select Sales Payment Work and History from the drop-down list.
      
   2. Select Receipt Number Credit Card from the list of fields.
      
   3. Drag the Receipt Number Credit Card field to the H2 section on the report.
      
   4. Double-click the Receipt Number Credit Card field to open the Report Field Options window.
      
   5. Under Visibility, click Hide When Empty, and then select Display Type as Data value.
      
   6. Click OK.
      
   7. Save the changes to your report.
      

After you save the report, you will have to assign security permissions to the modified report in order to use the report in Microsoft Dynamics GP. To assign security permissions to the modified report, use one of the following methods.

Method 1: Use security in Microsoft Dynamics GP 10.0

1. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then click Alternate/Modified Forms and Reports.
   
2. In the ID box, type 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 and then expand the folder that contains the report that you modified.
   
6. Click to select the Microsoft Dynamics GP (Modified) report.
   
7. Click Save.
   
8. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then click User Security.
   
9. In the User list, click a user ID that will print this modified report.
   
10. In the Company list, click a company.
    
11. In the Alternate/Modified Forms and Reports ID list, click the ID that you used in step 2.
    

Method 2: Use the Advanced Security tool in Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions – Great Plains 8.0

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. Select the modified report:
   
   For Microsoft Dynamics GP 9.0:
   
   
   1. Expand Microsoft Dynamics GP, expand Reports, expand Sales, and then expand the folder that contains the report that you modified.
      
   2. Click the Microsoft Dynamics GP (Modified) report.
      
      
   For Microsoft Business Solutions - Great Plains 8.0:
   
   1. Expand Great Plains, expand Reports, expand Sales, and then expand the folder that contains the report that you modified.
      
   2. Click the Great Plains (Modified) report.
      
      
      
5. Click Apply, and then click OK.
   

Note By default, when you start the Advanced Security tool, Microsoft Dynamics GP 9.0 and Microsoft Business Solutions – Great Plains 8.0 will select the current user and the current company. Any changes that you make will 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 Business Solutions – Great Plains 8.0

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

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 or users that 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.