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How to add Sales Order Processing invoice comments to the Receivables Management Statement report in Microsoft Dynamics GP

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INTRODUCTION

This article describes how to add Sales Order Processing invoice comments to the Receivables Management statement in Microsoft Dynamics GP.

MORE INFORMATION

To add Sales Order Processing invoice comments to the Receivables Management statement, follow these steps.

Step 1: Back up the report, and then open the RM Statement Long Form report 

1. Back up the Reports.dic file if you have any changed Microsoft Dynamics GP reports. To locate the Reports.dic file, follow these steps:
a. In Microsoft Dynamics GP point to  Tools  on the  Microsoft Dynamics GP  menu, point to  Setup , point to  System , and then click  Edit Launch File
b. If you are prompted for a password, type the system password, and then click OK .
c. In the Edit Launch File window, click Microsoft Dynamics GP . The path of the Reports.dic file is in the Reports box.
2. In Microsoft Dynamics GP, point to  Tools  on the  Microsoft Dynamics GP  menu, point to  Customize , and then click  Report Writer.
3. In the Product  list,  Microsoft Dynamics GP should default in, and then click  OK .
4. In Report Writer, click Reports .
5. In the Original Reports  list (if using the original report), click the  RM Statement Long Form report, and then click  Insert to move it over to the list for Modified Reports. 
6. Close the window for now.

Step 2: Create a relationship that links the RM_Statements_TRX_TEMP file to the RM Open file

1. Click on the  Tables  in the top menu-bar, and then click  Tables .

Note Do not click Tables in the Report Definition window.
2. In the Tables window, click RM_Statements_TRX_TEMP , and then click Open .
3. In the Table Definition window, click Relationships . (The RM Open File is listed.)
4. In the Table Relationship window, click New .
5. In the Table Relationship Definition window, click the ellipsis button [...] next to the  Secondary Table  field.
6. In the Relationship Table Lookup window, click RM Open File , and then click OK .
7. In the Secondary Table Key list, click RM_OPEN_Key1 .

Note This value is the first value that appears in this list.
8. Match the appropriate fields:
•RM Statements Transactions Temp - Customer Number = RM Open File -  Customer Number
•RM Statements Transactions Temp - RM Document Type-All = RM Open File -  RM Document Type-All
•RM Statements Transactions Temp - Document Number = RM Open File -  Document Number
9. Click OK to close the Table Relationship Definition window.
10. Exit out of the Table Relationship window. (The RM Open File is listed twice.)
11. Click OK to close the Table Definition window.
12. Leave the Tables window open.

Step 3: Create a relationship that links the RM Open file to the Sales Transaction History file

1. In the Tables window, click RM_OPEN , and then click Open .
2. In the Table Definition window, click Relationships .
3. In the Table Relationship window, click New .
4. In the Table Relationship Definition window, click the ellipsis button [...] next to the  Secondary Table box.
5. In the Relationship Table Lookup window, click Sales Transaction History , and then click OK .
6. In the Secondary Table Key list, click SOP_HDR_HIST_Key1 .
 
7. Match the appropriate fields: For the primary table, select  Document Number , and the secondary table will display the SOP number. Do not match the SOP type to any primary table. The link should be as follows:

• RM Open File - Document Number = Sales Transaction History - SOP Number
• <blank> = Sales Transaction History - SOP Type

Note The <blank>  placeholder indicates that the SOP Type field is blank for the RM Open File Primary table.
8. Click OK to close the Table Relationship Definition window.
9. Exit the Table Relationship window.
10. Click OK to close the Table Definition window.
11. Exit the Tables window.

Step 4: Add the new table relationship to the report

1. Click Reports in the top menubar.
2. Under Modified Reports, click to select the  RM Statement Long Form report and then click Open .
3. In the Report Definition window, click  Tables .
4. In the Report Table Relationships window, click RM Statements Transactions Temporary File* , and then click New .
5. In the Related Tables window, click RM Open File , and then click OK .
6. In the Report Table Relationships window, click RM Open File , and then click Open .
7. In the Related Tables window, click Sales Transaction History , and then click OK .
8. In the Report Table Relationships window, click Sales Transaction History , and then click New .
9. In the Related Tables window, click Sales User Defined Work and History , and then click OK .
10. Click Close to close the Report Table Relationships window.

Step 5: Add a restriction to the RM Statement Header Temporary File table

1. In the Report Definition window, click Restrictions .
2. In the Report Restrictions window, click New .
3. In the Report Restriction Definition window, type Dummy 2 in the Restriction Name box.
4. In the Report Table list, click Sales User-Defined Work History , click SOP Number in the Table Fields list, and then click Add Field . The sopUsrDefWorkHist.SOP number appears in the Restriction Expression box.
5. In the Operators area, click = (the equal sign).
6.

In the Report Table  list, click  Sales User-Defined Work History , click SOP Number in the Table Fields list, and then click Add Field . The following entry appears in the Restriction Expression box:

sopUsrDefWorkHist.SOP Number = sopUsrDefWorkHist.SOP Number
7. Click OK , and then close the window.

Step 6: Add the Comment Text field to the B section of the report

1. In the Report Definition window, click Layout .
2. In the resource list of the Toolbox window, click Sales User Defined Work and History .
3. Drag the Comment Text field to the B  (Body) section of the Report Layout window.
4. In the Report Layout window, double-click the field that you just dragged to the report.
5. In the Report Field Options window, make sure that you set the Display Type setting to Visible and then set the Field Type setting to Data .
6. Click OK .

Step 7: Save the modified report

1. Click Close to close the Report Layout window.
2. Click Save when you receive the following message:

Do you want to save the changes to this report layout?
3. Click OK to close the Report Definition window.
4.

Do one of the following:

• In Microsoft Dynamics GP 10.0 or in Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP on the File menu.
• In Microsoft Business Solutions - Great Plains 8.0, click Microsoft Business Solutions-Great Plains on the File menu.



     

Step 8: Assign security permissions to the changed report

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

Method 1: By using security in Microsoft Dynamics GP 10.0

1. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to Security , and then point to Alternate/Modified Forms and Reports .
2. In the ID box, type the ID of the user who will print this changed report.
3. In the Product list, click Microsoft Dynamics GP .
4. In the Type list, click Reports .
5. Expand Sales .
6. Expand the node for the SOP Blank Picking Ticket Order Entered modified report.
7. Click Microsoft Dynamics GP (Modified) .

Note A check mark appears at the beginning of the name.
8. Click Save .

Method 2: By using Advanced Security in Microsoft Dynamics GP 9.0 or in Microsoft Business Solutions - Great Plains 8.0

1. On the Tools menu, point to Setup , point to System , and then click Advanced Security . If you are prompted for a password, type the system password, and then click OK .
2. Click View , and then click By Alternate, Modified and Custom .
3.

Expand the following nodes:

• Microsoft Dynamics GP
• Reports
• Sales



     
Then, expand the node for the SOP Blank Picking Ticket Order Entered modified report.
4. Click Microsoft Dynamics GP (Modified) .
5. Click Apply , and then click OK .

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

Method 3: By using Microsoft Dynamics GP security 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 Security . If you are prompted for a password, type the system password, and then click OK .
2. In the User ID list, click the user ID of the user who will access 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 the quote, order, or invoice form that you modified, and then click OK . An asterisk appears next to the report name.

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Article Info
Article ID : 856253
Revision : 3
Created on : 11/21/2017
Published on : 11/21/2017
Exists online : False
Views : 262