How to add the Amount Remaining field to the "RM Statement on Blank Paper" report in Microsoft Dynamics GP

Step 1: Back up the Reports.dic file, and then start Report Writer

1. If you have any modified Microsoft Dynamics GP reports, back up the Reports.dic file. To locate the Reports.dic file, follow these steps:
   1. Use the appropriate step:
      • In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then click Edit Launch File.
      • In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Setup on the Tools menu, point to System, and then click Edit Launch File.
   2. If you are prompted, type the system password.
   3. Use the appropriate step:
      • In Microsoft Dynamics GP 10.0 and in Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Edit Launch File window.
      • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Edit Launch File window.
   4. Note the path that appears in the Reports box.
   5. To close the Edit Launch File window, click OK.
2. Use the appropriate step:
   • In Microsoft Dynamics GP 10.0, point to Tools on the Microsoft Dynamics GP menu, point to Customize, and then click Report Writer.
   • In Microsoft Dynamics GP 9.0 and in Microsoft Business Solutions - Great Plains 8.0, point to Customize on the Tools menu, and then click Report Writer.
3. Use the appropriate step:
   • In Microsoft Dynamics GP 10.0 and in Microsoft Dynamics GP 9.0, click Microsoft Dynamics GP in the Product list, and then click OK.
   • In Microsoft Business Solutions - Great Plains 8.0, click Great Plains in the Product list, and then click OK

Step 2: Create the table relationship

1. Click Tables two times.
2. Click RM_Statements_TRX_TEMP, and then click Open.
3. Click Relationships, and then click New.
4. Click the ellipsis button (...) next to the Secondary Table field, click RM Open File, and then click OK.
5. In the Secondary Table Key list, click RM_OPEN_Key1.
6. Click the values in the Primary Table column that match the values in the Secondary Table column, and then click OK.
7. In the Table Relationship window, click Close.
8. In the Table Definition window, click OK.
9. Close the Tables window.

Step 3: Modify the report

1. Click Reports.
2. If this is the first time that the "RM Statement on Blank Paper" report has been modified, follow these steps:
   1. In the Original Reports list, click RM Statement on Blank Paper.
   2. Click Insert.
   3. In the Modified Reports window, click RM Statement on Blank Paper.
   4. Click 1.
3. Click Tables.
4. Click RM Statements Transactions Temporary File, and then click New.
5. Click RM Open File, and then click OK.
6. Close the Report Table Relationships window.

Step 4: Create a conditional field

1. Click Layout.
2. In the Toolbox window, click Calculated Fields in the resource list, and then click New.
3. In the Name field, type Amount Remaining.
4. In the Result Type list, click Currency.
5. In the Expression Type area, click Conditional.
6. Click the Fields tab.
7. In the Resources list, click RM Open File.
8. In the Field list, click RM Document Type-All, and then click Add.
9. In the Operators area, click >=.
10. Click the Constants tab.
11. In the Type list, click Integer.
12. In the Constant box, type 7, and then click Add.
13. Click the True Case field, and then click the Fields tab.
14. In the Resources list, click RM Open File.
15. In the Field list, click Current Trx Amount, and then click Add.
16. In the Operators area, click *.
17. Click the Constants tab.
18. In the Type list, click Currency.
19. In the Constant box, type -1.00000, and then click Add.
20. Click the False Case field, and then click the Fields tab.
21. In the Resources list, click RM Open File.
22. In the Field list, click Current Trx Amount, and then click Add.
    
    Note The Expressions Calculated field should contain the following formula.

    Conditional: RM_OPEN.RM Document Type-All >= 7 
    True Case: RM_OPEN.Current Trx Amount * -1.00000 
    False Case: RM_OPEN.Current Trx Amount 
    

23. Click OK.

Step 5: Add the calculated field to the "RM Statement on Blank Paper" report

1. In the Toolbox window, click Calculated Fields in the resource list.
2. Drag the Amount Remaining field to the B area of the report. The B area of the report is the body area of the report.
3. Double-click the Amount Remaining field to open the Report Field Options window.
4. In the Display Options list, click Visible.
5. In the Display Type list, click Data.
6. In the Format Field area, click RM Statement Transaction Temp, and then click OK.

Step 6: Exit Report Writer

1. Close the report. When you are prompted to save the changes, click Save.
2. In the Report Definition window, click OK.
3. Use the appropriate step:
   • In Microsoft Dynamics GP 10.0 and 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 7: Grant access to the "RM Statement on Blank Paper" report

Method 1: Use security in Microsoft Dynamics GP 10.0

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 user ID of the user who 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 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 9.0, expand Microsoft Dynamics GP.
   • In Microsoft Business Solutions - Great Plains 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 9.0, click Microsoft Dynamics GP (Modified).
   • In Microsoft Business Solutions - Great Plains 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 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.