KB 918947 - How to add the Hold field from the RM Customer MSTR table to the Sales Order Processing Invoice report form when you use Manufacturing in Microsoft Dynamics GP

To add the Hold field from the RM Customer MSTR table to a Sales Order Processing Invoice report form, follow these steps.

Add the RM Customer MSTR table to the report

1. On the Tools menu, point to Customize, and then click Report Writer.
2. In the Product list, click Manufacturing, and then click OK.
3. Click Reports.
4. In the Original Reports list, click the Sales Order Processing invoice that you want to modify, and then click Insert.
5. In the Modified Reports list, click the Sales Order Processing invoice that you want to modify, and then click Open.
6. In the Report Definition window, click Tables to open the Report Table Relationships window.
   
7. Click Customer Master Address File, and then click New.
8. In the Related Tables window, click RM Customer MSTR, and then click OK.
   
9. In the Report Table Relationships window, click Close.

Add the Hold field to the report layout

1. In the Report Definition window, click Layout.
2. The Layout tab of the Toolbox window contains two lists. In the upper list, click RM Customer MSTR.
3. From the lower list, drag the Hold field name to the Page Header area of the report layout.
4. From the lower list, drag the Hold field name to the Report Header area of the report layout.

After you follow these steps, the following conditions will be true in the Page Header and the Report Header areas of the report:

• If the customer is on hold, an "X" character is printed.
• If the customer is not on hold, an "X" character is not printed.

Add the word "Hold" to the report

If you want the word "Hold" to appear in the printed document instead of an "X" character, you must create a conditional field. To do this, follow these steps:

1. In the list on the Layout tab of the Toolbox window, click Calculated Fields.
2. In the Calculated Field Definition window, type Hold in the Name box.
3. In the Result Type list, click String.
4. In the Expression Type area, click Conditional.
5. On the Fields tab, click RM Customer MSTR in the Resources list, click Hold in the Field list, and then click Add.
6. In the Operators area, click the equal sign (=).
7. Click the Constants tab.
8. In the Type list, click Integer, type 0 (zero) in the Constant box, and then click Add. The calculated expression appears as follows:
   
   RM _Customer_MSTR.HOLD = 0
9. Click the True Case box.
10. Click the Constants tab.
11. In the Type list, click String, leave the Constant box blank, and then click Add.
12. Click the False Case box.
13. Click the Constants tab.
14. In the Type list, click String, type Hold in the Constant box, and then click Add.
15. Click OK to save the new conditional field.
16. 
    
    From the list that appears under the Calculated Fields option in the Toolbox window, drag the Hold field to the Page Header area of the report layout.
17. 
    
    From the list that appears under the Calculated Fields option in the Toolbox window, drag the Hold field to the Report Header area of the report layout.

Save the modified report

1. Close the Report Layout window. If you are prompted to save the changes to the report layout, click Save.
2. In the Report Definition window, click OK.
3. On the File menu, click Microsoft Dynamics GP.

Assign security permissions to the modified report

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

Method 1: Use the Advanced Security tool

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. Then click OK.
3. In the Advanced Security window, click View, and then click By Alternate, Modified and Custom.
4. 
   Expand Manufacturing, expandReports, expand Sales, and then expand formName, where formName represents the name of the report that you modified. For example, expand SOP Blank Invoice Form.
5. Click Manufacturing (Modified), 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 and companies in the Company Name area of the Advanced Security window and in the Users area of the Advanced Security window.

Method 2: Use the Standard Security tool

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. 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 Product list, click Manufacturing.
5. In the Type list, click Modified Alternate Dynamics GP Reports.
6. 
   In the Series list, click Sales.
7. 
   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.