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  2. How to add the Amount Received field to the SOP Blank Invoice Form and the SOP Blank Order Form in Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains

How to add the Amount Received field to the SOP Blank Invoice Form and the SOP Blank Order Form in Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains

INTRODUCTION

This article describes how to perform the following actions in Microsoft Dynamics GP or in Microsoft Business Solutions - Great Plains:

• Add the Amount Received field to the SOP Blank Invoice Form or the SOP Blank Order Form
• Reduce the amount received amount from the document amount



     
Note Invoices and orders must be printed in the functional currency when you follow the steps in this article.

MORE INFORMATION

To add the Amount Received field to the SOP Blank Invoice Form or the SOP Blank Order Form, and then reduce the amount received amount from the document amount, follow these steps.
1. Add the Amount Received field to the SOP Blank Invoice Form. To do this, follow these steps:
a.

Open Report Writer. To do this, follow the appropriate step:

• Microsoft Dynamics GP 2010 and GP 10.0

On the Microsoft Dynamics GP menu, point to Tools , point to Customize , and then click Report Writer .



     
b.

Follow the appropriate step:

•  In Microsoft Dynamics GP 2010 and in Microsoft Dynamics GP 10.0, click  Microsoft Dynamics GP in the Product list, and then click OK.



     
c. In Report Writer, click Reports .
d. In the Original Reports section, click to highlight SOP Blank Invoice Form or SOP Blank Order Form , and then click Insert .
e. Under Modified Reports , click to highlight SOP Blank Invoice Form or SOP Blank Order Form , and then click Open .
f. In the Report Definition window, click Layout .
g. Locate the RF section.
h. Hold down SHIFT and click to select the Total and Trade Discount text fields.
i. Move these two text fields down one line by hitting the DOWN ARROW key.
j. Hold down SHIFT and click to select the F/O Trade Disc and F/O Document Amount boxes.
k. Move these boxes down one line by hitting the DOWN ARROW key.
l. In the Toolbox window, click the A button to add a Static Text field.
m. Add a Static Text field under the Freight text field, and then type Amount Received as the name of the newly added field. To do this, follow these steps:
1. Click the Amount Received static text field in the layout.
2. On the Tools menu, click Drawing Options .
3. Click to select the Bold check box in the Font Style area.
4. In the Font Size list, click 9.
5. Click Clear in the Pattern area, and then click OK .
n. Add the Amount Received field to the layout. To do this, follow the appropriate method:

Method 1: SOP Blank Order Form

1. In the Toolbox window, click Calculated Fields in the list.
2. Click New .
3.

Set the following values for the new calculated field:

• Name : (C) Amount Received
• Result Type : Currency
• Expression Type : Calculated



     
4.

On the Fields tab, set the following values, and then click Add :

• Resources : Sales Transaction Work
• Field : Payment Received



     
5. In the Operators section, click the plus sign ( + ).
6.

On the Fields tab, set the following values, and then click Add :

• Resources : Sales Transaction Work
• Field : Deposit Received



     
The expression in the Calculated field should resemble the following:

SOP_HDR_WORK.Payment Received + SOP_HDR_WORK.Deposit Received

7. Click OK .
8. In the Toolbox window, click Calculated Fields in the list.
9. Click to select the (C) Amount Received field, drag it to the RF section of the layout, and then put it under the Freight field.
10. Double-click (C) Amount Received in the layout to open the Report Field Options window.
11. In the Format Field area, click Sales Document Header Temp . Continue to click until the Calculated Fields option is displayed.
12. Click (C) Curr Index in the Format Field list, and then click OK .

Method 2: SOP Blank Invoice Form

1. In the Toolbox window, click Sales Transaction Work in the list.
2. Click to select the Payment Received field, drag it to the RF section of the layout, and then put it under the Freight field.
3. Double-click Payment Received in the layout to open the Report Field Options window.
4. In the Format Field area, click Sales Document Header Temp .
5. Continue to click until the Calculated Fields option is displayed.
6. Click (C) Curr Index in the Format Field list, and then click OK .
2. Reduce the amount received amount from the document amount on the SOP Blank Invoice Form and the SOP Blank Order Form.
a. Click to select the F/O Document Amount field in the RF section of the layout.
b. Press Delete.
c. In the Toolbox window, click Calculated Fields in the drop-down list.
d. Click New .
e.

Set the following values for the new calculated field:

• Name : (C) Document Amount
• Result Type : Currency
• Expression Type : Calculated



     
1. On the Fields tab:
a. Resources : Sales Transaction Work
b. Field : Document Amount
c. Click Add .
2. In the Operators section, click the minus (-) sign.
3.

Follow the appropriate step:

• For the SOP Blank Invoice Form, on the Fields tab:


  • • Field : Payment Received
    • Click Add .


       
  • The expression in the Calculated field should resemble the following:

    SOP_HDR_WORK.Document Amount - SOP_HDR_WORK.Payment Received


    • For the SOP Blank Order Form, on the Fields tab:
    • Field : (C) Amount Received
    • Click Add .


       
    The expression in the Calculated field should resemble the following:

    SOP_HDR_WORK.Document Amount - (C) Amount Received



    •  
4. Click OK .
f. In the Toolbox window, click Calculated Fields in the drop-down list.
g. Click to select the (C) Document Amount calculated field, drag it to the RF section of the layout, and then put it under the F/O Trade Disc field.
h. Double-click (C) Doucment Amount in the layout to open the Report Field Options window.
i. In the Format Field area, click Sales Document Header Temp .
j. Continue to click until the Calculated Fields option is displayed.
k. Click (C) Curr Index in the Format Field list, and then click OK .
l. Close the Report Layout window.
m. Save your changes.
n. Click OK in the Report Definition window.
o. Return to Microsoft Dynamics GP or Microsoft Business Solutions - Great Plains:
1. Microsoft Dynamics GP 2010 and Microsoft Dynamics GP 10.0: On the File menu, click Microsoft Dynamics GP.
3. Give users access to the modified report. • Using the security tool in Microsoft Dynamics GP 2010 and GP 10.0 .
a. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Alternate/Modified Forms and Reports .
b. Select the user, select the company, select Microsoft Dynamics GP in the Product field, and then select Report in the Type field.
c. In the Alternate/Modified Forms and Reports List section, expand Sales , expand SOP Blank Invoice Form , and then click the Microsoft Dynamics GP (Modified) option.
d. Click Save .
e. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click User Security .
f. In the User list, click a user ID.
g. In the Company list, click a company.
h. In the Alternate/Modified Forms and Reports ID list, click the ID from step b.


     

REFERENCES

The Amount Received field is the sum of the Payment Received and Deposit Received fields.

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Article Info
Article ID : 946281
Revision : 2
Created on : 11/21/2017
Published on : 11/21/2017
Exists online : False
Views : 88