How to print the Check Date fields in the Canadian date format of MMDDYYYY in Payables Management reports in Microsoft Dynamics GP

Article ID: 970114 - View products that this article applies to.
Source: Microsoft Support

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INTRODUCTION

This article describes how to print the Check Date fields in the Canadian date format of MMDDYYYY in Payables Management reports in Microsoft Dynamics GP. As an illustration, this article will use the PM Check Register report. The steps presented in this article are generic and can be applied to checks as well.

More information

Step A: Back up the report, and then open the report

  1. Back up the Reports.dic file if you have any modified Microsoft Dynamics GP reports. To locate the Reports.dic file, follow these steps:
    1. Follow 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, point to Setup on the Tools menu, point to System, and then click Edit Launch File.
    2. If you are prompted for the password, type the system password.
    3. In the Edit Launch File window, click Microsoft Dynamics GP. The path of the Reports.dic file appears in the Reports box.
  2. Open Report Writer. To do this, follow 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, point to Customize on the Tools menu, and then click Report Writer.
  3. In the Product list, click Microsoft Dynamics GP, and then click OK.
  4. In Report Writer, click Reports.
  5. In the Original Reports column, click PM Check Register report, and then click Insert.
  6. In the Modified Reports list, click the same report, and then click Open.
  7. In the Report Definition window, click Layout.

Step B: Create the first calculated field that contains the check date

  1. In the Toolbox window, click Calculated Fields in the resource list, and then click New.
  2. In the Calculated Field Definition window, specify the following settings:
    • Name: TEST FORMAT
    • Result Type: String
    • Expression Type: Calculated
  3. Click the Functions tab, and then click User-Defined.
  4. In the Core list, click System. Then, in the Function list, click RW_DateToString.
  5. Click Add.
  6. Click the Fields tab. In the Resource list, click Check Register Temp, and then click Check Date in the Field list.
  7. Click Add.
  8. Click the Constants tab. In the Type list, click String, and then type MM DD YYYY in the Constants field.

    Note There are 3 groups of letters (MM, DD and YYYY) with a space between each group.
  9. Click Add. The equation of the first calculated field will appear as follows:
    FUNCTION_SCRIPT(RW_DateToStringPM_Check_Register_TEMP.Check Date"MM DD YYYY")
    
    
  10. Click OK.

Step C: Create other calculated fields that reference the first calculated field from step B

Note These steps describe how to create calculated fields A1 through A8 to format the check date to display as MMDDYYYY.
  1. In the Toolbox window, click Calculated Fields in the resource list, and then click New.
  2. In the Calculated Field Definition window, specify the following settings:
    • Name: A1
    • Result Type: String
    • Expression Type: Calculated
  3. Click the Functions tab, and then click System-Defined. Click STRIP in the Function list.
  4. Click Add.
  5. Click the Functions tab, and then click User-Defined. Click System in the Core list, and then click RW_Substring in the Function list.
  6. Click the Fields tab, and then click Calculated Fields in the Resources list. Click TEST FORMAT in the Field list, and then click Add.
  7. Click the Constants tab, and then click Integer in the Type list.
  8. Type 1 in the Constant field, and then click Add.
  9. Click Add again.
  10. Click OK to save the calculated field. The equation for A1 will appear as follows:
    STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 11 )  )
    
    
  11. Repeat step 1 through step 7 to create calculated field A2 through A8. In step 8 and step 9, the integer values will vary. The calculated fields and their equations will appear as follows:
    • A2:
      STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 21 )  )
      
      
    • A3:
      STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 41 )  )
      
      
    • A4:
      STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 51 )  )
      
      
    • A5:
      STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 71 )  )
      
      
    • A6:
      STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 81 )  )
      
      
    • A7:
      STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 91 )  )
    • A8:
      STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 101 )  )

    Additional Notes on the integer value 2, 4, 5, 7, 8, 9 and 10:

    Consider the following scenario: A check exists with the check date 12/10/2009. The TEST FORMAT calculated field that you created will change the date into a string field. Therefore, the date 12/10/2009 is converted to a string field. This allows you to apply the RW_Substring function. The first integer in the RW_Substring function returns the character value that is occupying that space indicated by that integer. The second integer counts how many characters need to be displayed. In this example, the following values are created:
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 11 ) ) --> 1
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 21 ) ) --> 2
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 41 ) ) --> 1
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 51 ) ) --> 0
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 71 ) ) --> 2
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 81 ) ) --> 0
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 91 ) ) --> 0
    • STRIP(FUNCTION_SCRIPT(RW_SubstringTEST FORMAT 101 ) ) --> 9

Step D: Place the calculated fields in the report layout

  1. In the Body (B) section of the report, click the Check Date field and press the Delete key.
  2. Expand the Body (B) section of the report to accommodate the calculated fields.
  3. Drag the calculated fields A1 through A8 into the Body (B) section of the report. These calculated fields need to be spaced separately (should not be put on top of one another) to format the date as MMDDYYYY.

Step E: Save the report, and then exit Report Writer

  1. Close the report. Click Save when you are prompted to save your changes.
  2. In the Report Definition window, click OK.
  3. Click File, and then click Microsoft Dynamics GP.

Step F: Grant access to the report

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 click Alternate/Modified Forms and Reports.
  2. In the ID box, type the 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 Sales.
  6. Expand the node for the quote, order, or invoice form that you modified.
  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

  1. On the Tools menu, point to Setup, point to System, and then click Advanced Security. If you are prompted, type the system password.
  2. Click View, and then click by Alternate, Modified and Custom.
  3. Expand the following nodes:
    • Microsoft Dynamics GP
    • Reports
    • Sales
  4. Expand the node for the quote, order, or invoice form that you modified.
  5. Click Microsoft Dynamics GP (Modified).
  6. Click Apply, and then click OK.

    Note By default, the current user and company are selected when you start Advanced Security. Any changes that you make are for the current user and company. However, you can select additional users and 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

  1. On the Tools menu, point to Setup, point to System, and then click Security. If you are prompted, type the system password.
  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 Purchasing.
  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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Properties

Article ID: 970114 - Last Review: July 13, 2012 - Revision: 3.0
Applies to
  • Microsoft Dynamics GP 10.0
  • Microsoft Dynamics GP 9.0
  • Payables Management
  • Report Writer
Keywords: 
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