How to change the check format and the number of detail lines on the check stub in Accounts Payable in Microsoft Dynamics SL

Applies to: Dynamics SL 2011

INTRODUCTION


This article describes how to change the Check Report format that is used in the Quick Voucher and Pre-Payment Entry (03.020.00) screen or in the Manual Check (03.030.00)  screen in Accounts Payable in Microsoft Dynamics SL. This article also describes how to change the number of detail lines that print on the check stub.

MORE INFORMATION


Change the Check Report format

Modify or establish the Quick Print Formats section in the Solomon.ini file to specify the Crystal Report format to be used when you print quick checks or manual checks. Additionally, modify or establish the Report Detail Lines section in the Solomon.ini file to define how many detail lines appear on the check stub. To do this, follow these steps:

1.

Locate the Solomon.ini file. By default, the location of this file in Microsoft Dynamics SL 6.5 and in earlier versions is the Solomon directory on the server. By default, the location of this file in Microsoft Dynamics SL 7.0 is the following directory:

Documents and Settings/ User Name /Local Settings/Application Data/Microsoft Dynamics SL

2.

Make a backup copy of the Solomon.ini file.

3.

Right-click the Solomon.ini file, and then click Properties.

4.

Click the General tab, and then verify that the Read-only check box is cleared.

5.

Open the Solomon.ini file by using a text editor.

6.

Add or change the Quick Print Formats section in the Solomon.ini file to specify the Crystal Report format to be used with the Print/Keep Check button in the Quick Voucher and Pre-Payment Entry (03.020.00) screen.

[Quick Print Formats] Quick Check = 03620SR --Note 03620SR is the Remittance Laser Check Form. --Replace 03620SR with the report number that you want.

7.

Click Save , and then close the text editor.

8.

Modify the report control to point to the Crystal Report format that you want to use with the Print Check button in the Manual Check Entry (03.030.00) screen. To do this, follow these steps:

a.

Open the Report Control Maintenance (98.300.00) screen:

• In Microsoft Dynamics SL 7.0 and in later versions, follow these steps:

1.

In the navigation pane, click Administration.

2.

In the System Manager details pane, click Report Control Maintenance under Maintenance.


• In Microsoft Dynamics SL 6.5 and in earlier versions, click Report Control Maintenance on the Utility menu.

b.

In the Report Number box, type 0362Q.

c.

Modify the values in the Report Format Name and Report Format box.

d.

Click Save , and then close the Report Control Maintenance (98.300.00) screen.

Change the number of detail lines

To add or change the number of detail lines that print on the check stub, follow these steps:

1.

Locate the Solomon.ini file. By default, the location of this file in Microsoft Dynamics SL 6.5 and in earlier versions is the Solomon directory on the server. By default, the location of this file in Microsoft Dynamics SL 7.0 is the following directory:

Documents and Settings/ User Name /Local Settings/Application Data/Microsoft Dynamics SL

2.

Make a backup copy of the Solomon.ini file.

3.

Right-click the Solomon.ini file, and then click Properties.

4.

Click the General tab, and then verify that the Read-only check box is cleared.

5.

Open the Solomon.ini file by using a text editor.

6.

Add or modify the section in the Solomon.ini file that is labeled [Report Detail Lines].

[Report Detail Lines] reportformat = 12

Note In this step, reportformat is a placeholder for the file name of the report.

7.

Click Save, and then close the text editor.

Notes

  • The Standard AP Check Formats collection include the following forms:
    • 03620L - Laser Check Form
    • 03620D - Continuous Check Form
    • 03620S - Multiple Stub Laser Check Form
    • 03620SR - Remittance Laser Check Form
    • 0362SP - Project Multiple Stub Check
  • There are several check printing options that can be set in the Solomon.ini file. Microsoft Dynamics SL will always check the Solomon.ini file on the workstation first and, if it does not locate the entries, it will check the Solomon.ini file where Microsoft Dynamics SL is installed second.
  • The stub lines on checks default to 12 lines for each stub.
  • The maximum number of lines for the Multiple Stub Laser Check form (03.620S) is set to 12 lines. The bottom stub is not changed if you change the Solomon.ini file.