How to add the customer e-mail address to the SOP Blank Order Form report or to the SOP Blank Invoice Form report in Microsoft Dynamics GP

Applies to: Dynamics GPDynamics GP 2010Dynamics GP 2013

INTRODUCTION

This article describes how to add the customer e-mail address to the SOP Blank Order Form report or to the SOP Blank Invoice Form report in Microsoft Dynamics GP.

MORE INFORMATION

To add the customer e-mail address to the SOP Blank Order Form report or to the SOP Blank Invoice Form report in Microsoft Dynamics GP, use the RW_GetInternetInfo Report Writer function.

  • The email address used with Word Templates is stored in the 'EmailToAddress' field in the Internet Addresses (SY01200) table, and you cannot directly link this field to the SOP blank order form.  Use the alternative solution described below.
  • Use the 'RW_GetInternetInfo' function which pulls the email address from the INET1 field in the same Internet Addresses (SY01200) table.   (NOTE:  You can copy the 'EmailToAddress' field to the INET1 field all within the same SY01200 table.)
  • In Dynamics GP, the email address needs to be in the 'E-MAIL' field under the INTERNET INFORMATION section on the address ID (ie. middle section of the same window).  Instruct users to key the email address in the E-MAIL field in both sections going forward. 


To add the customer e-mail address to the SOP Blank Order Form report, follow these steps.

Note These steps also apply to the SOP Blank Invoice Form report.

Step 1: Back up the Reports.dic file

If you have modified reports, back up the Reports.dic file. To locate the Reports.dic file, follow these steps:
1.

Follow the appropriate step:

• In Microsoft Dynamics GP, point to Tools on the Microsoft Dynamics GP menu, point to Setup , point to System , and then click Edit Launch File.


     
2. If you are prompted for the password, type the system password.
3.

Follow the appropriate step:

• In Microsoft Dynamics GP, click  Microsoft Dynamics GP 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 .

Step 2: Open the report

1. Follow the appropriate step: • In Microsoft Dynamics GP, point to Tools on the Microsoft Dynamics GP menu, point to Customize , and then click Report Writer .
2. In the Product list, click Microsoft Dynamics GP .
3. Click Reports .
4. In the Original Reports list, click SOP Blank Order Form , and then click Insert .
5. In the Modified Reports list, click SOP Blank Order Form , and then click Open .
6.

In the Report Definition window, click Tables, and select the Customer Master Address File and click New.  The RM Customer MSTR table should be listed, so click Done to add it.   Now click Layout .

Step 3: Create a calculated field

1. In the Toolbox window, click Calculated Fields in the list that appears on the Layout tab.
2. Click New .
3. In the Calculated Field Definition window, type email in the Name box.
4. In the Result Type list, click String , and then click Calculated in the Expression Type box.
5. Click the Functions tab, and then click User-Defined .
6. In the Core list, click System .
7. In the Function list, click RW_GetInternetInfo , and then click Add .
8. Click the Constants tab, and then click String in the Type list.
9. In the Constant field, type CUS , and then click Add .
10. Click the Fields tab, and then click RM Customer MSTR in the Resources list.
11. In the Field list, click Customer Number , and then click Add .
12. In the Resources list, click RM Customer MSTR again in the Field list, click Address Code , and then click Add .
13. Click the Constants tab, and then click Integer in the Type list.
14. In the Constant field, type 1 , and then click Add . The Calculated Expression displays the following.  Add the ending parenthesis as well. 
FUNCTION_SCRIPT(RW_GetInternetInfo"CUS"RM_Customer_MSTR.Customer NumberRM_Customer_MSTR.Address Code1)
15. Click OK .

Step 4: Add the calculated field to the report

1. In the Toolbar list, click Calculated Fields .
2. Drag email to the PH section and to the RH section.

Step 5: Save the modified report

1. On the File menu, click Microsoft Dynamics GP .
2. Click Save when you are prompted to save the changes to the report layout.
3. Click Save when you are prompted to save the changes to the modified report.

Step 6: Grant security to the report

Use security in Microsoft Dynamics GP 10.0 and greater

1. On the Microsoft Dynamics GP menu, point to Tools , point to Setup , point to System , and then click Alternate/Modified Forms and Reports .
2. In the ID box, type the Alternate/Modified Forms and Reports ID that is associated with the user ID that 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 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 from step 2.